Fund Details Page: Emails Tab

The Emails tab displays all existing emails for the related fund. Here you can view, edit and delete emails that have been drafted, published and sent to users. You can also download a list of emails as well as create new emails.

• To Add an Email
• To Edit or Delete an Email
• Email Report

To Add an Email

1. Click on +Compose.

2. On the popup that appears, select the type of template (Master, Custom, or None), and choose your option from the dropdown menu. Then click Proceed to Email.

3. Create a fund email by following these instructions.

To Edit or Delete an Email

1. Click on Email ID hyperlink to the left of the Title to reopen the Email Wizard workflow.

   

2. If the email has not been sent, click the related step in the Email Wizard to make any modifications and proceed from there.
   1. If the email has been sent, you can opt to delete or publish/unpublish as a fund update.
3. Once modifications are completed, click Resend.
4. Alternately, if you want to delete an update, click Delete. A popup appears to confirm your selection. Click OK to proceed or Cancel.

Email Reports

Email summary reports are available to view and download a detailed breakdown of all emails sent out from the portal. This report is also accessible from the Communications Page.