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Legacy Mail: Creating an Email - Rich Text (How To)

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    Overview

    Learn how to create and send Legacy emails from Communications > Legacy Mail feature in ShulCloud that utilizes the Rich Text Editor.

     

    1. Create New Mail

    Email management dashboard interface.

    2. Choose Recipients

    • Add All Subscribers: Shows everyone on the selected subscriber list. 

    • Advanced Targeting: To Filter Recipient List. Select from the Advanced Targeting options to filters recipients (e.g., account type, tags, person type)

    Select Options:

      • Add this filter to recipient list - Filters for specific recipients in Advanced Targeting.

      • Remove this filter from recipient list - Removes filtered recipients from populated subscribers.

    email2.png

    advanced-targeting-recipient-list.png

    3. Configure Options

    • Select Email Type:

      • MailBuilder

      • Plain Text - DO NOT USE

      • Rich Text

    • Confirmation Email Address:
      Sends a confirmation message once the email is successfully sent.
    • Override Email:
      Sends all emails to the specified address instead of the recipient list selected in Step 2.
    • Post Message to Blog:
      If the site has a CMS page configured as a blog, the email can be posted there as a blog entry.
    • Delayed Send:
      Choose whether the email should be processed immediately or scheduled for a later time.
    • Tag:
      Apply a mail tag if tags are used for tracking or organization.

    advanced-targeting-step-3.png

    4. Compose Message

    • Use the Rich Text Editor to:

      • Style text

      • Insert images or hyperlinks

      • Add personalization tags like [first_name], [login_link]

    Important: Files (e.g., PDFs) cannot be attached directly.  Upload PDF to ShulCloud Files, then insert as a link using the link tool in the toolbar.

    Add-message-step-4.png

    5. No Longer In Use

    6. Review & Send

    • Make edits to the email after being reviewed by selecting “Step 4: Message”.
    • Send Test Email: The system will select one random recipient and send their version of the email to the admin for preview. If multiple test emails are sent, the same recipient will be used each time.

    • Select Send to deliver or schedule the message.

    email6.png

    • Return to Mail Dashboard: Review when the email has been processed. 
    • More Details: Provides statistics on recipients opened, bounces, and clicks. 
    • Clone: Recreate your email.
    • Download Recipient List: Download a CSV file of the recipient list

    email7.png

     

    Related Resources

    Subscriber Lists

    Yahrzeit Email

    Rich Text Editor RTE (Reference)

    Announcing Member Portal & Website

     

     

     

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