How to send an email to your members, event attendees and subscribers using the Email & SMS Campaign.
Important note: members have the option to mute emails from the Email Campaign module. For more details on this setting, please see the article What a member sees when they login.
To Send an Email Campaign, you must have first set up the Campaign.
For detailed instructions, see or review Past Emails sent, you need to click on the Manage icon next to the Campaign you wish to manage.
From this area of the email campaign module you can:
- New Email Message
- Compose your message using the editor.
- Using Shortcodes
- Edit and Preview and Testing Draft Emails
- Send an Email
- Clone Existing Emails
- Delete an Email or Template
- Review Past Emails
- See Pending emails
- See Email Campaign Statistics
NEW EMAIL CAMPAIGN
When you are going to send a new email you have a number of options:
- Create a New Email Template
- You can clone an email that you have currently in Draft or you can clone an email that has previously been sent out
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Creating New Email
- To create a new Email Template click on New Email Template under the Messages and Templates heading.
- Complete the fields, and compose your email;
- From Email Address - Insert the email address that the Subscribers will see the email is sent from.
- From Name - Insert name of sender.
- Message Subject - Insert the message subject.
- Message - Compose your message using the editor.
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- Once you have completed the email, you can select to Preview, or Save & Close.
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Clone an Email;
- You can clone either a draft email or you can scroll down to past emails and clone them from there
- To clone an email click the Clone icon next to the selected email
- The Cloned copy will then appear in the Templates list on the Campaign Management page. You can then edit and complete the email using the editor
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Delete an Email Message;
- To Delete an Email Message click the Delete icon next to the relevant email
- Click OK on the pop up to confirm the Deletion.
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Edit Email Message;
- Click the Edit icon, to edit the email "from" address, subject, and content
- Click Preview to see a preview of the email
- Click Save & Close to save your changes and return to the Campaign Management page.
COMPOSE YOUR MESSAGE, USING THE EMAIL EDITOR
You have a number of options for designing your email message,
- You can design your email using the email editor and using tables
- You can paste one in and email design from another source (see campaign settings for External Source Code)
- Or you can just type your message straight into the editor and then have it wrapped with the Standard Header and Footer used in the other Member Jungle automated emails.
USING SHORTCODES IN YOUR EMAIL
Depending on what type of email you are sending, shortcodes may be available to insert in your email email message.
The shortcodes to the right are examples of a membership linked campaign (keep in mind, that the shortcodes will differ depending on the module your campaign is linked to) .
You can insert any of these shortcodes into your email by having your curser in the email message where you would like the code and clicking on the relevant shortcode.
You will see the relevant shortcode will appear in your email in brackets e.g. [[siteurl]].
This code will then automatically populate with the members details or site details when the email is sent.
TESTING, PREVIEWING
- Once you have created an Email Template, Click the Preview/Send icon to view the email template, and send a test email to a chosen email address. Please be aware the preview at the top of the screen will not be the same as the email appears once sent. To preview the email properly, send a test email (as shown below)
SENDING AN EMAIL
You then have a couple of options after you have tested the email, as shown below
- You can Save the email and return later
- You can click Change to make final edits
- Once you are ready to send, click "Select Recipients" to send the email to subscribers.(You will be taken to a page to select or deselect the receivers before the email is sent)
- Schedule is available as an option for SUBSCRIBER campaigns only. Linked campaigns cannot be scheduled and this option will not appear.
- NOTE: If your campaign is linked to membership, or another module when you click "Select Recipients" you will be able to filter the recipients by their membership type, status etc. To find out more about sending to members click here.
Depending on the number of subscribers in your email campaign (large lists will not display) after you click "Select Recipients" you will be taken to a list of subscribers so you can select who you wish to send the email to.
Click the "Select All" button to select all recipients, de-select anyone manually if required and then choose between "Send All" or Send to Selected, depending on your selection. The screen will indicate how many emails are going to be sent out and how many email credits are remaining after the email is sent.
CAMPAIGN EMAILS PENDING
- This section shows a list of the send emails that are scheduled and processing, sending can take up to 10 minutes depending on the emails in the queue. Once the email has been sent it will move automatically from Pending to Sent.
SCHEDULED EMAILS
Emails that have been scheduled to be sent in the future will appear in the Messages and Templates list with details of when they are due to be sent. You can delete or edit this email up until the scheduled time.
CAMPAIGN EMAILS SENT LAST 30 DAYS
- This section shows a list of the emails sent within the last 30 day period, including the date the email was sent. If no campaigns are showing in the last 30 days, click "Show All" to see all emails.
- The Email Campaign name is clickable, to view a preview of the email sent.
- % Read;
- this column shows the percentage of sent emails that have been opened by the recipient. See email Campaign Statistics below for more information.
- Clone;
- Click the Clone icon to make a cloned copy the campaign.
- The Cloned Campaign will go into the templates list for you to Send, Edit, Clone or Delete.
- % Read;
EMAIL CAMPAIGN STATISTICS
You can review a number of different statistics from your email campaigns including the number of reads, time read and who has and hasn't read the emails. You can view statistics on a Campaign Level as well as on a per email basis.
Click on Manage next to the campaign you wish to see statistics for,
- For General Campaign Statistics click on the "Click to Show Charts" link under the Campaign Statistics heading. It will show a graph of your subscribers over the last 12 months as well as the number of emails you have sent.
- To view the statistics of an individual emails in this Campaign, click the Statistics icon next to the relevant email. This is at the bottom of the Campaign Emails Sent heading.
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- Shows data on the Email Campaign, including;
- the date and time the email was sent
- the sender email address
- the number of email addresses this Campaign was sent to
- the number of times the email has been read for the first time
- the number of times the email has been read in total
- Shows graphs detailing;
- the number of emails sent, received and read
- the date emails were read
- the time emails were read
- Emails read;
- gives a detailed list of the read emails, and the User name, email address, date and time read, and how many times they read the email.
- to view, click on show list to expand the list
- Emails not read or traceable;
- gives a detailed list of the emails that have not meet their destination, or are untraceable
- to view, click on show list to expand the list
- Shows data on the Email Campaign, including;
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- View current Subscribers, Export a Subscribers list, Restore Past Subscribers, or view a list of Past Subscribers by clicking the relevant tabs at the top of the Statistics Page.
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Need More Credits?
Your monthly email credits will depend on your current subscription inclusions. If you need to add additional credits to your email campaign module, you can order these here