a. Log in to https://accounts.hyly.app and navigate to the Automation app.
g. Next, you must choose from the following options of Trigger Sub-Orgs;
- You can select any Sub-org to send the email to all the sub-orgs.
- You can select Specific Sub-orgs to send to selective ones.
- You can select Exclude Sub-orgs to exclude specific sub-orgs.
h. To create a new contact group by clicking on Manage.
i. To edit the Then function, first select the Action Type as Send hyMail.
j. Hover the cursor over the email body and click on +New Email.
k. Select the Email Campaign that you want to send.
l. Assign a Campaign Name.
m. Click on Create Campaign.
n. Click Pick a Macro to use a macro from Sub-org.
o. Further make changes to the email campaign for the following fields as required;
- Edit or delete the slices of the email body.
- Add new slices if required.
- You can use macro fields that you want to be specific to the Sub-org/Property level.
p. Once you are done editing the email body, you can click on the Email Header to edit the Subject, Preheader, From, Reply to, and add attachments (if required) and click on Update.
q. Then go to the Send a Test page, add the necessary information to test the email, and click on Send.
r. Once you are done with editing the email, click on WhenThen and click on Save Changes.
