You can now easily do this by creating a Campaign. Campaigns can be created for both groups and single user communication. Under the Campaigns tab, you can create campaigns and track the progress of each active campaign.
If you choose to contact a specific group of your users, you will need to create a new mailing list containing those specific users before creating the campaign.
Go to the contacts tab, tick off the specific contacts in the contact list table, click on the “Add X contact to contact group” button. You will have the option to them select the groups created (see below for examples) or you can create your own here too.
Now, head on over to the Email Campaigns section, and click the “Create Campaign” button.
At the top, you can select from one of our pre-made templates depending on the kind of communication you’d like to send.
You can also select the relevant links you would like to include in your content. The drop down generates what pulls in. *Please have in mind, you will also need to put the link into the box too.
Link refers to either a link to a specific page in your portal or a document that you previously uploaded to any of your funds.
At the bottom of the page, you can select the recipients by picking them from the drop-down list. You can choose these by contact groups, or individual contacts.
Feel free to make the content your own. To create or edit templates, please click at the top 'create your own' next to template.
Mail Campaigns will automatically save. Therefore, if you click into somewhere else in your Fundportal, the mail campaign will save as a draft.
“Launch Campaign” to send the message out immediately:
You can find the campaign report to the right from the title of the campaign. The numbers show how many messages were sent in the campaign; how many of them were opened; how many links included in the message (if any) were clicked; and how many messages failed to be sent for some reason (usually because of the wrong email address). The report updates automatically every twenty minutes.
You can choose to View Report where you can see more detailed information about the recipients, as well as status on each of the messages.
SUMMARY:
Create a new mailing list → Go to the Campaigns tab → Click the “Create Campaign” button → Choose a mailing list → Fill out the form → Save or Launch → Check the report of the campaign