Send a Newsletter or Email Campaign to Your Subscribers

The Email Messages page is your central hub for all client communication — from one-off announcements to targeted messages for specific groups or rosters. You can manage drafts, track performance, and reach the right clients all in one place.

Note:
If you were using the old Drip Emails, those have been automatically migrated into automations, with one bonus automation added to your quota. No action needed on your end.

Navigating the Email Messages Page

To get started, go to Communications > Email Messages. Here you'll see a list of all your emails, both drafts and sent, showing:

• Status (draft or sent)
• Date and time sent
• Subject line
• Recipients

Use the three-dot settings menu next to any email to edit, copy, copy as a blog post, or delete it.

Creating a New Email

1. Click Add New Email.
2. Choose your recipients. You can send to:
   • All contacts subscribed to your newsletter
   • Contacts filtered by tags (your own or system-generated)
   • A customer segment
   • A specific individual (search by name)
   • A roster (for upcoming events — see below for past events)
3. As you select recipients, you'll see a live count of how many people will receive the email.
4. Set your send date, time, and time zone. If you schedule it for the future, it stays as an editable draft until it sends. 
   
5. Add a subject line.
6. Build your email content (see below).
7. Attach files to your emails. These could be PDFs, images, audio files, etc.
8. When ready, preview, save as draft, or send.

Building Your Email

Text blocks are the foundation of your email. Click the pencil icon on any block to edit the font, size, color, and background. Use merge tags to personalize your message with client details like their name.

Adding images: You can add images in two ways:

• Inside a text block — click the image icon in the editor toolbar and upload a file or choose a stock photo.
• As a standalone image section — this option lets you attach a link to the image, which is great for video thumbnails or promotional banners.

Once an image is added, you can set a title, alt text, and resize it.

Adding buttons: Insert a button and customize the label, link, shape, text style, size, and color to match your branding.

Attachments: You can attach files like PDFs or downloadables. These appear as attachments rather than being embedded in the email design.

Previewing: Always send a test to your own email inbox before sending to clients, so you can see exactly how it looks in a real email client.

Emailing Past Roster Attendees

You can't select a past roster from the email composer directly. Instead:

1. Go to Schedule and find the past event.
2. Open the Roster.
3. Click Send a Message to Everyone.
4. This pulls the roster into a new email — set it up as you normally would from there.

Viewing Email Stats

To see how an email performed, click the three-dot menu next to a sent email and select Stats. You'll see:

• Number of recipients and delivered count
• Open rate
• Bounce rate
• Click rate
• A breakdown of every link in the email and how many people clicked each one
• The full recipient list

Tips

• Save time with copying. Rather than starting from scratch, copy an existing email and edit it. You can also copy an email as a blog post to repurpose your content.
• Use tags and segments together. Tags are great for broad filtering, but segments let you get more specific based on client behavior or groupings you've set up in Contacts.
• Link your images. Standalone image sections support links — use this to drive clients to a booking page, video, or promotion.
• Check your recipient count. The live count updates as you select recipients, so it's easy to confirm you're reaching the right audience before sending.
• Schedule ahead. Setting a future send date lets you prepare emails in advance while keeping them editable right up until they go out.

P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.

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