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For automated reminder and notification emails: see the Automated Emails article.
Overview
Email campaigns, or bulk emails, allow agencies to reach large numbers of applicants and caregivers at once. Only Agency Admins can create email campaigns.
Campaigns can be directed to caregivers based on their status and primary language. Messages can be customized with styled text, embedded images, and file attachments.
How do I create an email campaign?
Complete the following steps to create an email campaign:
- In the navigation bar, select Agency Tools > Email Campaigns.
- Click "Create Email" in the top right corner of the page.
- Select which caregivers should receive the message.
- Enter a subject, content, and Reply-To email for the message.
- Agree to terms for the email tool by checking each box.
- Click "Send test email" to review for errors.
- Click "Send email" to send the final version.
This interactive walkthrough provides a step-by-step overview of creating an email campaign:
What is the "subject"?
The subject is a brief, informative phrase that summarizes the content or purpose of the email campaign. The subject will influence whether caregivers decide to open and read it. Here are some tips for creating a good subject:
- Be concise: Keep your subject line short and to the point, ideally seven or fewer words.
- Inspire action: Phrases like "Learn more," or "Register today" can be compelling.
- Use clear language: Ensure understanding by avoiding acronyms and abbreviations.
How do I use the content editor?
The content editor allows you to style text, add images, and include file attachments in your message. Refer to the following table to learn more about its functionality:
| Menu/Icon | Name | Description |
| Text size | Modify text size in your message | |
| Bold | Bold your text | |
| Italic | Italicize text | |
| Underline | Underline text | |
| Strikethrough | Cross out text | |
| Blockquote | Emphasize quotations in your message | |
| Numbered list |
|
|
| Bullet list |
|
|
| Decrease indent | Decrease the indentation of text/lists | |
| Increase indent | Increase the indentation of text/lists | |
| Add Hyperlink | Add a hyperlink to your text | |
| Add Image | Add an image to your message | |
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Add Attachment | Add a file attachment to your message |
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Clear Formatting | Remove all text formatting, including bold, italic, underline, strikethrough, lists, blockquote, and hyperlinks |
What is the "Reply-To" email address?
When users respond to the email campaign, their message will go to the "Reply-To" address unless they change it manually. Set this address to the person who should receive these responses. For instance, use the training coordinator's address for emails about training opportunities.
Can I send an email campaign to specific caregivers?
The email campaign tool can be used to send messages to caregivers based on the following characteristics:
- Caregiver with specific status(es) - Recruiting, Applying, In Renewal Process, etc.
- Caregiver with specific Family Tag(s)
- Caregiver on a specific Application Template
To send messages to specific caregivers, you may export a CSV from the Caregiver Applications dashboard to obtain emails individually.
Can I send an email campaign in multiple languages?
You can send email campaigns in different languages, but each language version must be sent as a separate campaign. Use the language selector on the "Create Email" page to choose the primary language for each message.
How are email campaigns recorded in Binti?
The Email Campaigns page displays a record of all previous email campaigns. Additionally, email campaigns are automatically documented in the case notes for each caregiver who received the message.