Page 106 - Client Coordinator

you want the email will look like sent. It’s a nice tool to ensure the email reads
and looks the way you want.

Step 3: Select your recipients:
 This is where you select who will receive the newsletter/promotion. Here we
select all clients.

Step 4: Schedule Delivery date.
 The first option is for a onetime promotion.
 Select the Delivery date: Check Send today or a specific day then a time
afternoon or evening.
 The second option is to Schedule a recurring campaign.
 Decide how often to Generate recipient list every ___ days, weeks or years.
 Decide the starting day then time afternoon or evening
 Decide the Ending day or No end day.

Step 5: Post it to our Blog on our website
 Copy and paste this email and graphic into a word file. Make it look good here.
 Log into the Legacy Vet website.
 Copy the email FROM MS WORD, not from Demandforce (if directly from
Demandforce it will add certain codes and look odd) and paste it into the blog.

Send Frequency:
 This setting allows you to generate the recipient list frequently, but avoid re-sending
this campaign to customers who have already received it.
o -Send to a customer at most Select from: Once, Twice, 3 times per year, 4,
5, 6, 8, 12, Unlimited.

Approval: Send the email to the Executive Director for approval before sending it to the clients.
The Executive Director will send it to Dr. Julius for final approval.
 Once dates have been selected and the email has been approved by management.
 Enter your initials to verify it.
 Once your initials are entered, hit the SEND button to get the emails generated and
sent out.
 Once a Campaign is sent out, it cannot be edited.

The email is approved by the executive director or Dr. Julius (by e-mail or verbally) prior
to being mailed – ALWAYS! The “launching” of the e-mail needs to be done by
the Client Coordinator, NOT ED or Dr. Julius.

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