How can I email all of my customers or a segment?
Please see below for a brief tutorial.
If I have customers in my system multiple times with the same email will they get multiple messages?
No. When sending an email blast we'll analyze the list of targeted email addresses and only send one message per email address. In other words, we eliminate duplicates to save you any embarrassment.
Email Blast Tutorial
Every once in awhile you may want to send out a quick manual message to a group of clients. Situations such as unexpected office closures, a change in office hours, a natural disaster, etc..
You can quickly and easily create this message without creating a new campaign in the Campaigns Tab. In fact we recommend you DON'T create a campaign for one time email blasts or announcements.
Start by making sure you are in the "Accounts" tab.
Hover over the Red "Send" button at the bottom right of the screen and click "Send one email.
PRO TIP: If you select the segment you would like to send to BEFORE you click "Send one email" it will automatically apply that segment to your message.
It will open up a step by step walkthrough on how to send out an email message.
(Clicking on "Broadcast' will allow you to see all past sent messages as well as any drafts you may be working on.)
You will start by naming your message. This is not the subject line of your email - but rather a broad description and reminder to you of the manual message topic. In this example we have called it 'Twin Bulls Fire Update'. We typed in the name and then click 'CONTINUE'.
Step #2 - It will ask you to choose your audience by creating a rule.
For simplicity our rule will be to select all active clients with emails - so we would click on 'POLICY' > Is Active is True and then click 'OK'
And then we will add a second rule which is that they have an email address. This is not necessary, but it will give you a better idea of how many people we are targeting with the message.
Once you have clicked 'OK' you should see not only the rule you have created but the matching accounts as well. If you are content with the audience you have selected, you can then click 'CONTINUE'
Step #3 is to create the quick message you would like to send out. By Clicking on the pencil icon to the right of the subject line, you will be redirected to the 'Email Builder' where you can finish crafting your email:
Once you are happy with the email you have crafted, the final step would be to either 'SCHEDULE LATER', 'SEND IT NOW' or 'Save and Close'
When you click on 'SEND IT NOW' It will immediately send the message you have created to the audience of your choice. That message will now appear in the 'sent' area. If you choose 'SAVE AND CLOSE' - your message will be saved for later in the 'Draft' area.
You have now created and sent a manual message.
For more help or any support questions - don't forget to click on the 'in App' help icon in the upper right hand corner of your screen. We do our best to get back to you as quickly as possible.