Create tasks and schedule emails

With tasks in edoobox, you can send e-mails - both your own templates and system templates - to participants in a targeted and manual manner. This is particularly useful for individual follow-ups, additional reminders or information that should be sent outside of the automated mailing process.

Schedule an e-mail task

Tasks are created within an offer in the participant table. To do this, open the desired offer and navigate to the overview of the registered participants.

Step 1: Select participants

Before sending, select who should receive the e-mail:

Individual participants: Check the checkbox next to the desired persons.
All participants: Check all checkboxes, e-mail goes to all.
No selection: Do not check any checkbox, e-mail goes to all.

Participant list in the edoobox system with selection of several participants for further processing in tasks or export functions — List of participants in the offer: make selection for follow-up actions

Info: Participants on the waiting list

Participants on the waiting list will not receive emails about tasks - only confirmed bookings will be considered.

Step 2: Create task

Click on "Task" in the participant table menu. Then select :

The desired e-mail template
The time of dispatch
Optional: Whether participants added in the future should also receive the e-mail

As soon as the task has been created, it is sent automatically within a time window of approx. 15 minutes around the selected time.

Create dialog in the edoobox system for planning a personalized follow-up task for a course offering with selection of participants and execution time — Email task management: Create task

View or cancel recorded tasks

You will find all planned tasks under "Pending tasks". There you can check, edit or delete tasks as long as they have not yet been completed.

Task overview in the edoobox system with open dialog for processing a pending task including execution time and deletion option — Email task management: Delete task

Important notes and additional information

Note the sending quantity: Pay attention to the limits of your e-mail provider. For larger campaigns, we recommend services such as Mailjet.
Outbox filter: The outbox filters by e-mail address, not by participant.
Invoice creation task: Invoices are only created if none exist or an existing invoice has been canceled.
Task for booking confirmation: When sending the booking confirmation manually, no invoice.pdf is attached by default - create a task for the invoice email instead.
Task for payment reminder:
- Sent from participant: Link to the completion page (all bookings)
- Sent from booking: Link to the payment page (only this booking)

Related instructions

Keywords for these instructions

Mail ¦ Email ¦ Settings ¦ Placeholders¦ Templates ¦ Cloud mailing ¦ Create task