There are now three sources for email messages in CharityEngine: Opt-In Lists, Queries, and Imports (released May 2019). This guide will walk users through all three options.
Table of Contents
Opt-In Lists
To send a message to contacts in an Opt-In list, select List as the Source on the Recipients step of the Email Blast Wizard. Search for your list in the Search or Select box and choose the email list you would like to send an email out to.
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After selecting your list, the Actions drop down will appear next to it. From this menu you can review your list members, manage the list settings, or create a new list.
After selecting your Creative on the Message step and managing the send settings on the Advanced step, you can review your audience again on the final Confirm & Send step.
Query Based List
To send a message to contacts in Query results select List as the Source on the Recipients step of the Email Blast Wizard and search for your Query by name in the Search of select box and Select it.
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Note: It is important to note that the query will only appear in the dropdown list if you have Contact Id as a selected field. If Contact Id is not a selected field, you will not be able to use the query to send an email.
After selecting the Query, the Actions drop down will appear next to it. From this menu you can preview your query, calculate audience size*, manage your query, change the query email settings, or create a new query.
After selecting your Creative on the Message step and managing the send settings on the Advanced step, you can calculate your audience again on the final Confirm & Send step.
Importing an Audience
To import a list of people you want to send a Campaign Email to, select Import as the Source.
After selecting import, two new fields will appear. Import file where you can upload your file, as well as the download import template, which is a file that shows users which fields are required and available for this email send import.
Import files are required to be in a CSV format and need to be in the following order: First Name, Last Name, Email.
After preparing your file for import, click on import file and the file upload dialogue will appear. Select your import file and click next.
After selecting your Creative on the Message step and managing the send settings on the Advanced step, you can review the status of your import on the final Confirm & Send step.
You will not be able to send your message until the import is complete. Upon completion you will be able to estimate your audience size, and the Send button will be available again.
You can also review the results of your Import by navigating to Automation & Workflow > General > Import & Export.
*Calculating audience size will give you an approximate estimate of how many contacts will receive your message. This calculation removes duplicates, deceased contacts, people who have opted out, contacts who are part of your global email suppression, or whose email addresses have been blacklisted.
Manually Entering Contacts
The last way to select an email audience is to manually enter the email addresses. Click the Manual radio button and enter the email address into the text box. If you have more than one email address, use a comma to seperate them.
Note: If the email address belongs to a contact that does not already exist in your database, a new contact will be created. To ensure that the contact is not created with the contacts name missing add the name of the contact like shown below.
