Mass Communications: Make and send an email
After you make an email, you can send it to all clients.
- Open Vello from your PIMS.
- Select Mass Communications.Vello shows a Mass Communications screen.
- Select New Communication.Note: if you want to make changes to a draft email, select the horizontal ellipsis ( ⋯ ) that shows adjacent to the applicable newsletter. Then select Edit:Vello shows a Details dialog box.
- In the Name box, enter a name for the email.Note: The email name shows only to you and to other staff.
- In the Description box, enter general information about the newsletter.Note: The Description information shows only to you and other staff.
- In the Email Subject box, enter an email subject.
- Select Next.Vello shows a Content dialog box. The dialog box has a content builder:
- Add images and text.
- If you want to add sections to the email, select Add Section as necessary.
- To do a check of the newsletter content, select Preview.
- When the newsletter content is prepared, select Next.Vello shows a Recipients dialog box.
- Select Send to all clients or Send a test as necessary.Note: If you select Send a test, Vello shows a box that you use to enter the email address that will receive the test email.
- Select Send.