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Sending an article as an OnTarget

Learn how to send an article in the library as an OnTarget

Allison Becker avatar
Written by Allison Becker
Updated over a year ago

  1. Go to Content > Article Library.

  2. Locate the article you would like to send, click the ellipsis on the article card, and go to Send as OnTarget Mailing.

  3. The New OnTarget Mailing screen will open.

  4. Select either All Members (to send the OnTarget to everyone on your member list) or Member Groups (to send it to a specific group of members.)

  5. Give the OnTarget a name. (This is only to help you stay organized - your members will not see this field.)

  6. Update the From or Subject fields, if you would like.

  7. Edit the article, if you would like. (You can update the verbiage or the photo.)

  8. Scroll back up and click Save Draft.

  9. Preview your OnTarget.

    1. First, click Live Preview to see a pop-up preview.

    2. Then, when you're satisfied with the way that preview looks, click Send Preview to email yourself a preview. This way you can also check the formatting in your inbox.

  10. Under Delivery Options, you can select when to send the OnTarget. **The Delivery Options section will only show up if you've saved your draft.

    1. To send the OnTarget immediately, click Send. You'll need to confirm one more time with a pop-up message. Once you click "I Understand. Send it", the OnTarget will be sent.

    2. To schedule the OnTarget for later, click in the date box to pop up the calendar. Select the date you would like it to send, then update the time by clicking on the clock icon. Click Save and Close. Your OnTarget is now scheduled.

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