How to send an Email Blast (aka Broadcast Email)
You need to have permission to edit your clubs FollowUp in order to send out a broadcast email.There are many options for you to send out a broadcast email. For example you have the option to send to your leads in just one type of your leads lifecycle i.e. all people on a Free Trial to sending to all your leads or members. So your first step is to define who you want to send the email to then select the correct email to edit in the FollowUp. All the emails start with "Email All Interested or current......Leads or members etc and are set to off.
To send an Email Blast:
- Select the email you wish to send (ie: Email All Interested Membership Leads) and click Edit
- Add your email content (see below for explanations)
- When you are ready to send this email, change Send Tonight to Yes. This will send this email tonight at about midnightemail early tomorrow morning. The time may vary based on which email you send, but it's typically about 3-5am.
- Click Save
**Don’t forget to send yourself a Test Email to verify your changes – see below**
Email Explanations
From Name and From Email Address
...
Choose the template you want to use for this email. See next section on Email Templates.
Send Test Email
Send this email to yourself or a co-worker to proof before it is sent to leads or members. This is the best way to verify that the email will appear the way you intended!
- Save the email first and then re-open it by clicking Edit
- In the Send Test Email field, enter the email address of where you want to send this test
- Click Send
Email Content and Merge Fields
Merge Fields allow you to personalize emails using the lead or member’s first name, staff names and phone numbers, etc. Enter (or edit) content in the white box.
To add a Merge Field:
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