So you want to send a big one-time blast because something’s happening on Tahoe. Here’s how.
- Go to Messaging – Manual Messaging
- Click New manual message (at top right).
- Select your channel. (Note: If Tahoe is down, you will need to choose Email, as In-app messages will not be helpful.) We do not currently use the Push channel.
- Enter a short title for your message. (See previously sent messages for ideas of what to use.)
- Click anywhere in the message compose area to see your send options (they will appear at left.)
- Choose a from person (for outages, we usually choose Harry Klein – it’s more ‘official-sounding’.)
- For Replies assigned to choose Unassigned.
- Leave email template set to Plain.
- Click in the message compose area to write your message (you may need to click immediately after the comma in the message body, and press enter, to start typing.)
- In Choose Your Audience, add a new rule such as by Segment: Customers in order to email ONLY the users in that segment.
- Default choice should be Segment is Customers –OR– Segment is Current Trials
Note: when you add this, you need to manually change it from ‘and’ to ‘or’.
- Click Done (in Choose Your Audience section.)
- Click back in the email compose area to see your options at right.
- Under Test Message, click Send a test email. Enter your email address and send it to yourself, just to make sure everything looks good.
- If all is good with the test email, click Set Your Message Live.
- Double-check that the number of users (recipients) is what you are expecting.
-
If all is still good, click the green Send and Set Live button.