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How do I send communications in Funnel?
How do I send communications in Funnel?

Learn how to build your email first then add your recipients.

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

There are a range of ways to get started with creating a new communication. You can choose to select your recipients first covered in this article or build your email first and then add your recipients later which is covered below.

To start the email and add recipients later click the 'Communications' module from the top navigation menu and then select the '+new email' button.


You'll be presented with a pop-up asking you to complete some information about your new email communication. Here you'll need to enter a name (internal name not seen by family), choose whether your email with be received by leads or event attendees, choose to use an email template and whether your email should be received by only the primary contact or all guardians.


Once you've completed these details, click 'create an email.' Now it's time to prepare your email – let's take a look at the example below.

At the top of the page, you'll see the following information that will assist you in preparing your new email:

  • Send to: here you can select the recipients of your new email, this can be event registrants, lists or individual manual selections

  • Category: choose which communication category this email is related to so that subscribers of that category will receive it too. You can read more here on your communication categories.

  • When to send: you can select whether you'd like to send your email immediately or schedule it to send in the future.

When composing your email you can add the following information:

  • Reply to: Select an appropriate email address that'll receive any emails sent in response to this one. You can select from any Funnel users or add a specific email address for this scenario.

  • Subject: write an engaging and relevant subject line to encourage recipients to open their email.

  • Text: add the content that recipients will read when they open your email. You can bold, italicise, underline, or link your text. Also insert tokens to personalise the email.

  • Button: add a button with text and one link that you would like recipients to click on, this can be to a URL or direct to a form.

  • Signature: add an email signature to personalise the email. Read more here on how to set up your email signature within your profile.

  • Event: adds a summary of all the event information in one area rather than having to add separate tokens for this

On the right-hand side, you'll see a preview of your email which will update live as you make changes in the editor. If you're not ready to send your email just yet, you can click the 'save draft and close' button to come back to it later.

Otherwise, you can choose to 'send now' or 'schedule.' It's important to note that there's also a 'delete' option if you're not happy with your email and wish to delete it permanently.

If you choose to send your email, you will need to confirm your selection.

You'll then be taken to your communications page and be shown a chronological list of your communications. If you'd like to view a report of your communication, simply click on the communication once it's status is "sent" to see a breakdown of its performance.

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