getting-started
Your First dayscheduling
adding availabilitiesAvailability Typessync your calendarManaging host availabilities - eventsCreating one on one eventsadmin
adding new usersApplication FormApplication Process SetupAssigning custom metricscreating a new metricDesign email templatesNav External LinksStartup EvaluationStyle customizationCreating a ProgramApplication evaluation from applicant profileAssigning Program to StartupAssigning users to programsCreating Milestones Plan TemplatesCreate TagsCustom FieldsData and Core metricsCustom fieldsData Collection ProcessExporting documents Feedback RequestLeads - Scouting & PipelineEvents Management - IncubatorSending EmailsTransactional EmailsTurning off core metricsuser-access
user typesSending Emails
Learn how to send emails to your startups and users from AcceleratorApp
admin
incubator
mentor/expert
Who can send emails
Admin, Admin&Coach, SubAdmin, Staff, Coach, Expert, and Mentor can send emails. However, the Sub-admin, mentors, and experts will only be able to send emails to the startups they are assigned to. For sub-admin for startups that are in program(s), he or she is assigned to and for mentors and experts for startups they are directly assigned to.
Creating emails
From the side menu click on Startup Portfolio to navigate to that page. Once on the Startup Portfolio page click on the blue Send Email button at the top right corner of the page. Once you click on it, the send email modal will open up. You will be required to fill in the information of the email you want to send such as.
- To: select who you want to send this email to. You can select startups one by one or by groups such as by program, and tags. You are also able to add emails to the CC and BCC fields.
- Subject: add the suject you want to add. In this field, you can customize the subject to include variables so that each email is customized to its receipient. The current available variables are (first name, last name, and startup name)
- Email body: type in the email you want to send and feel free to add more customized options such as the same ones available in the subject fields. This will help make the email more personalized and will increase its relevance to its recipient.
Sending email
Once your email is typped up and ready, click on the blue Preview button which will compile each email for your review. At the same time we will check the email you have written against spam filters to maximize the deliverablility. When you are ready, press the blue Send button at the bottom of the modal. Each email will be sent to each receipent.
The emails you will also be stored on the file of each startups you sent an email to. Further on each email will have information on the deliverability status of the email to see if the email was indeed delivered and how many times it was open.
