Skip to main content

Email Management

The Email section lets admins manage the templates used for automated emails and monitor all outgoing messages sent from the platform.

Email templates

Automated emails are sent by the system for key events. You can customise the content of each template.

Available templates

Template nameTriggered when
Welcome / Account CreatedA new user accepts their invitation
Application Status UpdateAn application status changes
Offer ReceivedA student receives a university offer
Offer AcceptedA student accepts an offer
New Task AssignedA task is assigned to a student
Document RequestA counselor requests a document
Event ConfirmationA student registers for an event
Study Tour TicketA student registers for a study tour
Password ResetUser requests a password reset
Counselor IntroductionSent when a counselor is first assigned

Editing a template

  1. Click the template name.
  2. Edit the Subject line and Body in the rich-text editor.
  3. Use variables (same as Document Templates) for personalisation.
  4. Click Save.
Changes take effect immediately for all future emails using that template. Existing sent emails are not affected.

Email send log

The Email Log tab shows a history of all emails sent from the platform:
  • Recipient email
  • Template used
  • Sent date/time
  • Status (Delivered / Bounced / Failed)
Use this to investigate delivery issues or check if a specific email was sent.

Email configuration

Outgoing emails use Resend (SMTP). The configuration is managed in ERPNext → Email Account → IEC Resend. Do not change these settings unless you are rotating the API key.
If you need to change the Resend API key, update it in both ERPNext Email Account settings AND the Convex environment variable RESEND_API_KEY.