Newsletters
Newsletters send one email to many contacts at once. Firms use them for marketing and outreach: announcing a new service, sending a client's team a monthly project update, or inviting people to a training event. You write the newsletter once in EVX Software, choose the recipients from your contacts, send it, and see who has received it.
Newsletters are available in the Enterprise edition. They need the email module and an email account for newsletters. See Email accounts.
What you will find here
- Creating and sending a newsletter: write the newsletter, send it, and follow who received it.
- Newsletter recipients: choose the contacts, by project, client, event, or one by one.
How it fits together
| Step | Where |
|---|---|
| Your administrator chooses the email account, the sender name, and the batch size. | Settings › General configuration › Newsletters. See Newsletter settings. |
| You write the newsletter and link it to a project, event, department, or tags. | Newsletters › New. |
| You add recipients from your contacts. | Add recipients to this newsletter, or Recipients on a saved newsletter. |
| You send it, and EVX Software delivers it in batches. | Send, under Actions. |
Recipients come from the contacts already in EVX Software. Import new contacts first. See Contacts and companies.
Newsletters are also how you invite people to an event of the Events Manager. See Inviting attendees.
Example: a regulatory update for clients
A firm's marketing coordinator sends a quarterly note on stormwater permit changes to the facility managers of its industrial clients. She writes the newsletter once, adds the contacts of eight clients as recipients, and sends it. Two days later, Sent shows everyone received it, and she tags the newsletter "Stormwater" so the firm can find it with that work.
What you can do next
- Creating and sending a newsletter to send your first one.
- Newsletter recipients to choose who receives it.
- Inviting attendees to send an event invitation.
- Newsletter settings if you're an administrator setting up newsletters for your firm.