Delivering Promotions

Once you have made the appropriate changes to the Promotions Template and you are ready to send them out to all of the employees, you should first preview how the email will look.  

Send Promotions

Go to Promotions

Click Templates

Hit Send button to send Go Live or Follow Up to include a live link of the statement 


To Send click drop-down menu and choose the group or name of specific employee

Click the drop-down menu and choose from one of the options.

For Welcome select All

For Follow-Up select Not Signed In

Note: You have the option to send the promotion email to one specific employee or Group if that is configured.

You can hit Send now button to send out right away and the confirmation message is displayed



Schedule Promotion

To schedule a promotion to go out at a later time select the Time and Date on the Calendar. A message will be displayed to confirm the selection

    

Click the OK button on the pop-up window

Note: Scheduled time and date are based on the timezone of the administrative user scheduling the promotion.


Review Scheduled Promotions and Delivery

Go To Promotions

Select Activity

Review any activity delivered or scheduled