To send your membership base a template about the RakefetOnline with:
Part I :: Creating a Template
1. Go to Setup--> Templates / Templates
2. Click the +Add to create a new template
3. For a general email to be sent from the Family Page, create a General Template
4. Name your template
5. Compose your message... You can use the tools on the menu to add pictures, links, and mail merge fields
6. When finished click Save (or Save and Preview to receive an email example)
7. Now your template will be ready on the Family Page's Template Dropdown to select
Part II :: Emailing the Template to your Members
1. Go to the Family Page
2. Click the Filter for Email Only and click Run Report
3. Select your Template from the Template Dropdown
4. Click Send Email to email now, or Schedule Email to set a time and date to email
Globally invite your members into RakefetOnline:
1. Go Setup --> Manage Users.
2. Click the +Bulk Invite Members button.
3. Under the Family Code and / or Individual Code filters, select the codes for the group of individuals you intend to invite. This is a VERY IMPORTANT STEP!
4. Click the Run Report button to see the individuals who belong to the filtered group will be invited.
5. Under the dropdown Select User Role, select CRM-Member.
6. Click the Send Invites button to invite your individuals in the filter groups. Those with emails will be invited. Those with duplicate emails will only be invited once.
7. RakefetOnline will confirm on the screen that your invites are going out. When they are completed, you will receive a confirmation email.
Attachments:
1. Rollout Example Template:
3. Sample Rollout Plan: