There are four (4) sections to building emails in the Email Marketing Feature. Each needs to be completed in order to send an email. The order of the sections content, recipients and message details are interchangeable and upon completion the delivery will be available. Once a section is completed, you will see a green check mark indicating that step is complete.
Required Fields
Message Details cannot be saved without the required fields being completed.
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Subject
This is the subject line of your email -
Sender Email Address
The email senders you have listed under My Lists > Email Senders will be available for you to choose via drop down menu
Optional Fields
Message Details can be saved without the optional fields being completed. Adding information to the optional fields will help build out your complete message details
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Preview Text
Only supported by individual mail clients such as Outlook and Gmail -
Sender Name
This is also known as "Friendly From". Example: Billing at ShulCloud, or ShulCloud's Caring Committee -
Check box next to required Sender Email Address "use this as your Reply-To address"
When unchecked, you can type in an email address that doesn't have to be Amazon SES verified, which will receive all the replies from the email. Use this when staff is sending an email on behalf of a board member or Rabbi but the board member or Rabbi should receive the replies to the email. -
"Message Sent" Notification Email Address
Use this field to indicate the email addresses that should be notified when an email is sent. You can add multiple email addresses here separated by comma. -
Communication Tags
These are the Mail tags. In order to use Communication Tags you have to create them prior to the email under My Lists. You have the option to select multiple Communication Tags.
Next Steps
After entering all the required fields and your chosen optional fields in Message Details, be sure to save. Once you have saved, you will see a green check mark on the left hand side of the Message Details box and you can move on to one of the other three sections that make up building your email: Recipients, Content, and Delivery.
Selecting "done" without all 4 components complete will take you back to the drafts email list.