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Webtools How-to Guide

Misc. editors: Webform Emails

How to...

 


How to view email history

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There are two ways to view the history of all emails sent by the server for a particular webform: (1) You can either click Email History in the Action column on the webforms table, or (2) you can click the Email History button on the top bar of any of the pages in the webform Editor.

The table on the Email History page lists all emails that the system has sent out for this particular webform. You can filter these emails by Email Type and Between the dates. You can also sort the table by when the emails were sent. This table serves as a record of the exact time and date that every email was sent. If an applicant inquires about the status of an email, this is where you can retrieve the relevant information.

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How to manage an email template

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You can access the page to manage email templates for a Webform in two ways: (1) You can either click Manage Emails in the Action column on the webforms table, or (2) you can click the Manage Emails button on the top bar of any of the pages in the Webform Editor.

On the Manage Emails page, you will see a list of the email templates for that particular webform. Click the plus sign next to the template you want to edit. This will bring up a preview of the template. Click Edit to make any changes. Click Update when you are done editing.

There are a few things you should note about the template fields. First, the sender email must end in .ucla.edu. For instance, it cannot be a Gmail address.

Second, you can insert fields directly from the webform into the body of the email. Click Show Available FieldNames, then select the field you would like to insert. It should be noted that the field will be inserted where the cursor last was in the body text area. So if you would like the field to be inserted into a particular place, make sure that you place the cursor there before selecting the field. You can repeat this as many times as you like.

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How to manage BOL/Mailchimp listservs for RSVP forms

Your RSVP form has the ability to automatically subscribe people to either your BOL or Mailchimp listserv.

If you would like to give applicants the ability to automatically subscribe to your listserv, check the box Automatically Subscribe Applicants to Listserv.

Next, you should choose either Bruin OnLine or MailChimp depending on the listserv you would like to use. In the next field, choose the specific listserv you would like to use from the dropdown.

For more information or if you do not see the listserv checkbox, please contact the IST group.

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