Send an email

Modified on Mon, 26 Sep 2022 at 04:02 PM

Send personalised, responsive, beautiful emails from the Messaging menu.

Before you get started

How to send an email

  • Navigate to the Messaging menu
  • Choose the Messages tab
  • Click New Message and choose Email from the drop down menu

  • Setup the basics:
    • To: From the drop-down menu, select the list to send the email message to. For guidance on filtering options, please scroll down in this article.
    • Message name: Name the email message (internal use only, the message name displays on the messaging tab)
    • From: Select the address that the email message will be sent from
    • Subject: This is the email subject line (see HERE for best practice)
    • Preview line: The email preview text that displays in the inbox

  • Choose Next to continue or Save as draft to complete later
  • Design the email with the drag and drop email builder, or use a pre-saved template
  • Send a test email if you like
  • Choose Next to continue or Save as draft to complete later
  • Review the Summary and email message preview (mobile and desktop previews available)
  • To send the email, click Send Now and confirm by clicking Send Message when prompted

Filter your recipient list

For better targeting, filter your recipient list using either our quick or advanced options:

Quick filters

  • By clicking on the 'Show quick filters' link:

  • You have the option to apply one of the following filters: 
    • Contacts with or without a particular tag
    • Whether contacts did or didn't open a specific previous message
    • Whether contacts did or didn't click on a specific previous message
    • Whether contacts did or didn't purchase a ticket to a specific event
    • Whether contacts did or didn't register to a specific campaign

Advanced filters

  • For more advanced filters, click on the Filter button next to the recipient list ('To' field):

  • A side panel will appear where you can select from previously saved segments, and apply complex filters (i.e. more than one condition, with and/or logic).

Related articles

Design an email

Create a list or a dynamic list

Add contacts to a list

Send a test email

How to view & export Unsubscribes from your email

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