Event Director

Creating and Sending an Email with Marketing Campaigns

There are three steps to creating and sending a marketing email through imATHLETE:

  1. Create a List

  2. Create a Template

  3. Create a Campaign

Here's an overview of each:

Create a List

First, we need to know who you want to send your email to. You'll create a List to do this. Here's how:

  1. From your dashboard, click the Marketing option in the left navigation

  2. Click Lists

  3. Click the + icon to add a new list

  4. Click the Select Event drop down menu and select the event you'd like to pull data from

  5. On the right side of the page, under Select Report Fields, click the + icon next to each category type to select the fields you'd like to include.

    • Be sure to click + next to RegistrationPersonal and select EventRegEmailAddress or you will not be able to save the list

  6. Choose any other fields you'd like to include and click the Load Data button on the bottom right of the screen to populate your data.

  7. Click the disk icon to save the list (if you don't see a disk icon, be sure you have selected EventRegEmailAddress to be included in your list. You cannot save the list if the list does not contain email addresses.

Create a Marketing List - Step 1
Create a Marketing List - Step 2
Create a Marketing List - Step 3

Create a Template

The template defines what email will be sent to participants. To create a template:

  1. Click the Marketing option on the left navigation 

  2. Click Templates

  3. Click the + icon to add a new template

  4. Select the list you created in the last step in the List Name drop down menu

  5. Set up the rest of the email body as you like

  6. If you'd like to send a copy of the email to yourself, click the Send to Me button.

  7. When you're ready to save the template, click the orange Save button at the bottom of the editor

Create a Template - Step 1
Create a Template - Step 2

Create a Campaign

The campaign is what tells the system to send you template. Here's how to set that up:

  1. From your dashboard, click the Marketing option on the left navigation

  2. Click Campaigns

  3. Click the + icon to add a new campaign

  4. Select the template you created in the last step beneath the Name drop down menu

  5. Select a date and time to send the email

  6. Select a number from the drop down menu beneath Recurring. If you want to send only one email, select the number 1 and leave everything else as is. If you'd like to set up this message to go out weekly or monthly, select the option as appropriate. 

  7. Click Save when this is set up as you like. The email will be scheduled after you click Save.

Create a Campaign - Step 1
Create a Campaign - Step 2

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