This article explains how to create, configure, edit, and add custom audiences to global emails.

About Global Emails

Global emails are marketing emails sent to members subscribed to the global email list. Members can unsubscribe from the global email list at any time. To learn more about the global email subscription list, see the How to Create and Manage the Global Email Subscription List help doc.

Any users with admin permissions can create and send global emails. In the admin dashboard you can configure the email details, content, and customize the audience.

Creating a Global Email

To create a new global email:

• In the Admin dashboard, select Emails in the sidebar menu

• On the Newsletters tab, click New email

In the New email edit form:

• Add the Subject

• Add Email content using the email rich text editor 

  • See complete instructions below

Using the Rich Text Editor

• Adding the Rich Text Box to Your Email Form
  • Locate the section of your email form that says Enter content here.
  • Click and drag the Rich Text box from the available components and drop it into this section.
• Add your email copy

Formatting Email Text and Copy

• Highlighting Text: Click and drag your mouse over the text you want to format. 
• Applying Basic Formatting:
  • Bold: Click the "B" icon
  • Italics: Click the "I" icon
  • Font Color: Use the font color selector
  • Font Size: Use the font size dropdown
  • Links: Click the link icon to add a hyperlink
  • Buttons: Use the button icon to turn the text into a clickable button. This option appears after you apply a link

• • Text Alignment: Use the alignment icons to left-align, center, or right-align your text
  • Headings: Use the dropdown to select different heading styles (H1, H2)

Using Additional Editing Options

• Accessing More Options:
  • Click the small plus (+) icon in the editor toolbar to open a menu of additional editing options.
• Inserting Elements:
  
  • Images: Click the image icon to insert an image into your text
  • Videos: Click the video icon to embed a video
  • Lists: Click the list icons to create bulleted or numbered lists
  • Quotes: Click the quote icon to format text as a blockquote
  • Horizontal Rule: Click the horizontal rule icon to insert a horizontal line, which can be used to separate sections of your text

• Managing Rich Text Components:
  
  • Reordering component: Use the Move or Up and Down arrow icons to reorder multiple rich text components. 
  • Deleting components: Click on the Delete icon to remove rich text components

Previewing or Testing Global Emails

To preview or test a global email before sending:

• Click Save as draft

• To send test email, click Send test

  • Enter an email to receive the test email and click Send

• To preview email in browser, click Preview

Customizing Global Email Audience

Global emails can be sent to all subscribers of the global email list or to a custom audience/segment from that list.

Depending on the global email you're sending, you might want it to send it to an audience based on member characteristics like chapter membership, their registration status for specific events, or user role.

Use the following query rules to build a custom audience for global emails:

• Chapter: Members of specific chapters
• Event Registration: Member's registration status for specific events
• Team role: Chapter team member roles
• Role: Active or prospective user
• Country: Users whose profile includes a specific country
• City: Users whose profile includes a specific city
• State: Users whose profile includes a specific state (only applicable if this data is collected during account sign up form)

Building a custom audience

• Under the Schedule & Send section, select the Custom audience radio button

• Create a Rule by selecting a rule from the drop down. Multiple rules can be combined using “and” or “or” logic.

  • And will pull in members who match all of the rules being used.

  • Or will pull in members who match any of the rules being used.

     
• For example, I want to email members who registered for the "Global Conference 2024" event, but only belong in either the Silicon Valley or Seattle chapters. I would use the following configuration

• Click Refresh list to see the list size of how many audience members have matched your rules.

Sending Global Emails

Global emails can be sent out immediately or be scheduled to send at a specific time

• To send the global email immediately:

  • Select Send now in the "Schedule & send" section

  • Click Send

• To schedule the global email to be sent on a future date and time:

  • Select Schedule for later in the "Schedule & send" section

  • Use the calendar tool to select a date

  • Use the time selector to set the time of send 
    • The time zone for your selected time will be instance's default timezone
  • Click Schedule

Edit Global Emails

Global emails that are in "Draft" status can be edited.

• In the Admin dashboard, select Emails in the sidebar menu
• Click on the Newsletters tab
• Find the email to be edited
  • Tip: Use the search or sort features to quickly find your email.
• Click on the kebab menu on the right side and select Edit
• Make changes to the email, such as the title, subject, content, or audience

Duplicate Global Emails

Any global email can be duplicated to make it easy to create a new global email with the exact title, subject, content and audience.

To duplicate a global email:

• In the Admin dashboard, select Emails in the sidebar menu
• Click on the Newsletters tab
• Click on the From chapter filter and select "Global"
• Find the email to be edited
• Click on the kebab menu on the right side and select Duplicate
• A draft of the new duplicate email will be created
• Make changes to the email, such as the title, subject, content, or audience