Creating and sending an email
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Written by Lisa Schneegans
Updated over a week ago

*To access the email section of the Buzz360 system requires that you have signed up for that feature.

On the left menu bar, select “outreach” then select the “new message” button.

At the top, make sure the “email” tab is highlighted. If it is not, contact Buzz360 at 612-567--0396.

  1. The next line is the subject line, this is the subject line that will come through when people receive the email. Make sure you make it something that people will want to open. Your subject line is the most critical piece to land in the recipient's inbox and not spam.

2. Next is where you choose who the email comes from. This is the email address that people receive the email from. Your options are either the email that the organization was set up with, or the email address your personal account is under. To change between these options, use the dropdown function on the line.

3, The To: option is deciding who the email is sent to. Your options in this section are based on the target audiences you have created or a tag used to identify your contacts. Click on the icon next to the To: to change between an audience or a tag.

To the right of the audience, you will see two numbers, one is audience size and the other is email reach. The difference is that audience size is the total number of people in the audience whereas email reach takes into account people in the audience who don’t have emails in the system or who’s email has previously bounced.

4. The next thing will be editing the actual body of the email. We have several preloaded email templates that you can start with, or you can just start from scratch. To choose one of these templates click on the template button in the editing window menu.

This will pre-load formatting that you can replace with your own text.

Next to the template button is a mobile view button. This will allow you to see what your email will look like when read on a mobile device.

Each component of the email also has various editing functions like font size, letter color, and background color.

Click on the + on the navigation to add pre-configured design elements.

5. If you start an email and want to come back and view it later, you must remember to save it. This will save a draft, otherwise by navigating to a different screen you will lose your progress. NOTE: You need to have a subject and an audience in the email before you will be able to save it.

6. The last thing is the “test send” button. This allows you to test what the email will look like when sent. It will auto send it to the email addresses associated with your login. It is important to note that if you don’t save your email draft before doing that your email will not be saved and you can’t edit it afterwards or send it to your actual contacts. The links will not work properly on the test.

7. Choose when you would like to send it. If you don’t change the send at time or date it will go out as soon as you hit send. If you change the date and click “schedule” it will go out at the selected time.

8. Once you are ready to send click the yellow Send button.

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