Email Builder
Publish an Email
Publish an email to selected users or recipients using the Email Builder in KREDO.
Publish an email to specific users or recipients based on users, groups, job levels, job roles, roles, filters, or bulk-uploaded recipients.
- Go to Email Builder.
- Locate the email you want to publish.
- Under the ACTIONS column, click the three dots and select General.
- On the Send Email page, select the required recipients using Users, Groups, Job Levels, Job Role, or Role.
- To add recipients using an Excel file, under By Excel, click Download Sample Format and enter the required recipient details.
- Save the completed Excel file, click Choose File, and select the file to upload it.
- To refine the recipient list, use the AND/OR Filters and click Apply.
- To publish the email to all users, enable All Users.
- To publish the email to all users matching the applied filters, click Publish All Filtered Users, and then click Publish.
- After selecting the required recipients, click Send.
- A success message appears, confirming that the email has been sent successfully.
- To view the users who received the email, click Email Recipients.
- To resend the email to a specific user, select the user and click Resend. To resend it to all listed users, click Resend All.
- In the confirmation pop-up, click Yes to proceed.
- A success message appears, confirming that the email has been resent successfully.
