Navigating the app
UPDATE SCREEN CLIPS
Within the Emails module, you can view, send, and controlling the scheduling of emails.
What can you do with emails?
- View, send, and schedule email drafts
- View and cancel scheduled emails
- View previously sent manual emails
- Send email to event registrants (see Events module for more information)
What can't you do with emails?
- Modify an existing email draft
- View already sent automatic emails
To jump to the Emails module, tap Emails at the bottom of the screen.
The Emails module organizes your emails onto 3 tabs: Drafts, Scheduled, and Sent.
The Drafts tab displays unsent, unscheduled emails. The Scheduled tab displays unsent scheduled emails. The Sent tab displays a log of already sent manual emails.
At first, the Emails module only displays emails created by you – the administrator who is currently logged into the app.
To view all emails, drag the white circle beside View only created by me to the left...
...so that the option is no longer green.
Viewing, sending, and scheduling email drafts
Within the Emails module, the Drafts tab displays unscheduled email drafts. From here, you can view, send, and schedule email drafts.
For each draft, the subject line of the email is displayed, along with the recipients and the date the draft was created.
To view an email draft, tap it within the list. The details of your email draft will appear.
Using this app, you cannot modify an email draft – its content or its recipients – but you can send it or schedule its delivery.
You can use this app to schedule an email only if the email has a subject and one or more recipients already specified.
To send the email draft immediately, tap Send at the top of the email details screen. You will be asked to confirm your request to send the email draft.
To schedule the delivery of the draft, tap Schedule within the draft details.
On the screen that appears, you can specify the date (and optionally, the time) you want the email to be delivered.
The time you set here corresponds to your organization’s timezone. If you don't choose a time, it will default to 12:00 am on the specified day.
The time you choose is when the email will be queued for delivery. The message may take anywhere from a few minutes to a few hours to be actually delivered.
After you've indicated when you want the email delivered, tab the Schedule button.
You will be asked to confirm your desire to automatically send the email as scheduled.
Once you confirm its delivery schedule, the message will appear on the Scheduled tab within the Emails module.
To unschedule a scheduled email, click the Cancel button on the schedule details screen.
For more information on unscheduling a scheduled email, see below.
Viewing and unscheduling scheduled emails
On the Scheduled tab, you can view scheduled emails, and view or cancel the delivery schedule.
For each scheduled email, the subject of the email is displayed, along with the recipients and the date the message is scheduled to be delivered.
To view a scheduled email, tap the email within the list. The email details will appear.
To view or cancel the delivery schedule, tap Scheduled within the email details. To cancel the scheduled delivery, tap the Cancel button on the screen that appears.
You'll be asked to confirm your request to cancel the delivery schedule for this email.
Once you confirm your request, the email will be moved to the Drafts tab.
Viewing sent emails
On the Sent tab, you can view a log of manual emails that have already been sent.
You cannot use this app to view automatic emails that have already been sent.
For each sent email, the subject of the email is displayed, along with the recipients and the delivery information (recipient or number of recipients, and percentage successfully delivered).
To view the details of a sent email, tap it within the list.
Within the Events module, you can:
- Create, duplicate, edit, and delete events
- View event details
- Manage event registrations
- Email event registrants
- Check in event attendees
Emailing event registrants
To email registrants for a particular event, go to the Event tab for the event, then tap the action button in the upper right corner and select the Email registrants option from the menu that appears.
On the screen that appears, you can filter the recipients list to include either:
- All registrants (whether paid or not, checked in or not)
- Those already checked in to the event
- Those not yet checked in
- Those who have already fully paid the registration fee
- Those who have not yet full paid the fee
After choosing the recipients, you can compose the email then click the Send button in the upper right corner to send the message.
Using this app, you cannot format the text of your email message.