The bulk email feature allows you to create emails on the HealthyLife platform and send them to users who have consented to receive email communication by checking the “Do you wish to receive updates and program information through email?” box in their profile.
Create and Send Bulk Email
Step 1: Campaign Information
1. Go to Control Panel - Communication - Bulk Notification
2. Click on the New button to create the email.
Name: Your internal name for the email campaign. This is only visible to administrators and can be used as a reference when searching through past messages. Example, Rock Your Way to Wellness Challenge: Reminder #1
Users: All Users
Locales: The group or sub-groups you want to send the bulk notification
Queue for Delivery: Choose when your email will be sent out
- Immediately: Put into the queue as soon as you've reviewed and approved the email.
- After: Future send date and time
3. Click Next
Step 2: Enter Data Filters
Here you can apply any of the following optional filters to determine who will receive the bulk email:
User has not logged in: users that haven't logged in for up to X days.
User has logged in: users that have logged in within X days
Roles: notify individuals with a specific role, does not apply to all group structures
Preferred Language: English/Spanish
Participating in X Challenge: users participating in a specific challenge
Challenge: send the message to all users within a specific challenge
Query: send the message to users that the specified query applies to. Please note that the query would have to be created prior to sending the Bulk Email
Step 3: Build your Email, Preview and Approve It
Here is where you enter the subject line for the email along with the email message itself.The bulk email content box is just like all the other content boxes on the platform. You can add images, upload and link documents and even add hyperlinks to other websites. When you are done click 'Finish' and a preview email will be sent to the Preview email address in Step 1.
From Name: Who the email is coming from. Example: Jane Smith, Wellness Department, HealthyLife Wellness Team
Reply To: Email address shown in-line on the email. Participants can respond to this address
Preview To: Email address that will receive test emails
Subject: Participant-facing email subject
When you receive the preview email, review the content and make sure that the email looks the way you want, click on the link in the email to log into your account and send the email. If the email needs to be edited, click on the link and edit the email.
Bulk emails can take up to a day to send out if you've chosen "Immediately", otherwise the email will postpone until your send after date.