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Click “Edit” next to the Auto-generated Email you want to make changes to.
Details: The basic details about the Email.
Name: The name of the Email.
Description: A short description about when the Email is sent and who to.
Code: A short code to refer to this Auto-generated Email. This is included in the footer of Auto-generated Emails to make it easy to identify which one was sent.
Privacy Level: Choose whether to secure this Email. If secured, only those with the “View content of secure emails” Entitlement will be able to view the Email on the system.
Sender/Reply-to: This is the nominal sender that the email will be sent from and that will be used as the reply-to address.
Distribution: This controls who the Email is sent to. You can combine different options from each field if you want to. Anyone listed will receive an email EVERY time the Auto-generated Email is sent.
Context-Specific Recipients: These will be different for each Auto-generated Email and will relate to the purpose of the Email as to who is available to be selected. In this case, you can select recipients relating to Events.
Role Recipients: Select users with certain Roles to receive this Email. Learn more about Roles in this guide: Club Roles
Member Recipients: If this email should be sent to certain specific users, not related to their Role, enter them here. Start typing at least three characters of the name of a registered user and then select their name from the dropdown when it appears.
Email Address Recipients: Enter email addresses of those you want to receive this Email. This should only be used if one of the above options isn’t availableappropriate, e.g. if the recipient is not a registered user.
Email Subject & Content: Edit the content of the Email itself.
Subject: The subject of the Email.
Body: Add text, links, images, tables, etc to the main body of the Email. You can switch to HTML mode using the “<>” button. You can find an introduction to HTML here: HTML Tutorial
Insert Field: Fields allow you to enter details specific to the context or recipient of the Email. These will be different for each Email, but there are some Fields that can be added to any email.
Partial: Partials allow you to reuse the same sections of content in multiple emails. Click “Partial” and select from the dropdown to add a Partial to the Body of the email. Learn more about Partials in this guide: Email Partials
Reset to Default: Use this button to reset the Subject and Body of the email back to the default content. This can be used if you want to start afresh but don’t want the difficulty of starting with a blank canvas.
Preview: When using Fields and Partials, the Preview button is very useful to see the changes you have made with sample data. Click the “Preview” button and select an option in the wizard to see a preview of the Email.
Save Changes: Once happy with the details, click “Save Changes” to save the Auto-generated Email.
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Get the member to forward you the email, or look in the thread if they replied to the Auto-generated Email, and look for the code (e.g. EVT_CFM) in the footer of the email. You can then locate the right email in Email > Auto-generated Email Editor.
Find it in Sent Emails:
Navigate to Email > Sent Emails.
Click “Columns” and select “Auto Email Name” and/or “Auto Email Short Name” so you can see which Email was sent. You can then locate the right email in Email > Auto-generated Email Editor.
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