Send an email

Modified on Fri, 23 Feb 2024 at 02:48 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

  • Step 1:
    • Name your Email: Name the email message (internal use only, the message name displays on the messaging tab) 
    • To: From the drop-down menu, select the list to send the email message to. 
      Select the Filter option to segment the recipients, then click Save 

  • From: Select the address that the email message will be sent from
  • Message Details: This is the email Subject line / Preview line that displays in the inbox (see HERE for best practice)
  • Link Click Tracking: Enable ON or OFF: If enabled ON, you will be able to track link clicks

  • Choose Design an Email to continue

  • Step 2:
  • Select the type of email (Design from Scratch or Use a Template)

  • Step 3:
  • Design the email with the drag-and-drop email builder, or use a pre-saved template
  • Send a test email if you like
  • Step 4:
  • Select Save and Exit to continue or to exit 
  • It will take you back to Step 1 where you can review the email message
  • When you're ready to send it, click Prepare to Send

  • Step 5:
  • Click Send Now

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

Insert Dynamic Tags

  • In Message Details, insert the Dynamic Tag in the Subject line
  • Click Save

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).

Filters used on Sent emails

  • After sending an email, click on Sent To
  • This will show the filters that have been applied

Still need help?

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