In this article, you will learn how to email individual contacts and groups within in your organisation.
Tip: We always recommend creating the email first as a template in Settings > Communication. You can learn more about email templates here.
Tip: You can now send emails from most areas of the system, including Sales Admin and Reports.
Send an email from within the Contacts section
Steps:
- Navigate to Home > Contacts
- Select the contact(s) you wish to communicate with. You can use the side bar filters to narrow down your search.
- Open the Communicate menu from the side bar and select Send message or content.
- Choose your preferred communication methods and use the message content builder to create your message. You can also load templates you have previously prepared.
- 'Send message to timeline" - This will show the content of the message in the account owners' joinin account, which they can view in the 'Timeline' tab.
- You can also schedule emails here, or change the "reply to" before sending.
Send an email from within the Timetable/Fixtures section:
Steps:
- Navigate to the Home > Timetable/Fixtures
- Select the class with the attendees you wish to communicate with
- Select the 'Manage' tab
- Select the contacts you wish to send a message to
- Select the 'Actions' button
- Select 'Send message'
- Choose your preferred communication methods and use the message content builder to create your message. You can also load templates you have previously prepared.
- When selecting "Send email using:" you get the following options:
- "Send personalised emails" - This sends a separate email to each individual, with absolutely no data sharing. You will be using this by default.
- "Send to timeline" - This will show the content of the message in the account owners joinin account, which they can view in the 'Timeline' tab.
- You can also schedule emails here, or change the "reply to" before sending.
What are Placeholders?
Use placeholders to personalise your messages and insert data held within your system. For example, the placeholder will insert the first name of each contact based on the value in that field, as shown in your Contacts section.
You can add placeholders by either typing out the code or by selecting the placeholder from the dropdown box and pasting it into the email. You can learn more about which types of placeholders can be used here.
Email 'from' and 'reply' address
All emails will come from the system default address, 'no-reply@loveadmin.com', unless you have chosen to verify and enable your own email contact address. For help with how to set up the system to send emails from your preferred email address, read our help article here.
- Replies from your recipients will go to the system default address, unless overwritten in the 'Reply to:' field when composing the email
