What is it?
You can use the Contact Center to send a newsletter to profiles in your database. Newsletters are made up of HTML, which you can learn more about here.
Sending a newsletter or e-mail message
First, perform a search to display the user you want to contact.
- This can be done by clicking on a group under the Summary from the Admin Home:
- Or by running an Advanced Search or Quick Search using specific criteria.
Once you have your search result, if you only want to contact some of the users displayed you can use the Tag boxes to include or exclude specific profiles to be contacted.
Click Contact to be taken to the Contact Center.
Compose the message in the editor window. If you have a message that you have saved, you may use the saved message drop down box to populate the content area from this saved message.
Once you have the email message prepared, click Preview to proceed to the preview and confirmation area before sending your message.
Saving a Contact Center Message
After clicking Preview, above, Return to the contact center.
Click Continue, where you will see the option to Save the message on the righthand side of the page.
Give the message a name, then select the groups you want to share the message with. These groups will be able to access this message from their saved messages area.
Accessing and editing previously saved messages
You may access all of your saved message templates by clicking the View Saved Messages link below the saved messages drop down box in the Contact Center.
The Saved Messages page can also be accessed directly from your Admin Home screen by adding a shortcut. Click here to learn more about customizing the Admin Home.
The Saved Messages page allows you to copy a previously saved message to create drafts and iterations of your newsletter. To avoid overwriting a previously saved message or template, make a copy of a saved message and edit the copy instead of editing the original.
Adding an HTML newsletter created outside of MemberClicks
If you have HTML code for a newsletter template from an outside source and wish to add it as a saved message in MemberClicks, navigate to the Saved Message List (as described above), copy a previously saved message and edit the copy. Toggle the HTML view in the editor and delete all of the code.
Paste the HTML code for the newsletter you wish to save into the HTML Source Editor and click update. This will return you to the WYSIWYG editor where you can add or edit content to your newsletter. When finished, scroll to the bottom of the page and click save.
Use the Track Links tool to track how many readers clicked tracked links within your message. To do this, place your cursor inside the link you want to track > click on the track links icon.
Confirm that a link is being tracked after clicking Continue. The Tracked Links section will show you links that have been inserted with a checkmark under "Track" for those that are being tracked.
Please see this document for five helpful tricks to sending successful email newsletters and marketing pieces.