RecDesk Director Online Help

Creating and Sending Email Campaigns

** You must have a Sendgrid or Mandrill account properly set up and configured in RecDesk to send bulk emails. Contact your RecDesk Customer Success Representative for help with creating your account and configuring it into RecDesk.
1. Click on the Members tab
2. Click Bulk Email Campaigns from the submenu
3. Click Create New Campaign
4. Type in Campaign Name of your choice and choose a Schedule Time (default is Send Immediately)
5. Click Select Recipients
6. This brings you to the Advanced Member Search screen
7. Enter search parameters and click Apply Search (to select ALL members in database, leave everything blank and click Apply Search)
8. Once your search results contain the desired recipients, click on the Recipient List Actions dropdown button on the bottom right of the screen
9. Choose Primary Email Addresses Only or Primary and Alternate (Cancel will cancel the search and bring you back to the New Email Campaign screen)
10. Once you return to the New Email Campaign screen, Recipients will indicate the number of unique email addresses receiving the email
11. Select the Recipient Placement (Bcc, To or Cc) from the dropdown list. Default is Bcc.
12. Type in any Additional email addresses separated by semicolons (;), and the Subject of the email
13. Use the Rich Text Editor to compose your email. We don't support attachments on emails, and images need to be inserted using embed code (see Embedding Third Party Content ). Do not copy and paste from any other software.
14. When you have finished composing, you have 4 choices:
  1. Send Test Email: Type in a Send To email address just to test.  Once you click send, click OK and it returns to the email screen
  2. Save: this option will stage the email to be sent at the chosen time
  3. Cancel
  4. Save as a Draft: will allow you to edit the email again before officially saving it to send it.