Emails

Emails can be sent from Upshot to your attendees and other Upshot users.

• Emailing Attendees - Individual Attendee or Multiple Attendees
• Sent Emails
• Emailing other Upshot users

Emailing Attendees

An email can be sent to a particular attendee by going to their individual profile and on the right-hand side under Tools clicking Email (Attendee Name).

Alternatively, emails can be sent by to one or more attendees via People > Email or directly from the People Report results.

If users have gone to this function via People > Email it is recommended to use the People Report filters to find the individuals they would like to send this email to.

For example, using the available filters here can help you to quickly find all the people that have been attending your activity over the last month if you need to let them know that an upcoming session is cancelled. 

Note only attendees that have a valid email address and have the Upshot default permission field 'Has consented to receive emails via Upshot' on their profile ticked will receive an email.

Once you have your desired attendees, enter the Subject line and then input the email text in the Message text box, using the formatting tools available.

Note that users cannot add 'attachments' to the email but can add hyperlinks. Consequently if users would like to add an 'attachment' to their email, firstly add the chosen file as Media to your Upshot account. 

Once added Media files present a shareable URL link found in your Media Library ( Evidence > Show Media). This link can be added as a hyperlink to the email you plan to send.

Lastly, users should define who any replies to this email will be sent to. I.e. if an attendee receives the email and clicks to reply who should receive that email.

By default, this will show as the email address for the user completing the action on Upshot, but it might be helpful to change this to a more central email account for your organisation so anyone can pick up any queries/replies to the email.

Once received, here is an example of how the email will look for the recipient:

Emails will feature your organisation name as the sender (e.g. Upshot Webinar DO) and come from a noreply@upshot.org.uk email address. 

All attendees will be added via Blind Carbon Copy (BCC), meaning they will not see who else has received the email.

Attendees will always have the option to unsubscribe from future mailings in the footer of the mailing, this will update their permissions automatically on your Upshot account. 

Sent Emails

Users can review past emails sent out by their organisation or archive them if they prefer.

This can be done by going to People > Email.

On the right-hand side under Tools click Sent emails.

Here all emails sent will be listed.

Users can then choose to View the previous email sent. 

This page will detail: 

• How many recipients the email was sent to
• Which Upshot user sent it
• The Date and Time sent
• The 'Reply to' address
• The Subject and Body of the email

The Recipient Information will let you know a bit of extra information around delivery (sent, rejected or bounced) but note this information only stays available within a month of sending an email.

Underneath this, if anyone has unsubscribed from your emails this will be detailed here.

Users also have the option to Archive emails sent if desired.

Emailing other Upshot users

If organisations would like to email other Upshot users on their account, this can be done via the home page by looking at the Last logins towards the bottom of the page and clicking Email alongside the relevant user.

This will open up a new email in your default Email tool for you to send.