Enabling and editing automated and system emails

This article will explain System and Automated Emails and how to configure them.

System Emails

System Emails are templated and created by Bevy. The copy can be edited in the Admin Dashboard.

The main difference is the Automated Emails are set based on custom triggers (e.g. 48 hours before the event start date) whereas the System Emails are built-in and aren't completely customizable by a trigger. 

System Emails only trigger when a specific action occurs. For example, if you don’t use sponsor invoicing or the blog on Bevy, those emails won’t send.

As Admins/HQ, if you want to receive System Emails (e.g. Event Published), email us at help@bevylabs.com.

Configuring System Emails

To configure System Emails, follow the steps below:

  1. Select Emails from the left sidebar of the Admin Dashboard
  2. Select the tab for System Emails
  3. Click on any System Email you’d like to configure. The copy and structure of the email can be edited from this page.  
  4. If you make changes to the copy, scroll to the bottom of the email and click the checkbox for System Email Enabled
  5. Click Save and OK in the confirmation modal
Note: System emails will send regardless of whether System Email Enabled is checked or not. This ensures vital information is sent to your community. If you make edits to the system emails, make sure you check the box and save. 

Automated Emails

By default, there are 7 automated emails loaded into your instance. They include:

  1. 48 Hour Reminder to Attendees
  2. 72 Hour Reminder to People Without RSVP
  3. Welcome to Chapter
  4. 2 Week Event Reminder to Chapter Team
  5. New Event Published for Chapter Members
  6. Post-event survey
  7. Canceled Event

As Admin, you have the ability to edit current and create new automated emails. Automated emails apply to all chapters. Chapters can not edit or create automated emails.

Editing Automated Emails

To edit Automated Emails, follow the steps below:

  1. Select Emails from the left sidebar of the Admin Dashboard
  2. Select the tab for Automated Emails
  3. Click the email you’d like to edit
  4. From the next page, you’ll see several fields that are editable, including the Audience, Subject, Email Content and settings for when the email will trigger
  5. When you are done editing the email, enable it by checking the box for Automated Email Enabled
  6. Click Save and OK in the confirmation modal

Creating New Automated Emails

To create a new Automated Email, follow the steps below:

  1. Select Emails from the left sidebar of the Admin Dashboard
  2. Select the tab for Automated Emails
  3. Click New Email
  4. From the next page, fill in the content you want and select settings for when the email will trigger
  5. When you are done, enable it by checking the box for Automated Email Enabled
  6. Click Save and OK in the confirmation modal

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