Using email list management

To use this section of Spark, you’ll need to have the Bulk email Manager role assigned to you. Once you have this role, follow these steps to build and send emails in bulk from your Spark site. If you need a role added, check out How to Assign Roles or send a note to help@benevity.com to connect with our teams! 

Once you’ve logged in, click Manage in the top right corner of your screen to enter the management side of Spark. Once here, hover your cursor over the People option in the toolbar and select Email List Management.

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From here, you can edit or delete any list that already exists.

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1. Add an Email List

To create a new list, select the Add an Email List tab. Give the list a unique name, using your program’s regular naming convention or something that indicates a purpose. For example, if you’re using the list for a specific campaign (e.g., Giving Tuesday – 2018) name it with that in mind so it’s easy to identify when you have multiple lists

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In the larger box below, enter your list of employee IDs. You can enter them one by one, or by copying and pasting from a pre-existing list or report. IDs should be separated by commas, spaces or by new lines.

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Select the Next button and you’ll be asked to confirm the number of users you’ve added. From here you can make changes or save it as is.

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Note: If you have duplicates, the site will only count that HRID one time. 

 

2. Filter by Email List

Once you’ve created your email list, you’ll see a Search & Filter option when you return to the main People tab.

Locate the list you’ve created and select Apply to filter.

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Using the grey box at the top of your People list, you’ll select all users identified in your previously created email list.

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From here, you can perform bulk actions for the users you selected, like seeding user accounts or sending a bulk email.

 

More Resources on Bulk Actions:

How to Seed User Accounts
How to use the Bulk Email functionality 

 

For additional support, contact us at help@benevity.com.

 

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