Create a Campaign: Step 3 - Recipients and Schedule Follow

The final step of campaign creation is where you select the Recipients, schedule the campaign, and send reminders.

Recipients

Distribute this campaign to all community members, specific static groups, or custom distribution lists.

• Users: When this option is selected, choose from the following options:
  • Roles
    • Member
    • Moderator
    • Client
  • Status
    • Active
    • Inactive
    • Closed
• Group
  1. Type the name of the group, and matching groups will display.
  2. Select the group you want to target. You can add more than 1 group.
• User Distribution List: This option allows you to create a custom email recipient list using User IDs and optional custom parameters.
  • Custom parameters can be useful when you need to insert a unique URL or code per user into the email, such as when you are sending a Gift Card to a member.
  • Click the "Download Sample" link to download a sample CSV file. You'll need to find the User IDs for the members you want to send the email to. The best way to do this is to do a Member Export (Members > New Member Export). The member export includes a column for the User ID. Enter just the User ID for each member you want to include in this email distribution, make sure the top/first row of the column is titled "User ID". If you have any custom parameters, enter those as additional columns. The format for the column header must be all uppercase and no spaces, such as GIFT_CODE. To insert the custom parameter into the email text, use the following format ${GIFT_CODE} ... using your custom text between the brackets. When done creating the file, save it as a CSV file and then upload it.
• By Activity: This option allows you to target members based on their participation in an activity.
  • Enter the Activity Title. As you type, matching activities will appear. Select the one you want to use.
  • Next, choose to send to members who Have" or "Have Not.
  • Then, select Commented or Uploaded a File or Completed Survey. If the Completed If you choose to select the survey option, you will be prompted to enter the survey name. Please note that you can only select from the surveys attached to the activity you selected in the first step. Once you have selected the survey, the campaign will be sent only to the members who meet the criteria you have specified.
    • This is a great option should you need to send reminder emails to members to complete a given survey or activity.
      
• CC Moderators: This option allows you to email copies of email campaign correspondence to moderator users. Moderators will receive a copy of the email campaign at the email address associated with the selected moderator accounts.

Send

With your recipients selected, you can now choose to save the campaign as a Draft or Schedule the email. When you select "Scheduled" you can enter the date and time you want the email to be sent.

Your campaign email is now ready to go out and will be sent to members at the date and time you choose.

Schedule Reminder

Create a reminder email while you are generating your initial email. This automatically sent email is for members who have signed up but have not activated their account yet. The emails will be sent 1 day, 3 days, and 7 days after account creation.

Recipients

Distribute this campaign to specific static groups, or custom distribution lists based on activity.

• Group
  1. Type the name of the group, and matching groups will display.
  2. Select the group you want to target. You can add more than 1 group.
• By Activity: This option allows you to target members based on their participation in an activity. This is a great option should you need to send reminder emails to members to complete a given survey or activity. 
  1. Enter the Activity Title. As you type, matching activities will appear. Select the one you want to use.
  2. Next, choose to send to members who Have or Have Not.
  3. Then, select Commented or Uploaded a File or Completed Survey. If you choose to select the survey option, you will be prompted to enter the survey name. Please note that you can only select from the surveys attached to the activity you selected in the first step. Once you have selected the survey, the campaign will be sent only to the members who meet the criteria you have specified.

Send

With your recipients selected, you can now choose to save the campaign as a Draft or Schedule the email. When you select Scheduled you enter the date and time you want the email to be sent.

At that time, the email will be sent in randomized order to its recipients. After the email is sent, verify your distribution list by clicking on the download icon next to the recipient group name in the campaigns listing page under the Recipients column.