Send an Email Notification
Send Email Notification is the paper plane in the dashboard's top bar: write one email and send it to the people you pick, without leaving the screen you are on.
Available from Zegeba 4.13.
Before You Start
- The paper plane appears for Admins and Access Managers. Other roles do not see it.
- Recipients are the people who have a user account on your Zegeba server. There is no field for typing an address that does not belong to a user.
- To reach a group of people in one go, tag them first. See Tag Users and Bulk Edit Tags.
Steps
- Select the paper plane in the top bar, to the left of the + action button. The Send Email Notification panel opens on the right. It is available from every screen in the dashboard.
- On the Message tab, fill in Subject and Message. Both are required.
- Change Signature if you want something other than your company name, which is filled in for you.
- Open the Recipients tab and build the list:
- Type in the search field to find people by name, username or email address, then tick each one you want.
- Select Filter to narrow the list to people carrying a tag. Tags are grouped under their tag category.
- Select Browse all on the workforce row to open the full list, then Select All to take everyone the search and filters match. The count beside it says how many that is, for example "79 of 79 match".
- Select Done when the list is right.
- Check the Recipients list under the search. Take one person off with the X on their row, or empty the list with Clear all.
- Select Send. The email goes to the people on the Recipients list and to nobody else.
Send stays unavailable until the subject, the message and at least one recipient are all in place.
Nothing tells you the email was sent. The panel clears the Recipients list and closes itself, with no confirmation either way, and there is no record of sent email to check afterwards. So note what you sent and who you sent it to before you select Send: if you are unsure later and write the message again, that sends a second copy.
FAQs
Can I choose recipients by role?
No. The Filter offers tags, grouped by tag category, and the search matches names, usernames and email addresses rather than role names. To reach people by what they do, tag them first and filter on the tag.
Can recipients reply to the email?
No. It arrives from a no-reply address and replies to it are not read. Put another way to reach you in the message itself if you need an answer.
Somebody says they never got my email. Why?
The picker lists everyone in your workforce, including people whose user record has no email address, and it does not mark them as unreachable. Check the Email column on the Users screen for the person who is missing it.
Does this send an SMS or a dashboard notification as well?
No, email only. The Send Message button in Zegeba 4.11 and earlier could also send an SMS or a dashboard notification; what has returned is the email part of it.
