How to Send to an Email List (Profile Tags)

Note: See How to View Existing Profile Tags and How to Create a Profile Tag. See also When to Use Tags vs. Message Filtering Overview. See also How To Skip To Compose.

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Communication > Create Message.

  3. Select Your Brand(s): Leave the default brand selected. This step may not be viewable based on your permissions and click Next.

  4. What Type of Message Are You Sending? Select the type and click Next.

  5. Select the Groups that will Receive the Message and click Next.

    1. For emails within tags that have not registered for any programs or been rostered on a team, make sure to choose Imported Profiles Without Any PlayerFirst Registrations.

    2. To Ensure you send to all profiles in the tag select these settings.

      image-20240522-141854.png

      Note: Click Skip to Compose to jump straight to the compose page without any recipients.

  6. Select the box next to Profile Tags and click Next.

  7. Select Tags to Include: select tags. Once all tags are selected, click Next.

  8. Confirm # of recipients looks accurate.

  9. Review Confirm screen to ensure recipient list is accurate. Once confirmed, click Next.

  10. Compose message and click Next.
    Note: it is strongly recommended to Send Test Email to the composer’s email address to validate content and format prior to external distribution.
    Note: If your email filters need to be updated, select one of the filters from the dashboard to return to that page and edit your filter. After editing the filters, click Skip to Compose to return to the compose page without having to confirm every selected email filter.

  11. Preview email and either click Save For Later or Send Messages.

    1. Note: a confirmation pop-up will ask the composer to confirm that they want to email the list. If the message has been validated and is ready for external distribution, click Yes to send.

 

 

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