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Innovation Editor Batch Email

Philip DeFraties edited this page Mar 22, 2024 · 19 revisions

The innovation batch email is a feature that allows an admin to send an email to the owners (practice.user) and editors (practice.practice_editors) of published Innovations (practices).

Important!

Sidekiq will need to be manually started in the server console in order for the emails to actually be sent!!! Todo: add Sidekiq initialization to the startup scripts..

Start by accessing the email form from the admin/practices view:

Screenshot 2024-03-22 at 11 30 37 AM

Fill out the form:

Screenshot 2024-03-22 at 11 32 26 AM

"Subject" and "Message" are required for form submission but character minimum is just 1

The "Not updated since" and "Not emailed since" fields will add scoping to the Innovations whose owners and editors receive the batch email. So if you only want Innovations that have not been updated in the past 90 days enter the date for 90 days ago.

The "Not emailed since" date field will filter out the owners and editors of Innovations that have been sent a batch email the given date.

The filters work in tandem and you can see a preview of the Innovations with them in place on the admin/practices screen where they have been added to the filters on the right hand side of the screen:

Screenshot 2024-03-22 at 11 42 10 AM

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