How to create email communications

Send personalized emails to your loyalty members

Note: before creating an email communication, will need to create a campaign. See how to create a campaign for step-by-step instructions

  1. In the BackOffice, click on the Campaigns menu, select Campaign Management
  2. Select the campaign under which you want to create an email communication
  3. Click Communications in the sidebar, and click Add Email
  4. Enter a name, subject, for your email communication. 
  5. If you offer a bilingual program, in English and French, select the Default Language in which members will receive the email communication if they haven’t set the language on their profile
  6. Enter your email message. To personalize your message with your members’ names and reward balances, select from the Variables dropdown. These variables will pull in the correct content for each recipient
  7. Click Send a Test Message to preview the email before saving.
    Note: you will not be able to save a communication until you send a test message
  8. Once you are happy with the communication, click Save.  Your communication is now ready for sending or scheduling