Creating and Sending E-marketing in YM
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Creating and Sending E-marketing in YM

Summary
This will guide you through sending E-Marketing to all email subscribers or to a specific subscribers list.

1. Selecting the Email List

*Sending to Benefit Dinner / Newsletter / Raffle / Education List

* Email Categories are automatic Opt-in. Anyone who registers in our website is automatically added to these lists. People can Opt-Out by clicking the 

Under 'Directory & CRM' tab, expand Email Settings, select the list under the drop down Email Category Opt-In/Out and then click Search.

  

*Sending to AWNY / California Region / New England Region / New York, Tri-State List

*These procedure will be updated once we have imported all the list in YM and removed the temporary list (Marketing) 

Under Export & Reporting, click the Load Query icon (square with arrow) beside the pencil icon.

 

On the next window, click Run.

 

 

*Sending to Other list and Admin Only lists

Under Directory & CRM, expand Custom Fields, select the list under Email Categories - Only Admin.. and the click Search.

 

2. In the next window click Bulk Email All xxx Records or Email All xxx Records.

*Search Query

 

*Run Query

 

3.  In the next window, click the button next to Send Message As Rich Text to use a blank html page or choose an HTML Template from the dropdown list. Click Continue.

4. Set the date and time to send your email, Category, From and Subject.



 

5. Edit or create your content in the HTML/WYSIWYG editor, then click ‘Submit’. 

 

6. Submit a test email and edit to make adjustments. (Send a final test to Debbie for approval)

 

7. Check Job Details to make sure you are sending to the correct list and all is set correctly.

 

8. When satisfied with the test email, click Agree and Queue the email.

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