Setting Up the Monthly e-Newsletter Event

IXACT Contact includes a professionally written and designed Monthly e-Newsletter that you can schedule to be automatically sent to your contacts each month using a global keep in touch event.

Note: For information about viewing or editing the current issue of your monthly e-Newsletter, see Customizing the Current Monthly e-Newsletter Issue.

To set up your Monthly e-Newsletter global keep in touch event:

1.   Click Keep In Touch in the top navigation bar.

The Global Keep In Touch Events screen appears, listing the Monthly e-Newsletter event as well as any other global events that you have created.

2.   Click the Monthly e-Newsletter link or click Configure. The Monthly e-Newsletter settings appear.

3.   Check the boxes next to the months that you wish to auto-send the e-Newsletter.

4.   Select the day of the month that you wish to auto-send each e-Newsletter. You can either select a specific day each month between the 1st and the 25th, or select the first, second or third selected weekday of each month.

5.   Indicate whether you want to have a calendar appointment automatically created for the auto-send date for each selected month, and the number of days prior to the date that you would like a reminder.

Use the drop-down list to select the team member calendar in which the reminder appointment is to be created.

6.   Select the time at which you wish to auto-send each e-Newsletter. You can select a time between 4:00AM and 11:00PM.

Note: Although you can select the time at which you wish to send your e-Newsletter, all e-Newsletter issues are submitted to the sending queue at 12:00AM Eastern time on your auto-send day. Any changes to your e-Newsletter content (i.e. subject, personal message, email header or signature) or the contacts assigned to receive it, must be made prior to 12:00AM Eastern time on your auto-send day.

7.   Set the default email subject. If desired, this can be overridden for each issue.

8.   Use the color picker drop-down to select the heading color for your e-Newsletter design.

9.   Indicate whether you would like to include your email header in the personalized area of the e-Newsletter and, if so, select the email header type you’d like to use.

Note: If you want to send Monthly e-Newsletter emails that are mobile-friendly, meaning they can be easily read on all devices including smartphones, select the Standard email header option. See Setting Up Your Email Header for instructions on setting up your Standard email header. You can still set up a Custom email header that you can use for your other emails.

Use the From drop-down list to select the team member’s branding to use for the e-newsletter. The branding includes the email header and signature, as well as the sender email address.

10.  Indicate whether you would like to include your signature in the personalized area of the e-Newsletter. See Creating a Signature for Your Emails and Letters for instructions on setting up your signature.

11.  Choose whether you would like to include social media share buttons in your e-Newsletters.  

Note: Social media share buttons allow the recipients of your e-Newsletters to share them via various social channels, allowing you to increase their reach.

12.  Select your options for automatically adding new contacts to your e-Newsletter. There are separate options for manually entered contacts, new contacts added via lead capture, and new contacts synchronized from your mobile phone.

Note: The third option is only available if you have signed up for our wireless synchronization service (see Wireless Synchronization).

13.  IXACT Contact provides you with up to 2,500 free emails each month. If you think you may not have enough mass emails available to send your e-Newsletter in any given month, click the click here link to see your options. You may choose to not send your emails and receive an email notification which will prompt you to purchase the required emails and re-schedule the auto-send day; or you can have the system automatically purchase enough emails to send your e-Newsletter. If you choose to automatically purchase emails, you can select a minimum number of emails to purchase in order to take advantage of a lower cost per email. The email pricing schedule is displayed on the page. Remember that your purchased emails will never expire, and can be used to send any mass email.

14.  Click the Choose contacts who are participating in the event link to select the contacts who are to receive your e-Newsletter.

Note: After the event has been activated, individual contacts can also be included or excluded in the Keep In Touch tab of the contact record (see Viewing a Contact's Keep In Touch Events & Activity Plans). The assigned contacts displayed in the global Keep In Touch event screen always reflect the individual contact assignments.

15.  Click Save.