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Overview
Email is the most cost-effective and efficient method for communicating with your membership. The Clubessential Email System complements and supports the powerful website tools, making it easy to engage with members quickly. Use Case(s) Through email, we can provide a snapshot of upcoming events or alert members of important news. It is best to provide short emails that drive members back to the website to increase website participation. Emails can also be targeted to specific members by using Static and Dynamic Groups to ensure the message is sent to the right audience. |
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The following Email interface screen will launch.
Email Tab Overview
In the middle of the above screen, the following tabs appear.
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To create a new HTML message, select the click to edit button under the HTML tab, which will open the Editor.
Next, select Insert, then then Template. Then, choose between a 1 column or 2 column template. (Note: Further Template options may be available under the My Saved option depending on whether previous templates have been saved).
Once selected, a Stock (Generic) Template will openshow in the preview panel.
Once you have selected the right template you wish to insert, click Insert Template, and then select Replace Existing Content, as shown below.
Delete the stock information on the template and type in your communication.
If copying text from another source, remember to use the Paste as Plain Text function to strip outside formatting.
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Add imagery and hyperlinks throughout to enrich the communication while driving members back to the website.
Once the message is complete, click Save to return to the main template.
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- Send a Test - This will send a test to a desired email. Select an Available User, or enter an additional email (that can be from outside the system) to test the email as highlighted below.
- Make Changes - Takes you back to the first screen for further editing (composing).
- Schedule for Later - Allows set-up to send the message at a later date and time, and/or to set-up recurring emails. Designate whether the email will be sent once, or will be recurring. Then, specify date and time to send. Click Update Schedule to save and exit
FAQs
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Q: What is the best way to see how my email looks before sending?
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