Use an HTML Mailto Link to Send Templated Email from Admins in the Dashboard

Site Stacker Dashboards, including Motion 2 workflows, are designed to send emails from the default system email setup on a Site Stacker installation. However, in some Motion 2 workflows, it can be useful to send an email directly from an administrative role. This can be done by adding an HTML mailto link in the body of a Motion 2 task. 

Here is an example code that can be pasted into the HTML text of a body task. This particular email would be sent to a mobilization applicant, along with their two church contacts, and also cc'd to the sendgrid inbound email address that can be used to send email correspondence back to Site Stacker to be saved on the primary contact's activity list.

<a href="mailto:{$},{$},{$}[email protected]&amp;subject=Hello from ORGANIZATION NAME&amp;body=Hello,%0A%0AI am a missionary coach with ORGANIZATION NAME I have been working with {$Contact.0.fullname} as {if {$Contact.0.gender} eq 'm'}he applies{elseif {$Contact.0.gender} eq 'f'}she applies{else}they apply{/if} for service with ORGANIZATION NAME.%0A%0A
I would love to set up a time to talk with you more about {if {$Contact.0.gender} eq 'm'}his{elseif {$Contact.0.gender} eq 'f'}her{else}their{/if} application. At ORGANIZATION NAME, we believe strongly that the local church is the one who sends out missionaries, in partnership with us as the agency to assist. With that being said, it is important to us that we work together with you to help assess, prepare, and eventually, send out {$Contact.0.firstname} well.%0A%0A
Please email me back with your availability, and we can schedule a time for a conversation.%0A%0A
In the meantime, here are a few resources for learning more about OUR ORGANIZATION:%0A%0A
Process Overview:
Statement of Faith:
Thank you, and I look forward to speaking with you!%0A%0A
" target="_newtab">Send Email to Church Contacts and Applicant<br /><br /><br /><br /><br /></a><br /><br />

Task Preview:

Resulting Email:

Modified on Fri, 29 Sep 2023 at 11:16 AM

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Make sure these features are added to your Site Stacker installation by learning how to run updates here!