Objective #
This SOP outlines the steps to configure and set up emails for events, ensuring effective communication with users and admins.
Key Steps #
1. Access Email Configuration 0:19
- Navigate to the Configure section.
- Click on Emails.
2. Select Event Language Tab 0:25
- In the emails configuration area, click on the Events tab.
3. Review Existing Emails 0:34
- Check the data table for existing email setups.
- If no emails are set up, you will see a blank slate.
4. Add New Email 0:46
- Click on Add New to create a new email template.
5. Enter Email Details 0:53
- Fill in the Title (e.g., ‘Page Completes’).
- Select the Type (e.g., User or Admin).
6. Configure Email Triggers 1:08
- Choose the appropriate trigger for the email (e.g., Order Completed, Payment Refunded, etc.).
- Note that different triggers will display different merge tags.
7. Set Up Email Recipients 3:23
- Specify the From Name and From Email.
- Set a Reply-To email address for recipient replies.
- Optionally, add BCC or CC recipients.
8. Define Email Subject 4:02
- Use merge tags for the subject line (e.g., Order Number, Product Name, Donor Name).
9. Compose Email Body 4:46
- Include relevant merge tags in the message body (e.g., First Name, Last Name, Amount, etc.).
10. Attach Receipts (if applicable) 5:17
- If using receipts, select the appropriate receipt template from the receipt generator.
11. Set Email Delay 5:38
- Choose a delay for sending the email if needed (e.g., minutes or days).
12. Customize Email for Specific Events 6:07
- Select specific events for which the email should be sent.
13. Configure Geographic and Currency Filters 6:39
- Set rules for countries and states to include or exclude recipients.
- Specify currencies if necessary.
14. Finalize and Save Email Configuration 7:11
- Review all settings and ensure they meet your requirements.
- Save the email configuration.
Cautionary Notes #
- Ensure that all email addresses are valid to avoid delivery issues.
- Double-check merge tags to ensure they populate correctly in the emails.
Tips for Efficiency #
- Reuse email templates for similar events to save time.
- Regularly review and update email configurations to reflect any changes in event details or policies.