How do I email parents or participants?

If you intend to email a single participant, you can use the "message participant" action instead.

 

 

You will be able to send Session Updates or Marketing Emails. 

Session Updates

Session updates should be used to send an important update about camp or class location, reminders on what to bring, or other information related to the participants of a session. These emails should be sent to provide information to participants registered for specific sessions.

Note:  Do not select "Session Update" email if you are sending a promotional email or marketing blast. Instead, send out a Marketing Email when you want to announce that new classes or camps are available. (A marketing email will only be sent to subscribed users, and it is possible for your customers to unsubscribe to your marketing emails. (See more info below)

Who gets the session update emails?   Session Update emails will be sent to ALL contacts listed in the registration, including the user, Contact1 and Contact2 (if available). 

1. Create New Email: When creating a new session update email, click the 'Compose' button at the top right corner of the screen, then select 'Session Update Email' from the pop-up that appears.

Click the 'Select Recipients' dropdown menu in order to begin filtering for the right sessions:

2. Select Filters: You will be presented with the Select Users screen in order to filter for sessions. Sessions can be filtered by date, activity, location, and meeting date. Using the search bar will filter for students by name. Be sure to choose 'Apply Filters' after completing each filter:

3. Select Participants: Once your filters have been set, you may select participants with the 'Select All' link, or select the check boxes to choose participants individually. Emails will be sent to all of the email addresses associated with each participant's registration. The bottom of the participant list will also include all of your current team members. You may choose which team members also get a copy of the email.

Choose 'Select' to close the window when you are done picking recipients.

4. Draft Email: Once your recipients have been selected, you will be able to draft your message. Emails can include HTML elements, including color, links, and photos -- which can be pasted, or linked from another source. 

You can also insert merge fields for the following information, inserted between two left curly brackets {{ and two right curly brackets:

PARTICIPANT_FIRST_NAME
PARTICIPANT_LAST_NAME
PARENT1_FIRST_NAME
PARENT1_LAST_NAME
ACCOUNT_HOLDER_FIRST_NAME
ACCOUNT_HOLDER_LAST_NAME

Attachments can be added by selecting the paper clip icon. The maximum file size for an attached file is 10 MB.

5. Sending Emails: Once your email is complete, you can choose to send a draft to your team members only, or select 'Send Email' to send to all of the previously selected recipients, including any selected team members.

6. Save Template: You may also select the 'Save as New Template' box to create a template from this email. See information on creating templates below.

Marketing Emails

These emails can be sent to past subscribed users to provide general marketing information -- such as notice of newly added sessions, upcoming sales, private promo codes, etc. Users on this list are past customers, people who have opted in to your updates from your main business page, and anyone that has previously requested information about your activities.

Who gets a marketing email?  Subscribed user emails only. Other contacts on the registration are not sent marketing emails.

To create a Marketing Email, click the 'Compose' button at the top right corner of the screen, then select 'Marketing Email' from the pop-up that appears.

Marketing Emails are created and sent in the same manner as Session Updates. When selecting recipients, you will now be presented with the option to send to 'All Subscribed Users':

Templates

If you will be sending the same or similar emails often, you can save time by creating email templates.

1. Saved Templates: Templates are stored the same as previously sent session update and marketing emails. Access current templates from the left sidebar. From this page, templates can be edited, deleted, and created.

2. Create a template: In the left menu select 'Saved Templates' -> 'New Template'. You will be able to give the template a name and create your email, the same as on other screens. Select 'Save' when you are finished.

Template from a Previous Email

Templates may also be created from any previously sent email. From the left-hand side of the screen, click on either 'Session Updates Emails' or 'Marketing Emails' then scroll to find which email you would like to copy a template from. Select 'See Details' next to the email from which you would like to use the template. *Note: Copies of emails sent prior to February 14th, 2020 will be found in the Marketing Emails list. Emails sent after this date will appear in the folder corresponding to the type of email that was sent.

Click the check box that says 'Make This Email a Template'.

A box will appear in order for you to give the template a name. Enter a unique name and select 'Save':

Note: If you are creating a Template from an email that was sent prior to February 14, 2020, you should see if there's a footer message such as the one below. If you see a footer, delete it and select 'Update' to save your edits. 

Schedule Email

You can also create emails and schedule them to be sent at a specific time and date.

 

1. Create your email.

 

2. Select 'Send Email'. You can choose to send yourself a test email, send the email now, or schedule it for a future time.

 

3. Select 'Send Later' and choose when you'd like to send your email.