Learn how to use the Reachout feature in Clinked
This article will cover the following:
- What is Reachout & why would you use it?
- How to create a Reachout
- Adding Images & Videos to Reachout
Where to find the Reachout feature:
If you are a Super or Group Admin, you'll spot the Reachout icon located on the primary members dashboard, positioned between tasks and audit trial, as indicated in the circle below:
What is Reachout & why would you use it?
Reachout is a powerful tool for efficiently communicating with multiple groups simultaneously.
This functionality allows you to send mass emails to either specific groups or all groups, encompassing all members within your selected group. Super and Group admins have the ability to reach all members within their chosen groups. Additionally, you can send a test email to yourself to preview the layout before sending it out. Now, you have the flexibility to send messages to individual members, user-tags, in addition to groups.
This feature is incredibly useful for instant communication with your clients, whether it's for a monthly newsletter, event invitations, or updates on your business's future plans.
How to create a Reachout
Step 1
To create your reach out, first go to the megaphone icon at the top of your clinked portal, then select +New Reach Out
Step 2
Type the names of the groups you would like to send the message to, or select them from the list of clients
Step 3
Enter a subject line and your text , you can also add media, links, or attach a document straight from your computer. For example, here I have created a reminder email for a monthly factsheet announcement that has been released to the stock exchange, and attached the link for easy navigation to the announcement. I have selected the client group which includes all the directors who need to see this announcement.
Step 4
Once your Reach Out is ready, you can send a test email to see a quick preview, or simply hit Send
You can check the status of your reachout out by clicking back on the reachout icon and a list of previously created reachouts will appear. The status will say ‘complete’ once sent
You can view the sent reachout by clicking into it. Here you can also view the group, email recipients and attachments
How to add images and videos to a Reachout
To add an image click 'Insert' and then 'Insert Image' then simply upload the image you would like to use and it will appear in the Reachout.
To insert a video select 'Embed Media' and paste the URL link
Hope this article helps you understand what you can do with Reachout in Clinked. Here are some other articles, that you may find useful: