All Thriva Users- Auto Confirmation and Reminder Emails

It is possible to set an email up to go out automatically for confirmations and reminders. Here are the steps on how to set this up:

First we must set up a confirmation email:

1. Go to Tools > Communication Center.

2. Click ‘New’ to create a new message.

3. From the drop down menu next to ‘Email Type’ select ‘Confirmation Email’ and ‘Online Registration Confirmation.’

4. Select Account Fields from Fields to Include

5. Enter an email address in the 'From' text box if different from the default email address; add your email address to the 'BCC' text box if you want to receive a blind carbon copy whenever a confirmation email is sent.

6. Type a subject in the 'Subject' box (this is required).

7. Create your message in the message area – you can use the fields to the left to make the message more customized (i.e. Dear Mr. And Mrs. <> will have every email specific to that account last name).

8. When you are finished creating your email, hit 'Save'.

We can now set this email up to go out automatically:

1. From the Communication Center, click on the large gold button that appears at the top of your screen labeled ‘Open Automatic Emails’.

2. From the dialog box that appears, click the gold ‘Add’ button to add an Automatic Email task.

3. Please give your task a name, then choose the task type Program Date.

4. Set the email to send 700 days After the Start Date

5. From the drop down menu labeled ‘Select the email that will be sent for this task:’ choose the email message you wish to automate.

6. Click the gold ‘Save’ button to save your task.

7. Please note that this email will continue to send unless you delete the email or the task.