Send a Group Email
Send a Group Email
You can scroll down to see the flow if you are starting from the People section.
Levitate has a ton of pre-written campaigns to offer. From the Campaign section, you can choose "View Campaign" and start there - you'll have the ability to edit and decide who you want to send it to. If you want to write your own, there's the ability to "Create Email Campaign" from the upper right hand corner.
When editing the content, please note the "first name" element should not be deleted. It will automatically replace itself with a first name of the recipient, or if the recipient doesn't have a good first name (we have 100 years of census data), we will replace it with a different salutation (such as good morning, good afternoon, and good evening, depends on the time of the day the email is sent).
Feel free to enter your own content, or edit our content. Make sure to add a signature too.
When you are done editing the content, you can send yourself a test of how the email will look by clicking on the "Send a Test" link (with the little airplane icon on the top right).
You can also decide which tag groups to send to, as well as saved searches (if you have any). You may select individual contacts as well by adding them to the search.
Administrators can chose to send on behalf of contact owners. To do so, simply click the dropdown beside Send From and select Contact Owner.
You can preview the list of recipients, delete the ones you don't want using the X to the left of their name. You can even customize the email PER person. However, I recommend getting the basic email done first before customizing per person.
Once you are ready, you can click Next and see when you want to send the email. You can send it right away or pick a day and time in the future to send. You also have the ability to not send it all at once but spread it out across a few more days — in case the email may generate many responses and might take you a while to get through them all. This option, however, is not recommended for holiday-related campaigns, since those are more time-sensitive.
Group Send from Contacts Section
If you'd rather pick out the contacts you want to send an email to first, you can always do it from the Contacts section. Just select the people you want to send to and click on Send Email.
The rest of the steps will be the same as above.