e-Blasts (Newsletter) Part III: Resend e-Blast
- This tutorial covers how to resend an e-Blast (newsletter) to the original recipients. For the steps on sending a previously sent e-Blast to new recipients/contacts not included on the original recipient list, see the Send e-Blast (Newsletter) Part II: Send e-Blast tutorial.
- An e-Blast (newsletter) that has been sent to contacts can be resent to those contacts - either to all of the original recipients, all of the original recipients excluding those who opened the previous e-Blast, or to all original recipients excluding those who clicked a link in the original email.
- The reasons you might want to resend an e-Blast include cases where recipients report not receiving the original email (went to their spam folder or was blocked by the their domain provider) or in cases where recipients received the original but didn't open it. Many best practices in e-mail marketing suggest that resending an unopened newsletter/email can increase open rates. Often, a recipient might receive the email and intend to go back and open/read it later when they have more time and they forget (and then it gets buried in the inbox). Resending an unopened email can provide a "poke"/reminder to the recipient to open/read the email. Some best practices suggest resending a newsletter to those who did not open it the first time with a second follow up to those who didn't open the 2nd delivery (and then purging from your newsletter list those who have not opened after 3 attempts). The suggested best practice time interval between the original send and any resends can vary by source - anywhere from 3 days to a week (or more). We suggest doing some research and finding a practice that works for your organization. It may take some experimenting to find the right resend interval for you.
- To resend a previously sent e-Blast, find the sent e-Blast on Main Menu: Communications: History index page.
- Click the drop down to the right of the e-Blast and select Resend.
- Alternatively, click View Summary from the drop down to the right of any sent e-Blast on the Main Menu: Communications: History page. At the bottom right of the sent e-Blast Summary/Metrics page, click the blue Resend button.
- The Resend e-Blast pop up window will open.
- You cannot make any changes to the recipients (all previous recipients will populate/be pulled in by default), the Sender Name, Sender E-Mail Address, and the Other Recipients (internal CCs). These all populate based on the original e-Blast. Please Note: if you want to see the list of recipients, go to Main Menu: Communications: History, find the original e-Blast in the list, and select "View Recipients" from the drop down to the right (see screen shot in step #5 above).
- The e-Blast Name (internal reference/not seen by the recipient) and the Subject Line will pre-populate from the original e-Blast but you CAN change these if you so desire.
- If you wish to exclude those who opened the original e-Blast and/or those who clicked on a link in the original e-Blast from the recipient list of this e-Blast/this resend, click either or both of the check boxes.
- The previously sent content file will load by default. You can hover over the e-Blast content thumbnail and either Preview or Edit the content. Editing the content will allow you to update/change the content received by your recipients in case you don't want to send the exact same content (for example, perhaps there is a time-limited item you wish to update or remove from the resend version).
- In the Send Preferences section, opt to send your e-Blast now or select a data and time when you wish the e-Blast to send.
- Finally, click the Send (will show if sending now)/Schedule (will show if you scheduled the e-Blast to send later) button to send/schedule to send your e-Blast.
- You will receive a confirmation screen. After a few seconds, you will be redirected to the Pending Communications tab.
- If you schedule your (resend) e-Blast to send and then need to change/edit or delete it, from the Main Menu, select Communications and then Pending, find the newsletter in the list, and select Edit or Delete from the drop down on the right.
- A scheduled e-Blast can only be edited while it is in pending status. Once the status changes to Sent for Processing, the e-Blast can no longer be deleted/stopped (you'll notice in the screenshot below the Edit/Delete button is no longer present). Please Note: Fundly CRM support staff also cannot stop the e-Blast from sending once it begins processing. By the time you contact us, we contact the technical team, and they hunt down the e-Blast in the outgoing mail queue, it will have already been processed/sent.
- While the e-Blast is processing/sending, it will go through a series of status changes:
- Scheduled means the e-Blast set-up is completed and scheduled to be sent (e-Blasts set to Send Now will also initially show as Scheduled); this means the e-Blast has entered the bulk email server job queue and is queued up/has a place in that queue.
- Scheduled for Generating means the bulk email jobs server is generating the emails to be sent/has begun processing the e-Blast (by "mailing merging"/populating the placeholders in the individual emails).
- Sent for Processing means the emails are actually sending/leaving the bulk email server. This status may take some time, even if it's a small number of emails you are sending, as the emails will be sent in batches (with a required time delay between batches). The bulk email jobs server may also be processing other bulk emails/emails for other clients at the same time, which will slow down sending as well.
- After the e-Blast has finished sending, the e-Blast will move from the Main Menu: Communications: Pending index screen to the Main Menu: Communications: History index screen and the status will show as Processed.
- After the e-Blast has finished sending, the internal staff member specified on Tab #3 will receive an email alerting them that the e-Blast has been sent. The e-Blast will move from the Main Menu: Communications: Pending index screen to the Main Menu: Communications: History index screen and the status will show as Processed.
- After the e-Blast is sent, you can access metrics, the recipient list, resend the e-Blast to the original recipients, and more. See our Part IV: Review Sent e-Blast tutorial for more information.
- Please note also, after the e-Blast is sent, you will also see an entry added to each recipient's Timeline. Clicking the Timeline Entry and it will bring up the content/email that was sent to the contact. You can see this content by going to Main Menu: Communications: History and selecting View Summary from the drop down to the right, and then click the Preview button. See our Part IV tutorial for more details about seeing the sent content from the Communications History area.
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