Emails

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

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.

Creating Emails or Newsletter using a Template

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
Scroll down a little and on the lower right side of the page click "Use Template".
4
A pre-set template will load on the body of the message; you will have the option to add, edit and customize the content of the email.
Click and drag the icons you would like to add and edit to the content of the email.
5
Once done editing, you can click the 'eye icon" to see the preview of your created email and click the "desktop icon" to see how the email looks like when viewed on a computer/laptop screen. Click the "Mobile icon" to see what the email looks like when viewed on a mobile phone.
6
On the "Recipients" tab, (type the group's name) choose the groups, subscription lists, or individuals to receive the email.
If applicable, Click "Schedule Delivery" on the lower left side of the page and select the date and time for the email delivery
7
Click the "Save" button on the lower right side of the page to save the email. (If details or contents still need to be added later on).
If the email created is ready to be sent, On the "Recipients" tab, (type group's name) choose the groups, subscription lists, or individuals to receive the email. Click "Send email" on the lower right side of the page.

Check sample video below.

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.

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.

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.