It’s easy to send an email to a user or a group of users using Regpack.
Filter for the users you’d like to send an email to you. You can filter by product ordered, or any other criteria. Select the users and click “Send Email” and select one of your email templates. The tokens in the template will populate with each user’s account information for a personalized message!
Step by Step Guide to Sending Emails to Users
To begin, make sure you are in the User Management interface by selecting the “Users” tab located to the left of the screen, underneath the Regpack logo.
1)Select the checkbox on the left side of the individual user or multiple users you’d like to send a message to. Below you’ll see the top 3 users are selected.
You can select users by clicking the box at the top which will allow you to select all users, or all users on that page.
To be more specific you can first run a filter for users to narrow your selection.
2)Click the “Send Email” button at the top left of your screen above the list of users.
3) Select the email template you would like to send by clicking the blue “Select” button on the right hand side of the pop-up.
If a template you need is not there, you’ll need to navigate to the “Settings” section on the left hand side and select “Emails” in order to create a new email template.
4) This will take you to a preview console where you can set the recipients. Click the “To” field and you can select the email address it should go to. The options will only be email addresses from email fields in your system. You will also be able to select CC and BCC recipients as well.
If you’d like to change the email template, simply click “Change Template” at the bottom left and you will see the list of email templates in your system to select from.
Once you have set the recipients click the green “Send” button at the top, directly under the email subject line.
You will be given the choice to send ONLY to this user, or to all selected users. Make your choice and your email is on it’s way!
You can then go to the user or users in the Users section, to view communications sent to the user.
Editing the Template Text
Note that if you click on the text of the email in the screen above, and make any changes, those changes are ONLY reflected for the user who is highlighted on the left side. Those text changes will NOT apply to the other emails going out to other users.
If you would like to make changes to the email text that will update for ALL users receiving the email, you’ll need to head to “Settings” and “Emails” and edit the template there. Then you can select the users you want to send the email template to, and send!