Email to List User Guide

Email to List makes it easy and affordable to send beautiful, engaging emails to your calendar users and subscribers.

Our new collection of pre-built email templates make this the perfect time to use CalendarWiz for both email marketing and calendaring.   Email to List will help you send email the “right way” so you can focus on crafting an awesome email message for your audience.

 


 

Getting Started With Email to List

 

Step 1:  Click “Email to List” button

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Step 2:  Select the type of email you’d like to send.

Simple Text: use the email editor to send a text email or create your own template from scratch.

Basic Templates:  select from basic layouts that look great on any device. Insert images, change colors, add a logo.

Themed Templates: add text to a pre-built template with images for organizations, seasons, holidays, and more.

Use the Templates tab to explore and preview the collection of templates.  Template requests are welcomed:)

 

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Step 3:  Customize with the Email Editor

Change template colors using the background, header, message and links drop down color pickers.  For a description of what the editor buttons do, just move your mouse over each button.  Here’s an example of a logo embedded in the Basic Template named Story.  We’ve also adjusted the template colors using the drop down color pickers.  Let us know if we can help you with the customization:)

basic-template-colors-logo

 

Quick Tip: get a full screen view of your email by clicking the full screen full-screen-button button. To exit the full screen mode, simply click the button again.

 

Basic Templates contain “placeholder” images where you can add your own logo or image.  Each placeholder image references a height and width that will work with that specific template.

Add Logo or Image:

  1. Click on a placeholder image to select it and click the insert/edit image  insert-image-button  button.
  2. Click the File Manager file-manager-button button to upload your image or logo to your calendar’s file manager.
  3. Click Upload > Add files  > Locate your logo or image on your computer > Upload
  4. Click to Insert the logo or image into your email. Note that the placeholder url has been overwritten. That’s good.
  5. Adjust your images dimensions as needed.
  6. Click OK.

 

All Templates include built-in social media links to encourage folks to interact with your website, Facebook, or calendar page.  Feel free to add others if you like.

Add/Update Links:

  1. Scroll to the bottom of your email template.  You’ll notice a “Keep in Touch” section where you can insert your actual website or social media links.
  2. Click on the link text and then click the insert/edit link link-button button.
  3. Replace the # in the Url field with your actual Facebook or Website Urls.   You may also delete these links if you don’t want them:)
  4. Attach a pdf, doc, or other file.  Click here to learn more.

 

Attach a Document to Your Email:

  1. Add some text to your email like, “Click Here For More Info” or something similar.
  2. Select the text with your mouse and click the insert/edit link link-button button.
  3. Click the File Manager file-manager-button button
  4. Click Upload > Add files > Locate your document on your computer > Upload
  5. Click to Insert document or file into your email. Adjust the “text to display” if you like.
  6. Click OK.  You’re done!

 


 

Step 4:   Send a Test Email and Save As…

The “Send a Test Email” button let’s you proofread your email, check email links, etc.   You’ll almost always catch something when you test:)
By default the test email will go the email address that’s associated with your user account but you can also specify a “Test” email address in the Email to List > Options tab.

The “Save As…” button provides an option to save as Draft or as a Template.  Draft emails can be found in the Mailboxes tab.  We  encourage you to save customized emails that you’d like to use again as a Template.  To open a saved template, go to Templates > My Templates tab.

 

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Step 5:  Verify Your From Email Address

This is a one-time step that’s both easy and important.  Verifying your “From” email address, basically confirms that you’re you.

Simply click the “Verify Now” button and we’ll send you an email.  Open the email and click the [Verify Email Address] button and you’re ready to email.

 

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Step 6: Select Recipients

Once you’ve gotten your email crafted and tested, it’s time to send it to your recipients.
Click Recipients Tab > Select Recipients on the Left >  click the recipients-arrow to add them to the Recipients List on the Right.

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Need to add more recipients?
Sure, add or import subscribers or users via the Admin Menu > Users & Subscribers screen.  Click “Upgrade Now” if you need to add more subscribers to your account.

Interested in growing your email list?
Start building your email list with the subscriber sign up form.

 


Step 7:  Send Your Email

Click the green [Send Now] button to send your email to your recipients.  Great work.  You’re done!

Behind the scenes, we’ll remove duplicate and bad email addresses from the send.  You’ll also benefit from our built-in email tools that improve email delivery rates, manage bad email addresses, and allow recipients to unsubscribe, so you stay in compliance with the US CAN-SPAM Act.

 

email-to-list-sent-recipients

If you’d like to check who opened your email, we record the date and time a recipient opened your email.

Go to Email to List > Mailboxes > Sent > View > Recipients

 


 

Pricing

The Email to List feature is included in all plans.  You pay for the number of subscribers that you wish to email.

If you need to add subscribers or import a list, it’s easy and affordable.  Subscribers can also receive event reminders and invites with RSVP.

Add-On Subscriber Pricing:
50 subscribers – $2/mo or $24/year
150 subscribers – $4/mo or $48/year
500 subscribers – $10/mo or $120/year
1000 subscribers – $15/mo or $180/year
2500 subscribers – $20/mo or $240/year

 

It’s our hope that the Email to List builds upon the communication toolkit already provided by your CalendarWiz calendar.   We welcome your feedback and questions – just email us at support@calendarwiz.com

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