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
Recipients cannot be saved without the required fields being completed.
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Subscriber List(s)
Subscriber Lists are populated from the lists you have in Admin Menu>My Lists>Subscriber Lists.
This list will include Announcements and any other Subscriber Lists that you have created that are not global lists.
Optional Fields
Recipients can be saved without the optional fields being completed. Adding information to the optional fields will help build out your complete recipients list.
Once you select a Subscriber List, the following options will appear.
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Public Subscribers
If your Subscriber List (such as Announcements) allows for Public Subscribers, an option will appear for the user to decide to allow your email to reach your public subscribers. If you do not want to communicate with your public subscribers in your email, uncheck the box. -
Group Targeting
Groups need to be precreated within the Communications Center under Groups before this feature can be utilized.
To use this feature, select the checkbox next to "Limit recipients on Accounts to Specific Groups"- By selecting the checkbox, you have the option to include or exclude certain groups from your recipients list.
- By choosing any of your Groups, you'll be able to segment your subscriber list based on various criteria such as account level, age, tags, and more. This will allow you to send highly relevant and targeted emails to each group.
- Groups are dynamic, meaning that anyone who fits the group criteria at the time an email is sent (rather than at the time of email creation) will be included in the recipients list.
Preview Recipients
Preview Recipients generates a list of all who are included in your email. Here you can search by name or view those with or without an email address. You can also sort by Name, Account Name, Account Type, and Email Address by clicking on the column you want to sort by.
Note: You cannot remove any individual recipient from this view. Recipients of an email are determined by Groups.
Click the close button to close the preview.
Next Steps
After entering all the required fields and your chosen optional fields in Recipients, be sure to save. Once you have saved, you will see a green check mark on the left hand side of the Recipients box and you can move on to one of the other three sections that make up building your email: Message Details, Content, and Delivery.
Selecting "done" without all 4 components complete will take you back to the drafts email list.