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Home → Relationship Tools Library → eGreetings Feature → Creating Manual eGreetings To Be Sent On a Future Date
8.6. Creating Manual eGreetings To Be Sent On a Future Date
To Create an eGreeting To Be Sent On a Future Date:
1. Login to your Relationship Manager tools
2. Select the eGreetings option from the menu bar ion the left side of your screen
3. Select the eGreeting category of your choice
4. Choose an individual greeting by clicking on the thumbnail
The Customize Your Greeting page will open for the eGreeting selected
5. Use the Optional Add a Message to Recipients field to enter the custom message you would like
to send
6. Optional: Update the Email subject line for an extra personal touch. If you do not update the
Email subject line, the default subject will be "You have a new eGreeting!"
7. Salutation: By default, the salutation ("Dear Bob," etc.) will be automatically supplied by us.
Data will be pulled for the Salutation as follows, with the word "Dear" pre-appended:
a. Dear Name field (Dear <Dear Name>)
b. If Dear Name field is blank, First Name field will be pulled (Dear <First Name>)
c. If First Name field is blank, salutation will read "Greetings,"
It is also important to note that the data for these fields is pulled exactly as it exists in your
database, including case sensitivity, prefixes (Mr./Mrs., etc.), typographical errors and data that
has been imported into the incorrect field
Alternately, you can choose to Suppress the display of the salutation. In this case, you can add
your own salutation, such as Happy Spring! in the "Add a message to recipeints" section. If you
select this option, remember to make your salutation generic if sending your eGreeting to more
than one recipient. To suppress the default salutation, click in the checkbox:
8. From the Select Your Recipients section,
a. Click the Entire Contact List radio button to send the greeting to every contact within your
database for whom an email address is present
OR
b. Click the Contact Group radio button to send the greeting to a specific Group or Groups
(select your group by using the drop-down menu). Hold your SHIFT key to select multiple,
CONSECUTIVE groups; use your CONTROL key to select multiple, NON-CONSECUTIVE groups
NOTE: If you're sending an eGreeting to more than one Group, our system will automatically
check for and remove duplicate email addresses, so that recipients belonging to
several groups will not receive multiple copies of the same eGreeting SEND
OR
c. Click the Recipient List radio button to choose individual recipients from your contact database
(select the individuals by clicking on them and using the << arrows to move them into the
"Recipient List" field on the LEFT. Hold your SHIFT key to select multiple, CONSECUTIVE
recipients; use your CONTROL key to select multiple, NON-CONSECUTIVE recipients).
9. From the Schedule Your Greetings section, check the ON radio button, then choose the date you
would like the eGreeting to be sent by using the calendar dropdown menu
Note: Immediately means "Right Now!" and will override any dates you select from the date
field below it.
9. PREVIEW your eGreeting by clicking the Preview button check grammar, spelling and overall
appearance. You may edit and re-Preview your eGreeting as many times as necessary prior to
sending.
10. Once you have confirmed that all information is correct, click the SEND button. The eGreeting
will be sent to our holding queue for transmittal at 12:00:01 a.m. on the date you have selected.
Reviewing and Editing Scheduled eGreetings
If you have scheduled your eGreeting for transmittal on a future date, you may view and/or edit the eGreeting at any time prior to 12:00:00 a.m. on the scheduled send date:
1. Login to your Relationship Manager tools
2. Select the eGreetings option from the menu bar ion the left side of your screen
3. Select View Scheduled eGreetings at the bottom of the eGreetings menu box
4. From the My Scheduled eGreetings page, click the Edit icon for the eGreeting you wish to view or
edit
5. View or edit your eGreeting as desired (refer to Steps 4 through 9 in the Creating and Sending an
eGreeting Section above).
6. When you have completed your revisions, PREVIEW your eGreeting by clicking the Preview button
check grammar, spelling and overall appearance. You may edit and re-Preview your eGreeting as
many times as necessary prior to sending.
7. Once you have confirmed that all information is correct, click the SEND button. The eGreeting will
be sent to our holding queue for transmittal on the date you have selected. eGreetings cannot be
cancelled or recalled on the send date, but can be cancelled or recalled prior to the send date.
Deleting a Scheduled eGreeting
To permanently delete a scheduled eGreeting prior to its transmittal:
1. Login to your Relationship Manager tools
2. Select the eGreetings option from the menu bar ion the left side of your screen
3. Select View Scheduled eGreetings at the bottom of the eGreetings menu box
4. From the My Scheduled eGreetings page, click the Delete icon for the eGreeting you wish to view or
edit
Note: Deletions are permanent! Once an eGreeting has been deleted, it can not be undeleted or
restored.