Sending an Email has been replaced by the more powerful Send Message step.
Moving from "Send Email" to "Send Message"
If you have existing workflows using the old "Send Email" step, they will continue to function as normal. However, to take advantage of MIS integration, we recommend transitioning:
Arbor & Arbor Workflows Users: You can no longer add the legacy "Send Email" step to new workflows. You must use Send Message.
Updating Old Workflows: You cannot add an Arbor recipient list to an old email step. To upgrade, simply delete the "Send Email" step and replace it with a "Send Message" step.
Updates: The "Updates" function (used in Decisions, Checklists, and Forms) will operate using this same logic, ensuring reminders are tracked effectively.
Tracking Activity: From the activity page you can see how the message was sent and why.
FAQ
Can I still send to external email addresses?
Yes. If the recipient is not a valid user in the MIS, the system will automatically route the message through our external mail provider.
Why should I swap my old steps?
The primary benefit is In-MIS visibility. By using "Send Message," school admins can see exactly what was sent and when, without leaving the Arbor platform.
Check out our other articles for guidance on adding various steps to your workflow: