How to enable email automation

If you are done with your emails and are now ready to send out all your outbound messages, the email automation of Email Designer is very helpful. All you have to do is to enable this function and it will do the work of sending messages on your behalf. Make sure you follow the steps below for the best result.

Email automation process:

1: Log in to your Social Good Software account.

2: Click on the Email Designer on the left side of the navigation.

3: Find the template which you would like to enable the outbound messages for. In this example, we will be using “Tickets Sold Today”.

4: Click on the “Settings” option at the top of the navigation.

5: In the settings section, you will see the option “Start sending emails?”. Enable this function and click on the “Save Settings” button.

6: You can go to Preview to see all the emails you are currently sending and the Activity tab for the emails already sent out.

Summary

Make sure that you troubleshoot and that you are satisfied with your emails before you turn the option on. Once you enable the email automation, the Social Good Software application will monitor the query you built and send out emails every 5 minutes on your behalf. You don’t have to do anything.

If you don’t understand something or you have more questions please reach out to us through our support channel.