Kavi® Showcase Help

Chapter 62. Edit a Scheduled Email

Overview

The Edit a Scheduled Email tool is used to edit the details of a scheduled email, activate or deactivate the email, and edit or replace the email template with a preexisting or new template.

Use the Edit a Scheduled Email tool to:

  • Edit a scheduled email's recipients or other information.

  • Edit or replace the email template.

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How to use the Schedule an Email tool

When

It the wrong event was selected, select the appropriate event from the pulldown list. In Kavi Showcase, all email is sent 'Exactly When' the event occurs.

Details

Check and edit the details or edit the template. Click Next when you are satisfied with your settings.

Options

Set Sending Details
When

The 'When' information set on the previous step is displayed.

Email Template

The current template is preselected in the pulldown list. If you would like to select a different template or add a new template, make your selection now.

Recipients
To

Set one or more types of recipients to whom this email will be sent. If you don't specify a 'To:' address, the first address in the Cc: field will be copied into the To: field.

CC

Set one or more types of recipients to be cc'd on this email. You may also type or paste plain-text email addresses into the 'Email Addresses' text box. 'Profile Editors' are the profile owner (if this is an Individual Profile) or profile contacts (if this is a Company Profile). 'Showcase Moderators' are users who have been assigned the Showcase Moderator type in Kavi® Members.

Template

Configure a new email template or review and optionally edit the template you selected on the last step. If the selected template is already in use by another scheduled email, a warning message is displayed. Any edits performed to this template are permanent and affect all scheduled emails that send this template.

To select a different template option, click Back. Templates may contain plain text or variables. A list of available variables is displayed at the end of the page. For definitions, see the Template Variables document in the appendix. When you are satisfied with the template, click Next to go to the next step where you can preview your template.

Options

When

The 'When' information set previously is displayed.

Template Name

The name of the template.

Recipients

The recipients specified previously are displayed.

From

The Kavi Showcase default contact address is displayed.

Subject

The contents of this field appear in the email Subject line when email is generated. This may include any of the variables listed in the 'Variables' section at the end of the page. Brief but meaningful subject lines display better in email inboxes.

Text

The message body in plain text. It may include any of the variables listed in the 'Variables' section at the end of the tool page.

Preview

Preview the scheduled email and template and optionally change the email status to activate or deactivate the email. If you want make further edits to the template, press Back. To preview the template with a different profile or catalog selected, click your browser's refresh button. When you are ready to save your scheduled email, click Save. If you edited or added an email template, the template is saved at this time, too.

Fields:

Schedule Details

The values for 'When' and 'Recipients' are displayed.

Email Template

The template name is displayed, along with a preview of the 'From', 'Subject' and Text (i.e. message body) portions of the email, with variables replaced by values from the database to show how the email might look when sent to a recipient.

Status
Active

Select the 'Active' setting if you want the scheduled email to be available through 'Send Email' tool pages, and sent automatically when bulk actions are performed if email is not suppressed.

Inactive

Set this option to 'Inactive' if you do NOT want the scheduled email to be available.

Done

You've just edited a scheduled email and your changes will take effect immediately.

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