Learn how to add constituents to an email audience as part of an Email Campaign in
this step-by-step guide. This help guide will cover how to create an email audience.
Instructions
In order for a constituent to receive an email as part of an email campaign, you must first create the email audience for that email campaign. In Neon CRM, there are multiple ways to create an email audience. Let’s explore these methods.
To begin:
1) Select Emails in the navigation menu and then select Email Audiences on the drop-down menu.
On the Email Audiences list page:
2) Select New Audience.
On the New Audience pop-up screen:
3) Enter a Name for the new audience. You may also add a description for the audience, if applicable. If you wish to make this audience visible to the public, such as on a newsletter subscription form, select the Publish Audience toggle to the On position.
When you have entered all applicable information:
4) Select Create Audience.
Once you create your email audience, you now see the email audience’s overview page. On this page, you have several options to add constituents to this email audience. For ease of viewing, the rest of this guide will zoom into the applicable areas of the page as needed.
First, if you wish to enter constituents individually, you may do so in the Recipients section. Please note: this method is recommended only for situations in which you need to only add one or a few constituents, since you can only enter one new constituent at a time to the email audience.
To enter constituents in this method:
5) Select Add Recipient in the Recipients section.
On the Add Recipient pop-up:
6) Enter the applicable information and then select Save.
The constituent will then be added to the email audience and appear in the Recipients list.
The other methods for adding constituents to an email audience are better suited to adding a larger number of constituents to the email audience at one time. These methods are located in the Audience Sources section of the page.
7) Select Add in the Audience Sources section.
You see three options on the Add drop-down menu. The Email Address Import option allows you to import a large number of constituents if you have their emails collected in a CSV file. If you choose this option, upload your CSV file and follow the steps provided in the system to complete the process.
Next, let’s skip down to the third option on the drop-down menu, which is the Audience option.
This option opens the Add Audience pop-up, as seen below. With this method, you may select one or more existing audiences and add the entire audience or audiences to your new email audience.
Finally, let’s examine the second option on the drop-down menu, Live Report (as seen below). This is the most commonly used option, as it searches all of your current constituents in the CRM based on criteria you enter, runs a report, and adds the constituents in the report results to the email audience.
When you select this option, you are presented with three more options (as seen below): the Email Audience Report, New Report, and Saved Report. The most commonly used option is the Email Audience Report. In this guide, we will run through this method.
For your information, however, if you select New Report, you must build your report from scratch. If you have a saved report you would like to use, select Saved Report. You may then run the saved report and add the constituents in the report results to your email audience.
For this guide, let’s quickly demonstrate the most commonly used method, Email Audience Report.
8) Select Email Audience Report
9) Select Continue.
This report is pre-built to automatically exclude from the results any constituent who is deceased, any constituent whose account is flagged as Do Not Contact, and any constituent who has opted out of receiving emails.
With these three criteria already established:
10) Select Edit Criteria to further narrow down your report results according to your wishes.
In the example below, the additional search criteria of "Individual Type - Equal - Senior Outreach" has been added per the red box below. This report, then, will pull all constituents who have Senior Outreach in their Individual Type. You may add additional criteria to further narrow your search, as needed. Once your criteria is added:
11) Select Load Criteria.
On the next page:
12) Select Run Report.
On the results page, to add the constituents on the results page to the email audience:
13) Select Save Email List.
As you can see, the constituents meeting the report criteria have now been added to this email audience. They appear in the Recipients section on the email audience's overview page. You may repeat this process if you wish to add additional recipients meeting different report criteria to the email audience.
One last note, if you wish to exclude a recipient from the email audience:
14) Select the three dot Action Menu at the end of their name row and then select Exclude Recipient.
One last note, if you wish to exclude a recipient from the email audience: Their name will then appear in the Excluded Recipients section of the email audience overview page.
Congratulations! You have learned how to create an email audience using multiple sources.