Send emails to filtered lists of members, or customers, either directly from Vines OS or by immediate list sync to Mailchimp.

There are several ways to filter orders, members or clubs for targeted email notifications.  

Filter on order status

On the Orders page, you can filter on order status such as invalid, hold for pick-up etc.

  1. On your Vines OS dashboard, navigate to Orders
  2. Select the filter or combination of filters you want to use.
  3. If the filters selected return orders, there will be an "Email" button at the top of the page.  If the filters selected don't return an orders, there won't be an "Email" button at the top of the page.
  4. No need to select each customer, all customers displayed will receive the email.
  5. If you only want select customers to receive the email, then place a check in the box to the left.
  6. When you click "Email", an email dialog box will appear allowing you to enter the email body/text.
  7. It's always a good idea to test the email before sending it to the masses.
  8.  For "mail merge" type functionality, use the following in the email body.  This will insert each customers' name or club name in the email.
  9. If you have templates set-up you can select a template instead. 
  10. Click "Send" to send the email to the selected customers.

[:first_name] for user Customer first name
[:club_name] for user Club name
If member belongs to more than one club and you use [:club_name] in the email, it will include BOTH club names in the email.

Send an email to club members by VOS mail.

  1. On your Vines OS dashboard, navigate to Clubs/Members.
  2. Select Member type (Club)
  3. Member Status - Active
  4. If you don't select specific members, by default all members that show in the list will be emailed. If you want to email just some,  select which members you want to email. 
  5. Enter the 'Subject'  - This is the subject line for the email.
  6. The body of the email is designed to insert the recipients first name, [:first_name] and their club name. [:club_name]. These are placeholders, so you can edit and use them to create your message, if you choose to embed those from the database. For example, if your club name is "Signature Club" and you enter  [:club_name] in the email, it will send out to the member and put in the name of their club, such as "Signature club". NOTE: If members belong to more than one club, it will put in all club names. Edit the document to anything you want, and use the toolbar to format your text. 
  7. Send this first as a test to yourself or a test club and make sure it comes through as intended.
  8. Once you've reviewed it, click "Send"
  9. See below for "Sent Email"

Send an Email to your Customers based on profile or loyalty

To send an email to your customers, first go to Customers > Loyalty. Filter to find the list you are looking for, such as your top 5% of customers based on lifetime value.

  1. On your Vines OS dashboard, navigate to Customers/Loyalty.  
  2. Select Loyalty - for example, 5%
  3. Click - Submit
  4. Enter the 'Subject' - This is the subject line for the email.
  5. For the body of the email you can customize by using the tags [:first_name] and club name. [:club_name].  NOTE: if customer belongs to more than one club it will insert all club names. 
  6. Send this first as a test to yourself or a test club and make sure it comes through as intended.
  7. Once you've reviewed it, click "Send"

Sent Email

Sent emails are archived for your records.  To view sent emails, navigate to Notifications/Terms / Email.  From here you can click on any of the listed emails to review the contents of any email sent to members.

Pricing

This feature INCLUDES 500 emails/month FREE.  Additional emails can be added for much less than the cost of Mailchimp or Constant Contact. There is a fee for this as we use third party email server, which is Mailchimp's own email server. See our Email pricing and comparison. 

MailChimp Integration

  1. From the your Vines OS dashboard, navigate to Notifications/Terms, then Mail.
  2. Click on MailChimp settings.
  3. On the MailChimp Setting page you'll enter your API and List ID.
  4. Please be sure to click, Save.

Once your MailChimp account is connected to VOS mail, you're ready to start sending out emails.  From the Orders list, or from  Members or  Customers, first filter for the customers you want to add to Mailchimp. Scroll to the bottom and you will see a tab "Use Template".

Choose the MailChimp tab at the bottom in the email section, and then choose the campaign. This will ADD whatever emails are in the filtered list into the Mailchimp list that is associated with this campaign. 

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