This article provides a comprehensive guide on how to effectively send emails to Contacts on the 12twenty platform.
Preparing Your Contact List
Navigate to the Contacts module from the left navigation panel. Apply any filters, and select the ellipsis button.
Before sending out a mass email, it's crucial to refine your contact list to ensure that your message reaches the right audience without infringing on anyone's preferences.
Filtering Contacts
- Adjust the contact directory filters to exclude any contacts who have opted out of communication. Specifically, look for the setting 'Do Not Email = Yes' and ensure these contacts are excluded. (Please note: you can create this as a custom attribute. For more information, please see the FAQ section of this article)
- Include only contacts marked with 'Visibility: Myself, all career advisers, and all students'. This ensures that your message is sent to a broad yet relevant audience.
- Ensure that the contacts you select have an 'Approval status: Approved'.
Once your contact list is refined and ready, the next step is to compose your email. To send an email, select the 3-dot action button > Message All.
Note: To email selected contacts, check the box next to the specific contacts, then select “Email Selected Contacts” to email only the contacts you selected.
Final Steps and Verification
After sending the email:
- Visit the Site Management > Email Activity to verify that your email was successfully delivered to all intended recipients.
- If you anticipate needing to send a similar message in the future, consider saving your email as a template. This can save time and ensure consistency in your communications. For more information on creating templates, see this article.
By following these steps, you can efficiently communicate with a large audience through the 12Twenty platform, ensuring your messages are both effective and compliant with user preferences and approval statuses.
FAQ
- How can a contact unsubscribe from emails?
You can create a custom checkbox attribute such as "Unsubscribe from emails". If the box is unchecked, that means the student is subscribed. If the box is unchecked, the student is unsubscribed. You can use this custom attribute when emailing throughout the platform by selecting the exclude option for students that have "Yes" selected.
For more information about creating a custom attribute, please see this article. - How can I see an email after I sent it?
You can navigate to Email Activity to view all emails sent from the platform.