NOW AVAILABLE: Content Covering the Major NEW Tax Changes

PLEASE NOTE that we now have a new article in your Article Library titled The Major Tax Changes: An Overview announcing the new tax law which has dominated political discussion in recent months.

LOCATE THE NEW ARTICLE


Access The Major Tax Changes: An Overview article:

  • Go to your left menu navigation (click the blue triple bar icon in the upper-left corner)
  • Under Content, click on Article Library
  • On the right side of your screen, search for the Category, “What’s New
  • From there, you may either Clone and Edit Article, Send as OnTarget Mailing, or Schedule Article

ADD THE ARTICLE AS-IS TO YOUR NEWSLETTER


To schedule the article in your next newsletter launch:

  • Click the green Schedule Article calendar icon
  • Select a newsletter launch date
  • Select the article position
  • Click the blue SCHEDULE text on the right to complete

ADD THE ARTICLE WITH EDITS TO YOUR NEWSLETTER


To schedule the article in your next newsletter launch with some additional information or closing text from your business:

  • Click the yellow-orange Clone and Edit Article icon
  • Make your desired changes or additions
  • Under Article Details, change the Status from Draft to Active
  • Click the blue UPDATE ARTICLE button to save your changes
  • To schedule the edited article in your next newsletter launch, go to your left menu navigation (click the blue triple bar icon in the upper-left corner)
  • Under Content, click on My Articles
  • Your newly cloned and edited article may be the first article on your screen, but if not, use your search tools on the right to search and find the article
  • From there, you may click the green Schedule Article calendar icon
  • Select a newsletter launch date
  • Select the article position
  • Click the blue SCHEDULE text on the right to complete

SEND AS A SINGLE BULK MAILING LAUNCH THROUGH ONTARGET


If the OnTarget single mailing feature is enabled in your Dashboard, here’s how to send the article as an OnTarget message:

  • After you locate the article in the Article Library, click the aqua Send as OnTarget Mailing icon to convert the article template into an OnTarget email blast
  • This will bring you to your OnTarget > Mailings > New Mailing screen where your chosen article will be pre-populated for you
  • You will need to make some small changes in order to customize your message before you launch your OnTarget mailing
  • Begin by entering a Name for your message to help you identify it later, include a From email address, and create a Subject line
  • Begin edits to the Body of your message (if desired)
  • Next, scroll down to your Sending Options
  • Under Type of Mailing, you may choose Draft, Schedule or On-Demand
    • Draft OnTarget mailings are drafts – you can edit and tweak a draft, and it will never be delivered (until you’re ready)
    • Scheduled OnTarget mailings go out on the day and time you pick from the Scheduled Launch Time field (click Schedule to reveal this field)
    • On-Demand OnTarget mailings GO OUT IMMEDIATELY after you save them – DO NOT USE UNLESS On-Demand you are 100% certain you want it to launch immediately – there is no stopping this once saved
  • Under Send an Email Preview, you may choose Yes or No, however, We HIGHLY RECOMMEND that you click YES to choose the Send an Email Preview option to send a preview of your OnTarget mailing (please note: by default this option will send a copy of the message preview to the main email address tied to your account)
  • To send a preview to multiple people, you may enter a comma-separated list of email addresses (You do not need to include the main email address tied to your account, as that email address will be copied automatically)
  • After you receive your preview, you may want to review any changes you have made for spelling, grammar and formatting prior to launch
  • Click the orange Save button to save your message in your OnTarget Mailings

QUESTIONS?


Visit our Support Home Page to report an issue online, call (240) 408-4002 and press 1 for Support or email us at support@dev.homeactions.net.

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