Saving and Sending an Email or Newsfeed Post

Once you are done working on an email or newsfeed post, there are a variety of ways to either save or send out your content. 

Saving a Template

If you wish to save the content of your email or newsfeed post as a template, follow these steps: 

1. Click on the “Save Template” button at the bottom of the screen
2. Name your template
3. Click on “save” 

If you go back into the template pop up that appears after you create a new email or newsfeed post, you should see your recently created template in the “Company Templates” tab. 

Saving as a Draft

If you wish to save the contents of your email or newsfeed post as a draft so that you can go back and edit it later, follow these steps: 

1. Set a subject line (for emails) or header (for newsfeed posts) 
2. Click on the “save as draft” button at the bottom of the screen

This will automatically redirect you to the updates page. From this page:

1. Click on the “drafts” tab
2. Your most recently saved draft will appear at the top of this list
3. From the ellipsis menu on the right side of each draft, you can either preview, edit, or delete the draft email or newsfeed post

Sending a Test Email to Yourself

If you wish to send an email only to your own inbox as a test, follow these steps: 

1. Set a subject line
2. Click on “send test email” at the bottom of your screen
3. This will automatically send the email to the email associated with the dealmaker account you are logged into

Sending an Email or Newsfeed Posts to Your Members

When you are ready to send your email or newsfeed post to your members, there are a few options that you will see in the “share with members” box at the bottom of your screen.

1. Check off the “share with all” box if you’d like to send your email or newsfeed post to all members
2. If you would like to send the email or newsfeed post to only select members, make sure the “share will all box” is unchecked. This will generate  a menu from which you can manually add which members should receive this update or email. The menu includes the option to send to select tags or statuses, allowing you to send to a select list of members.
3. If you would like to schedule your email or newsfeed post to send at a later time, make sure the “schedule” box is selected
   1. In the “scheduled” tab within the updates pages, you can see any scheduled posts that have not yet been sent. 
4. If you would like to also share your email as a newsfeed post, make sure the “also post an update” box is selected. This is only available for emails. 

Once you have the desired boxes selected in the “share with members” section, simply click “send” to share your email or newsfeed post. You can track your email analytics in the “Published” tab under “Updates”.