Automatic emails are sent automatically by the platform based on member activity or specific actions within the community.
What are automatic emails used for?
These emails allow you to:
- Onboard a new member upon registration, to improve retention.
- Notify a member when a mission, badge, or new status is unlocked, to highlight their progress.
- Inform users about key community activities (new content, event, product testing), to boost engagement.
List of automatic emails
Here are the main types of automatic emails:
| Email name | Description / Trigger | Frequency | Objective |
|---|---|---|---|
| Onboarding | Upon community registration | 1 time | Welcome the member. Encourage them to discover the community. |
| NewRole | New role obtained | 1 time | Inform the member about their new role. |
| NewBadgeEarned | New badge earned | Each time a badge is earned | Encourage members to keep participating. |
| StatusEarned | New status reached | Each time a status is reached | Highlight progression. Strengthen the sense of belonging. |
| Digest | Weekly email (Tuesday) if a contest, product testing, or event is active | Every Tuesday if activities are available | Improve retention. Highlight the week’s key moments and activities. |
| Topic | New content available in a channel or post the member is subscribed to | Each time new content is available on a followed channel or post | Bring active members back to content that interests them. |
| ProductTestingCampaignInvitation | Invitation to a product test (invitation-only campaign) | Each product test invitation | Engage and reward selected members. |
| ProductTestingCampaignApplicationAccepted | Confirmation of selection for a product test (open campaign) | Each accepted application for a product test | Create satisfaction. Reward members whose application is accepted. |
| ProductTestingCampaignReviewValidated | The tester’s review has been validated by an admin | Each validated participation for a product test | Strengthen contribution. Reward participation. |
| ProductTestingCampaignReminder | Reminder after X days to complete a product test, sent to selected testers | Each participation in a product test (X to be defined directly in the product test) | Maximize the campaign completion rate. |
View / Test an email
- In Configuration > Look & feel > Emails
- Select the desired email from the dropdown menu at the top right
- You will see the email subject, code, and preview
You can click the Test this email button at the top right if the preview is not enough. You will receive the email directly at the email address linked to your back-office account.
Management and editing
What you can edit
- Email subject: edit it directly in the interface, then click Save
- Some wordings: automatic emails whose text is not fixed can be edited via wordings (this is the case for the Topic email for example).
In Configuration > Look & feel > Wording > Platform. Click on + Expand all, then search for the exact text to edit and update it.
What you should not edit
- The HTML code of emails
- The overall design (colors, buttons, structure)
Automatic emails are generally configured when the community is launched. We do not recommend modifying them directly. For any change to content, design, or buttons, contact your Customer Success Manager (CSM).
Enable or disable an automatic email
- In Configuration > Look & feel > Emails
- Select the desired email from the dropdown menu at the top right
- Enable
or disable
the email using the toggle button