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Launch the application in the recommended browser.Enter your credentials to log in successfully.Click on the "Configuration" option in the navigation bar.Click on the "Email Automation" option in the navigation bar.
Locate and click the "Create Email Group" button as shown in the screenshot.
Enter the Email Group Name.(for example →Group Name: New Student Welcome Series)The date when the automated emails will begin.(for example →Start Date: 1st November 2024)The frequency at which emails will be sent (e.g., Daily, Weekly, Fortnightly, Monthly).Choose the preferred frequency to send email for described period. For instance ‘10’.This will give 10 emails to be sent in interval of every 3 days.Selected single or multiple targeted countries to whom mail will be sent.Group Name: New Student Welcome SeriesMapped Countries: Nepal, IndiaSelect all countries to sent mail for all active student.
Click on "Email Automation" in the navigation menu. Select the "Create Email Group" button to access the "Create Email Group Details" page. Fill in all the required fields:Group NameStart DatePeriodMax FrequencyCountry
Select the appropriate offer Repeat Email, where'Yes' = the same email will be sent on every frequency cycle.'No' = Different email template will be required for each cycle. Click "Save" to add the Email Group details successfully.Click “Save and Create new Template” to add email group and move to email template list page.
UpdateUnpublishDeleteEmail template User can click on button present in the "Action" column and select "Update" from the options available. 
Select the Email group you want to modify and click on update button. 
Modify the details in the available fields as needed (e.g., Group name, start date, period, max frequency, country).Update the required values & click on Save button.
Select the Email group you want to modify and click on Publish/ Unpublish button. 
Confirmation message is seen on clicking on Publish / Unpublished button as shown in screenshot Above.Click on Publish/ Unpublish button to change the Email group status.On click on “Publish” & “Unpublish” button, email group status is changed to “Published” & “Unpublished” as shown in screenshot below.
Select required email group & click on Delete button.Confirmation message is seen on clicking on Publish / Unpublished button as shown in screenshot below.Click on Delete button to delete added Email Group. On click on “Delete” button, email group status is changed to “Deleted” as shown in screenshot below.
Enter the Subject name of the email templateWrite the main Body of the Email template.
Fill in all the required fields:SubjectBodyClick "Save" to add the Email Template successfully.UpdateDeletePreview User can Update Email template By clicking on Edit Email Template button as shown in screenshot below:
Modify the details in the available fields as needed (e.g. subject, body).Update the required values & click on Save button.
Select required email Template & click on Delete icon button.Confirmation message is seen on clicking on Publish / Unpublished button as shown in screenshot below.
After adding Email Group and Email Template, Email will be sent to the student according to the Schedule date every 24 hours midnight.
After adding Email Group and Email Template for repeated email , Email will be sent to the student according to the Schedule date every 24 hours midnight.
2.1.1.2 Email Series - Country Targeted Students
This Feature allows users to configure Email Automation and perform additional actions.
The email group is linked to specific countries for targeted student groups.
Follow these steps to manage Email Automation and actions:
1. Create Email Group → Use the menu to create and save new Email group.
2. Update → Edit existing Email group information using the menu options.
3. Publish/Unpublish →Toggle between Published and Unpublished status.
4. Delete → Permanently remove using the delete option.
5. Email Template → Add Email Templates for each Email group.
Pre-Conditions to Access the Email Automation Management Menu
To access the required menu, ensure the following steps are completed:
1. Open the Application
2. Log in to the Application
3. Navigate to the Email Automation Menu
Once these steps are followed, you can access the menu to manage Email Automation details.
Create Email Group
Click "Create Email Group"
Page layout:
Required Fields for Creating Email Group
When creating a Email Group, ensure the following fields are completed:
1. Group Name
2. Start Date
3. Period
4. Max Frequency
5. Country
Example:
Ensure all required fields are filled before saving the Email Group.
Steps to Add an Email Group
1. Open Create Email Group Page
2. Enter Email Group Information
3.Repeat Email
4. Save the Email Group
5. Save and Create new template
Email Automation
After saving Email Automation, the details will appear in the Email Automation Grid, as shown in the screenshot below.
In grid user can view Action column with following action as shown in screenshot below:
Email Group
Update Email Group Details
Email Group
Users can update “Email group” status after clicking on “Publish & Unpublished” “Action “column as shown in screenshot below.
Step to Change Email Group Status
Email Group
Users can delete “Email Group” after clicking on “Delete” button or form the “Action “column as shown in screenshot below.
Email Group
Email Template for Email Group
Users can Manage Email Template after clicking on “Manage Email Template” “Action “column as shown in screenshot below.
Example: For a non-repetitive “NO”, monthly frequency:
User is allowed to add email template upto max number of frequency as shown in screenshot below:
Email Template
The details will appear in the Email Template List, as shown in the screenshot below.
Add Email Template
Click on Action button ,user can add email template as shown in the screenshot.
Page layout:
Required Fields for Creating Email Template
When creating a Email Template, ensure the following fields are completed:
1. Subject
2. Body
Ensure all required fields are filled before saving the Email Template.
Steps to Add an Email Template
1. Enter Email Template Information
2. Email Header and Email footer are optional
3. Save the Email Template
4. User can add series of email templates by repeating above 1-3 steps.
In grid user can view Action column with following action button as shown in screenshot below:
Update Email Template
Email Template
Users can delete “Email Template” after clicking on “Delete” Icon button as shown in screenshot below.
Email Template
Click on Delete button to delete added Email Template.
Preview
Users can Preview “Email Template” after clicking on “Preview” Icon button as shown in screenshot below.
Example : For Repetitive “YES”, Weekly Frequency:
User is allowed to add only one email template as shown in screenshot below:
The details will appear in the Email Template List, as shown in the screenshot below.
Add Email Template
Click on “Add Email Template ” button to add email template as shown in screenshot below:
Add all the required field and click on “Save” button to save email template.
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