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Emails

Send any emails to whomever, whenever.

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⭐Emails Setup

Setting up the email configuration involves multiple parts, by following this 4-step flow, you will be able to complete the setup.

Email Configuration Example Step 1

The first step to configure the email is to define how the email should be sent and when it should be sent.

Action on which the asset should be generated

This defines the time this email should be sent. For example,

  • policy_updated - this email is sent when an update is made to the policy

  • sme_offer_request_created - triggers the email whenever a Small- and Medium-Enterprise (SME) offer request is created

  • lead_create - the email is sent when a lead is created

  • offer_created - the email is sent when an offer (unpaid policy) is created

  • policy_created - the email is sent when a policy (offer coverted to a policy via successful payment) is created

Language

The language this email is associated with. In the case where the product supports multiple languages, only the email of a selected language (the same language the customers use) will be sent based on this setting.

Subject

The subject line of the email

Name From

The name of which the email is sent from the customers see in their email inbox

E-Mail From

The email address that delivers this email - this is linked to the email sender setup. To read more in Email Accounts

Email Configuration Example Step 2

After the basic setup, the next step is to define the recipients of this email. The recipients are split into 2 different categories - Dynamic and Static

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Dynamic Recipients are the recipients that change base on each cases. For example, Customer - we will get the email addresses of the customers from the customer journey and the send the email to them. If you collect other dynamic email addresses in the customer journey and would like to use them as the recipient, you can add it in this format POLICY_FIELD:your_data_path

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Static Recipients are the recipients that are always fixed and will not change per case.. For example, [email protected]envelope. Simply put the static recipients in the fixed email addresses for the setup. Please note that KASKO DOES NOT deliver any email to the static recipients in TEST MODE, therefore, these recipients will not receive any test emails. This is to avoid excessive spamming emails delivered into 1 inbox when testing.

In the Template step, you will put in the HTML template of your email. Here is an example:

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Email Configuration Example Step 3

After the Template, you’ll be setting up the attachment(s) for this email. You’ll see a table for available documents and/or customer uploads that can be attached to this email. To avoid any setup error, you will only see

  1. All static documents of the same language as this email

  2. Dynamic documents that are generated before and/or at the time of the creation of this email (and the same language as this email) For example, in offer_created email, you will see offer_created document but will not see policy_version_created or policy_purchased. This is because these documents will not have been generated when the email is being sent.

  3. Customer uploads that are uploaded before and/or at the time of the creation of this email.

Email Configuration Example Step 4
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Once a static document or dynamic document is attached to an email, it can not be deleted. To delete the static/dynamic document, you must remove them from all emails first.

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