Email Notifications

Brokers will have access to a comprehensive view of all email notification records sent to clients. The following information will be available for viewing:

1. Recipient - This field identifies the specific recipient or recipients of the email notification.

2. Subject: This field displays the subject line of the email, providing a brief summary of its content.

3. Sender: This field indicates the email address from which the notification was sent.

4. Status: This field reflects the current status of the email notification.

5. Create Time: This field displays the timestamp when the email notification was initially created.

6. Creator: This field identifies the user who created the email notification.

7. Send Time: This field shows the timestamp when the email was sent out to the recipient(s).

Brokers can perform the following functions:

User Roles and Permission Dropdown List

1. Brokers have the flexibility to customize email notification permission rights for backoffice users. The permissions can be tailored to allow some users to view all company rights, while others can only access emails created by themselves or their team (please refer to this section for more details: Role Management).

2. Brokers can select different categories to filter and view specific email notification:

   • View Yourself: Shows emails created by the user only.

   • Direct Downlines: Displays emails created by the user's direct team members.

   • All Downlines: Shows emails created by both direct and indirect team members.

   • Same Role: Displays emails created by other backoffice users with the same role.

   • Company Wide: Shows emails created by any member of the company.

3. Brokers can filter by clicking the dropdown list.

   

Status Filter

1. Brokers also have the option to filter email notifications based on their status. The following status options are available:

   • Draft: Represents emails that are in the process of being composed or edited but have not been sent yet.

   • Delivery Failed: Indicates emails that were attempted to be delivered but encountered a failure in the delivery process.

   • Partial Delivery Failed: Refers to emails that were sent but experienced delivery failures to some recipients while being successfully delivered to others.

   • Sending: Represents emails that are currently being sent.

   • Successful Delivery: Denotes emails that have been successfully delivered to all intended recipients.

2. Brokers can filter via status by clicking onto the dropdown list here:

   

Search Bar

1. This allows brokers to quickly search for email notifications via the Recipient or Sender Name.

   

Refresh

1. This allows brokers to refresh the data to retrieve the latest email notifications.

   

Batch Delete Email

1. Brokers are able to batch delete email notification records.

2. You can only delete emails that are created by you.

3. Select the emails and click "Delete".

   
4. A popup notice will appear. Click "Confirm" if you wish to proceed.

5. The email records will be deleted.

Preview Email

1. Brokers can preview the email content by clicking onto the "Preview" icon.

   
2. A new tab will be opened, showing the email content.

   

Edit Email

1. Brokers can edit email drafts by clicking onto the "Edit" icon. You can only edit email drafts created by you.

   
2. Brokers can amend the email content before clicking "Send". Please refer to this section for more details: Send Email Notifications

   

Duplicate Email

1. Brokers have the ability to duplicate previously sent email content, providing a convenient feature for sending recurring email notifications to clients. To duplicate emails, click onto the "Duplicate" icon.

   
2. Brokers can amend the email content before clicking "Send". Please refer to this section for more details on generating email content for clients: Send Email Notifications