Managing Email - Revision history

Admin: /* Conditional Email */

2017-10-03T18:04:22Z

‎Conditional Email

Admin: /* Conditional Email */

2017-09-21T17:57:12Z

‎Conditional Email

Admin at 17:55, 21 September 2017

2017-09-21T17:55:51Z

Admin at 13:56, 24 April 2017

2017-04-24T13:56:04Z

Admin at 15:12, 2 March 2017

2017-03-02T15:12:44Z

Admin at 21:23, 26 July 2016

2016-07-26T21:23:48Z

Admin: /* IMPORTANT NOTE ABOUT FROM ADDESSES */

2016-07-21T16:14:55Z

‎IMPORTANT NOTE ABOUT FROM ADDESSES

Admin at 16:14, 21 July 2016

2016-07-21T16:14:13Z

Admin at 16:13, 21 July 2016

2016-07-21T16:13:51Z

Admin: /* How to Create a New Group Email */

2016-02-16T15:39:05Z

‎How to Create a New Group Email

@@ Line 77: / Line 77: @@
 Once the email has been setup, you must select someone in the Send Confirmation To field and click SEND TEST. After you have sent a test, you will then be able to click on ACTIVATE so the conditional email is now ready to send when the condition is met.<br>
-This email takes a day to send, based on the date in Settings, Advanced, Site Properties, "EMAILSERVICELASTCHECK". <br>
+This email takes a day to send, based on the date in Settings, Advanced, Site Properties, "EMAILSERVICELASTCHECK". For testing purposes, you can have the email send today by clearing the date from this site property.<br>
 To modify a conditional email, login and click on ADMIN, MANAGE EMAIL and then CONDITIONAL EMAIL. You will then click on the paper/pencil icon next to the email you want to modify. Click DEACTIVATE, make changes and click Save. You will then click Activate again to reactivate this email. <br />

@@ Line 74: / Line 74: @@
 This email has a tab for '''condition groups'''. You must select a group or groups from this tab in order to send this email. <br />
 Once the email has been setup, you must select someone in the Send Confirmation To field and click SEND TEST.
-After you have sent a test, you will then be able to click on ACTIVATE so the conditional email is now ready to send when the condition is met.
+Once the email has been setup, you must select someone in the Send Confirmation To field and click SEND TEST. After you have sent a test, you will then be able to click on ACTIVATE so the conditional email is now ready to send when the condition is met.<br>
 This email takes a day to send, based on the date in Settings, Advanced, Site Properties, "EMAILSERVICELASTCHECK".
 To modify a conditional email, login and click on ADMIN, MANAGE EMAIL and then CONDITIONAL EMAIL. You will then click on the paper/pencil icon next to the email you want to modify. Click DEACTIVATE, make changes and click Save. You will then click Activate again to reactivate this email. <br />

← Older revision		Revision as of 17:55, 21 September 2017
Line 55:		Line 55:

	If you need to make any changes, go to the ADMIN page, and click on MANAGE EMAIL and then GROUP EMAIL from the menu on the left side of your screen. When you see the list of emails on the right side of the screen, click on the paper/pencil icon for the email you need to modify. This will open up the record for that email and you can change anything that needs adjustment. <br />		If you need to make any changes, go to the ADMIN page, and click on MANAGE EMAIL and then GROUP EMAIL from the menu on the left side of your screen. When you see the list of emails on the right side of the screen, click on the paper/pencil icon for the email you need to modify. This will open up the record for that email and you can change anything that needs adjustment. <br />
		+
		+	==Conditional Email==
		+
		+	Conditional email is a way for Contensive developers to add email functionality when a condition happens on a site. In order to receive these emails, they need to be configured. The fields within a conditional email are as follows: <br />
		+
		+	*Name - name of the email, this field is read only and used by the Contensive Developer
		+	*Subject Line - subject line of the email being sent (this field is required and the email will not be sent unless this field is completed)
		+	*From Address - email address the email comes from (this field is required and the email will not be sent unless this field is completed)
		+	*Send Confirmation To - If a person would like to be notified each time this email is sent, select a user to receive the notification
		+	*Email Template - allows the email to use a template
		+	*Body - the body of the email being sent
		+	*Condition - Select either "days before expiration from group", "days after joining group" or "on the birthday of group members"
		+	*Condition Period - How many days after condition happens to send email
		+	*Do Not Send Before - Date before which email will not be sent
		+	*Do Not Send After - Date after which email will not be sent
		+	*Allow Link Authentication - when checked, each link in the email that points back to the Contensive site will authenticate the receiving user when clicked
		+	*Submitted - Email has been submitted for use.
		+
		+	This email has a tab for '''condition groups'''. You must select a group or groups from this tab in order to send this email. <br />
		+	Once the email has been setup, you must select someone in the Send Confirmation To field and click SEND TEST.
		+	After you have sent a test, you will then be able to click on ACTIVATE so the conditional email is now ready to send when the condition is met.
		+	This email takes a day to send, based on the date in Settings, Advanced, Site Properties, "EMAILSERVICELASTCHECK".
		+
		+	To modify a conditional email, login and click on ADMIN, MANAGE EMAIL and then CONDITIONAL EMAIL. You will then click on the paper/pencil icon next to the email you want to modify. Click DEACTIVATE, make changes and click Save. You will then click Activate again to reactivate this email. <br />

← Older revision		Revision as of 13:56, 24 April 2017
Line 1:		Line 1:
		+	You can add and edit emails by logging in and clicking ADMIN, MANAGE EMAIL, and then select GROUP EMAIL, SYSTEM EMAIL or CONDITIONAL EMAIL. Click ADD to add a new email or click on the paper/pencil icon next to an email to edit it.
		+
	==System Email==		==System Email==

← Older revision		Revision as of 15:12, 2 March 2017
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−	~~==IMPORTANT NOTE ABOUT FROM ADDRESSES==~~
−	~~'''If your email is managed on an AMAZON SES server, you must make sure that all email addresses used in the FROM field are verified before you send a group or system email using them.''' <br />~~
−
−	~~To verify your from addresses, you will login to your AWS account if you have your own, or contact support@contensive.com if Contensive manages your email server. <br />~~
−	~~1. Go to aws.amazon.com <br />~~
−	~~2. Login with user name and password for the account <br />~~
−	~~3. Click on SES under APPLICATION SERVICES section <br />~~
−	~~4. Click EMAIL ADDRESSES from the menu on the left <br />~~
−	~~5. Click VERIFY A NEW EMAIL ADDRESS button at the top of the page <br />~~
−	~~6. Enter the email address and click VERIFY THIS EMAIL ADDRESS <br />~~
−	~~7. The email address will be listed as PENDING VERIFICATION until an email sent to that address is received and the link in the email is clicked <br />~~
−	~~8. The email address will be listed as VERIFIED after someone clicks the link in the email sent to that address <br />~~
−
	==System Email==		==System Email==

← Older revision		Revision as of 21:23, 26 July 2016
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−	==IMPORTANT NOTE ABOUT FROM ~~ADDESSES~~==	+	==IMPORTANT NOTE ABOUT FROM ADDRESSES==
	'''If your email is managed on an AMAZON SES server, you must make sure that all email addresses used in the FROM field are verified before you send a group or system email using them.''' <br />		'''If your email is managed on an AMAZON SES server, you must make sure that all email addresses used in the FROM field are verified before you send a group or system email using them.''' <br />

@@ Line 2: / Line 2: @@
 '''If your email is managed on an AMAZON SES server, you must make sure that all email addresses used in the FROM field are verified before you send a group or system email using them.''' <br />
-To verify your from addresses, you will login to your AWS account if you have your own, or contact support@contensive.com if Contensive manages your email server.
+To verify your from addresses, you will login to your AWS account if you have your own, or contact support@contensive.com if Contensive manages your email server. <br />
-. Go to aws.amazon.com
+. Go to aws.amazon.com  <br />
-. Login with user name and password for the account
+. Login with user name and password for the account  <br />
-. Click on SES under APPLICATION SERVICES section
+. Click on SES under APPLICATION SERVICES section  <br />
-. Click EMAIL ADDRESSES from the menu on the left
+. Click EMAIL ADDRESSES from the menu on the left  <br />
-. Click VERIFY A NEW EMAIL ADDRESS button at the top of the page
+. Click VERIFY A NEW EMAIL ADDRESS button at the top of the page  <br />
-. Enter the email address and click VERIFY THIS EMAIL ADDRESS
+. Enter the email address and click VERIFY THIS EMAIL ADDRESS  <br />
-. The email address will be listed as PENDING VERIFICATION until an email sent to that address is received and the link in the email is clicked
+. The email address will be listed as PENDING VERIFICATION until an email sent to that address is received and the link in the email is clicked  <br />
-. The email address will be listed as VERIFIED after someone clicks the link in the email sent to that address
+. The email address will be listed as VERIFIED after someone clicks the link in the email sent to that address  <br />
 ==System Email==

← Older revision		Revision as of 16:14, 21 July 2016
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−	~~'''~~==IMPORTANT NOTE ABOUT FROM ADDESSES==~~'''~~	+	==IMPORTANT NOTE ABOUT FROM ADDESSES==
	'''If your email is managed on an AMAZON SES server, you must make sure that all email addresses used in the FROM field are verified before you send a group or system email using them.''' <br />		'''If your email is managed on an AMAZON SES server, you must make sure that all email addresses used in the FROM field are verified before you send a group or system email using them.''' <br />

← Older revision		Revision as of 16:13, 21 July 2016
Line 1:		Line 1:
		+	'''==IMPORTANT NOTE ABOUT FROM ADDESSES=='''
		+	'''If your email is managed on an AMAZON SES server, you must make sure that all email addresses used in the FROM field are verified before you send a group or system email using them.''' <br />
		+
		+	To verify your from addresses, you will login to your AWS account if you have your own, or contact support@contensive.com if Contensive manages your email server.
		+	1. Go to aws.amazon.com
		+	2. Login with user name and password for the account
		+	3. Click on SES under APPLICATION SERVICES section
		+	4. Click EMAIL ADDRESSES from the menu on the left
		+	5. Click VERIFY A NEW EMAIL ADDRESS button at the top of the page
		+	6. Enter the email address and click VERIFY THIS EMAIL ADDRESS
		+	7. The email address will be listed as PENDING VERIFICATION until an email sent to that address is received and the link in the email is clicked
		+	8. The email address will be listed as VERIFIED after someone clicks the link in the email sent to that address
		+
	==System Email==		==System Email==

@@ Line 26: / Line 26: @@
 On this screen, you will name the record, fill in the subject line (this will be the subject line for the email), enter a valid email address (specifying who in your organization is sending the email), select the confirmation email from the drop down (this is the email where the confirmation and the test emails will be sent), and create your copy in the BODY. <br />
-You may also choose a specific EMAIL TEMPLATE if you have them set up for certain types of email and a DO NOT SEND BEFORE date/time if you want to delay the delivery of your email. You may also add links and images to your email the same way you do these tasks on a web page. <br />
+You may also choose a specific EMAIL TEMPLATE if you have them set up for certain types of email and a DO NOT SEND BEFORE date/time if you want to delay the delivery of your email. '''Don't forget to click SEND so that your email will be submitted to send immediately or after the specified date.'''
 If you check the ALLOW LINK AUTHENTICATION box, it enables the system to encode the member names and passwords, if appropriate, in a link you can create in the email body. This will enable personalization in the visit and allow members with proper group affiliation to get through path blocks, without having to log in. <br />