Send an Email Campaign to PSAs

This article covers the following:

• Initiating the "Send Campaign" Workflow
• Selecting Email Campaign Recipients
• Configuring Email Campaign Settings
• Composing and Sending your Email Campaign

Initiating the "Send Campaign" Workflow

1. Navigate to SpryMail by clicking into the "Recruiting" dropdown within the menu on the left side of your Coach Portal, then click "SpryMail".

2. From your SpryMail homepage, click "Send"

3. Select "Email Campaign"

Selecting Email Campaign Recipients

Click "Choose Recipients" and select the PSAs you'd like to send the campaign to directly from your PSA List.

• Add by Tags: Use the Recruit Tags you've set up on your PSA List to send the campaign to a specific group of recruits.

• Add by Filters: Send the campaign to a specific subset of your PSA List using filters, such as by State, PSAs assigned to a specific coach, or by Position.

• Add Individually: Search your PSA List for an individual recruit.

• Add All PSAs: If you want to send the campaign to your entire PSA List, click "Add Individually" and check the "Select all PSAs" box.

• Add Parent/Guardian(s) and/or High School and Club Coaches: If you'd like the Parent/Guardian contact(s) and/or Coach contact(s) listed on the PSA's Profile to receive the email as well, you can select the corresponding checkboxes on the right hand side before proceeding.

Configuring Email Campaign Settings

1. Indicate whether this is a "Recruiting related email". *Please contact your compliance department if you are unsure which category applies to your campaign.

• Recruiting email examples: invitations to visit, academic and eligibility requirements, updates and progress reports, scholarship offers, etc.
• Non-recruiting email examples: questionnaires, camp brochures, nonathletic institutional publications and NCAA educational materials published by the NCAA. 

2. Enter an Email Subject. This is what will show in the subject line of the PSA's inbox.

3. Configure Advanced Settings

• Change which Coach will be shown as the Sender and/or which Coach will receive replies to the email
  • "From" Example: Want to send a campaign out on behalf of your Head Coach? You can select their name from the dropdown, and their name and email will show as the sender of the email.
  • "Reply to" Example: Want all replies to the email campaign to go to a different coach on your staff? You can select their name from the dropdown, and they will receive all replies to this campaign, even if the sender is different.

• Change how the Sender's name appears in the PSA's inbox
  • You can change what the recruit sees as the sender's name when they receive the email. For example, instead of the email coming from "Chris Thomas", you can set it to come from "Coach Chris at Spry College".

• Add an "Internal Campaign Name" and/or a "Pre-read header"
  • Internal Campaign Name: Stay organized by giving your campaign a name. This is only displayed internally in the SpryMail campaign metrics section.
  • Pre-read header: The pre-read header will display on the PSA's profile under the Activities tab.

Composing and Sending your Email Campaign

You can compose your campaign message in one of two ways:

1. Option 1 is to simply type your message into the open text area and format it as needed using the text editor toolbar.

2. Option 2 is to use the "Add Templates" option to insert a Prebuilt Template, a Previously Saved Template, or a Template using HTML Code.

• Prebuilt Templates: This feature will allow you to create your own custom template by selecting from a list of prebuilt options as your foundation. To learn more about how to customize these templates and make them your own, please reference THIS GUIDE.

• Previously Saved Templates: This option will allow you to choose from your own personal list of previously saved templates. Simply select the template you'd like to use, and click "Insert".

• Via HTML Code: If you have previously saved email templates via HTML Code, you can add them to SpryMail using this option.

3. Once you have composed your email, click "Preview email" to make sure everything looks good.

4. Send your email campaign immediately by clicking "Send now", or click "Schedule" to send your Campaign at a later date (see THIS GUIDE).

*Want to see how your Email Campaign is performing? Check out THIS GUIDE on tracking Email Campaign Metrics!