Sending Mass Emails To Clients

Time To Pet allows you to quickly send a mass email to all or a subset of your clients at one time.

Each mass email is called an Email Campaign.

In this article

Creating A New Email Campaign

  1. Navigate to the Messages Center.  
  2. Click the "Email Clients" tab.
  3. Click the "New Email Campaign" button. 

    Sending Mass Emails To Clients - New Email Campaign

  4. Enter the campaign's name. This will also be the subject of the email. Then click "Save And Select Clients".

    Sending Mass Emails To Clients - Enter Campaign Name

  5. The next screen is where you can build the list of clients that will be included in this email campaign. You can either add clients individually by using the "Add Client" button and dropdown, or you can combine one of the many pre-defined filters to build a list based on your criteria: 

    Sending Mass Emails To Clients - Building Client List

  6. When you are happy with your client list, click the "Save Clients & Edit" button to move on. The next screen is where you can create the body of your message. 

    Sending Mass Emails To Clients - Enter Message

  7. Below the message box, there are three buttons. 

    Send Me Sample: This will send you a sample of the message, exactly as it will appear to your clients.

    Save Draft: This will save a draft of your email allowing you to leave this page and come back at a later point to edit your message.

    Send Email: This will send the email to all selected clients. A confirmation box will appear asking you to confirm that this is indeed the action you would like to take.

You are also able to modify the recipient list while editing the message.

Sending Mass Emails To Clients - Edit recipient list below the message

To add a new client, select their name and click the "Add Client" button. To remove a client, click the "Remove From List" link to the right of their name.

To start over with the list of clients, click the "Rebuild Client List" button. This will allow you to build the list from scratch again using the pre-defined filters.

Editing Campaign Subject/Name

You can edit the email campaign's name/subject at any time by clicking the edit icon next to the name.

Sending Mass Emails To Clients - Edit Email Campaign subject button

Use the Input to edit the name and then click the "Save" icon to save the changes.

Sending Mass Emails To Clients - Save icon to save changes

Private Messages

If you have Private Messaging enabled in your Portal Settings, you will also have the option of copying the Email Campaign to the Private message thread rather than the client's Conversation Feed.

Confirm Sending Email pop up with "Copy to Private" option selected

Duplicating Email Campaign

You can duplicate an email campaign allowing you to reuse it. This saves you from having to re-create a campaign that will stay largely unchanged. A duplicated campaign will contain the same message, and you can choose whether or not to copy the same client list. You will have the ability to make any necessary changes before the email is sent.

  1. Navigate to the list of all email campaigns.
  2. Click the "Actions" button and select "Duplicate".

    Sending Mass Emails To Clients - Duplicate campaign option in Actions

  3. Use the popup window to edit the new campaign's name.

    Sending Mass Emails To Clients - Edit duplicate campaign name

  4. Click the "Yes, Duplicate This Campaign" button to continue.

View Email Campaign Stats

Time To Pet will track which clients have opened your emails. To track which clients have and have not opened your emails:

  1. Navigate to the list of all email campaigns.
  2. Click the "Actions" button and select "Statistics". 

    Sending Mass Emails To Clients - Actions - Statistics option

Sending Mass Emails To Clients - Sample campaign statistics

Client Opt-Out

With every email sent to a client, there is an "Unsubscribe" link at the bottom of the email. If a client selects this link, you will see an "(Opt-Out)" label next to their name when viewing the statistics. 

Sending Mass Emails To Clients - Clients who have opted out

These names will roll-over to the next campaign and display in the statistics as "Opt-out" as well. You can filter to view the unsubscribed clients by typing in "Opt-out" in the search box on the box.

Attachments

Attachments can be added by clicking the "Add Attachment" button when writing the content of your email.

Sending Mass Emails To Clients - Add attachments to campaign

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