Send an email automatically
A send-email action emails the recipients in an email template when a submission moves between two states. For example, you can email an applicant when an officer returns their submission for edits.
Who this applies to
- Audience: Configurators.
- Access required: The Manage Automations permission on the scheme.
- Assumed knowledge: You have created an email template. Refer to Manage email templates.
How it works
- You create an email template in the State Builder.
- You add a send-email action that uses the template, to an automation that runs when a submission moves from one state to another.
- When a submission makes that move, ApplySG sends the template’s email to its recipients.
Steps
- Create an automation with the Submission is transited trigger. Refer to Create an automation.
- In the automation editor, select Send email as the action.
- Select the email template.
- Select Add Action.
- Set the automation to Active.
Constraints and limitations
| Constraint | Detail |
|---|---|
| Trigger | Send email works only with the Submission is transited trigger. |
| Template first | Create the email template before you add the action. |
| Shared templates | Editing a template changes every automation that uses it. |
| Activation | The automation sends emails only while it is Active. |
Related features
- Manage email templates: write the subject, recipients and content.
- Create an automation: the general steps.
