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Automated emails are a powerful tool that allows administrators to set a range of criteria which will automatically generate and send personalized emails when triggered. Combining triggers with placeholders makes this tool even more powerful by generating completely personalized emails.

 

To create a new trigger, follow these steps:

  1. Determine the emails you will want to send, along with the criteria that will trigger them. Not everything will be possible — we'll let you know if it's not.
  2. Log in to your admin (yoursite.com/admin)
  3. Click "Email" in the left sidebar, then click "Admin Email Templates"
  4. Click "Add Template" in the top of the window
  5. Prepend the template name with "Automated Email — ", then describe what should trigger the email. For example: "Automated Email — Send email to user upon receiving tenth donation"
  6. Compose the email as usual, including the subject and body. (See here for more on composing emails.) Click "Save". 
  7. Contact us at support@rallybound.com with your campaign URL, and notify us that these emails are ready to be set up. We will notify you when they are live.