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  • Updated: October 31, 2022

Emails

This page covers on how you schedule emails and see email responses.

On This Page

Sending Emails

Standard Email No Delay

  • 1
    Click the “Megaphone” icon (Outreach) in the left navigation menu. Select “Emails” link.
  • 2
    Click on the “+ Create Email” button in the upper right corner.
  • 3
    Provide a name and a subject for the email.
  • 4
    Compose the email, add pictures, video, and full HTML formatting.
  • 5
    Alternatively, you can also use a template or import a template of your choice; click " Use template/ import template " (highlighted in green) on the upper right side of the message box
  • 6
    You can also add placeholder blocks that can pull elements (i.e., first name and last name) from the database. Just click the First name/ Last name (highlighted in Green)
  • 7
    On the "Recipients" tab, (type group's name) choose the groups, subscription lists, or individuals to receive the email.
  • 8
    Once done, click “Send email” on the lower right side of the page.

Scheduled Email

  • 1
    Click the “Megaphone” icon (Outreach) in the left navigation menu. Select “Emails” link.
  • 2
    Click on the “+ Create Email” button in the upper right corner.
  • 3
    Provide a name and a subject for the email.
  • 4
    Compose the email, add pictures, video, and full HTML formatting.
  • 5
    You can also add placeholder blocks that can pull elements (i.e., first name) from the database.
  • 6
    Alternatively, you can also use a template or import a template of your choice, just click " Use template/ import template " (highlighted in green) on the upper right side of the message box
  • 7
    On the “Recipients” tab, (type group's name) choose the groups, subscription lists, or individuals to receive the email.
  • 8
    Click "Schedule Delivery" on the lower left side of the page, and select the date and time for the email delivery.
  • 9
    Once done, click " Send Email Delayed" on the lower right side of the page.

Email Responses

  • 1
    Click the "Megaphone" icon (Outreach) icon from the left navigation menu.
  • 2
    Click the “Email” link. Click on the “Inbox” tab, this will allow you to see any responses.

Viewing Message History (Receipt, Opened, Clicked)

  • 1
    Click the "Megaphone" icon (Outreach) icon from the left navigation menu.
  • 2
    Click “Emails” link and choose the email you want to see the message history.
  • 3
    Select the Outgoing tab and click "Edit" button on the email you want to check.
  • 4
    Click the “View Delivery History" button on the lower left side to see more details.
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