Creating a Communication Campaign

  1. Click the plus (+) button in the top-right corner of the page to create a new campaign.

  2. Select the organization and Distribution List you want to send the message to.

    Give your communication a Title.

    Choose the appropriate Communication Channel:

    • Email
    • SMS Text Message
  3. Click Save.

  4. Once the page reloads, click to re-open your communication message.

    Enter your message content in the Details tab.

    Manage recipients in the Recipients tab:

    • Add or remove recipients from your Distribution List as needed.

? Tip: Always review your recipients and message content before sending to ensure accuracy.

Email Templates

  1. Navigate to Membership → Email Templates.

    Create templates to:

    • Standardize the look and feel of your emails.
    • Save time on future communications.
    • Maintain consistency and professionalism.

? Tip: Using templates helps ensure your messages are polished and professional—your audience will think you’re a tech wizard. We know, you’re welcome. ?

Best Practices

  • Track engagement: Use real-time analytics to monitor who opens messages and responds to surveys.
  • Segment your audience: Send messages to relevant groups to increase engagement.
  • Review templates: Update templates regularly to keep your messaging current and aligned with your organization’s branding.
  • Test before sending: Send test emails or messages to yourself or a small group to ensure formatting and links work correctly.
  • Schedule your messages: Plan ahead and schedule communications for optimal times to reach your audience effectively.