The option to send targeted emails based on relationships is available in the Recruits tab and the Roster tab. There are two different ways this may be accomplished:
1. Sending Emails at a Future Date
- Click here to view a help article on how to schedule an email for a future date/time"
2. Setting up a Scheduled Campaign
- Click here to view a help article on how to schedule a campaign
When scheduling a Campaign, a Saved Search will need to be created in order to select who the campaign will be sent to:
- Click here to view a help article with steps on how to create a Saved Search
Once the Saved Search is created, follow the steps below to schedule an email campaign based on contact relationships:
- Hover the Recruits or Roster tab
- Click on Correspondence Tools
- Click the Schedule Campaigns button
- Click the Create Campaign button
- Enter the following:
- Campaign Name
- Correspondence Type
- Message Type
- Select Personal Contacts from the Primary Recipients dropdown
- Choose the associated Saved Search
- Select a Schedule Type
- Check the email template to use
- Click Next
- Select the appropriate relationships and compose your email.
- Click Next
- Click Submit Schedule
Important Note: This email will send out at 9 AM Central Standard Time of the scheduled date. If you would like to send out mass correspondence at a specified time, review the FAQ Article: "How to schedule an email by time?".
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