This documentation provides a comprehensive guide to managing the emails that are sent as in your chapters and events
This page serves as a centralized place for managing all email communications within your chapters. Here, Chapter Organizers can access a list of sent and scheduled emails and seamlessly create new emails.
List of Emails
The emails section provides owners with a comprehensive list of emails, including those that have been sent and 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: Event the email is associated to.
- Scheduled for: The date and time when the email is scheduled to be sent.
- Sent on: The date and time when the email was sent (if applicable).
Owners can also take the following actions on emails from the list:
- Edit: Edit the content, subject, sender email, and other details of the email.
- Reschedule: Change the scheduled date and time for future delivery.
- Delete: Cancel the scheduled email, preventing it from being sent.
Creating a New Email
Organizers can create a new email by clicking on the new email button. This feature allows organizers to compose and send tailored email communications to chapter members efficiently. When creating a new email, owners can:
- Specify the subject line of the email.
- Choose the sender email address.
- Draft the email content using a rich text editor.
- Select recipients based on various criteria, such as member groups, event attendees, or custom segments.
- Schedule the email for future delivery, if desired.
Automated Emails
Automated emails are a fundamental component of event management, serving as pre-set communications that are automatically generated and dispatched to attendees before and after an event. These emails are designed to streamline communication processes, providing essential information such as event details, reminders, and post-event follow-ups. By leveraging automated emails, organizers can ensure timely and consistent communication with attendees, enhancing their overall event experience and engagement.
Among these automated emails, several serve specific purposes in enhancing event management and community engagement:
- Reminders of the Event: These emails are crucial for keeping attendees informed and engaged leading up to the event. Sent at 2 weeks, 72 hours, and 48 hours before the event, they serve as gentle nudges to ensure attendees are prepared and excited for the upcoming event.
- Event Update Notifications: Keeping attendees informed about any changes to the event is essential for maintaining transparency and managing expectations. These emails are triggered when an event is created, updated, or canceled, ensuring attendees are promptly informed of any alterations to the event details.
- Welcome Emails: Upon joining the chapter, new members receive a warm welcome via email. These welcome emails serve as an introduction to the community, providing essential information, resources, and a friendly invitation to explore and engage with the community further.
Once an Automated email is scheduled to be sent, you'll see it on the Email List.
You can find more info about these emails here
System Emails
System emails play a pivotal role in facilitating clear and timely communication with users by automatically triggering transactional emails following specific events. These emails serve as essential notifications to users, providing concise and pertinent information related to their interactions within the platform.
Among the range of system emails, users can expect to receive:
- RSVP confirmations for events: ensuring clarity for both attendees and group owners alike.
- Chapter Organizers notification of significant events such as the creation of a new event or the need for a wrap-up following an event.
These emails are not displayed within the standard email list, streamlining user communication channels.
You can find more info about these emails here
FAQ
How can we remove the discussion section from all Emails?
To remove the discussion components from emails, please note that this can only be done by admins through the Admin Dashboard. Here are the steps:
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Go to the Admin Dashboard > Emails.
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Open the Automated/System Email you wish to edit.
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Click the three-dot menu next to the email and select Edit.
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In the email editor, scroll down to locate the Discussion component.
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Select the component, then click the “X” (delete) button to remove it.
This needs to be done individually for each email where you want the discussion section removed.
Please note: Any changes made to automated or system emails from the Admin Dashboard will be applied globally across all chapters. This means that removing the discussion component from one email will affect the same email type for all chapters.
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