XenDirect provides email communication capabilities across all three modules, allowing users to send both automatic and manual emails to clients. While Xenegrade ensures every effort is made to deliver emails successfully, it cannot guarantee delivery due to external factors such as spam filters, incorrect addresses, and server rejections.
This guide explains the key aspects of XenDirect’s email system, including creating email templates, using embed codes, sending emails, and scheduling emails.
Key Email Features in XenDirect
1. Creating Email Templates
- Most emails sent through XenDirect require a user-defined template.
- Certain reserved template names are used for specific XenDirect functions.
2. Using Embed Codes
- Embed codes allow users to insert dynamic text (e.g., course title, client name) into email templates.
- Not all email templates support embed codes.
3. Sending Emails
- Manual emails: Users can send an email template to one or multiple recipients.
- Automatic emails: Require minimal user involvement beyond creating the email template.
- Insight Reports: These use a separate email function and do not rely on user-defined templates.
4. Scheduling Emails
- Users can set up an automated email schedule based on predefined criteria.
- Scheduled emails require a user-defined template and specific filtering and timing settings.
Setting Up Email
Before emails can be sent via XenDirect, the email process must be configured. Once set up, users rarely need to revisit this configuration. Refer to Setting Up Email for more details.
Marketing vs. Transactional Emails
Understanding email best practices is crucial when sending messages through XenDirect. Organizations should comply with internal communication policies.
- Transactional Emails: Business-related messages about a recipient’s participation in a program.
- Marketing Emails: Messages intended to encourage enrollment or purchases.
Important Considerations
- Marketing emails must include an option to unsubscribe.
- Transactional emails typically do not require an unsubscribe option.
- XenDirect supports Opt-In rather than Opt-Out email lists for compliance.
Conclusion
XenDirect’s email functionality provides both manual and automated communication tools to streamline client interactions. Proper setup and adherence to email best practices ensure efficient and compliant email delivery. For further assistance, refer to related articles or contact support.