Sending Email Messages

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2 Ways to start sending messages

  • From the Message tab, mouse over the Send Messages tab and click on Send Messages from the drop down.  

  • From the Clinical Contact home page, click on the Send Messages icon.

 

Send Messages Screen

At the Send Messages screen, fill out the following under Description and Modes

  1. Description - Title of the message, this is for the Users reference only. 
  2. Send Message Via
    • Normal Blast -  Will send the messages straight to the channels selected
      • Text message,
      • Email,
      • Facebook Page 
      • Twitter
    • Smart Blast - will send a single message across multiple channels until the recipient responds to that message 
  3. Message Type
    • One-Time Message to Distribution Lists or Dynamic Targets
    • One-Time Message to Individuals
    •  Automated Message for New Subscribers  
    • Automated Recurring Message to Distribution Lists or Dynamic Targets
  4. Choose a Template 
  5. Report Manager - not required. Select if an organized report of your messages is needed. 
  6. Send Time 
    • Send Now
    • Send Later 

 

Choosing a template

 Email Templates - There are different types of email templates to choose from. On the pop-up, just tick the radio button on top the selected template and click OK

  • Invitation 
  • Mobile Template
  • Standard
  • Stylish

 

 Creating messages

  1. Subject
  2. Choose a Template 
  3. Message - Edit the contents of the email by adding pictures and text here 
  4. Attachment
  5. Email Message Address 
  6. Share & Forward Email 
  7. Email Format 
  8. Save  - To save as draft but not send out
  9. Spam Check - The goal is to have a low-risk email to avoid it from going to spam. But in cases where it is in the Looks like spam or Critical, the content should be edited and then try the spam check again. We suggest that all phrases that can be considered as marketing be removed. 

 

Select Recipients

Options which contact to send the message to

  • Distribution List  - select a distribution list and click the arrow pointing to the right or
  • Individuals - select specific contacts to send out to 
  • Dynamic Target  - select a distribution list and click the arrow pointing to the right 
  • Applying filters - not required. This is to send messages only to specific criteria that would apply to the distribution list. 

 

 

 

 

 

 

Updated:

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