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23.7 - Slightly misleading instructions #208

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rbowsley opened this issue Mar 26, 2024 · 0 comments
Open

23.7 - Slightly misleading instructions #208

rbowsley opened this issue Mar 26, 2024 · 0 comments

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@rbowsley
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rbowsley commented Mar 26, 2024

Help is misleading and makes it sound like adding them to the campaign will automatically send an email.
Suggested edit: https://lamplight.online/en/help/index/p/23.7
"Select Add to campaign (if they’re not already)
a) By selecting this option they’ll be added to the campaign and the column 'Is in this campaign?' will update to ‘yes’
b) You can then send a single email by selecting the option 'send single email invite' This will only be possible if:

a) email is enabled in your system
b) the profile permissions are set in the ‘Contact details’ tab
c) if they’ve been added to the campaign
d) a template email has been already written (click to edit from the menu button to review the wording if unsure)
e) if you have the communications module a comms record will be saved in the profile with the summary '"Sent email for (name of campaign)"
Please note this will immediately send the email"

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