Emarketing

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Send eMarketing Communication

This guide will show you how to send newly created or edited communications. You can also send out saved or previously sent communication.

You have the ability to send out a communication to some or all of your website database in one process. It is important to ensure you are logged in using the Administrator account that you want the emails to be sent from, or you have a Relationship Manager setup for the clients in your website database.

Step-by-Step Instructions

  1. Login to your administration website
    1. If sending communicaton immediately after editing or creating a communiaction, Select Set Up Comms to Preview and skip steps 2 and 3 below.
    2. Else, Select eMarketing from the main menu.
  2. Select Send Communication
  3. Click on the communication you want to send (this will give you a screen to preview it)
  4. Click Next to specify the recipients of the communication
    1. Send Based On Client Group - Option to send to one or more Cilent Groups (if applicable)
    2. Send To Individual Clients - Option to send to a list of individual clients
    3. Send to Yourself - This is reccommended to do as a test in order to check spelling, ensure links work and images appear correctly.
    4. Send Based on Client Fields- Option to send to a segment of the database up to 3 filtering criteria.
  5. Click Next to opt to send immediately or tick the option  to send at specific date and time
  6. Click Next to check confirmation list - if the selection is not correct Click Back to reselect your recipients (repeat from Step 4)
  7. Click Next to send communication

Sending to Yourself: If you do not appear you will need to add yourself into the client database. This record will need to have the same email address as the Admin account you use to log in.

 

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