# ◾ How to Create Generic Emails

1. Access the [**Emails**](/doc/emails-tab-woqXxbUw5h) tab in the [**Edit Activity**](/doc/edit-activity-pop-up-uYFkqiiNhq) pop-up window for the desired Activity.

2\. To begin creating an email message, select the **+Add new e-mail** button.  
The **New Email** pop-up window opens.

3\. Schedule the **sending date** with the corresponding drop-down menus.  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/9914a11e-1be2-49ad-affe-dfc63dca603c/90308662.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=320c3b1073f341c93efe0826be45298a7296651da6ae7a122e88f650eb0b09b2&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  


:::warning
***NOTE:*** The date can be given **relative to the start or end date** of the Activity by selecting the desired option from the **Date** drop-down menu.

:::

  
4\. Select via the **From** drop-down the email address the email will be sent from.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/9ce074a9-997f-49ab-ae58-172745332612/66356335.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=2f87499ddebdc5248763b7ca160ba54f9035116b8d1061cb309bc85948941c48&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

5\. Determine, and optionally narrow, the **addressees** the email will be sent to by selecting any of the following options from the **Recipients** drop-down:

* **All in the Learner Group** - Emails learners in the group.
* **All report viewers** - Emails those able to view the reports of the Activity.
* **Learners who have a record** - Email the learner group with a record for the Activity. Learners who submitted an Activity questionnaire have records.
* **Learners who have no record** - Emails learners who do not yet have a record for the Activity.
* **Learners who have a complete record** - Email learners with complete Activity records, including finished Activity questionnaires.
* **Learners who have partial records** - Emails learners with incomplete Activity records, including partially completed Activity questionnaires.
* **Learners who have a new record** - Email learners with new records. Additional drop-down menus appear for selecting the conditions for qualifying the record as new.
* **Learners who have perf. category** - Emails learners who fall into a selected performance category. An additional drop-down menu appears for selecting the performance category.
* **Learners who have video recording** - Emails learners who have video recordings associated with their Activity records.
* **A subgroup** - Once this option is selected, another drop-down menu appears for selecting the additional group destination for the email.  
    
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/91017bac-9191-441a-8b6b-99b4a0c45614/90308659.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=2af0b1747366f2e7b43831df3e17f9cd53fc6b207af1955f93c43d3819cbc672&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


6\. Provide the title of the email in the **Subject** field.

7\. Type up your email in the **Message** field with the help of inserting templates.

  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/750550f9-1b26-4276-bc5b-4878442b84a2/90308660.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=1bd53ff8cf96d8e1a67ee0cdaf3d5a48553cb3c366404960e355853d9b6ece76&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

8\. In the **Attachments** field, optionally add file(s) using the drag and drop or the browse function.

9\. Once finished, activate the switch below **Ready to send** to schedule the email to be sent, or leave the switch inactivated to save the email as a draft.


:::warning
***IMPORTANT:*** Changes are saved automatically upon adding or editing any field or setting.

:::

10\. Click the **X** in the top right corner to close the email window and return to the **Edit Activity** window.


:::tip
Already created emails can be *copied, previewed, sent out on demand, or deleted* by clicking the corresponding button after opening the **general options** via the three dots next to the **X**. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/45d1983f-3a8e-43b3-93aa-09db66ea270e/90308661.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=a71787dd06e7d2ac606a6f746d4b4a2d7848281d2ed174bab00ab08380b25f9f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4be4f95e-9b32-4542-96a5-b9ca7f1ed097/135168181.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=11ae23381ba6a450fbba009b37d222a531f9ddecc64c0bc29a829560d4e20a79&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](/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)