Website - Getting Started
Email is the most cost effective and efficient method for communicating with your membership. The Clubessential Email System complements and supports the powerful website tools, making it easy to engage with members quickly.
Through email, we can provide a snapshot of upcoming events or alert members of important news. It is best to provide short emails that drive members back to the website to increase website participation. Emails can also be targeted to specific members by using Static and Dynamic Groups to ensure the message is sent to the right audience.
This video provides an overview of how to use the - Email Composing and Sending features.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
|Total Video (Length)||8:37|
|Creating Special Accounts for Emailing||0:51||Composing Emails with Templates||3:05|
|Accessing Compose Email||1:58||Choosing Recipients||5:03|
|Email Interface Overview||2:22||Adding a Subject||6:04|
|Creating Email||2:35||Sending an Email||7:03|
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To access the email creation tools, follow the steps below depending on your access role.
Admins: Hover over Admin bar in the left hand corner of the screen, select Compose Email.
Editors: Hover over Admin in the main navigation, select Main Tools, and then Inbox/Groups.
The following Email interface screen will launch.
Email Tab Overview
In the middle of the above screen, the following tabs appear.
The HTML tab is for setting up the email that will display using HTML
The Plain Text tab is for email services that do not read HTML
Text Message is used for sending out text message alerts
This section will focus on the HTML tab.
Emails can be created using email templates that were designed based upon your website look. You may also create your own templates to use as well. Using templates allows for quick editing, along with reinforcing your brand identity.
To create a new HTML message, select the click to edit button under the HTML tab, which will open the Editor.
Next, select Insert, then Template. Then, choose between a 1 column or 2 column template. (Note: Further Template options may be available under the My Saved option depending on whether previous templates have been saved).
Once selected, a Stock (Generic) Template will open.
Delete the stock information on the template and type in your communication.
If copying text from another source, remember to use the Paste as Plain Text function to strip outside formatting.
Add imagery and hyperlinks throughout to enrich the communication while driving members back to the website.
Once message is complete, click Save to return to the main template.
The following screen will open where Recipients can be added, Subject line populated, settings defined, and message previewed.
Choose the recipients of the email, by clicking on the desired method to assign recipients.
Members: Select members individually to receive messages.
Staff: Select Staff/Employees individually to receive messages.
List Recipients: Not used
Static Groups: Send to specific Static (fixed Member) groups
All Members: all members active in the directory
All Staff: all staff active in the directory
Dynamic Groups: send to specific Dynamic (fluctuate based on defined criteria) groups.
Mailing Lists: Not used
Events: Attendees from a specific event
Next, add a subject to your message. Target the subject so it is clear what the message entails. Use your Club’s name so Members recognize the email. Avoid caution words such as “money” that email services can flag as spam, and prevent delivery to your Members.
Use default and recommended Send to External Email Address option designated below. (Note: Other options are tied to older versions of the software, and are not recommended).
Click Preview Message to review message prior to sending.
Once reviewed, the message can be either sent or saved for later sending. Additional options also exist to assist with tracking.
First, designate whether to use Primary Addresses, Secondary Addresses, or Both (as defined in the Member setup). Most common (and Default) option is Primary Address Only.
Next designate whether to Track the Message (for viewing/delivery statistics), and whether you would like to receive a notification email when sending is complete.
Finally, choose from the following options to define next steps.
Q: What is the best way to see how my email looks before sending?
A: Send yourself a test email prior to sending the email to everyone on the recipient list.
When creating a subject for your email, it is best to keep the subject short and direct. The better you can inform your audience of the email content in an enticing email, the better chances of open rate. Never use suggestive titles that refer to money as this may cause email providers to flag the message as spam.
It is best to keep the email content short and direct, just like the subject. Have the information be easily accessible and quick to read. For more lengthy passages, drive your audience back to the website for further reading material. Driving members back to the website will also increase their site usability and it allows for them to see alternate communications.
Adding links and imagery in your email enhances the overall aesthetic, reinforces your message, and encourages members back to the websites. If you’re promoting an event for instance, include an image that helps to complete your message. Add a few sentences marketing why your members should attend the event. Make sure to link back to the event on the calendar so members can either read more information, or sign up for the event.
Have you ever received unwanted emails that just don’t seem to apply to you? Combat bombarding all members with communications that may not be relevant by increasing your Static and Dynamic Groups on the website. Through Static and Dynamic Group, we can create various user groups to send email communication to that is relevant to your members based on their interests, member type, or event past event attendance.
Emails can take time to create, and sending one out last minute can result in errors in the email. Take the time to create emails ahead of time and use the Schedule for Later option to send emails at a later date.
Practice makes perfect, which is why the Blast Email system allows for a test to be sent. Always test your email so you can see how this will come through on various email systems. Review the email like a member would, and be sure to test all links.
Email Composing & Sending Guide
Next Lesson: Email Reporting