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While the template functionality has changed, you can still save your email as a draft as you would have with the old editor.Legacy editor.
Choose the recipients of the email, by clicking on the desired method to assign recipients.
Members: Select members individually to receive messages.
Staff: Select Staff/Employees individually to receive messages.
List Recipients: Not used
Static Groups: Send to specific Static (fixed Member) groups
All Members: all members active in the directory
All Staff: all staff active in the directory
Dynamic Groups: send to specific Dynamic (fluctuate based on defined criteria) groups.
Mailing Lists: Not used
Events: Attendees from a specific event
Add Subject
Next, add a subject to your message. Target the subject so it is clear what the message entails. Use your Club’s name so Members recognize the email. Avoid caution words such as “money” that email services can flag as spam, and prevent delivery to your Members.
Email Settings
Use default and recommended Send to External Email Address option designated below. (Note: Other options are tied to older versions of the software, and are not recommended).
Email Delivery Options
Once reviewed, the message can be either sent or saved for later sending. Additional options also exist to assist with tracking.First, designate whether to use Primary Addresses, Secondary Addresses, or Both (as defined in the Member setup). Most common (and Default) option is Primary Address Only.
Next, designate whether to Track the Message (for viewing/delivery statistics), and whether you would like to receive a notification email when sending is complete.
Finally, choose from the following options to define the next steps.
- Send Message Now - Sends the message. After sent, it will show in the Sent tab.
- Save Changes - This will place the message in drafts to revisit later.
