*Make sure to check the 'Create User Accounts' box.* When sending a kickoff email! This generates the temporary password. You will not need to check that box for reminder emails. 



REMINDER 



*PRIOR TO IMPORTING EMPLOYEES, CREATE 3(or 4) SEGMENTS FOR EACH CAMPAIGN* 



Segment 1 will be company name employees year I.e. Cleveland Clinic Employees 2018 



Segment 2 will be company name year pledgers I.e. Cleveland Clinic 2018 Pledgers 



Segment 3 will be company name year Opt-Outs I.e. Cleveland Clinic 2018 Opt-Outs 



Segment 4 will ONLY BE USED IF AW EMPS. I.e. Cleveland Clinic 2018 Areawide 


FROM THE EMAIL TAB (CAN BE SCHEDULED) 


Click on emails on the left navigation pane 


Click "New Email Distribution" 


Name the email for what it's purpose is I.e. Company 2018 Kickoff email. Update the Company to the correct company. Add description of what the email is. 



Create Email Distribution Basics Name Cohen 2018 Cleveland Kickoff Email Company Cohen & Company Description Kickoff email for Cleveland employees at Cohen. required fields Create x Cancel



 

After clicking "Create" button, you are taken to the Basics tab. From the "Tasks" menu, select schedule email to select the date and time you would like to send the email. The date selected will populate the grayed out Date Started/Scheduled field. 



Description Cleveland 2018 Campaign kickoff email Date Sta rted/Sched uled 08/24/2018 0800 AM Status Scheduled Disable Unsubscribe Enable Web View Archived Date Completed * required fields Previous Email Distribution Duplicate Email Distribution Save and Exit Cancel Tasks





FROM THE COMMUNITY -> CAMPAIGN -> OVERVIEW 



Click on the Community tab and then click on Edit for the campaign you want to send an email to. 



Navigate to the "Email Templates" section, select "Organizational Communications. Here you will find the templates for the Kickoff email(Invite Employees), Reminder email(Remind Employees). Update these templates to replace the placeholders I.e. (name of company). 



Edit Cohen & Company 2018 Overview Basics Engagement Splash Page Checkout Page Confirmation Page Email Templates SEO/SociaI Settings Integration Sharing Fundraisers Transactions Payment Options (O) Promotion Codes (O) Confirmation Email (O) Pepo rts Email Header Inherit from Account Automatic Commun ications Receipt Email Organizational Commun ications Invite Employees Email Employees Email Thank Employees Email Invite ECMs Email Community Donor Invitation Email Email sent from the organization to potential donors asking them for a financial contribution. Su bject* Cohen & Company IJnites! Default Message Format Dear #{contact.firstName}, Size @ Source Today, we kickstart the Cohen & Company 2018-19 United Way campaign. Please consider supporting our community by donating to your local United Way. To access our giving website please use the login information below: ACTIVATE ACCOUNT The {FIXED} tag contains the LIRL ta the form and ather necessary information. It will be automatically added ta the end of your message if it is not in your message.



 

Make sure to update the Username and Temporary Password with the correct merge fields 



Automatic Commun ications Receipt Email Organizational Commun ications Invite Employees Email Employees Email Thank Employees Email Invite ECMs Email Community Donor Invitation Email Email sent from the organization to potential donors asking them for a financial contribution. Su bject* Cohen & Company IJnites! Default Message Format Username: email} Temporary password: Size @ Source With your generosity, United Way of Greater Cleveland can continue to improve the lives and help shape the future of our community. Thank you for your consideration. Sincerelv. The {FIXED} tag contains the LIRL ta the form and ather necessary information. It will be automatically added ta the end of your message if it is not in your message.



Navigate to the Overview tab where you will see options to Invite or Remind Employees. 



Overview Basics Engagement Splash Page Checkout Page Confirmation Page Email Templates SEO/SociaI Settings Integration Sharing Fundraisers Transactions Payment Options (O) Promotion Codes (O) Confirmation Email (O) Pepo rts Edit Cohen & Company 2018 $2,375.00 8 days, 10 hours, 36 minutes remaining 7 Employees out of 5 invited OverlOOO/0 response Invite Employees Duplicate Fundraiser Remind Employees Save and Exit Cancel Fundraising Goal: Show your appreciation! Thank All Employees Preview



Start by selecting who the email will come from.  The drop down will default to the default settings for the Company.   



Big River A Hame Catalog Events Community • Contacts C Recurring 9 Segments Auto responders Exports Settings social Accounts user Help x Hi, The Admin Invite Who do you want the email to come from? default MAI - from: MAI Capital Management<engagement@unitedwaycleveland.org> bcc: Overview Basics Engagement Splash Page Checkout Page Confirmation P TeamCampaign Email Template SEO/Social Setting Integration Sharing Fundraisers Transactions From Name MAI Capital Management From Address* engagement@unitedwaycleveland.org 31 Employees out of2 invited OverlOOO/6 response g Coal: Next: Select Recipients Show your appreciation! Thank All Employees Payment Options (O) Promotion Codes (O) Invite Employees Confirmation Email (O) Invited Donors List (1) Invited Participants List Remind Employees



You can use one the these settings, or select one and then change the From name.  Any changes will only be applied to the current email. 



Big River A Hame Catalog Events Community • Contacts C Recurring 9 Segments Auto responders Exports Settings social Accounts user Help x Hi, The Admin Invite Who do you want the email to come from? default MAI - from: MAI Capital Management<engagement@unitedwaycleveland.org> bcc: Overview Basics Engagement Splash Page Checkout Page Confirmation P TeamCampaign Email Template SEO/Social Setting Integration Sharing Fundraisers Transactions From Name Rick auonocore From Address* engagement@unitedwaycleveland.org 31 Employees out of2 invited OverlOOO/6 response g Coal: Next: Select Recipients Show your appreciation! Thank All Employees Payment Options (O) Promotion Codes (O) Invite Employees Confirmation Email (O) Invited Donors List (1) Invited Participants List Remind Employees




Next select whether you want to send a kickoff (invite) email or a reminder email. Choose how you would like select email recipients: Manually Enter Contacts, Import Contacts From File, or Use Contacts In A Group 



Invite How do you want to specify recipients? Manually Enter Contacts Input Email Addresses x Import Contacts From File IJse Contacts In A Group Input contact emails, separated by a semicolon Remember Big River will automatically de-du* end exclude anyone wha has opted out of emails Next: Edit Message