# ◾ How to Create Evaluation Emails [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) :::warning ***IMPORTANT:*** The evaluation email for an Activity will be ready to be created and to go out once the below **criteria** are fulfilled: * There is an **Evaluation case** containing a [**Case Evaluation**](/doc/case-evaluation-checklist-WrhjtdEbq7) part selected on the **Basics** tab of an Activity. * A **video** has been recorded for the Learner. OR * **Data** has been submitted for the Learner even if there is no recording. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0b893fa4-1a57-418d-b461-a77c847416cf/76907814.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=66340a9b5c7310883434240a40a4311f10adde8767a14bf716571a5d40067d51&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =762x571") The data submitted can be: * SP part * Pre-Encounter Learner part * Post-Encounter Learner part * FON data entry :::warning Data entry needs to be a *full submit,* *partial submit* is not satisfactory in this case. ::: :::info If the **Activity** contains more than one **Case**, the above conditions have to be met for each Case. ::: **To set up an evaluation email:** Access the **Emails** tab in the **Edit Activity** pop-up window for the desired Activity. :::warning If any of the criteria is not fulfilled, the **Evaluation e-mail** button remains deactivated (gray). ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/009bda49-9725-4489-b8f5-d698f18e1993/66356337.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=6c4c8e8b641a1e9b06b687ecb954b3b291a60c7fff2cbc6fb384d5df9b940ec4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) See the criteria described in the System manager. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0ff619e8-c517-4fb2-a498-e6a386f93f7f/138838036.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=28dd8312a4c5b55ef6b7681c154ccbf99828a32f4a50a2c1f12b6de9267539cd&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info If all the criteria for an evaluation email are fulfilled, the **Evaluation e-mail button will be activated; that is, it will become blue**. ::: ![](https://help.caelearningspace.com/cf/download/attachments/4358827/EVALUATION%20EMAIL%20BUTTON.png?version=1&modificationDate=1678348551000&api=v2 " =800x") 1. To begin creating an evaluation message, select the **Evaluation e-mail** button. The **Evaluation Email** pop-up window opens. 2. Select via the **From** drop-down the email address the email will be sent from. 3. Select via the **Destination group** drop-down the addressees the email will be sent to (only necessary in case of ***Manual*** email sending). :::warning This step can be skipped if the ***Send automatically*** option is activated. In this case, the email will only be sent out when the conditions have been met (**video and data entry for all Cases** are present) and to only those learners who meet the conditions. :::   4. Fill out the **Subject** field. 5. Write up your email with the help of the available templates, using the **Insert** [**merge tags**](/doc/field-merge-tags-KtEewhmyO1) feature with: 1. Generic fields (recipient-related fields) 2. Email-specific merge tags (Activity-related merge tags) 6. Once finished, activate the **Send automatically** setting next to the **Destination group** drop-down or use the **Send now** option. ![](https://help.caelearningspace.com/cf/download/attachments/4358827/evaluation%20email%20setup%20CUT%20GIF.gif?version=1&modificationDate=1712061315381&api=v2 " =900x") :::tip If this setting is switched on, the evaluation email will be sent out **automatically** once **all the criteria have been fulfilled**. If **deactivated**, the evaluation email can be sent out **manually** any time after **all the criteria** are fulfilled. ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/17386120-4451-466c-ae5d-2938d713a4d6/76909613.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=04b579e1139d1974c0d9a3433cf321afb88e2440bd7443d500671fc6ea7b851a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =717x465") The **link** within the email (based on *'EVENT_URL'* ) will be directed to the URL (web address) for personalized access to the **Evaluation Checklist** of each learner: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/8b3ef926-9b52-4cb5-a97a-364502c16d78/138838038.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=2b616201b39cc561e958da4d89844012a8d2ebb696b991ebf8905f68acb0b333&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::tip For further information, visit our [Activity Manager](/doc/activity-manager-8Z2fsIu6LP), [Activity - How to pages](/doc/activity-how-to-bW0Hc4uOea) 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)