Create Send Links in Emails
A Send Link is one of several special links you can compose
directly in the email that you will send to your target group.
It is similar to a RegisterLink, but with some very important differences.
Send Links vs Register Links
When a person clicks on a regular RegisterLink,
it takes him directly to the registration,
as though he is logged in.
When a person clicks on a SendLink,
that triggers a second email containing the link
that actually takes him to the registration.
You would use a Send Link when you are promoting Online Giving,
Online Pledges, Managed Giving,
or even a regular Online Registration with Fees.
Whether you are including this link in a newsletter to your congregation or
just in a direct email to a targeted audience,
if the recipient might want to forward that email to someone else,
and if it is one of the above-mentioned types of registrations,
you should use a SendLink.
This type of link ensures that, if the email gets forwarded,
the person receiving the forwarded copy cannot use the link.
Remember, links are personalized for each recipient.
2 Types of Send Links
- Send Link is for just one person, the recipient.
- Send Link2 displays the entire family of the recipient,
allowing him to register anyone in his family.
Before you can send a Send Link or Send Link2,
there are a few steps you need to take:
Organization: Have an active Organization.
If the link is for Online Giving, Manage Recurring Giving,
or Online Pledge, the person will not be enrolled in the org
when they use the link like they will for other online registrations.
Registration Type: Set to Join Org or the appropriate giving type of registration.
Messages Tab: Select an Online Notify person.
Messages Tab: Compose the Confirmation email.
You would normally want to send a confirmation for these types of registrations.
Recipients: Find the target audience to receive your email
Selecting the right audience is vital to the success of your email effort.
So, be very careful when creating your search, in order to ensure that you have
the correct group to receive your SendLink.
Create a Send Link
- Step 1
Select your target group using either Search Builder, a Tag,
an entire organization, or a sub-group within an organization.
Then select Blue Toolbar > Envelope > Email > Individuals.
Select a template and enter the Subject.
Click in the body of the email and compose your message.
- Step 2
Using your mouse, highlight the portion of your text
that you want the reader to click.
This will become the link.
Now select the gold link icon in the toolbar
to open the Create Special Link dialog box.
Because this in not a typical one-click link,
but will send a 2nd email with the link allowing them to register,
we recommend that you include some text in your email
to let the reader know what will happen when they click the link.
- Step 3
Select Send Link from the Type drop down menu.
Then enter the Org ID# in the OrgID/MeetingID# field.
You do not need a Message as a system created message
will display telling him an email has been sent.
You do not have to select Yes regarding the confirmation.
If the person ultimately registers,
he will receive a confirmation regardless.
This link does not create a Sub-Group,
so leave that field blank.
Then click OK to save the link information.
- Step 4
Complete the email and then click Save.
Send a test email by clicking Test (Send To Yourself).
Once you are satisfied that the email is correct, click Send.
As soon as the recipient clicks the link in the email,
he will see the online confirmation (image below),
letting him know that a link will be sent.
The email with the link will contain the following:
- The subject of the email will include the name of the
organization for which you sent the link.
- The email will come from the Online Notify Person
on that organization.
- It will contain a link with a disclaimer,
telling him to ignore it if he did not request it.
Remember, if a recipient forwards the original email and his recipient clicks the send link,
the email with the registration link will go to the original recipient of the email.
Create a Send Link2
Follow the instructions above, but use SendLink2 as the Link Type.
The other instructions are the same as above.
When the recipient clicks the link in the email,
that will trigger another email containing the actual link.
When he clicks the new link, it will be as though he is logged in.
He will see the list of his entire family,
and can select the family member/s to register and complete the registration.
You would not use SendLink2 for Online Giving, Manage Recurring
Giving, or Online Pledges,
as those are set to allow only one person to register at a time.