Find Emails

The “Find Emails” feature in Email Marketing module is a search tool that helps Associations, Chambers of Commerce and Nonprofit organizations locate specific Emails within Retention CRM. It allows you to filter your emails based on various criteria, making it easier to find the information you need.

General Functionality of the “Find Emails” Feature

Search Options/Fields:

• New Email: This button likely creates a new email campaign within Retention CRM.
• Email Name: Enter an Email name (or part of it) to find emails with that name.
• Email Date: Specify a date range to find emails sent or scheduled within that period.
• Created or Sent by: Search for emails created or sent by a specific user in Retention CRM.
• Is Email Archived: Select “Yes” to find archived emails or “No” for active emails.
• Email Status: This section allows you to filter Emails based on their current status:
  • Scheduled: Emails planned for a future date and time.
  • Running: Emails currently being sent to recipients.
  • Complete: Emails that have finished sending.
  • Paused: Emails that were stopped mid-delivery and can be resumed.
  • Canceled: Emails that were stopped and will not be resumed.
  • Draft / Unscheduled: Emails that are still being created and not scheduled for sending.
• Campaigns: This section might be for filtering emails associated with specific campaigns within Retention CRM.

Using “Find Emails” Feature in Association Management

Let’s consider how a nursing association might utilize the “Find Emails” feature:

• New Email: The association can use this button to initiate new email campaigns to reach out to their members.
• Example Search: The association wants to find an email campaign they sent last month about upcoming CPR certification courses. They can:
  • Leave “Email Name” blank or enter a keyword like “CPR”.
  • Set “Email Date” to the previous month’s range.
  • Optionally, use “Created or Sent by” if a specific staff member handled the campaign.
  • Select “Complete” under “Email Status” to find successfully delivered campaigns.
• Other Uses:
  • They can use “Is Email Archived” to find old campaigns they might want to reference or reuse content from.
  • Filtering by “Campaigns” (if applicable) can help them see Emails associated with specific initiatives.
  • The association can leverage the different status options to monitor the progress of ongoing Email campaigns or identify any issues that require attention.

More Use Cases for Associations

Finding an email campaign about an event

An association can use this feature to quickly find an email campaign they sent about an upcoming event. They can filter by email name (or keywords in the name), email date (set to the date range when the event was announced), and email status (set to “Complete” to find successfully delivered campaigns).

Monitoring the progress of a membership renewal campaign

An association can use this feature to monitor the progress of a membership renewal campaign. They can filter by email name (or keywords in the name), email date (set to the date the campaign was sent), and email status (use options like “Scheduled,” “Running,” or “Complete” to track the campaign’s progress).

Identifying emails for a specific campaign

If an association uses campaigns to organize their outreach efforts, they can use the “Campaigns” section in “Find Emails” to filter emails associated with a specific campaign. This can be helpful for reviewing past campaigns, measuring their effectiveness, or finding content to reuse for future campaigns.

By using the “Find Emails” feature effectively, Associations, Chambers and Nonprofits can save time and effort by quickly locating the specific email campaigns they need.