Send bulk emails to ambassadors
1. Login to your dashboard using username and password.
2. After logging into your dashboard, click on "Campaign" and then select "Peer to Peer tab".
3. Select the right campaign from the dropdown.
4. Once the campaign is chosen, the "Ambassadors" will be listed below.
5. Once you have selected the Ambassadors, they will be listed below, and you will be able to select which ambassadors you want to send emails to. It will be possible to "Unselect All," "Send Email," and "Delete" the ambassadors.
The number of ambassadors chosen will also be displayed next to the "Delete" button.
6. The checkbox at the top of the page will allow you to select all of the ambassadors from the first page. Similarly, proceed to the next pages and select the Ambassadors from each one.
After selecting the Ambassadors to whom you would like to send emails, you can click on "Send Message".
8. Once you click "Send Message", a popup will appear in which you can then select the email or SMS or Whatsapp feature as needed.
i. To access the Email feature, click on Email option to proceed.
ii. Then you see fields to customize your email, where you will also see the From Address in which you can give your personal email address.
iii. You will see a text box in which you can customize the message that will be sent to the Ambassadors. The merge tag "{{PERSONAL_LINK}}" will automatically fetch each ambassador's unique page links.
iv. Once the text is ready, you can click on "Send Message".
9. Upon clicking Send message button, the emails will then be sent out to the Ambassadors.
Note:
*Once you make a change to the email template, the previous template will no longer be saved and will be overwritten with regard to the new template.
iii. You will see a text box in which you can customize the message that will be sent to the Ambassadors. The merge tag "{{PERSONAL_LINK}}" will automatically fetch each ambassador's unique page links.
iv. Once the text is ready, you can click on "Send Message".
9. Upon clicking Send message button, the emails will then be sent out to the Ambassadors.
Note:
*Once you make a change to the email template, the previous template will no longer be saved and will be overwritten with regard to the new template.
* From Address field is available to all Admin and Client users only.
*In case no “From Address” is specified, the “From Address” for emails sent to donors will be “noreply@causematch.com”.
*From Address feature is available only on Analytics and Peer To Peer dashboards. It is not available for Resend receipts feature.
*Here are the list of merge tags that can be used for the email templates:
Name - {{NAME}}
Name of campaign - {{CAMPAIGN}}
Campaign default page goal with default currency - {{CAMPAIGN_GOAL}}
Ambassador's unique page link - {{PERSONAL_LINK}}
- Ambassador's goal with currency - {{PERSONAL_GOAL}}
P.S. The entire process can be done from the Home tab as well
Check the following, for our articles on Whatsapp & SMS Feature now available for Peer to Peer:
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