Q: I am running a merchandise promotion and would like to send a marketing (targeted) email to specific members in the member roster based on a particular custom field response. How can I do this?
A: In the Email Center, you can send bulk emails to specific members based on a particular response in a custom field using the "Select by" option. This would be particularly useful if you were running a Titleist Golf Ball promotion, for example. If you have a custom field that has captured your member's preferred golf ball (e.g., Titleist, Callaway, TaylorMade), you can filter the members that receive an email to only be those with a response of Titleist in that field.
To send marketing email campaigns, follow these instructions:
Go to Communications > Email > Send Bulk Email.
Select the recipients using the option "Select by..."
Set available dropdowns:
Include/Exclude: Do you want to include the particular members in this filter or exclude them.
Members with "Please select a custom field": Set the specific custom field to filter by (e.g., Gender, Pref. Ball, etc.)
Equal to "Please select value": Set the value. The available response in the custom field will determine the values.
Click "Add" and then "Save."
Repeat steps 3 & 4 to include any additional members by a specific filter.
Edit the "Reply to:" (if necessary). If a member responds to the email, this is the email address that will receive the reply.
Blind Copy (Bcc) any additional email addresses.
Enter the email subject.
Enter content into the email's body using the rich text editor. You can insert data fields (available to the right) anywhere in the email. Along with basic formatting (e.g., font size, font color, font type, bullets, numbering, and text alignment), the rich text editor also allows you to insert links, videos, images, and files.
Click "Refresh Preview" to preview the email before sending it. Make any additional adjustments as necessary.
Click "Send."
In the example below, we are sending a marketing email to all members with a preferred golf ball brand, Titleist.
