Custom Email Messages

Overview

Custom emails can be delivered to administrators, attendees or site members immediately or scheduled to be sent at a later date and time. Custom emails can use the default email header and footer options or create their own customized options. Use the email editor to add text and graphics, then specify the individuals to receive the message and schedule it to be sent.  As an option, preview or send a test email before the custom email is sent. 

In this article:

1. Locate Custom Message
2. Add a custom message
3. Create & edit the custom message

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Step-by Step-Walkthrough

Step 1 - Locate Custom Message

Select "Emails" from the left side navigation bar and then select "Custom Message"

Step 2 - Add a Custom Message

Select "+ Add Custom Message" to create a new message.

 

Step 3 - Create & edit the custom message

Step 1: Options, Header & Footer

• Enter a name (required) and optional description that will appear in the custom messages table.
• Enter the Email Subject line (required)
• Add pre-header text that appears above the message header.
• Elect to keep the default header and footer or deselect it to add a header and footer for this email only.

Step 2: Message

Use the editor to create your message. 

• Select the "advanced editor" and start by clicking the "+" icon and adding a block, then inserting headers, text, images and buttons. 
• See a preview of the custom message by selecting "Preview Email".
• Send yourself and others a test email by selecting "Send Test Email" before moving to the next step.

Step 3: Recipients

• Select contacts, administrators or attendees, or members along with specific attendee or member types to receive this message. You can also select from a pre-created report created by a site administrator.
• Select the last login and/or last post date as an optional filter. Narrow the recipients by adding additional filters. Select "and" so that data from all filters are matched. Select “or” so that data from any filter is added.
• Click "Show Count" to see the number of recipients to receive the custom message.
• Click "Next" to proceed to step 4.

Step 4: Review & Schedule:

• See a preview of the custom message on the site or send yourself and others a test email.
• Under Sending Options:
  • Save as Draft: Save your current progress and come back to complete the message later. This option can also be used to temporarily turn off an existing custom message.
  • Send Once: Send the custom message immediately and only once.
  • New Recurring Schedule: Set a schedule for the custom message to repeatedly send out to individuals.

Step 4 - Save

Click to save the custom message or go back to a previous step to edit.