Sending announcements is so much easier now since you can create a single announcement and send it through Email and/or Text Message (SMS) without recreating your work.
You can now easily create your announcements and decide how to deliver based on the client information available, and ensure the delivery of a consistent message across all channels.
Create an Announcement and Send
You will be creating a single announcement which you can send to your clients through Email. Click Here for instructions on sending your announcement through Text Message (SMS)
- Navigate to Marketing>Announcements.
- Select New Announcement.
- Select from the available templates, or Create Your Own.
- If creating your own, select an action to 'Invite client(s)' to:
- Based on your selection enter the appropriate information:
- Visit your client portal
- No additional info needed
- Review
- Visit your client portal
-
- Pay
- Schedule
- Share document
- No additional info needed
- Visit Your Social Media Profile
- You will have the option to choose whether to send your customers to your Facebook, Twitter or LinkedIn pages.
- One of your predefined client portal actions
- Example client portal actions (configurable by the client)
- Example client portal actions (configurable by the client)
- Be sure to format your email announcement and add your content. The announcement will consist of a button for the action selected. You can also Add a coupon to your email, but only for the option of "Schedule." For instructions on how to create a coupon visit our Settings section in the Knowledge Center.
- Click Done.
- Click Send on your announcement
- Choose to send your announcement via Email
- Click on Avoid re-sending to clients that this campaign was already sent to if applicable.
- Click Continue.
- Select the Tags or the Clients that you want to receive the announcement.
Select by Tags:
Or select by Clients:
- Click Continue
- Click on Send now for the immediate delivery of your announcement.
- Information on Schedule for Later is available on the Announcements>Email and SMS Announcements>Scheduled Announcements article in the Knowledge Center.
.
Questions on Multi-Channel Announcements? Join in on the conversation in our Community!
Ready to up the ante? Check out our Automated Campaigns!
Comments
0 comments