The Emails Module

This module is home to all of your stakeholder emails created and sent using Tractivity. From here, you can review your draft and sent emails, create new emails, and manage your templates.

My Emails / All Emails

Open the Emails module from the top navigation bar. The default page is My Emails. This page displays any emails that you have either created or that you are included in as part of the Owner Teams. To view every email within the current Project, choose All Emails from the left-hand menu.

These pages include two tabs: Mass Communication and Direct Communication. These tabs separate your proactive stakeholder engagement work, such as newsletters, from your ongoing conversations with specific stakeholders.

• Mass Communication includes any emails sent to a large number of stakeholders, typically 10 or more. These emails will have the classification Subscription Preference or Compliance Send.
• Direct Communication includes emails with the Direct classification. These are emails to one or a handful of stakeholders, typically 9 or fewer.

Each email will display the following information:

• Subject – the title of your email, and what the recipient will see in their inbox's subject line
• Classification –  More information can be found here: 
• Date Created – the date the email was created
• Date Sent – the date the email was sent
• Status – either Draft, Tested, or Sent

The list of emails in each tab can be sorted by any of these details — just click the top of a column to sort it in alphabetical or numerical order.

Click the Filter icon to open a filter menu, where you can filter the list by a specific value in your chosen column. For example, you can filter emails created before a specific date.

You'll also have options to Edit an email (if not yet sent) or Archive an email that's no longer needed. Both options depend on your user permissions and the Owner Teams setting for each email.

Left-Hand Menu Options

Click the name of each option below to open the relevant Knowledge Base article, where available.

Add New

• New Email
• New Template

Emails

• All Emails
• My Emails

Templates

• All Templates