To create a broadcast email:
  1. Click Email tab
  2. Click New drop down
  3. Select New email
  4. Select Create an email or Select an existing template
  5. (Optional) To use an existing template, please select the desired template from drop-down list
  6. Click OK 
  7. Enter Subject, From Address, Recipients and Description 
    • Note: To change 'sent from' name or email address, click the pencil icon next to the email address 
    • Note: You can create a recipient list by importing a list of contacts, or creating or editing a dynamic list to target a specific group 
    • Note: Check the Send a copy of this email to the secondary parent, when applicable if you would like to send the email to second parent 
    • Note: Description will display on the Sent list after the email is sent, email recipients will not see this description. This is for internal user only. 
  8. Click Save and continue 
  9. Drag and drop items onto the canvas from Add items section 
  10. (Optional) Drag Image and drop it onto the canvas, click Select Image to add an email header 
  11. Drag Text and drop it onto the canvas, double click text box or click the pencil icon on lower right hand corner to edit email body 
    • Note: You can select the Font, Backgroud and Text color on Text section from the right 
  12. (Optional) Drag Divider and drop it onto the canvas and use it to separate different parts of your email 
  13. (Optional) Drag Document links and drop it onto the canvas, click Select files to attach documents in this email 
    • Note: Acceptable file types include: DOC, DOCX, TXT, CSV, BMP, GIF, JPG, PNG, XLS, PDF and XLSX
    • Note: All uploaded files must adhere to Active Network's file upload policies 
    • Note: Maximum size per file is 7 MB. 
  14. (Optional) Drag Button and drop it onto the canvas to add a button with link 
    • Note: You can select the button font, button and background color, button label, button link, corner and alignment from the right. 
      • User-added image
  15. (Optional) Drag Code and drop it onto the canvas if you need to paste your custom HTML code and design the email. 
    • Note: HTML and inline CSS only 
  16. (Optional) Drag Social Media to insert your organization's social media URLs so that your email recipients can follow you online. 
    • Note: Available social media are Facebook, Twitter, Instagram and Youtube. 
  17. Click Save and continue to move to preview page 
  18. On preview page, preview your email on both desktop and mobile devices before sending 
  19. (Optional) To send the email directly, under Delivery schedule, select Send this email now and click Send 
  20. (Optional) To schedule your email to be sent automatically or at a future date and time: Select Send this email on a specific date and time, enter a future date and time and click Schedule 
  • Note: To ensure that scheduled emails are sent out on the correct date and time, agency users can select the corresponding time zone for the date and time on which the email will be sent (the default time zone is the agency’s configured time zone)
User-added image
  1. (Optional)To save this email for future use as draft, click Save as draft 
    • Note: Saved emails can be viewed by clicking Drafts link on the sidebar of the email home page