Overview: How to Send a Mass Email
Need to send out an email to a segment of your customers to advertise an upcoming camp? Mass Email allows you to do so! You can customize email content and display.
How to: Navigate to Mass Emails
1. Navigation > Communication > Mass
How to: Add Email
1. In the upper right, click Add Email.
2. The Add Mass Email window will appear. Enter the information as detailed below and click Save.
- From = Your Name or Camp Name (examples: John Doe or Free Throw Basketball Camp)
- From Email (MUST BE THIS EMAIL) = no-reply@abcsportscamps.com
- Reply To = Your email (where you want to receive replies)
- BCC = Your email (recommended, as a test)
- Enter the Subject
- Choose Your Organization > Save
3. Review the Mass Email Details you entered on the previous screen (from, to, subject, etc.). You will be able to make any edits (if needed) on the next screen. Type the body of your email similar to MS Word or any mail client. Click Save
4. The next screen is a PREVIEW screen. You will notice that the body of the email is grayed out. If you need to make any edits to the details or the body of the email, simply click Edit. If you are ready to continue, click Select Recipients.
How to: Select Recipients
1. Click Select Recipients to choose the query to pull the desired customers.
2. There is no search feature, so you must SCROLL down 10-12 options until you reach the below option.
Registration Global -66 Attendee Information Detailed contact information about event attendees
Click on the query, but note IT WILL NOT HIGHLIGHT. Then scroll down and click Continue.
3. Enter the Criteria for the query to return the list of recipients that you want to send to. Scroll down and then click Save.
- Event Year - required
- Event Location - not necessary
- Event Type - not necessary
- Event - May select multiple (checkboxes)
- Event Begin Date - not necessary
- Registration Status - Active (recommended) but select the status as needed
- Event Division - not necessary
- Registration Type - not necessary
4. The next screen is a preview (everything is grayed out) but you can review all the details AND confirm the correct query (Attendee Information) has been selected and the corresponding criteria.
How to: Send Email
Now you are ready to send your email!
This screen will show you WHO the email will be sent to. If everything is ready to send, you need to scroll down and click Process Emails (lower right of screen).
Once you click Process Emails you will see a small dialog box letting you know the process has started. To close the dialog box, scroll to the bottom of the box and click OK.
If the process is still running after 30 or more seconds, you may refresh your screen and continue to work as emails will still be processed in the background.
How to: View Results
1. To see your sent email, once you navigate to Mass Emails, be sure to check the box Show Sent and click Find
Results will show below and most importantly, there will be a sent date in the Sent Date column. To open a Sent email, scroll to the bottom first, then to the right to click the pencil to the right of the email you want to open.
The email will open in Preview Mode. You have the option to:
- View Recipients
- Make any edits
- Resend Mass Email
Clicking on the Recipients tab will show you the results of your sent email.
- # of Successful emails
- # of Not Processed emails
- Check the status column for corresponding notes