If you have a Pro Account, you can easily create and send news messages.
To send a news message to your clients or members, follow these steps:
- Go to Marketing
- Click on the Create news item button
- At Type select News message
- Enter subject and greeting then write your message
- You can add images (through the picture icon on the right), you have to add them as a URL (you can use a (free) online tool to convert an image into a URL, such as: https://postimages.org/)
- You can add links to external documents or web pages with the second of the right button (Link icon): select a word within your message > click the link icon > insert the link (make sure that if this is a google doc people can access the doc through the link)
- Under 'Send to', select i.e. All clients
- Indicate whether you want to email the message to everyone or only show it in the App
- Click the Send message button
NOTE: When you send the news message by email, the message will only be sent to clients or members who have 'Newsletter' enabled. Clients can indicate this during checkout of a product or via Profile in the client portal/app.
If you have a Pro Account, you can easily create and send news messages.
To send a Dashboard message to your clients or members, follow these steps:
- Go to Marketing
- Click News items > Button create news item
- Select Dashboard message
- Write your message (max. 200 characters)
- Insert a link through the link icon if desired (see instructions above)
- Select what your target group is
- Click Submit