Sending Emails to Users

How to Send Emails in Regpack

Emails can be sent through Regpack either automatically or manually, depending on your needs. Below is a guide to help you send emails using the various methods available.

Sending an Email Manually

1. Navigate to User Management and select the user’s name.
2. In the user’s side panel, go to the Emails tab.
3. Click Send New Email.
4. Choose an email template.
5. Edit the email if needed.
6. Specify the recipient by clicking in the To area.
7. Click Send.

Sending to Multiple Recipients Manually

1. Filter Users:
   • Apply a filter for the users you want to email, or remove the filter to select all users.
   • For family/group projects:
     • Narrow your selection to parents/head units or children/sub-units using the tab in the upper left-hand corner.
2. Select Users:
   • Click Select All to choose all users in the filtered group.
3. Send Email:
   • Click Send Email.
   • Choose an email template and edit it if needed.
   • Specify the recipient email for each user.
   • Click Send.

Sending Emails Through Triggers

Triggered emails are sent automatically based on user actions.

1. Hover over the email and click Trigger.
2. Define the trigger conditions using:
   • AND Conditions: Combine multiple actions that must occur.
   • OR Conditions: Allow multiple options to trigger the email.
   • Note: You cannot combine both “AND” and “OR” conditions in the same trigger.
3. Save the trigger. Confirm it is active by the lightning bolt icon.

Sending Emails Through Scheduling

Note: This is a premium feature.

Scheduled emails are sent on a pre-set date or time.

1. Starting in User Management:
   • Select the users you want to email.
   • Click Schedule Email.
2. Starting in Email Management:
   • Navigate to Settings > Emails.
   • Click Schedule Email on the desired email template.
   • Use a saved filter to select recipients and choose whether to:
     • Include future users who meet the filter criteria (dynamic sending).
     • Limit to users matching the filter at the time of setup (disable dynamic sending).
3. Set the following details:
   • Recipient email.
   • Sender information.
   • Individual or group recipient.
   • Date and time of the email.
4. Confirm the setup. Scheduled emails will follow the admin’s time zone.

Important Notes

• Family/Group Projects:
  • Parent accounts with multiple children/sub-units cannot populate child/sub-unit tokens in email templates when sending at the parent level.
  • Templates with parent tokens will populate correctly when sending at the parent level.
• Editing Emails:
  • After selecting an email, hover over it and click Edit Email Message to make changes.
  • Click Save to confirm changes.
  • You can revert to the original template using the pop-up option at the top.

For further assistance or more detailed instructions, contact support@regpacks.com.Sending an Email Manually