1. Go to Communications > Event Email Templates.
  2. Click New Campaign Template.
  3. In the New Email Campaign Template window, perform the following steps:
    • For Name of Template, enter a name for the template campaign. This name will appear in the email template campaign list. You can enter up to 250 characters in this field.
    • For Template Description, enter a brief description.
    • For Template Distribution
      • ​Select the Event Group (you may not have any in your account) from the drop down box
      • Select Events and click the magnifying glass to select the events you want this campaign to send to.
        • Note:  Events must be in ACTIVE status to be available for selection. 
    • For Campaign Purpose, select the marketing purpose of the campaign
    • The Owner Name field shows the name of the user who is logged into Sphere.
    • Click the checkbox next to Use System Event Mailing Templates if you would like to pre populate the campaign with pre prepared template emails you can modify and duplicate.
    • Select the Populate from account address checkbox to pull your account’s organizational contact information into the footer of the email.
    • For Custom Footer, enter text to appear above the default footer.
    • For Select Footer Links, make your selection as follows (you can select more than one option):
      • Unsubscribe me from this mailing check box is selected by default. This allows recipients to unsubscribe from future mailings for this email campaign. If you configured an “Opt-Out email/eNewsletter” Form, select the one you want to use. Otherwise, Sphere will use the default form.
      • Select the Unsubscribe me from all mailings for this account check box to allow recipients to unsubscribe from all future mailings from your account. If you configured an “Opt-Out All emails” Form, Sphere will use the options you selected. Otherwise, Sphere will use the default configuration.
      • Select the Modify my profile check box to allow recipients to update their own contact information using the Modify My Profile form. This feature helps keep your supporter data current.
      •  Select the Add From email address to address book check box to allow recipients to add the sender email address to their address book. This adds a message to the bottom of messages, encouraging your supporters to add the sender to their list of safe senders. This feature helps the email to arrive in the recipient’s email inbox and not the bulk mail folder.
    • Click Save.
       
The Event Email campaign mailing page appears so that you can create individual Mailing Templates or edit the content for the prepopulated Mailing Templates if that option was selected during creation of the campaign.
 
To Create a new Mailing Template: 
  1. Click New Mailing Template.
  2. Select whether this will be a Single Mailing or Recurring Mailing.
  3. Add a Name for the Mailing Template.
  4. Add a Description for the email.
  5. The option for Do not allow more than one email to be sent to the same email address in case of duplicates will already be checked by default.
  6. Edit the Mailing Purpose if different than the overall campaign.
  7. Click Save.

To select Receivers for the Mailing Template:
  1. Click Receiver.
  2. Select which event contacts you want to receive the Email.
  3. Click Save.
To Define the Mailing Template Content:

Click Here for steps on Defining the Mailing Template Content.

To Schedule the Mailing Template:
  1. Click Schedule.
  2. Choose your Approval Status settings.
  3. Under Schedule this Mailing choose your Scheduling options
  4. If Scheduling a Single Mailing you can also Schedule a Reminder.
  5. Click Submit for Single Mailings or Save for Recurring Mailings to Schedule the mailing.
  6. Click the Distrubute button to confirm the mailing (If you do not click distribute, the mailing will not go out as scheduled)

How to Edit Mailing Content After the Mailing has been Scheduled:
 
  1. Click on Content
  2. Make edits to mailing
  3. Save
  4. Click the "Update" button to commit the changes to the mailing.  The update button needs to be clicked after you edit the schedule, content and/or receivers.