.. done Create Send Links in Emails =========================== A Send Link is one of several special links you can compose directly in the email or text that you will send to your target group. It is similar to a RegisterLink, but with some very important differences. .. seealso:: :doc:`../OnlineRegistration/VoteLinks` 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 a Newsletter or an Online Registration with Fees, for example. 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. Requirements Before you can send a Send Link or Send Link2, there are a few steps you need to take: - **Involvement**: Have an active Involvement. - **Registration Type**: Set to `Join Involvement` or the appropriate type of registration. - **Messages Tab**: Select an `Email From 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 .. note:: Selecting the right audience is vital to the success of your email effort, so be very careful when creating your search to ensure that you have the correct group to receive your SendLink. .. seealso:: :doc:`EmailPeople` Create a Send 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. .. note:: 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 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. 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 `Copy and Close` to save the link information. 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`. As soon as the recipient clicks the link in the email, he will see the online confirmation, 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 Involvement for which you sent the link. - The email will come from the Email From person in that Involvement. - 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. | | +--------------------+------------------+ | **Latest Update** | **01/10/2023** | +--------------------+------------------+ Updated info about Single Email Addresses and clarified how to create a link