How To Send Custom Emails
To start, you should create your Custom Email(s) and preview it to make certain the email will be sharing the information you are looking to send out to your Bidders... or your Donors. You can Send Custom Emails to either group although you cannot send to both groups at the same time.
Open Custom Email Manager
If you are not already on the Custom Email Manager dashboard page you can access it from the main Auction Dashboard via Communication -> Email Manager -> Custom Email
Send Email
To send a Custom Email you start by clicking the Send link to its far-right.
An example taken from a demonstration event.
This will open a window where you will select the recipients for the Custom Email
An example taken from a demonstration event.
Choose Recipients
By default the recipients selector window will have its Send email to: option set to Bidders. If you want to send the email to Donors you would click the Bidders selection and then click the Donors selection.
Bidder Recipients Filters
The default Recipients is send to all bidders. To use a different criteria, click on the drop-down selector to choose a different filter option.
An example using bidders from a demonstration event.
See ∞ Bidder Recipients Filters for more information on the available Recipients filters.
Donors Recipients Filters
The default Recipients is set to Active donors when communicating with donors. To use a different criteria, click on the drop-down selector to choose a different filter option.
An example using donors from a demonstration event.
See ∞ Donors Recipients Filters for more information on the available Recipients filters.
Once the Recipients have been selected, click the Send button at the bottom of the Recipients Selection window.
This will open a Confirmation window with a summary of the selections including the Name of the email and the number of recipients as well as if they are bidders or donors be emailed.
An example using the sample Custom Email from above.
INFORMATION
You can view the Organization's Email History under Communication > Email Manager > Full Email History (under the Actions sidebar menu).
An example list of Recent Emails.
Reviewed: February 2023