# Emails tab

[Activity-related emails 1920x1080](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/37214b60-7726-433e-8049-6a9b3e496be3/My%20Video.mp4?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=343b865dbe220e59e564120e759a6caa511556028c0fe70827f7b3fa7c6aa928&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

The **Emails** tab allows for **sending emails** to *all Activity participants* or only Activity *participants according to certain criteria*.  
Messages can be sent *on-demand* or *automatically* at a **specified date**.  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/1eebac38-7a02-401b-a4f4-19c45992a8a2/76910634.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=f0aab2ace1e846825228365549db86a17435878b16a370c6501c0a5f89ee6861&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =762x410")


:::warning
***IMPORTANT:*** The **Evaluation Email** button is only active if an Evaluation Case has been [**assigned**](/doc/how-to-set-up-and-apply-an-evaluation-case-km95w1NrM3) to the Activity. See further conditions on the [**How to Create Evaluation Emails**](/doc/how-to-create-evaluation-emails-B4u4QhcH0x) page.

:::

* The New Email window is displayed when adding a new or editing an already prepared message.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/bc456dc2-dad8-4be2-bcdb-d774d88d74bb/76910560.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=218c44518de9f7173d15eb9dd884f43a9370c40861c9c21efa78b7256f17b40b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)



:::tip
To close the **New Email** window and return to the **Emails** tab, click the **X** in the top right corner.

:::

In the **New Email** window, the following information can be specified:

* **Date and time** of the sending out - either a *specific date* or one *relative to the start/ end* of the Activity
* the [**Sender's address**](/doc/how-to-manage-email-settings-3uIXOEkhy8) *(From)*
* the **Recipients** - specified/ filtered for via the respective drop-down

    
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/dabf7724-9883-422c-a7bb-6209d87d2f7b/90308902.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=ef9f87f556f124e85419c1066df378ad2b1fac17c7ce2cc6d3dce998a4ce0941&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


* **Ready to send** option (via the respective switch
* the **Subject** of the email
* the **Message** - worded with the help of inserting [**merge tags**](/doc/field-merge-tags-KtEewhmyO1) and/or by using [**email templates**](/doc/email-settings-uhmQ5aeTGr)**.**
* **Attachments**

  

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/baef6fcc-230d-4d72-a573-928aee0ebb5e/image2022-10-25_16-16-56-.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=d15856380bd4a5f041273b03a3c3ad8b08a1e9ef13e455381671ab592eede626&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =x526.5")




:::warning
In case of emails prepared for **automatic sending**, the **Ready to send** switch **has to be activated** when the preparation is complete, **otherwise the email will not be sent out**.

:::


:::success
Emails can be **sent immediately by clicking the three-dot icon at the top right corner of the window** and clicking the **Send Now** button. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/62760350-7e1c-4b51-a67d-a2358cae3f54/76910626.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=0ad56da534f6ba2e2de5407f1c30fde6a10097133563de17812cf09c1c06e5ac&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/c50c9443-5744-41b0-8354-182106370147/76910625.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=34a7b3ff33c0879bf03a696fedb09ae8305b49c5f8b55f722b68ae7a3d3a6b6c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
  
**Further options** - the following options are accessible by clicking the **three-dot/option** icon  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/62760350-7e1c-4b51-a67d-a2358cae3f54/76910626.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=0ad56da534f6ba2e2de5407f1c30fde6a10097133563de17812cf09c1c06e5ac&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)in the top right corner of the window:

:::

**Copy** - copy the prepared email

**Preview** - display of a preview of how the prepared email would be delivered to the recipients

**Send Now** - immediate sending out of the email, overriding any time setting specified (if any)

**Delete** - deletion of the email.  


:::warning
***NOTE:*** Once an email is added, these options are also available from the Emails tab (i.e., without entering the separate email view).

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/bd47ac33-4a07-4c76-8b8c-54ac96d57267/136347689.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=2d1a1898563c27c6020f74942729c1cff3943c89f8c3a87d24aab9c437a26076&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


All added emails are listed on the **Emails** tab

* according to their **status**,
* with the optionally expandable **basic settings**, including
  * *time,*
  * *recipients*,
  * and the **Ready to send** switch.

    

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/b41fab4f-6154-4471-a437-f2e4f29f7532/76910627.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=af630ae6e80530501db2e5fd896307f7557d1f87bff9a95d2aaa4fad3aa4fc71&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

**Sent emails** can be previewed with the help of the **View** option:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/a0aa2ef2-fc43-4361-b385-13f31027a16e/76910637.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=621417b2ae5d573042e9eddfdfe15ce8a1ec9c2aba1d201653e3bb795e59e1a7&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
For an **evaluation email**, there has to be an evaluation Case containing a Case evaluation part selected within an Activity, and data entry has to be submitted. See [How to Create Evaluation Emails](/doc/how-to-create-evaluation-emails-B4u4QhcH0x)

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/0720d30d-1a6d-4eba-b0ad-c05ed7ecdf5c/76910628.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=45f5f7fc6e8c7f64d9dc7fb249fb46cb7907c565cf99e22f9a3c114b53b355bb&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)



:::tip
For more information, visit our [Activity - How to](/doc/activity-how-to-bW0Hc4uOea) pages and view our [Activity Manager Training Videos](/doc/activity-manager-training-videos-v7AzArcYms).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)