There are three email systems: the email scheduler (newsletters), the emails linked to modules and the transactional emails.
1/ The email scheduler 📨
➔ Click on the management space button
➔ Click on the Emails tab on the Engagement Menu
If you want to create an email, click on + Add a new scheduled email
A scheduled email is composed with:
- A subject
- A body (obviously)
- Dates and Times
- Recipients :
- Participants
- Admins
- Jurys
- Experts
- Project members
- All (the five above)
- For the participants, you can choose their status :
- All
- Pending enrollment
- To review
- Accepted
- Rejected
- For the project members, you can choose the active module and their status :
- All
- In progress
- Draft
- To discuss
- To accept
- To reject
- Accepted
- Rejected
For each email, variables are available allowing you to personalize it as much as possible
Example: if you use the variable {firstname} in the sentence "hello {firstname}", the participant Élodie will receive "Hello Élodie"
If you want to find out more about variables, click here:
📁 What do the variables correspond to?
Click on Add to save it!
If you want to add changes, click on the 3 dots then on Edit.
2/ Emails linked to modules 📤
⚠️ Important: All your scheduled emails and the emails linked to the modules are available in the emails tab (on the engagement menu). You can add changes at any time (if the sending date has not passed).