Support >Marketing Features >Communicate

Communicate

How to create and send a mass email

Basic overview of how to create and send a mass email

Step 1 -

Open your Mass Emails, Communicate >> Send Mass Emails

 

Step 2 -

Click the blue "Create Email" button

 

Step 3 -

Name your Email. This name is completely internal and your clients will not see this.

 

Step 4 -

Choose your Recipient. Keep in mind you can select multiple "Recipients". Ex. You can choose Users with a specific tag and users with an active membership.

  1. Any User 
    • All Users - This will send to everyone in your hive.
    • Users with a specific tag - Will send to all users who have the tag you selected 
  2. Active Users - These users are marked as Active but may or may not have an active membership on them.
    • Active Admin Users - This will send to all users in your hive that are Admins 
    • Active Users - These users are check as Active in their profile. They may or may not have an active membership on them.
  3. Active Members - These members have an active membership on them
    • All Members - All users in your hive that have an active membership on them
    • Members with attendance or checkin in the last X days - This allows you to select members who have checked in or attended classes in a time frame you select.
    • Members without attendance and without checkin in the last X days - This allows you to select members who have NOT checked in or attended classes in a time frame you select.
  4. From another Mass Email Message - You will select the message once you check an option below
    • All recipients from a specific message - This option will send to all recipients of the specific mass email regardless of if they opened the email or not
    • Recipients who opened a specific message - This option will send to all recipients of the specific mass email who opened the email
    • Recipients who did NOT open a specific message - This option will send to all recipients of the specific mass email who DID NOT open the email
  5. Schedule - Classes
    • Registrants on a specific class time - You will select a specific class and can also narrow it down based on Registrant Status
    • Waitlist on a specific class time - You will select a specific class and anyone on the waitlist for that class will receive the email.

 

Step 5 -

Once you have your name and recipients set up, click the blue "Continue"  button.

 

Step 6 -

You can choose to use a template or skip this step and start from scratch. 

  • To start from a template you will want to choose your template from the option in box 1. Then click the dark blue "Set Template" button.
  • To skip this step click the light blue "Skip" button

 

Step 7-

  1. From Name - This is the name the recipient will see the email coming from
  2. Reply Email - This is the email that replies to this mass email will go to
  3. Email Subject - This will default to the name of the Mass email, here is where you can edit what the client sees. 

 

Step 8 -

Adding your first Section.

 

To add new sections click the blue "+ Section' button.

 

Select the section you wish to add to your email. 

 

Once you select your section on the left side of the screen you can edit the content of the section. When you are done editing the content you want to click the blue "Set Content" button. 

 

Adding/Editing/Removing Sections

You can hover over existing sections and pull up a menu.

  1. Edit - Allows you to edit this section
  2. Add Above - Add a section above the current section
  3. Add Below - Add a section below the current section
  4. Move Up - Move the current section up
  5. Move Down - Move the current section down
  6. Trash - Delete the current section

 

Token References

There are two ways you can access your token references. Keep in mind token references only work in the message are not in subjects. 

  1. On the right side of the screen there is a white book icon
  2. At the bottom of the page, the token references are also listed. 

 

Step 9 -

Save your message. You can do this one of two ways. 

  1. Click the blue floppy disk on the right side of the page
  2. Click the blue "Continue" button at the bottom of the page

 

Step 10 -

Send yourself a test message. You can verify that everything looks correct and links and buttons are working correctly. 

  1. Email will default to the email you are signed in with. You can change which email to send a test message to.
  2. Click the light blue "Send a test" button
  3. Once you are happy with the test email click the dark blue "Done testing, let's continue" button.

 

Step 10 -

Sending your message. You will have 3 options to send your message:

  1. Just save as a draft for now - This will allow you to save your mass email as a draft and come back to send or edit later
  2. Schedule for future send -  This will allow you to schedule your mass email to send at a later date
  3. Send Now  -  This will send your mass email immediately. This can not be reversed or stopped once started.

Click the Red button at the bottom once you have selected your send option

 

As always, please feel free to reach out to success@myfithive.com with any questions you may have. 

 


Category > Section:Marketing Features >Communicate