Email

To configure your event message, you can use a pre-defined template or create a new email. You can perform the following tasks from the Add Event > Define Message section:

• Adding an Email Message
• Modifying an Email Message
• Deleting an Email Message

Adding an Email Message

To compose a new email message for an event, follow these steps:

1. Select Message Channels: Select the type of notification as Email.
   The Email Message grid appears. The email message grid includes an email label and the Compose Email button to compose email messages. If no email message is found, the system displays the message: No emails configured.

   

2. Click the Compose Email button to compose a new email message for an event.

   The Compose Email Message window appears.
   

   You can create an email message through the following options:

   • Compose New Email

   • Compose from Template

     Compose New Email

     To compose a new email, follow these steps:

     1. Email Name: Enter an appropriate name of the email.

     2. Sender Email: Enter the email ID of the sender in the Sender Email field.

        Important: The default sender ID is used when the sender email address is not provided. Some mail servers (Gmail) always show the sender email ID as the default ID regardless of the From email address.

     3. Sender Name: Enter the sender's name in the Sender Name field.

     4. Email Subject: Enter the subject in the Email Subject field. The subject must convey the essence of the email message.

     5. Personalization Attributes: Select the attributes from the drop-down list to customize your email message.

        

        The system inserts the selected attributes at the cursor position in the Compose Message box.

     6. Based on your requirement, place the cursor in the message box to insert personalization attributes and the email message. You can click X icon next to each attribute to remove the attribute from the message box.

     7. Mark as Name Value Pair: To set the name_value pair, enter the keywords in the message box. Click the Mark as Name Value Pair button. The marked text is highlighted to indicate that the text is converted to a variable.

        

     8. Compose Message: Enter the email message. You can customize the email message through the Rich Text tool bar available on the top of the Compose Message window.

     Compose from Template

     To compose an email message from the template, follow these steps:

     1. Choose from Template: Select the required template from the drop-down list.

        The email subject and compose text area are populated with the text chosen from the template.

     2. Email Name: Enter an appropriate name of the email.

     3. Sender Email: Enter the email ID of the sender in the Sender Email field.
     4. Sender Name: Enter the sender's name in the Sender Name field.

     5. Personalization Attributes: Select the attributes from the drop-down list to customize your email message.

        

     6. Click the Cancel button to close the window. The system displays the Add Event page.

     7. Click the Save button. The newly added email message appears in the email list-view on the Add Event page.

        

        The email list-view displays the following details.

        Email Message Element	Description
        Message	- Displays the email message name- Displays the email message text
        Open / Sent	Displays the total number of email messages sent and opened by users
        Delete button	The button helps you delete email messages

3. Click the Cancel button to close the window. The system displays the Event home screen.

4. Click Save. The saved event appears in the Events list-view. The system displays the confirmation message that the event is saved successfully.

   Note: Fields with a red asterisk are mandatory.

Modifying an Email Message

you can manage email message details. For example, you want to modify the email subject or use a new template. The View Event page contains the following details.

Email Message Element	Description
Message	- Displays the email message name- Displays the email message text
Open / Sent	Displays the total number of email messages sent and opened by users
Delete button	The button helps you delete email messages

To modify an email message, follow these steps:

1. On the View Event screen, under the Email Message column, click the required email.

   

   The Compose Email Message window appears. The Compose Email Message window displays all the fields.

   

2. You can update the following details.

   Email Message Element	Description	Modification Allowed
   Email Name	Name of the email	No
   Sender Email	Email ID of the sender	Yes
   Sender Name	Name of the sender	Yes
   Email Subject	Subject of the email	Yes
   Personalization Attributes	There are default personalization attributes: First name, Last name, Email ID, Mobile number, Country, and State	Yes
   Mark as Name Vale Pair	A key-value pair is a set of two linked data items: a key, which is a unique identifier for some item of data, and the value, the data	Yes, you can insert variables to mark as name-value pairs
   Compose Message	Compose message box to update the existing email message	Yes
   Choose from Template	Template drop-down list.	Yes, you can select a new template from the drop-down list.

3. Click Cancel if you do not want to update the email message. The Compose Email message window closes without saving any details.

4. Click Update to continue.

   The updated email message appears in the email message list-view on the View Event page.

Deleting an Email Message

As an administrator, you can delete any email message.

To delete an email message, follow these steps:

1. To remove an email message, select the Delete button next to the email message.
   
2. The Confirm Delete dialog box appears asking if you want to delete the selected event message.
3. Click Cancel. The Confirm Delete dialog box closes without deleting any email message.
4. Click Ok to continue. The selected email message is removed from the list-view.