Introduction
Welcome to ShulCloud’s New Email Marketing Feature! You will be able to use this feature for newsletters and other announcements.
Please note: that the new email platform is for Marketing and Communications purposes, only. It does not include system-driven email functionality like billing, donations, contributions, and lifecycles. MailBuilder and Rich Text email options are still in place for your database-driven emails.
Audience
The Email Marketing Feature will most likely be used by those in your shul who write and send newsletters. System Administrator permissions are required to use this feature.
Use Cases
The Email Marketing Feature can be used to:
- Send newsletters and announcements to your audience
- Create and save templates for your communication needs
- Target and segment your subscriber lists and create groups
Before You Begin
- The Email Marketing Feature leverages the Announcements Subscriber Lists and other non-global subscriber lists you have created. Refer to the Subscriber Lists article to learn more. You will be able to include or exclude public subscribers within the Email Marketing Feature.
- Groups must be set up prior to utilizing them in the Email Marketing Feature.
Required Sections
There are four (4) sections to building emails in the Email Marketing Feature. Each needs to be completed in order to send an email. Once a section is completed, you will see a green check mark indicated that step is complete. The four required sections are:
-
Content
This is where you build the content of your email communication -
Recipients
This is where you decide the audience for your communication -
Message Details
Decide on a required subject and sender email addres among other optional fields -
Delivery
Decide when your email communication will be sent. You cannot access delivery until the three other sections above have been completed.