What You Need To Know
This chapter outlines some key concepts and questions that are useful for planning the use of jManage's email capabilities. This chapter should be read before you start sending emails to contacts. Detailed information on how to carry out the activities mentioned can be found in the Everyday Tasks section.
As you might expect for a web-based CRM, email plays a central role in jManage. Broadly speaking, there are three situations in which email is sent from jManage:
- to individuals and small groups of people via the Send Email action
- to a large group of people as a mass mailing via jManage Mail
- to individuals who trigger an email as part of workflows in other components, for example, an event registration confirmation email
The advantage of sending email through jManage (rather than through your email client or through a bulk email tool other than jManage) is that every email sent, via the Send Email action or using jManage, is treated as an activity and stored in the activity history of each recipient. This allows you to see, for example, that John Doe made a donation three days after he received your April newsletter, or that your volunteer coordinator emailed Jane Smith and asked her to staff the information table at an upcoming event.
Send Email versus Mass Mail
jManage offers two options for sending email to contacts:
- Send an email as an activity for a contact: this is suitable for sending emails to individuals and small groups.
- Send a mailing to a group using Mass Mail: this is ideal for mass mailings or scheduled emails to small groups.
There are crucial differences between the Send Email action and the Mass Mail component:
- Emails sent via the Send Email action are limited to a maximum of 50 email addresses, and there is no reporting other than an activity record for each recipient.
- Mass Mail emails have sophisticated bounce processing and reporting.
- Mass Mail allows recipients to manage their own subscriptions.
- Mass Mail can be configured to automatically track replies.
Working out which method to use for each email might not be immediately apparent. Over time, the best practices and the right tool for each situation will become more obvious and can be shared among your users.
When to use the Send Email action
As long as you are contacting fewer than 50 recipients and you don't need to track whether recipients opened the email or clicked on any links, the Send Email action is quicker and easier than sending a mass mailing in jManage.
The Send Email activity offers all the functionality of sending through an email client: you can attach files, CC and BCC contacts, and use message templates.
Note that jManage records only the messages you send; replies from the recipient come to your email address and are not recorded in the database. For this reason, you should not rely on the Send Email action for conducting extended email exchanges. If you want to record the fact that you had an email exchange with somebody, you could create an activity called Email Exchange and copy and paste your email conversation in the body as you would a record of a telephone call.
You can also record emails sent through your email client using the autofilling outbound email option described below.
When to use Mass Mail
If you want to send mail to 50 or more contacts at once, you must use Mass Mail.
You also should use Mass Mail whenever you want to capture statistics about the success of your mailing, including bounce statistics and click-throughs.
Mass Mail also enables people to sign up for your mailing lists on your website, and automatically keeps track of their unsubscription or opt-out requests. It also lets you file any emails that your recipients send as replies to the mailing, and send them an autoresponse to their replies.
Send Email allows you to choose recipients in two ways: from a contact record and from search results.
Mass Mail also allows you to choose recipients in two ways: with Groups marked as Mailing Lists, which must be created prior to setting up your mailing, and from search results. However, there is one complication with using search results: All mail sent from Mass Mail must have an unsubscribe link. If recipients are included in a Group, any unsubscribe requests simply remove them from the mailing list for that Group. But if they are not in a Group, they must be added to one when they unsubscribe so the unsubscription request can be recorded in jManage.
Personalization with tokens
Emails sent with both Send Email and Mass Mail can include personalized text, such as a person's name. This is done with tokens, which are placeholders that jManage recognizes and replaces with an appropriate value when sending each message. You can include tokens for standard fields and also custom data fields that you have created. Note that there are some tokens available in Mass Mail that are not available in the Send Email activity.
A particularly useful token is the checksum. The checksum allows you to give people links to contribution forms, profiles, petitions, and event registration forms that are prefilled with information that is already in their contact record.
This saves your constituents the hassle of filling out forms and increases the chances they will take action (e.g., donate, sign up for an event, sign the petition). It can also be a simple way to keep your data current by asking people to review and update their contact information.
From Email Addresses
Both mass and regular email can be sent from your personal address, from a general email address associated with your organization, or from another person's address. For example, an assistant can send official email messages under the name of his manager.
Headers and Footers
In mass mailings only, you can include customized headers and footers. You can configure custom headers and footers under Administer > CiviMail > Headers, Footers, and Automated Messages.
Templates for emails or parts of emails help to streamline your communications by reusing entire emails or parts of emails such as headers and footers. Email templates can be created either beforehand or when you send an email, and edited at any time.
Mass Mail can track mass mailings, providing useful information to help you understand the areas your recipients are interested in and gauge the effectiveness of your communications. You can track how many recipients opened the email and which links in the email were popular.
Mailing List Sign-Up and Unsubscribing
jManage allows you to publish a sign-up page or form (called a profile) where people can sign up for your mailing list on your website. It requires that you allow recipients to unsubscribe from any mailing list and opt out of ever getting email from you, and jManage will automatically keep track of these requests. For more information, see the Set-Up chapter.
Autofiling external emails in Mass Mail
jManage lets you automatically record email sent via your email client in contact records in your database. To do this, you need to set up a special email address that you include in the BCC field of an email you are sending. This will be read by the database and converted into an activity. This activity gets filed in the record of the contact that matches the email address. If that email address does not exist in your database a new contact record will be created. See the Email System Configuration chapter of the Initial Setup section for details.
When planning your use of jManage's email capabilities, it may be helpful to answer these questions to guide your setup and use:
- Are there any types of emails that you send again and again and thus want to create templates for?
- Is there content you'd like to include in the header and/or footer in every mailing?
- Do you want a web page where people can sign up for your emails?
- What kinds of emails are important to you to store in recipients' contact records?
When planning to send a specific email through Mass Mail, it is helpful to consider the following:
- How many people are you sending your email to?
- Do you want to know who is opening your email and clicking on links in it?
- Have you created a list (a Group or Smart Group) to which to send your email?
- Do you want recipients to be able to view your mailing in a browser window if they have trouble viewing it from their email browser?
- Who should be the sender of the email? This could be a generic organisation address, or personalised with someone's name.
Many jManage components interact with email functionality and with Mass Mail, for example to send confirmation, thank-you and receipt emails. The sections of this book relating to each component will include some information about customizing these emails, and should be read in conjunction with this section in order to give you a full understanding of how email works in the broader context of jManage.
We encourage you to consider privacy issues. Different countries have different laws relating to email privacy, including opt out/unsubscribe options. There may also be issues related to Mass Mail's tracking tools; for instance, you may wish to avoid tracking who has clicked on the "how to deal with drug issues" link on a specific mailing.