Send Email or Newsletter Messages

PTOffice provides a very powerful email and newsletter sending module - the Messenger module.

Here's how to send a message:

1. LOGIN to your website.
2. Choose Emails from the Applications>Emailing and Newsletters menu item.
3. Click the "Create new email" button to open the email editor.
4. From here you can choose to create a 'Classic Campaign' (most common) or 'Schedule campaign' to be sent later.
5. Choose 'Classic campaign' and then click "Create".
6. From here you can either choose a template or you can click the "Start from empty template" to start from scratch.
7. On the editor page, you can drag various elements from the right hand side into your email. You can also add dynamic text type
8. When you're finished, you can choose the appropriate action (Save as template, send a test, or apply) in the top right hand side of the black banner above your email which will then take you to the next step.

If sending an EMAIL...

1. Add a FROM name such as your personal name or title within the organization
2. Choose who you'd like to send your message to by clicking the SELECT RECIPIENTS button and checking off the various groups and contacts you wish to message. Note: Checking the Save as New Group option will create a new Group in the CONTACTS module for your future reference
3. Add a REPLY TO email address. This is the email address you wish your contact's responses to go to when they click "reply" on your message.
4. Add a SUBJECT that is accurate, but not 'spammy' to help avoid going to your contact's SPAM folder
5. Click the ADVANCED EDITOR button to open our drag and drop email creation tool. Otherwise, simply begin typing your message in the text box below.
6. Once you have finished crafting your message, you can SAVE IT FOR LATER, PREVIEW or SEND your message (now or at a later scheduled time) by choosing the options at the bottom.

If sending a NOTIFICATION...

1. Add a FROM name such as your personal name or title within the organization
2. Choose who you'd like to send your message to by clicking the SELECT RECIPIENTS button and checking off the various groups and contacts you wish to message. Note: Checking the Save as New Group option will create a new Group in the CONTACTS module for your future reference
3. Add a SUBJECT that is accurate, but brief
4. Begin typing your message in the text box below
5. Once you have finished crafting your message, you can SAVE IT FOR LATER, PREVIEW or SEND your message (now or at a later scheduled time) by choosing the options at the bottom.

Your notification will appear next to your contact's profile image in the upper right-hand corner as a number alert the next time they log in - similar to app alerts on a mobile phone.

Good to know:Message statistics can take a while to build, so give your message a few hours before expecting to you various statistics.

Do NOT use emojis in the title or subject line as the email will not send properly. If you add these special characters and schedule for a later send, the system will not push the emails/notifications as planned.