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wiki:sending_a_bulk_email_through_civicrm
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| - | This is example text. | ||
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| - | ++++ Expand This | | ||
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| - | | This table | is only shown | when you unfold the block | | ||
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| - | ++++ | ||
| - | |||
| - | **Purpose:** This guide will show you how to send a bulk email to members: | ||
| - | * monthly reminder to members for your SIG | ||
| - | * one-off email to your SIG members | ||
| - | * club level emails if you're on committee | ||
| - | |||
| - | **Notes:** | ||
| - | * Depending on your role, you may see different options | ||
| - | |||
| - | # Accessing the CiviCRM control panel | ||
| - | |||
| - | ++++ Click to expand | | ||
| - | * Open the [[https://melbpc.org.au|MelbPC website]] | ||
| - | * Click [Members Area Login] | ||
| - | (https://www.melbpc.org.au/wp-login.php) | ||
| - |  | ||
| - | * Click the [CiviCRM] | ||
| - | (https://www.melbpc.org.au/wp-admin/admin.php?page=CiviCRM) menu item on the left hand side of the Wordpress Menu | ||
| - |  | ||
| - | [/details] | ||
| - | ++++ | ||
| - | |||
| - | # Accessing CiviCRM's mailer | ||
| - | _Just like when you compose an email in your favourite email client, you can start drafting, save and return to writing that email. You can do the same with CiviCRM mailings. You can also reuse a previous mailing_ | ||
| - | [details="Click to expand"] | ||
| - | * Starting a new mailing: Click Mailings in CiviCRM's top menu | ||
| - |  | ||
| - | * Select [New Mailing](https://www.melbpc.org.au/wp-admin/admin.php?page=CiviCRM&q=civicrm/mailing/send&reset=1) or [Draft and Unscheduled Mailings](https://www.melbpc.org.au/wp-admin/admin.php?page=CiviCRM&q=civicrm/mailing/browse/unscheduled&reset=1&scheduled=false) as appropriate | ||
| - | [/details] | ||
| - | |||
| - | # Using CiviCRM's mailer | ||
| - | Whether you are starting a new mailing, or continuing a previously saved one, the steps here are the same | ||
| - | |||
| - | You'll notice that CiviCRM has a number of tabs that are involved in creating a mailing, don't worry if it seems like a lot of work just for an email, many of the fields don't need to be changed, and for many others, we'll specify what you need to select so you can be on your way. | ||
| - |  | ||
| - | |||
| - | [details="Mailing"] | ||
| - | Fill in the appropriate fields | ||
| - |  | ||
| - | |||
| - | **Templates** are effective time saving tools if much of your emails contain commonly repeated blocks of content. If you think this might be useful, then its suggested you stop writing your email here, and instead create a template so that you can save time sending emails by only changing the few key details for your given mailing. | ||
| - | * If you'd like help making a template, here's a non existent howto document you can't click on yet, but please speak to us to let us know if you'd like one written. | ||
| - | [/details] | ||
| - | |||
| - | [details="Attachments"] | ||
| - | Click browse to attach an attachment just like you would do if you were using a web based email client like Gmail, Hotmail, Live, Office 365, Zimbra or any other. | ||
| - |  | ||
| - | [/details] | ||
| - | * (Ignore Attachments if you're not sending an attachment) | ||
| - | |||
| - | [details="Header and Footer"] | ||
| - | It's important you select the fields shown below because doing so will help keep us on the good side of Australia's Privacy Laws. | ||
| - | |||
| - | Using these headers gives recipients of your email a chance to opt out. This is important because we don't want to spam people, we want to send emails to people who are interested to receive and read them. | ||
| - | * Mailing Header: select Mailing Header | ||
| - | * Mailing Footer: select Mailing Footer | ||
| - |  | ||
| - | [/details] | ||
| - | [details="Publication"] | ||
| - | Under Mailing Visibility, select User and User Admin Only | ||
| - | This option makes sure that our emails to club members stay within the club. | ||
| - |  | ||
| - |  | ||
| - | [/details] | ||
| - | [details="Responses"] | ||
| - | This is another part of you helping the club remain a good practitioner in the use of bulk emails, please use the following options: | ||
| - | * Opt-out Message: Opt-out Message | ||
| - | * Resubscribe Message: Resubscribe Message | ||
| - | * Unsubscribe Message:Unsubscribe Message | ||
| - |  | ||
| - | [/details] | ||
| - | [details="Tracking"] | ||
| - | Tracking helps us measure how much engagement our club emails get amongst members. | ||
| - | * We want to know what our members like, and what they are indifferent about, this helps us be a better and more interesting club for our community. | ||
| - | * We also have to be careful here, because spammers like to use similar tricks and some email clients will mistake our legitimate emails for spam, or even scams. | ||
| - | |||
| - | Select the following options: | ||
| - | []Track Click-Troughs | ||
| - | [x] Track Opens | ||
| - |  | ||
| - | |||
| - | Selecting to Track Click-Through will probably trigger Thunderbird's scam alert, this doesn't mean your email has devolved in a scam, but for some users this is enough for them to delete your email which probably had something interesting and worthwhile. | ||
| - |  | ||
| - | [/details] | ||
| - | |||
| - | # Sending test emails | ||
| - | If you think sending a test of an email that goes to potentially hundreds of people is a wise idea, you're in good company. CiviCRM makes this process fairly easy. | ||
| - | |||
| - | [details="Sending a test email"] | ||
| - | At the bottom of every of the above tabs, you'll notice the Preview section. | ||
| - |  | ||
| - | Popup test: | ||
| - | * Click the Preview as HTML button, and you'll get a popup of what your draft email will look like if you sent it | ||
| - | * Correct any errors | ||
| - | |||
| - | Email test: | ||
| - | * Enter your email address and select Send Test | ||
| - | * you'll shortly receive an email that has a prefix of [CiviMail Draft] in subject. | ||
| - | * some fields will not be populated because they can only be generated when you execute the actual mailing _for real_. | ||
| - | * Correct any errors | ||
| - | |||
| - | Send test, button greyed out? | ||
| - |  | ||
| - | [details="Here's why"] | ||
| - | All of the fields under the Mailing tab with red asterisks must be filled out before you can send a test email. | ||
| - |  | ||
| - | [/details] | ||
| - | [/details] | ||
| - | |||
| - | # Saving a draft mailing for later | ||
| - | ---Incomplete--- | ||
| - | |||
| - | # Accessing a previously saved mailing | ||
| - | ---Incomplete--- | ||
| - | |||
| - | [details="bug test"] | ||
| - |  | ||
| - | [/details] | ||
wiki/sending_a_bulk_email_through_civicrm.1541617749.txt.gz ยท Last modified: 2018/11/08 06:09 by stephen
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