How do I edit Automated Emails?

Automated Emails go out based on actions performed by customers or a CircuiTree user. Some examples include:

  • New Account Confirmation
  • Password Reset Request
  • Roommate Invitation

Edit

To edit these preset emails, follow these steps:

  1. In CT6, go to Manage > Camp > Automated Emails.

  1. Use the Criteria on the left or the Filter at the top to find the email that you want to update.

  1. Under Email, you can update several items, select the Sender, add a Subject, and select a Message Format [e.g. text or HTML].

  • Sender – Select from a list of Automated Email Address or create a new one. How do I configure outgoing emails?
  • BCC Address – Add additional email addresses using a semicolon “;” in between each address.
  • Subject – Update the Subject line. Placeholders can be used in the Subject as well.
  • Message Format – Select either HTML or Text.
  • Template – Select a Template for the email. How do I send an email using a MailChimp Template?
  1. To edit the body of the email use the WYSIWYG editor to change formatting, add photos and insert Place Holders. Here is a list of Place Holders that are available for Automated Emails.

  1. Click on Details to update the following information.

  • Name – The name of the email, internal use only.
  • Description – The description of the email, internal use only.
  • Disable Email – Check to disable this email from sending.
  1. After all changes are made, click on Actions > Save.

Preview

  1. To see a preview of the email, click on Actions > Send Preview.
  2. Enter your email address and click Send.

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