Slate features a number of system emails, transactional mailings delivered automatically after users take certain actions.

You can create your own system emails.

Creating a new system email

To configure an automatic system email:

1. Click Deliver in the top navigation bar.

2. Click New Mailing.

3. Enter the following configurations in the popup window:

   • Name: Give the new mailing a descriptive name so it can be found quickly.

   • Folder: Select the 'System' folder.

   • Template: Select the system email associated with the appropriate round to be customized.

🔔 Important!

The Templates and System folders are special folders you should not use for standard message delivery. Messages in these special folders may have certain options disabled, including the option to send the message.

If Slate application pages are built for specific rounds, a set of emails for each round will be available for selection in the template drop-down. For example, if the Recommendation Request for the Transfer round applicants needs to be customized, the template can be prefaced with /apply/TR/ Recommendation Request (to recommender).

Customizing a system email

Once the appropriate email has been configured, follow the directions and tips to customize the email.

1. Click Edit Conditions to add custom merge fields and custom filters.

2. Add a Group Priority number if creating multiple emails using the same system template.

3. Edit the message as any other in Deliver, and remember to place one of the
   email address merge fields in the Recipient area.

4. Once saved, this email is active, and no further action is needed.

You should NOT include merge fields set by rules in System emails since they will potentially update AFTER the email has been triggered to send. For example, a staff assignment merge field in an application creation or application submission email can not be set by the rules before email delivery.

If a merge field set by a rule is included in a system email, it is highly recommended that a default value be set by Liquid markup so that message doesn't contain null values. (e.g., main office number if staff assignment is not yet assigned)

Edit Conditions is only available for specific system email templates. When customizing a system email, you can add exports and filters to a message only for the following templates:

Templates that will not show Edit Conditions as an option are as follows: