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

• • 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)
• 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!