Create a Vote Link¶

Step 1

Select your target group using either Search Builder, a Tag, an entire Involvement, or a sub-group within an Involvement.

Then select Blue Toolbar > Envelope > Email > Individuals. DO NOT use the Single Email Addresses option.

Select a template and enter the Subject.

Click in the body of the email and compose your message.

Step 2

Click the Insert Special Link button above the toolbar to open the Special Links builder.

Select Send Link from the Type drop down menu.

Then enter the Involvement ID# in the Involvement ID field.

Enter the Message you want to display on the screen after the person clicks the link. This is not the same as the email confirmation.

Enter the name of the Sub-Group` into which he will be placed when he clicks the link.

Select either “Yes, send confirmation” or “No, do not send confirmation” from the Confirmation drop down.

Then click Copy and Close to save the link information.

Note

If you are including more than one vote link in this email repeat step 2-3 above for each link.

Step 3

Highlight the text in your email that will be the link and click the Hyperlink icon in the editor.

Paste your copied URL in the URL field of the Link popup and click OK.

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.

Updated info about Single Email Addresses and clarified how to create a link