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Must know
  • Several audiences at once. Send To takes more than one audience, including Seasons and single sessions under Programs. Anyone in more than one is emailed once.
  • Sending is immediate. The Send to N recipients card sends with no confirmation. You can move a scheduled campaign with Edit scheduled send time or cancel it, and cancelling is final.
  • Drafts cannot be edited. A saved draft can only be sent, duplicated or deleted.
  • Unsubscribes always apply. Every campaign skips families who turned your email off and carries an unsubscribe link, whatever its Classification.
Before you start. Open Communication > Email Campaigns and click New Campaign. If it is missing, contact Uplifter support about your plan. Viewing needs View Communication; creating, sending, scheduling, cancelling and deleting need Send Communication. The default Coach role has both.
1

Audience

Open Send To and tick one or more audiences: Everyone, Staff, Guardians, Programs, Seasons, Categories, Memberships, Custom guardians. Seasons needs seasons in your club, and Memberships needs Memberships on.When you tick Programs, every program starts selected, even ones hidden from your club website or closed for registration. Expand one to pick sessions (Select all, Clear all). Seasons reaches every registrant of every program in the seasons you pick.To copy staff, tick Also copy all staff or use Or copy specific staff…. Copied staff join the count, but any who turned your email off are still skipped.The recipient count counts each email address once and leaves out unsubscribed families, bounced or spam-reported addresses, deactivated accounts and removed members. For General and Newsletter it also leaves out invited guardians who never activated. Next stays off until someone can receive the email and every audience has a choice made.
2

Content

Pick a Classification (a label for your records): General (default), Program Update, Membership (only with Memberships on), Billing or Newsletter. Write the Subject Line (up to 200 characters) and Email Body. To personalize, use Insert placeholder into and Search placeholders…. Next stays off until both are filled.Campaigns cannot carry attachments. Link to a hosted document, or add a picture with Insert image.
3

Send

Enter a Campaign Name (internal only). Check the summary card (audience, classification, count, subject) and the desktop or mobile preview. In Recipients (N), search by name or email and remove or restore people (Remove N shown works in bulk). You cannot add people here. Then choose:
  • Send to N recipients sends now.
  • Schedule for Later: pick a time in the club timezone shown on the card, then click Schedule. Past times are refused.
  • Save as Draft needs a name, subject, body and one recipient. You cannot edit a draft later.
After you send. Open a campaign from the list. Send sooner. A scheduled campaign has no send-now button. Set Edit scheduled send time a minute or two ahead: a scheduled campaign goes out within about a minute of its time, and the audience stays. A scheduled campaign cannot go back to being a draft. One still unsent long after its time is marked failed and never sent. Duplicate. The wizard reopens with the name plus “(Copy)”, subject, body and classification. The audience resets to Everyone. Email allowance. With a monthly allowance and no overage rate, a campaign that would exceed it is refused. With an overage rate, extras bill as overage. Shortcut. Email attendees in a session’s menu opens the wizard with that session’s program under Programs. All of that program’s sessions start ticked, so untick the ones you do not want. Related: What are email campaigns? · How do I personalize messages with merge fields? · How do I read email campaign analytics? · How do I see which families my email no longer reaches?