If you have not yet set up your raffle campaign, please follow the linked article first.
This article will detail the Communications and Recipients tabs within a raffle campaign action. Communications allow you to schedule emails, downloads, and exports at the start of your campaign. Once your raffle campaign has been published, it will not be possible to schedule communications and you will need to unpublish the campaign first if you need to add further communications. Any scheduled communications will only be processed/sent if your event action is published.
Scheduling a communication on this tab within the raffle campaign itself will create a separate action for the communication type under the same campaign header but the difference with creating here is that it will also record the contacts as recipients of this campaign and they will be displayed on the Recipients tab.
Please see the detail below on each field required to schedule a communication.
All fields in the communication settings are required.
There are 4 communication types available:
|Name||Give your scheduled communication a name.|
|Start Date||Set the date your communication should send/export.|
|Start Time||Set the time your communication should send/export.|
|Population Query||This dropdown will show all your own queries to choose from. Select a query of all contacts you would like to receive this communication.|
|Document||If you're using the Direct Mail or Email action type then an additional field to choose a document will show. This dropdown will show all active documents for you to choose from to be used as the PDF export or Email content.|
|From Email||If you're using the Email action type then an additional field to set the email address used to send your email will be shown. This dropdown will show all of your service emails to choose from.|
|Assign to Staff Member||Each action type needs to be assigned to a staff member, who will be notified when the communication has been processed and is available to download (for Direct Mail, Excel and Unity4). This dropdown will display all of your active users.|
|Is Active?||This will be ticked as default when adding a new communication. If a communication is scheduled but no longer required then it can be edited and unticked so that it will no longer be processed.|
|Save and Close||Click Save to save your new communication or Close to cancel. When you save your communication, remember to save your campaign action also.|
Once your scheduled communication has been saved it will show under the Communications Scheduled header.
The communication will be recorded as active but not processed until the chosen start time and can be edited or deleted up until it has been sent, as long as the event is unpublished.
Please note: Communications will only be processed once the event has been published.
Once the communication date and time have been reached it will be sent/processed and the user will be notified. It will then be recorded under the Communications Sent header instead.
A list will be created and available to view underContacts > My Listsincluding all contacts from your chosen population query.
This will show all contacts who have received any of the event communications added above. They will be displayed in a table, showing the vega ID, Account Name, and Email of each contact: