Send and Sell lets you send promotional email messages to your school community directly from eDesign.
Here’s how it works:
- Who can use it: Advisers and editors can set up campaigns, but only the adviser can send the final message.
- Prerequisites: Import a name list that includes email addresses before creating your first campaign. Also, be sure your sales records are up to date before sending targeted email campaigns (e.g., send only to non-buyers).
- Add images (optional): Go to the Candids section of the library, right-click an image, and choose Select for Send and Sell.
- Create a campaign: Click the Send and Sell tab, then Create New Campaign. Choose whether it’s a sales email or general announcement, and give the campaign a name (visible to you only).
- Design the message: Select a header (each header includes a default subject line and starter message), customize the subject and body, and adjust colors. Dynamic text in brackets (like student name or YOC link) will auto-fill. Don’t change the placeholder text in those brackets if you want them to fill in correctly, but you can edit the formatting of the text.
- Build your recipient list: Click New List, apply filters from your name list to target your message. For example, set the filter for Bought a Book or Bought an Ad to No so only non-buyers receive the message.
- Review and send: Preview how the message looks with dynamic text filled in. Use Send Preview to Me to test. When ready, click Send to All Recipients. You can also Save and Exit to finish later.