PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Communication > Communication Wizard
Communication Wizard

    
NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.

Use the Communication Wizard (found on the Tools menu) to create a batch of emails, SMS texts, phone calls, or letters at a time. Follow the instructions below for the type of communication you wish to create.

 

Sending Emails with the Communication Wizard

  1. Go to Tools > Communication Wizard to open the wizard.

  2. Press Next to begin.

  3. Client Selection. Choose which clients you want to email. You can choose by Client Group, Client Status, Marketing Plan, or Filter. Make your selection from the drop-down box then check the specific group(s), status(es), plan(s), or filter you want to include. Press Next to continue.

  4. Client Confirmation. The software displays all the clients in your chosen group(s), status(es), plan(s), or filter. Use this page to adjust your list. Check/uncheck individual clients or use the Select All and Deselect All tools above the grid. Add columns with the Column Chooser and use the Filter tool to further break down your list. Click Next to continue.

  5. Communication Type. Select Emails as your communication type and click Next to continue.

  6. Email Draft. Use this page to draft the email you want to send to the chosen clients.

    • Letter/HTML - The first line is for choosing a form letter or HTML email. You can choose to send a form letter you have already created or an HTML email you have already created in the software. See also: Form Letter Builder and HTML Email Builder

    • Email Subject - The second line is for the email subject. Type in whatever you want included as the email subject. This will be pasted into the email and the client will see it as the email subject.

    • Send As - You can choose to send the email as an HTML email or as plain text. HTML is a richer and more graphic type of email while plain text is just text. Use HTML if you are sending an email with pictures, colors, etc. Basically if there is other stuff in your email besides text, use this! Remember that clients will need an Internet connection to be able to read HTML emails. If you are just sending plain text, use plain text.

    • Email Category - Categories are used primarily to organize your analytics (i.e., bounces, clicks, etc.) when using the StudioPlus Mail service. For more information, refer to Email Categories and StudioPlus Mail Overview.

    • Text Field - Use this space to type in your email if you are using plain text. If you have chosen to use a form letter template, this field will automatically be populated with the template.

  1. Attachments. Use this page to add attachments to the email you're sending. Click Add to open a browse window and then browse to the item you want to add. Click Open to attach. To remove an attachment, select the attachment and click Remove. Click Next to continue.

  2. Client Notes. Choose what you want stamped into the client status notes for each client being sent the email. Simply type in what you want to include. Click Next to continue.

  3. Test Email. Use this page to send a test email. For example if you want to see what your clients will be receiving, send the email to yourself. Simply type the email address into the text box and click Send. An email will automatically be sent to that address alone. If you are satisfied with the email, click Next to continue.

  4. Finalize. This page gives your final warning before the emails are sent. At the top you can see how many emails you are about to send. It's helpful to check this number to make sure you are sending the right amount of emails. For example, if it says you'll be sending 25 emails and you know there are only 10 clients, it would be a good idea to go back and look over your client list again.

    Throttling Emails!

    Another option on the final page of the communication wizard is to Throttle the emails as they are sent. Throttling emails controls the speed at which each email is sent. If the number of emails being sent at a time is too high, it can cause email providers and ISPs to view your email address as a Spam address and block you from emailing clients. We highly recommend using the throttle option as it can help the Communication Wizard run more efficiently and help keep your email address from being marked as Spam.


    NOTE: If you send email using the StudioPlus Mail service, you'll be asked to enter an email address that a confirmation email can be sent to when the job has been run, as well as to schedule the job to run at a future date, if desired. 

     

  5. Click Finish to send the emails.

 

Sending SMS Text Messages with the Communication Wizard

  1. Go to Tools > Communication Wizard to open the wizard.

  2. Press Next to begin.

  3. Client Selection. Choose which clients you want to send a text message to. You can choose by Client Group, Client Status, Marketing Plan, or Filter. Make your selection from the drop-down box then check the specific group(s), status(es), plan(s), or filter you want to include. Press Next to continue.

  4. Client Confirmation. The software displays all the clients in your chosen group(s), status(es), plan(s), or filter. Use this page to adjust your list. Check/uncheck individual clients or use the Select All and Deselect All tools above the grid. Add columns with the Column Chooser and use the Filter tool to further break down your list. Click Next to continue. NOTE: Clients must have the SMS text messaging check box checked on the client form next to their phone number(s) in order to receive the message.

  5. Communication Type. Select SMS Text Messages as your communication type and click Next to continue.

  6. Text Draft. Use this page to draft the text message you want to send to the chosen clients.

    • Text Source - Choose Free Text or use a Form Letter that has already been created in the software. See also: Form Letter Builder

    • Text Field - Type in the text message you want to send. This area will be automatically populated if you chose a form letter. Just above the text area you can see how many characters you have left. NOTE: When the maximum number of characters is reached (160), a checkbox will appear above the text area that asks if you want to split the message into multiple messages.

  1. Client Notes. On this page you can choose what you want stamped into the client status notes for each client. Simply type in what you want to include. Click Next to continue.

  2. Test SMS Text. Use this page to send a test SMS message. For example, if you want to see what your clients will be receiving, send the text to yourself. Simply type the cell phone number into the text box and click Send. A text message will automatically be sent to that number alone. When you are satisfied, click Next to continue.

  3. Finalize. This page gives your final warning before the text messages are sent. At the top you can see how many text messages you are about to send. It's helpful to check this number to make sure you are sending the right amount of texts. For example, if it says you'll be sending 25 text messages and you know there are only 10 clients, it would be a good idea to go back and look over your client list again.

    Enter an email address that a confirmation email can be sent to when the job has been run. You can also schedule the job to run at a future date, if desired. 


  4. Click Finish to send the text messages.

 

Creating Phone Calls with the Communication Wizard

  1. Go to Tools > Communication Wizard to open the wizard.

  2. Press Next to continue.

  3. Client Selection. Choose which clients you want to create phone calls for. You can choose by Client Group, Client Status, Marketing Plan, or Filter. Make your selection from the drop-down box then check the specific group(s), status(es), plan(s), or filter you want to include. Press Next to continue.

  4. Client Confirmation. The software displays all the clients in your chosen group(s), status(es), plan(s), or filter. Use this page to adjust your list. Check/uncheck individual clients or use the Select All and Deselect All tools above the grid. Add columns with the Column Chooser and use the Filter tool to further break down your list. Click Next to continue.

  5. Communication Type. Select Phone Calls as your communication type and click Next to continue.

  6. Call Draft. Use this page to set up the call that will be created for each of the chosen clients.

    • Call Description - This text will appear as the description of the phone calls.

    • Call Type - Choose what type of call you want the phone calls to be. See also: Phone Call Types

    • Call User - Choose who you want to make the calls. Select multiple users and the phone calls will automatically be evenly divided among the selected users.

    • Due Date - Choose what day you want the calls to be made.

    • Target Session Date -

    • Call Priority - Choose how important this call is.

    • Call Notes - Type in any notes you want included with this call.

  1. Finalize. This page gives your final warning before the calls are created. At the top you can see how many calls you are about to create. It's helpful to check this number to make sure you are creating the right amount of calls. For example, if it says you'll be creating 25 calls and you know there are only 10 clients, it would be a good idea to go back and look over your client list again.

    Enter an email address that a confirmation email can be sent to when the job has been run. You can also schedule the job to run at a future date, if desired. 


  2. Click Finish to create the calls.

 

Generating Printed Letters with the Communication Wizard

  1. Go to Tools > Communication Wizard to open the wizard.

  2. Press Next.

  3. Client Selection. On this page you can choose which clients you will communicate with. You can sort by Client Group, Client Status, Marketing Plan, or Filter. Make your selection from the drop-down box then check the specific group(s), status(es), plan(s), or filter you want to include. Press Next.

  4. Client Confirmation. The software displays all the clients in your chosen group(s), status(es), plan(s), or filter. Use this page to adjust your list. Check/uncheck individual clients or use the Select All and Deselect All tools above the grid. Add columns with the Column Chooser and use the Filter tool to further break down your list. Click Next to continue.

  5. Communication Type. Select Letters as your communication type and click Next to continue.

  6. Letter Draft. On this page you can choose a form letter or HTML email to print.

    • Letter/HTML - You can choose a form letter or HTML email you have created in the software. See also: Form Letter Builder and HTML Email Builder

    • Text Field - This field will be automatically populated with the form letter or HTML email you have chosen.

  1. Client Notes. On this page you can choose what you want stamped into the client status notes of each client. Simply type in what you want to include. Click Next to continue.

  2. Finalize. This page gives your final warning before the letters are merged and printed. At the top you can see how many letters you are about to print. It's helpful to check this number to make sure you are generating the right amount of letters. For example, if it says you'll be generating 25 letters and you know there are only 10 clients, it would be a good idea to go back and look over your client list again. Use Print to print out the form letters, Preview to preview the form letters on your computer, or Export to export your form letters to another document.



See also


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