Print this articleEmail Center
In the email center you can create and use newsletter and mass email templates in order to send emails out to your uploaded data sets (a.k.a. mailing groups or populations). The Email module takes you through a wizard that is very self-explanatory. It presents you with 3 main options: Create Email, Create Template, and Edit Template.
Figure 1
Create Email
On the first page of the wizard, you are presented with various data sets. Select the one that you are interested in by clicking on the Select option. Once you have selected a data set, click the Next button.
Figure 2
When creating the email, you have the option to either use a template based email or a free form email. Templates allow you to use a one of many available templates that are designed in either a newsletter or mass email format. Free form emails are simply one time emails that have no specific format.
Figure 3
If you decide that you just want to use an existing template, select the type of template you would like to use (either newsletter or mass email) and click on the next button to move on to the list of available templates. (Figure 4) Select the desired template then click the next button and move on to create your email based on the template.
After creating your email, you have the option of previewing it, submitting it, canceling it, or saving it for future use as shown in Figure 5.
Figure 4
Figure 5
Creating a template
If you decide that you want to create your own template, click on the Create Template button then select the type of template (either newsletter or mass email) you would like to create then click on the next button.
Figure 6
You now have the option of either associating a particular data set with your template or associating a data set with your template. If you decide to associate a data set with your template, you are presented with a list of available data sets. Select one and move on and create your actual template. If you decide to not to associate a data set, you will just move on to create your template.
Figure 7
Now you create your template! There are many fields for you to fill in so go crazy and have some fun. The process of creating a template is similar to that of creating a story so simply look up the directions for creating a story if you have any problems.
Editing a template
If you decide to edit a template, click on the Edit Template button. You are then presented with a list of all available newsletter and mass email templates. You can then edit or delete any of these templates. If you click on the edit button, you are taken to a page similar to the page that was used when you created a template. You can make all necessary changes and then save the updated template.
Figure 8
| Attachment | Size |
|---|---|
| email2.jpg | 171.47 KB |
| email3.jpg | 33.72 KB |
| email4.jpg | 111.22 KB |
| email5.gif | 2.54 KB |
| email6.jpg | 61.21 KB |
| email7.jpg | 37.81 KB |
| email8.jpg | 276.25 KB |
| email8_thumb.jpg | 86.49 KB |
| email.gif | 1.37 KB |
