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Guides

Emailing from Cobot

  1. Go to Manage > Members
  2. Use the filter to create the specific email list. You can type things like the name of a member, plan, company, or a confirmation status.

  3. You will see that "Send Email to List" will adjust its number based on your filtering. When you're ready to email, just click that button.

  4. Now you have a screen to compose your email. You can remove any extra email addresses with a single click. Select the text to see the formatting options that pop up.

  5. When your email is ready, click the Send Email button!

Anywhere you see an email address, you can click on it to go directly to the email composer. For example, going to someone's member profile and clicking on their email address will display the same email composer described above.

Cobot's built-in email feature is designed to only be used for sending so-called transactional emails. These are emails that have been written for a specific person or group of people on a non-recurring basis.

  • personalized welcome emails
  • personalized notifications, e.g. for mail/package delivery, guests, billing adjustments, etc.
  • Cobot-related communication, e.g. plan updates, changing prices of resources, etc.
  • newsletters
  • marketing emails sent to many people at once

We recommend Mailchimp for sending newsletters and other marketing materials. They make sure your emails get delivered, plus they allow you to track the success of your email campaigns. We have a Mailchimp add-on that immediately adds your members to a MailChimp mailing list.

Once your members are in MailChimp, you can send targeted emails and newsletters based on their plans or sign-up date. You can read the details in this guide.

Setting up Slack as a communication platform for your space.