Activating and Deactivating the Email System

Once your email actions are set up just the way you like them, it’s time to activate the email system. Once the system is activated emails will be sent according to the actions, so make sure everything is accurate and you have the correct ones scheduled to send.

1. In the Data Entry main window, click Manage and select Email System.
2. Under Email System Status, click the Turn On button. A pop-up will ask you to confirm; click Yes. The system is now live.
3. Click Close to exit the Email System.

If you are going to make edits to your email actions, it makes sense to deactivate the system so that an email you are working on doesn’t inadvertently get sent out. Here’s how to deactivate the system:

1. In the Data Entry main window, click Manage and select Email System.
2. Under Email System Status, click the Turn Off button. A pop-up will ask you to confirm; click Yes. The system is now live.
3. Click Close to exit the Email System.