Email Section Navigation
The Email Section displays information about your Sent, Pending and Canceled Emails, while also allowing you to keep up on your worker confirmation emails and custom email messages.
Email Outbox Navigation
Outbox Navigation
You can view your entire outbox by clicking “Email Outbox” or you can view your pending, canceled or sent emails by clicking their respective links in the drop down. Pending emails are emails that are waiting in queue to be sent. This can happen when email filters are being used or while instant emails are waiting to be sent. You can choose to delete, cancel or edit these emails if changes are needed before sending. If you cancel the message it will be placed in the canceled tab where you can resend the email or delete it. Clicking the Sent tab allows you to see which emails have been successfully sent, use the arrows in the table header to customize your view.
Worker Confirmation
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The Worker Confirmation area allows you to view how your workers have responded to your worker confirmation emails. You can view your Accepted, Pending, Confirmed and Declined worker confirmation emails by clicking the appropriate tab. Furthermore you can search by file number or sort by worker type or worker name to find the worker(s) you are looking for.
Edit Email Messages
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The Edit Email Messages area allows you to edit, clone or create new email messages. Create a new email message by clicking “Create New Message” This will allow you to enter the message title, subject and body. You are able to enter predefined variables to draw information automatically into your message. This means you can automatically pass information such as the order status, property number, first and last name into your emails. The Recipient section allows you to specify who will receive your email. The Add Attachment section allows you to choose which files should be attached to your email. Lastly you can choose to add Mail Filters which will allow you to specify when the email is sent. If no filter is chosen the default of instant will be used.
Cloning an Email
Cloning an email message is useful if you need to create an email similar to one you have already created. Clicking “Clone” will ask you to rename the cloned email, this is to keep it separate from the original email. You can then click “Edit” to make any changes necessary to the email message.
