Through the Activity section, users can easily view and manage all automated emails scheduled and sent to the Trip Leader.
This section includes the following information:
Automation Name: Displays the name of the email template that has been or will be sent.
Status: Indicates the automation's status (active/ inactive).
Email Address: Shows the email address of the Trip Leader to whom the template is sent or will be sent.
Enrollment: Indicates whether the specific Trip Leader is enrolled in the email automation and therefore is included in the recipients' list.
Note: If a Trip Leader is Enrolled, the email of the specific automation will be sent to them on the scheduled delivery date. If a Trip Leader is Unenrolled, the email will not be sent to them.
Delivery Status: Shows if the email template has been sent or is scheduled to be sent to the Trip Leader.
Delivery Date: Displays the delivery date of the email template.
Important note:
In order for an automation to be applied, its status must be set to Active. This status can be selected while creating the Email Automation. Alternatively, the email automation's status can be edited through the Actions button next to each email automation (More > Emails > Email automations > Select a specific email automation > Edit).
Actions
Additionally, through this section specific actions related to the email automation can be performed.
By clicking the Actions button for a specific automation, a Trip leader can be Enrolled or Unenrolled from the email automation. This action is available only in case the specific automation has a future delivery date.
Through the Actions button of a specific automation, the corresponding email template can also be previewed.
Click on the following links to learn How to create & use email templates as well as How to send email templates automatically.