Keeping in Touch with Your Subscribers

Email templates are very useful and enable you to save a lot of time in managing emails that you send to your subscribers.

• Go to Mass Email > Add > Add Template > [the folder where you want to add the template]

• Or right-click the folder where you want to add a template.

• Choose Add Template.

• Template Name – fill this with a brief descriptive name for your new template

Triggered emails are emails sent out by a triggered event such as a posted payment or declined credit card, instead of at a scheduled time. There are several triggered templates provided in the software. The most popular triggered template would be “Credit Card Failed To Process Properly”

1. Click on the template “Credit Card Failed To Process Properly” – and you’ll see the template populate in main template panel
2. Edit this template as needed.
3. Next, make sure you have the “from” box populated with the correct email pertaining to your billing or accounting dept. 
4. In the “To” dropdown, you’ll see a number of triggered events designated by the ‘green gear’. For this event  choose the geared event “Any Subscriber whose Credit Card has expired” 
5. Next, hit “save”.
6. You’ll then see this triggered template drop down into the “Triggered Template” file. The triggered template has now been set and will be sent accordingly.
7. Note: Here, where you would normally see subscribers, you will see none – as this is sent at the moment the action of the triggered event takes place. 

The Mass Email feature allows you to feature a group pf subscribers, schedule, and send an email to multiple subscribers at once. Here is how you schedule a mass email:

1. Open Mass Email.
2. Choose a template from the list of templates.
3. Fill out the From, CC, and Subject fields.
4. In the To field, just choose from the filters listed in the dropdown.
5. Edit the email as you desire.
6. Tick this to send the email on a specific day and time of the month.
7. Click Save As to save it as a new template.
8. Or click Save to overwrite the previously saved template you edited.