Envibe: How do I manually send an ad hoc email in the triggers module

Question

How do I manually send ad hoc emails in the triggers module?

Answer

Ad hoc email correspondence can be sent to specific customers using a disabled Trigger Recipe and complete a ‘Manual Send’. Ensure this template is always disabled.

To send ad hoc emails correspondence:

1. Launch TRIGGER MANAGEMENT.

2. Click Recipes.

3. Create NEW.

4. Add Name, and all the applicable ad hoc content.

5. Add the condition ‘Contact is subscribed for email’.

6. Click ‘is disabled’ to ensure this recipe is ALWAYS disabled. (Note: If this recipe is enabled it will automatically send to all contacts subscribed to email.)

7. Click SAVE.

8. From the list of recipes, click to select the Ad hoc Recipe.

9. Click TEST

10. Click Contacts on the left of the screen and Select all applicable contacts.
11. Ensure Trial Run is ticked before clicking Perform Run and check correct contacts surface on the right of the screen.

 

12. Untick Trial Run and click Perform Run to manually send this email to the selected contacts. (Note: This email will ONLY send to the contacts manually selected)

• Related Articles

• Envibe: How do I manually send an ad hoc SMS in the triggers module

  Question How do I manually send an ad hoc SMS in the triggers module? Answer There may be an occasion in which ad hoc SMS’s may need to be sent to contacts. These contacts may or may not have commonality between them. This is a manual procedure, ...

• Envibe: Why is contact information essential for triggers

  Question Why is contact information essential for triggers? Answer To ensure the success of the Triggers functionality, it is vital that both phone number and email addresses are captured in the Contacts module as part of the organisation’s business ...

• Envibe: How to create and confirm a Single Resource Repeat  Booking for Ad Hoc Dates and Times

  Question How do I Create and Confirm a Single Resource Repeat Booking for Ad Hoc Dates and Times? Answer In a scenario that a customer would like to book one resource on a recurring basis, e.g. 1 meeting room at different dates and different times.  ...

• Envibe: How to manage ad hoc class cancellations in Courses

  Question How do I cancel ad hoc classes in Courses? Answer The Class Cancellation function within Envibe allows the business to cancel applicable classes on the timetable. This may be due to a variety of reasons, including but not limited to, ...

• Envibe: What is the failed email report

  Question What is the failed email report? Answer Failed emails can be retried, via a button in Data Management > Emails This option appears when one or more unsent and ignored emails are selected, allowing you to add that email back into the queue to ...