How To: Email Campaigns

How To: Email Campaigns

Overview

Email Campaigns are a method of sending emails to a user group or segment of your user database.

There are currently nine emails available to send via Email Campaigns;

  1. user_import_mailer
  2. registration_import_mailer
  3. register_account
  4. registration_invoice_paid_notifier
  5. reset_password_instructions
  6. session_introduction
  7. speaker_instruction
  8. user_defined
  9. cpd_certificate


Task

  • Send Email Campaigns

Pre-requisites

Instructions

  1. Within the Admin Tools Dashboard, navigate to “Communications” module and then “Email Campaigns” via the charcoal navigational bar on the left-hand side of the platform.

  2. Click the black “Actions” button and then the 'Manage Bulk Notification' on the far-right of the applicable notification.

  3. Under 'Notification', ensure the correct Notification is selected from the drop-down list.

  4. Next choose who you'd like to send the Email Campaign to. You can:

    1. Select Delegate Type/s

      • There needs to be at least one active Registration allocated to a specific Delegate Type for this to show in the dropdown options.

    2. Select particular Users from the drop-down list/type in their name, or click 'Select All'.

    3. Select particular Exhibitor Types

    4. Select particular Sponsor Types

    5. Select particular Speaker Types

  5. Date and Time for scheduled notification - By adding a date and time in this field, you will be scheduling this bulk notification to be sent at that date and time. Leaving this field blank will mean the notification will be sent immediately.

  6. Click 'Submit'.

Notes

  • Once you have clicked ‘Submit', do not edit the Automated Email and/or change it back from True to False until you have confirmed it has finished sending. If it hasn't, any changes you make to the template will apply to any emails the platform hasn't finished sending yet (if for example you're sending more than 100 emails, it can take a few minutes for the platform to process them all). To ensure it has finished sending to everyone, go to the “Reports” tab on top of the screen and then 'Sent Emails’ to check who it has sent to.


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