00:00:05:33 - 00:00:16:24
Emails. They're the quiet yet dependable heartbeat of communication. Whether you love them or you really love them, you want to master the art of sending them efficiently.

00:00:16:27 - 00:00:35:00
You can use SwiftFox to create and send email, newsletters, welcome emails, emails to just one person. Marketing emails. Please donate emails. Thank you emails, email invitation emails. Follow up emails, emails with surveys attached, emails with forms attached, emails with attachments,

00:00:35:05 - 00:00:41:16
and even emails that say please stop giving us examples of what an email is. We get it. SwiftFox move on.

00:00:41:18 - 00:00:52:01
In this tutorial, we're going to give you an overview of the SwiftFox Email Builder and how to create and send an email in SwiftFox.

00:00:52:05 - 00:01:03:23
From your SwiftFox home page, go to the Email Builder. This table view shows our organisations email campaigns - tracking their progress by email creators and engagement metrics.

00:01:03:27 - 00:01:17:25
It's a useful overview if your organisation is managing multiple simultaneous campaigns, or you just want to get a quick snapshot of how your emails are tracking. You can also filter and search for your results here.

00:01:17:29 - 00:01:33:37
Now we could duplicate an email here with the clone option, but I will click Create New Campaign. Let's name this email campaign. New members welcome. This campaign name is just for internal use. Next I'll choose an email category.

00:01:33:49 - 00:01:44:44
You can see here I have a range of categories to choose from. Marketing. Events. Announcements. This email is telling new members about their membership, so I'll select the membership category.

00:01:44:48 - 00:01:55:13
Why do we have category types? Category types in the email builder offer flexibility to your subscribers and encourage your subscribers to stay on your mailing list.

00:01:55:17 - 00:02:07:39
For instance, if a contact would like to receive updates about upcoming events but doesn't want to read marketing emails, they can unsubscribe from marketing emails while remaining on the subscriber list for events.

00:02:07:43 - 00:02:31:00
By setting up different categories for your emails, you can engage with your contacts based on their interests, and that way, they're always happy to hear from you. Great! Let's work out who was sending out email to. Now it's time to select your campaign audience. Select this arrow to choose your mailing list. Here there is a new member list.

00:02:31:04 - 00:02:43:01
This box here will send this email even if they are unsubscribed from receiving your emails. Consult the spam act before ticking this box, as it is only to be used in very specific circumstances.

00:02:43:05 - 00:03:03:12
Otherwise do not and we repeat, do not tick this box. And if you're not sure how to create a list of recipients, or maybe you just miss how great my voice sounded in the earlier videos, check out our list builder video on how to create a list and on list types.

00:03:03:16 - 00:03:18:29
The Campaign Details section covers what recipients see in their inbox. Start by setting the sender and reply to email addresses. For example, I'll use hello as the sender email and replies for replies.

00:03:18:33 - 00:03:34:31
You can configure these addresses in your domain settings to see how, go to our email settings tutorial. Additionally, this stakeholder lead to toggle - each recipient on your mailing list will receive this email from the primary contact at your organisation.

00:03:34:35 - 00:03:50:10
What we call the Stakeholder leader. You can also direct replies to stakeholder leaders by selecting this toggle. This can help channel feedback quickly through your organisation, as people are more likely to engage with and respond to people they know.

00:03:50:14 - 00:04:03:24
The only thing left to add is the subject line. Welcome new members and some preview text. Preview text appears in your recipients inbox under your email heading before they click on your email and open it.

00:04:03:28 - 00:04:18:18
Thank you for registering. Here is what you need to know. How enticing. All right. Let's go to the next page. And just a reminder, you can go back and change this email at any time before you hit send.

00:04:18:22 - 00:04:35:13
Welcome to the design page. We're creating a simple email today from a saved template. So I'll go to my Design Builder. Select the templates tab and then click on the template you want to use and click confirm. Now let's start filling in my details.

00:04:35:16 - 00:04:54:24
A great thing about sending emails in SwiftFox, is that you have all your contact information at your disposal. And a simple way of using this data is with mail merges. I will summon the mail merge field by using the At symbol. On this scroll bar. We can see a whole bunch of fields available to me.

00:04:54:28 - 00:05:10:24
Here I'll use @FirstName. I'll also use @Member Number and @StakeholderLeader. Okay, I'll do a little writing.

00:05:10:28 - 00:05:32:45
Now you can see I've written @FirstName, @Member Number at @StakeholderLeader and @StakeholderLeaderEmail. So when this email is sent out, all the recipients will have these symbols populated. But what if a contact is missing a custom field on their profile? What do you do then? Select mail merge field and write some backup text.

00:05:33:07 - 00:05:51:10
So I'll select first name backup text. And write 'there'. Let's see how this worked. Let's preview our email. First I want to say how my email will look if in an unexpected turn, we have no information stored on our new member sign ups. Great.

00:05:51:21 - 00:06:00:41
We can see those backup fields are working well. Then this scroll bar lets you see how your email will appear for different contacts in your mailing list.

00:06:00:45 - 00:06:22:21
It looks much better with the right custom fields, but I'm happy with both. Okay, now for the real test, let's send a test email. Select test email. You can send a test email to anyone on your contact list. And as with before, you can select any profile in this scroll bar.

00:06:22:25 - 00:06:29:14
I'll just send myself an email, but I want to see how it looks for my new member, Jane.

00:06:29:18 - 00:06:41:02
I'm happy with how my email looks in my inbox, so I'll select schedule. I'll select schedule and decide what time I would like my email to be sent.

00:06:41:06 - 00:06:56:02
So now that my email is sent, I can see how my email campaign performed. I'll click on the new member email in the list and I'm delivered with my stats. How my members responded to each email will also be displayed on their profile.

00:06:56:06 - 00:07:03:42
To dive into any of our email tutorials mentioned today or to see the suite of videos, click the links below. Thanks for listening.

‍