The Emails section in your Chapter Dashboard is a central hub for viewing sent and scheduled emails, creating new emails, and understanding automated and system notifications.
Chapter Organizers can view a list of sent and scheduled emails, and create new emails from this page.
Emails refer to automated and system emails that are created and managed by HQ admins. Chapter organizers and team members are only able to reschedule or cancel their send time. Any email that is created by an organizer or team member is called a newsletter once it is scheduled and/or sent.
Email list
The email list provides a comprehensive view of all emails, including those that have been sent and those scheduled for future delivery. The list displays the following details for each email:
- Subject — The subject line of the email.
- Email audience — The type of users the email is targeted to.
- Event title — The event the email is associated with.
- Scheduled for — The date and time the email is scheduled to be sent.
- Sent on — The date and time the email was sent.
Chapter Organizers can take the following actions on emails from the list:
- Edit — Edit the content, subject, sender email address, and other details of the email.
- Reschedule — Change the scheduled date and time for future delivery.
- Delete — Cancel a scheduled email to prevent it from being sent.
Create a new email (chapter newsletter)
Chapter Organizers can create a new email by selecting the New email button. When creating a new email, you can:
- Specify the subject line of the email.
- Choose the sender email address.
- Draft the email content using the rich text editor.
- Select recipients based on criteria such as member groups, event attendees, or custom segments.
- Schedule the email for future delivery.
Automated Emails
Automated emails are pre-set communications that are automatically generated and dispatched to attendees, chapter members, or chapter teams.
Automated emails are created by HQ admins. Organizers cannot modify the content of automated emails but they can reschedule them or cancel them in the email dashboard. Automated emails will populate in the email dashboard list once an event or chapter trigger condition has been met.
Automated emails can include but are not limited to:
- Event reminders — Sent before the event to keep attendees informed and prepared.
- Event update notifications — Triggered when an event is created, updated, or canceled, keeping attendees informed of any changes.
- Welcome emails — Sent to new members when they join the chapter, introducing them to the community and its resources.
Once an automated email is scheduled, it appears in the email list.
Learn more in Automated emails.
System emails
System emails are transactional notifications triggered automatically when a user takes a specific action on the platform. These emails provide concise, relevant information related to user interactions.
System emails do not appear in the standard email list and are set by Bevy. HQ admins cannot create systems emails but they can modify the template and determine if some system emails should be enabled or disabled.
Learn more in System emails.
Emails FAQs
How do I remove the discussion section from emails?
Removing the discussion component from emails can only be done by admins through the Admin Dashboard.
To remove the discussion section from an email:
- Go to Admin Dashboard > Emails.
- Open the automated or system email you want to edit.
- Select the More options menu next to the email, then select Edit.
- Scroll down to locate the Discussion component.
- Select the component, then select the X button to remove it.
Repeat this process for each email where you want the discussion section removed.
Changes made to automed or system emails in the Admin Dashboard apply globally across all chapters. Removing the discussion component from one email affects the same email for all chapters.