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Send a campaign to all subscribers

 

Training

 

ISPI Specifics

  1. Open the Google Sheet: https://docs.google.com/spreadsheets/d/1p5GSUMeBKH4XtWiSlV85ui9aWVT1pEjWvwnYeJYZnO8/edit?usp=sharing/edit#gid=133874476 
    The Weekly Calendar tab shows the Communication message guidelines by Calendar Week.


  2. Log in to ispi.org/admin 
    Go to Directory & CRM
    Then Member Management and Email Template
    Edit the “2021 Communication Template”

    Do not delete any elements in the template. Further improve messaging, make it more current if necessary.

    Save and Exit


  3. Go to Directory & CRM
    Then Member Management and Create a Campaign
    Select List: All Subscribers
    Category: General Correspondence
    From: info@ispi.org
    Subject: write an engaging sentence, a prompt, on open question to engage members to open the email.
    Preview text:  ISPI: shift from creating content to enabling performance; ISPI: Make a Difference in the Age of Disruption; Evidence-based Performance Improvement Research & Practices; ISPI help people and organizations make a measurable difference.


  4. Click on Design New Email
    Choose 2021 Communication Template


  5. Delete the message blocks except for the one per the Weekly Calendar
    Preview, check, correct, preview again, …
    Save and Exit


  6. Edit Name of Campaign, like
    “Conference, Standards, Committee, PJ, CW26 2021”


  7. Under Options, click on Send Test
    Enter your personal email address and Send 


  8. Verify the test email in your inbox


  9. Make the necessary adjustments and resent test email. Once OK, forward the test email to 
    Stephanie Johnson , Sue Czeropski , Dalat Yvon , "Yeager William (Bill) CPT" (Bill if conference is covered in communications)


  10. Give the group 2 or 3 days, incorporate  their feedback


  11. To send campaign, it is best to click on Schedule. Choose Tuesday or Wed between 7 and 11 AM EST.
     
1. Open the Google Sheet: https://docs.google.com/spreadsheets/d/1p5GSUMeBKH4XtWiSlV85ui9aWVT1pEjWvwnYeJYZnO8/edit#gid=133874476 The Weekly Calendar tab shows the Communication message guidelines by Calendar Week.
2. Log in to ispi.org/admin Go to Directory & CRM Then Member Management and Email Template Edit the “2021 Communication Template” Do not delete any elements in the template. Further improve messaging, make it more current if necessary. Save and Exit
3. Go to Directory & CRM Then Member Management and Create a Campaign Select List: All Subscribers Category: General Correspondence From: info@ispi.org Subject: write an engaging sentence, a prompt, on open question to engage members to open the email. Preview text:  ISPI: shift from creating content to enabling performance; ISPI: Make a Difference in the Age of Disruption; Evidence-based Performance Improvement Research & Practices; ISPI help people and organizations make a measurable difference.
4. Click on Design New Email Choose 2021 Communication Template
5. Delete the message blocks except for the one per the Weekly Calendar Preview, check, correct, preview again, … Save and Exit
6. Edit Name of Campaign, like “Conference, Standards, Committee, PJ, CW26 2021”
7. Under Options, click on Send Test Enter your personal email address and Send
8. Verify the test email in your inbox
9. Make the necessary adjustments and resent test email. Once OK, forward the test email to Stephanie Johnson , Sue Czeropski , Dalat Yvon , "Yeager William (Bill) CPT" (Bill if conference is covered in communications)
  1. 10. Give the group 2 or 3 days, incorporate  their feedbac
  2. k
  3. Open the Google Sheet: https://docs.google.com/spreadsheets/d/1p5GSUMeBKH4XtWiSlV85ui9aWVT1pEjWvwnYeJYZnO8/edit#gid=133874476 

  5. The Weekly Calendar tab shows the Communication message guidelines by Calendar Week.
  6. Log in to ispi.org/admin 
  7. Go to Directory & CRM
  8. Then Member Management and Email Template
  9. Edit the “2021 Communication Template”

  11. Do not delete any elements in the template. Further improve messaging, make it more current if necessary.

  13. Save and Exit
  14. Go to Directory & CRM
  15. Then Member Management and Create a Campaign
  16. Select List: All Subscribers
  17. Category: General Correspondence
  18. From: info@ispi.org
  19. Subject: write an engaging sentence, a prompt, on open question to engage members to open the email.
  20. Preview text:  ISPI: shift from creating content to enabling performance; ISPI: Make a Difference in the Age of Disruption; Evidence-based Performance Improvement Research & Practices; ISPI help people and organizations make a measurable difference.
  21. Click on Design New Email
  22. Choose 2021 Communication Template
  23. Delete the message blocks except for the one per the Weekly Calendar
  24. Preview, check, correct, preview again, …
  25. Save and Exit
  26. Edit Name of Campaign, like
  27. “Conference, Standards, Committee, PJ, CW26 2021”
  28. Under Options, click on Send Test
  29. Enter your personal email address and Send 
  30. Verify the test email in your inbox
  31. Make the necessary adjustments and resent test email. Once OK, forward the test email to 
  32. Stephanie Johnson , Sue Czeropski , Dalat Yvon , "Yeager William (Bill) CPT" (Bill if conference is covered in communications)
  33. Give the group 2 or 3 days, incorporate  their feedback
  34. To send campaign, it is best to click on Schedule. Choose Tuesday or Wed at 8 to 10am
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