CiviPlus

CiviPlus Helpdesk

Learn how to setup and manage your comms and mailings with CiviPlus!

Comms and Mailing

An outline of what CiviPlus Mailing can do for you

Introduction

Use regular and smart groups to segment your audience

Setting up your mailing groups

Use automation as part of your communications strategy

Triggered emails using CiviRules

Store inbound or outbound emails from your Outlook mailbox into CiviPlus

Email-to-activity processing with Outlook

Store inbound or outbound emails from your Gmail mailbox into CiviPlus

Email-to-activity processing with Gmail

Setting up CiviPlus for Mailing (Administration)

Use Groups and Profiles to capture and manage consent

Capturing consent

Make sure that your audience really want to get that email from you

Double opt-in

Two out of the box options to allow users to unsubscribe

Managing unsubscribes

Managing Consent

Save time and add consistency with Mailing Template

Introduction to Mailing Templates

Getting started creating a Mailing Template

Creating a Mosaico Mailing Template (recommended)

Use the drag and drop editor to add blocks to the template

Adding blocks to a Mosaico Mailing Template

Adding images, text and buttons to the template

Adding content to a Mosaico Mailing Template

Make sure your mailing matches your house style!

Adding Styling to a Mosaico Mailing Template

Check your template before sending to users

Preview and Test a Mosaico Template

When do you want to send the mailing, and how do you want replies to be handled?

Scheduling and advanced options for a Mosaico Template

An alternative to using the drag and drop mailing interface

Creating a Mailing using the "Traditional" Mailing interface

How to edit CiviPlus custom and system workflow message templates

Editing Message Templates

Mailing Templates

See how easy it is to create and send marketing emails!

Creating a marketing email

Mailing Reports

How to personalise your email communications

Using Tokens in CiviPlus Mail Messages

Creating and sending mailings

Create a custom design with text, images, and links

Get more help

Useful Links

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