To get started, click on Messages in the left menu and you’ll be taken to the New Message page.
Step 1: The first step is to select your recipients. There are two ways to do this. The first is to manually search and select individual recipients. This is fine if you are communicating to an individual, or a small number of contacts. If you are messaging many contacts, we suggest creating a report that captures the recipients.
You can search for existing reports by typing the report name in the recipients field.
We've chosen the "Members Active- 10 Pack" report the number of contacts in the report will show. These are the recipients who will receive your message.
*NOTE: A little further on in the process, you will see the full list of recipients and will have an opportunity to choose to either include or exclude them before sending the email or SMS.
Step 2: Write your email or select your email template. We’ve selected one of our previously developed templates. The key thing to remember when you are sending our bulk communications is to use the merge tags to personalise the message. Almost all of your emails should be using the contact-first-name merge tag.
Step 3: Confirm Recipients & Send. When you're ready to confirm your recipients, click the Next Step - Confirm Recipients button:
You will be taken to a screen showing your email and the recipients. Simply uncheck anyone on that list you do not want to send the email to prior to clicking the Send Emails button.
For any further questions or queries, please don't hesitate to contact support via firstname.lastname@example.org