What is it?
An E-List, also commonly referred to as a Listserv, allows members to subscribe to the list and then send and receive message distributed to an entire group via a single email address. An E-list can be used for communications such as volunteer opportunities, discussions or announcements.
How to Access
Navigate to Community > E-Lists
Adding a New E-List
1. To add a new E-List, first click the Add a new E-List button.
2. Next, configure the E-list.
- Active: This toggles whether or not the E-List is active. This allows you to suspend an E-List by placing it into inactive status.
- E-List Name: The name of the E-List that will be displayed in your Oasis solution and is a required field.
- E-List Description: You can enter a brief description of the E-list in this area. This will be displayed on the E-List page.
- E-List Address: The address of your E-List. In the case you have a custom domain with us, you have the ability to have an E-List on your own domain. Please contact the Help Team if this is not set up and you would like to take advantage.
- Custom Domain: If you have a custom domain for your E-list, you can enter it here.
- Subject Prefix: The Subject Prefix will be displayed before all subject lines of emails sent to the E-List. Many organizations use something to make each E-List message stand out in the end user's mail client. An example could be "[My E-List]"
- Administrative Email Address: This is the administrative email address that will receive all admin-related communications. Examples of messages that would be sent to this address are unauthorized users attempting to send to the list or alerts that an E-List member has a bad or non-functioning email address.
- Replies Directed To: You have the option of the action of replying to the E-List to go to the Entire List, or the original sender.
3. Next, set the Subscription Permissions. The Subscription Permissions control who is allowed to subscribe to this E-List, and are based on a member's Group. At least one group is required. In the dropdown, select the Group(s) that should have the ability to join this E-List from their My Profile > My E-Lists tab.
4. Update the Moderation Options. When moderation is enabled, messages sent to this E-List must be approved by a moderator before they are sent to the E-List members. Moderators can log in to their solution and access the E-List via their My Profile > My E-Lists tab to approve messages.
- Enable Moderation: This option will add moderation to your E-List. When an E-List is moderated, a moderator will be required to approve all messages and replies that are sent to the E-List by its users.
- Add Moderators: This button will bring up a modal search window for you to search for an appropriate moderator or moderators. Click the user you wish to add as the moderator and click the "Add Moderators" button.
- Delete: This button will delete a moderator from the moderator list.
5. Set up the Welcome and Goodbye Emails. The Welcome and Goodbye email areas allow you to customize an HTML or non-HTML communication that will be sent to new users and users who have unsubscribed from the E-List.
- Send Welcome Email: This toggle enables the sending of the email.
- Welcome Email Subject: Defines the subject of your email.
- Body: Allows you to compose your email.
The Goodbye Email functions in the same way when someone is removed from an e-list or opts to unsubscribe.
6. Last, configure the Email Footer. To provide custom messaging and instructions for members in E-list messages, you can include a custom footer here.
E-List Management
To add members, click on the name of the E-List and then select the Members tab.
Select the Add Members option. After clicking it, a modal window will pop-up with all available members. To add members, tag the specific members you want to add, then click Add "X" Members.
Member View
Members have the option of receiving the e-list message in their inboxes or viewing the messages on the website underneath the My Features tab. In this area, they will see all e-lists that they have subscribed to as well as any e-lists that they have permission to subscribe to.
Quick Tips
- If you have created a Welcome E-mail on the E-list Setup page, a user will receive that Welcome E-mail as soon as users are added to an E-List We recommend including instructions on E-List rules, and how to manage E-list subscriptions in the Welcome E-mail.
- Since we never limit the amount of E-Lists you can have, make an E-List inactive rather than deleting it so you can always come back to the information at a later date.
- If a member unsubscribes from an E-List, they will still receive messages sent to them via the Contact Center.
Common FAQs
- Can emails be automatically added to an e-list?
No, emails must be manually added either in the e-list itself or at the profile level by turning it on. - If a member who is subscribed to an e-list becomes a prospect, does the system subscribe them from the e-list?
No. - Is there an easy way to export the emails from an e-list?
You can export the list of emails from an e-list only after an email has been sent to the e-list. You can get this list by navigating to Reporting > Messages > E-list
Comments
66 comments
Hey Ryan! If you reach out to our Help Team, they can help you with that - it would have to be exported on our end.
We just transferred over to the new system and one of our members sent out the first email over the new e-list; however, one of the members subscribed had an out of office email that kept sending to everyone over and over again. I ended up deleting him from the list in order for it to stop but isn't there a best practice or a type of monitoring in case that happens again?
Hey Diana! I'm sorry to hear that happened. We have measures in place to help catch Out of Office's, but if that didn't catch this user I would recommend bringing the specifics to our Help Team so they can give you the best guidance with what happened.
In the classic platform an E-list message had the options to reply to the entire list or just the sender. Are those options available in Oasis? I know there is a global setting for replies to be sent to the entire list or just the sender. I'm seeing many instances where our club would be better serves with an either/or option for replying to an e-list message. Rather than every reply being limited to only reply to the entire list or only replying to the sender.
Hey there John! This option is not available in Oasis currently. If you haven't already, you should leave some feedback for our Product Team to consider.
Hello: Is there a template for the welcome email for e-lists? If not, are there email command options for sending a message, or unsubscribing or does one have to access the web/admin to be withdraw or be removed?
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