Estimated time to read: 4 minutes
Navigating the Automated Emails Dashboard
Step 1: Access Automated Emails
Navigate to Engage
Emails
Automated Emails (formerly called "Automated Alerts (Emails)"
There are four tabs that align with the set up process. They are sequential for you to follow the process step by step.
Tab 1: Activate & Digest Settings
This tab ensures your digests are active and allows you to configure your digest frequency:
Switch the Automated Email Status from Paused to Active in order for your digests (daily, weekly, or monthly) to send.
Schedule: Choose daily, weekly, and/or monthly, select the day and time.
Default Subject Line: What appears in the recipient's inbox.
Default Title: The header at the top of the email body.
Save Options: "Save Changes" or "Save and Preview Email."
Tip: Enable multiple digest frequencies (daily, weekly, and monthly) to give students more choice. A subscriber can only select a frequency if it's enabled. Even if you've pre-subscribed students to weekly alerts, some may prefer daily or monthly updates and won't see those options unless they’re active.
Tab 2: Select Content
This redesigned section gives you more flexibility and visibility into what appears in each email.
Key Features:
Drag-and-Drop: Reorder content types
Section Customization:
Rename Section Titles (e.g., “Blogs” to “News & Advice”).
Add a description
Plain text only; no formatting
This will appear under that Section.
Sorting:
Only content types that have published items will appear.
For each section, set how content is sorted:
New: Most recently published.
Upcoming: Events or experiences starting soon.
Randomized: Rotating items to diversify materials.
Expiring: Jobs or events nearing their end date.
# of Posts:
Set a number from 0–10 to control how many items appear.
Setting a content type to 0 hides it from the email (it cannot be deleted).
Each section title in the email links to the full landing page for that content type.
Tab 3: Design
This section helps ensure emails match your institution’s visual and written style.
Key Features:
Email header image: Upload your image that will appear on the top of all your automated emails.
Optional: You can choose from a file you upload or one from your media file (you already have a default image).
Header button: If you wish to highlight a topic (ex. Career Fairs, Mentorship Appreciation Month, important institutional events) you can add the topic and link here.
Link Title: What you wish to name the link for your subscribers to see
Link Location: the website where you want to send your subscribers
Email intro: This content can highlight what your email represents. This will be added under the header in all automated emails.
Note: Looking to apply consistent branding across both automated and custom emails? Check out Global Email Settings to upload your logo, adjust default colors, and manage sender details across all email types.
Tab 4: Tailor Upcoming Email
This section allows you to customize the content, subject line, and branding for individual scheduled automated emails.
Campaigns by Date
Use the calendar to select a specific scheduled email. This calendar also allows you to see your already scheduled Daily (D), Weekly (W), and Monthly (M) scheduled automated emails.
Subject Line: Edit the subject line that will appear in the upcoming automated email.
Email Title: Update the title displayed at the top of the email body.
Email Intro: Add introductory text that will appear under the header image. (Max 500 characters)
Header Image: Choose or upload a custom image to display at the top of this specific email. Recommended width is 1200px (displays at 600px wide).
These changes apply only to the selected email campaign and will override default settings from the Digest Settings or Design tabs for that email send.
Featured Content
You may choose to feature a specific piece of content in this email. Featured content will appear prominently and be delivered to all subscribers whose audience tags match the content. You can confirm this by making sure the Targeted Posts box is unchecked.
To further refine your outreach, you can check the Targeted Posts box. This ensures the featured content is only sent to subscribers whose preferences exactly match the content tags.
Click + Add More Posts: This will allow you to see all your content.
Choose where you wish you find the Content Type with the radio buttons at the top.
Click the radio button next to the content you choose
Click Select in the bottom right
This section is ideal for time-sensitive or high-priority items, like an expiring job, a major career event, or a highlighted resource.
Preview Before You Send
The new Save and PreviewEmail feature is a major upgrade! Now, you can generate a personalized preview for a specific stakeholder to see exactly what content they would receive based on their preferences. This gives you more confidence, control, and clarity when setting up your emails. If you've been hesitant to activate alerts in the past, this feature may be the key to moving forward. Just click Save and Preview Email to test and fine-tune before anything sends.
Global Email Settings
The Global Email Settings section allows you to manage branding and communications that apply across all emails—both Automated and Custom.
Subscriber Email Confirmations
This setting controls the welcome email new subscribers receive. You can choose to use the default template or customize the message.
Status: By default, this setting is inactive.
Recommendation: We strongly suggest turning it on. When active, new subscribers receive a one-time confirmation email encouraging them to personalize their content preferences. This leads to more relevant emails to sand higher engagement.
📝 Note: This email only sends once, the first time a user subscribes.
Email Branding
This section lets you set visual and written elements that appear on all emails (Automated & Custom):
Header Image
Colors
Footer Text
Use this area to ensure all your emails reflect your institution’s style and voice, creating a cohesive experience across communication types.