Creating a New Mailing

  1. Select Bulk Email > New Mailing in the Drupal administrator menu (in the top left corner).
  2. The first step to creating a newmailing involves 5 steps, the first step is selecting recipients to send the mail to.

STEP 1 - SELECT RECIPIENTS

  1. Name new mailing: Assign a unique name to each of your mailings.
  2. Mailing Recipients:
    Include Group(s) - Determine the contacts in your database who should receive this mailing by first selecting one or more Included Groups.
    Exclude Group(s) - You also have the option to Exclude some contacts in your included groups by selecting on or more Excluded Groups. Contacts who are in both groups will NOT receive the mailing (they are 'excluded').
    INCLUDE Recipients of These Mailing(s) - If you have sent other mailings - you can additionally Include (or Exclude) contacts who received those mailings.
    EXCLUDE Recipients of These Mailing(s) - If you have sent other mailings - you can additionally Include (or Exclude) contacts who received those mailings.
  3. Click 'next' to proceed to step 2, or 'save and continue later' to continue creating your mailing later.
     

STEP 2 - TRACK AND RESPOND

  1. Tracking:
    Track click through allows tracking the number of times recipients click each link in this mailing.
    Track open tracks the number of times recipients open this mailing in their email software.
  2. Responding:
    Forward Replies - If a recipient replies to this mailing, forward the reply to the FROM Email address specified for the mailing.
    Auto-respond to Replies - If a recipient replies to this mailing, send an automated reply using the selected message.
    Unsubscribe Message - Select the automated message to be sent when a recipient unsubscribes from this mailing.
    Resubscribe Message - Select the automated message to be sent when a recipient resubscribes to this mailing.
    Opt-out Message - Select the automated message to be sent when a recipient opts out of all mailings from your site.
  3. Click 'next' to proceed to step 3, or 'save and continue later' to continue creating your mailing later.
     

STEP 3 - MAILING CONTENT

  1. Message Formats - You can choose to send BOTH an HTML and a plain TEXT version of your mailing, OR you can send a TEXT version only.
    Required Elements - CiviMail email messages must include an unsubscribe link, an opt-out link, and the postal address of your organization.
    Select a From Email Address, by default, CiviCRM uses the primary email address of the logged in user as the FROM address when sending emails to contacts.
    Mailing Subject: Enter the subject of the email here.
  2. Compose On-screen - a basic WYSIWYG editor is provided which you can use to create simple HTML messages.
  3. Insert Tokens - Use tokens when you are sending mail to a number of recipients, and want to include their name and / or other values from their contact record automatically within your message.
  4. Text Message - You can send your email as a simple text-only message, as an HTML formatted message, or both.
  5. HTML Message - The WYSIWYG editor allows you to create simple HTML messages.
  6. Save as Template - You may wish to use the WYSIWIG editor to create a template, that you may want to use later. Click the tick box to save your template.
  7. Attachments - If you would like to add attachments to your newsletter, click on the plus icon. Click browse or in the text field to upload an attachment. You can add up to 3 attachments.
  8. Header / Footer
    Mailing Header - You may choose to include a pre-configured Header block above your message.
    Mailing Footer - You may choose to include a pre-configured Footer block below your message. This is a good place to include the required unsubscribe, opt-out and postal address tokens.
  9. Click 'next' to proceed to step 3, or 'save and continue later' to continue creating your mailing later.


STEP 4 - TEST

  1. It's a good idea to test your mailing by sending it to yourself and/or a selected group of people in your organization. You can also view your content by clicking (+) Preview Mailing.


STEP 5 - SCHEDULE OR SEND

  1. You can schedule mailings to be sent starting at a specific date and time, OR you can request that they be sent as soon as possible by checking "Send Immediately".
    Click Submit Mailing to add this mailing to the mailing queue. An automated task which runs periodically on your server processes mailings in the queue, and starts actually sending out your mail.
    Click Continue Later if you're not ready to schedule or send this mailing. Click the Continue link from Unscheduled and Draft Mailings when you are ready to schedule or send it.