To send a board to your prospects:
1. Go to your Folloze homepage. Find the board you want to send.
2. Open the send window. You can do this one of two ways:
a. Hover over the board. Click the menu button. Click Send.
b. Click the board to open the back-end. Click the send icon.
3. Click the Send To tab.
4. select the option “I am the sender” which will open the campaign creator.
5. Name your campaign
6. Add Recipients in one of three ways-
- 1 by 1
- uploading a CSV fie.
Click to read more about Adding Recipients.Note: To send someone a board, you must enter their email. Other information is optional.
7. Once you finish uploading your list of recipients, click the Message tab to edit the email your board will be sent in.
Tip: Want to see how your message will look to recipients? Send yourself a test email by clicking TEST SEND.
8. Click SEND in the top right.
9. After the campaign creation, the creator can change the UTM parameter associated with it.