Summary
Join It allows you to send emails to individual Members or Multiple Members using the Quick & Easy Email tool. This guide will walk you through the steps to effectively use this feature.
How to Send a Quick & Easy Email
1. Navigate to the Quick & Easy Emails Tool
To get started:
Go to the Communication tab.
Click on Quick & Easy Emails.
Select Send Emails.
Description of Screenshot - Showing the Quick & Easy Email tab and 'Send Emails' button
2. Select Your Audience
You can choose to send an email to:
An Individual Member – Search for and select a specific Member.
Multiple Members – Use the available filters to target specific groups.
Description of Screenshot - Selecting the Recipient(s) you would like
Filtering Options
Refine your recipient list using these filters:
Status – Target Members by status (e.g., Active, Expired, Pending).
Membership Type – Filter based on the type of Membership.
Joined Date – Select Members who joined within a specific time frame.
Expiration Date – Target Members whose Membership expires within a given range.
Description of Screenshot - Showing the different Filter options
3. Compose Your Email
Next, you will compose your message:
Select a Template (or create a new one).
Add a Subject to your email.
Write the Body of your message.
Description of Screenshot - Showing The Compose Email page
4. Review and Send Your Email
Before sending, review your email to ensure accuracy. Once satisfied, click Send Email to deliver your message.
Description of Screenshot - Showing the Review Email page
Email templates
Join It provides pre-made templates, but you can also create your own for future use. To manage templates:
Go to the Quick & Easy Email page.
Click View Templates.
Create and save a new template for reuse.
Description of Screenshot - Showing the 'View Templates' button
Frequently Asked Questions (FAQ)
Can I be BCC'd on the Email?
Yes! On the Review page, you can toggle the option to BCC yourself.
Description of Screenshot - Showing the BCC button
Can I add an Image to the Email?
Yes! You can easily add an Image into the Email by clicking the Insert Image button in the Email editor.
You can learn more about using the Email editor here.
Description of Screenshot - Showing Insert Image button
Can I set up Emails to be sent automatically to Members?
Yes! Join It offers Automated Emails that can be scheduled to send to Members based on specific triggers.