Learn how to use the Reachout feature in Clinked
This article will cover the following:
Where to find the Reachout feature:
If you are a Super Admin you will find the Reachout icon on the main members dashboard at the top between the members list & search icons. As circled below:
What is Reachout & why would you use it?
Reachout is a great method of communicating to multiple groups at once.
This feature gives you the option to send out mass emails to either individual groups or all groups. This will include all the members within the group you choose. Super admins will be able to send communication to all members of the selected groups. You can also send yourself a test email to yourself to check the layout first.
Super handy for immediate communication with your clients - from a monthly newsletter or event invitation to a notification of your business go-forward plans.
How to create a Reachout
To create your reach out, first go to the megaphone icon at the top of your clinked portal, then select +New Reach Out
Type the names of the groups you would like to send the message to, or select them from the list of clients
Select clients from list example
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.
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
Hope this article helps you understand what you can do with Reachout in Clinked. Here are some other articles, that you may find useful: