---
title: Sending Emails to Users
slug: sending-emails-to-users
docTags: 
createdAt: 2026-02-16T16:45:26.598Z
---

**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.

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### [Sending an Email Manually](docId\:hcGyDGnaBvorZ6Lu1Pcoj)

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**.

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### [Sending to Multiple Recipients Manually](docId\:hcGyDGnaBvorZ6Lu1Pcoj)

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**.

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### [Sending Emails Through Triggers](docId\:hcGyDGnaBvorZ6Lu1Pcoj)

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**.

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### [Scheduling Emails](docId\:hcGyDGnaBvorZ6Lu1Pcoj)

**Note**: This is a premium feature.

Scheduled emails send automatically on a pre-set date or time. This feature is separate from Triggers, which do not have a date or time-based option.

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.

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### 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.

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For further assistance or more detailed instructions, contact [support@regpacks.com](mailto\:support@regpacks.com).