Scenarios:

  1. You want to promote next term's activities to your current database by email

  2. You want to send a booking link for an upcoming activity

This document assumes you know the following:

  • You have set up next term's activities and are ready to take bookings into those activities.

 

How To Send Promotional Emails

Note: You can send emails from within an Activity OR from the Customers tab.

  1. Go to one of the following:

    • In the Activity with the attendees you want to email, go to the Booked In tab OR

    • Go to the Customers tab

  2. Use the tick boxes to select/bulk select the attendees as required.


  3. Select +More and Invite To Book Activity

  4. Use the drop-down-field that pops up to choose if you would rather send a link to all of next terms activity listings OR choose a specific activity to promote.

  5. Select Continue

  6. Check all the email details;

    • Define who you want to send emails as

    • Select a personal email template if applicable

    • Edit the email subject

  7. Select Send to Queue to complete the process.


  8. A confirmation message will appear on your screen. 

  9. You can check the status of the email in the Communication tab.

 

Awesome! You now know how to send promotional emails!

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