An MC Trade Best Practice is to continue marketing an event to all members and related profiles until the event date. Because of MC Trade's granular ability to email specific profiles, you can easily identify and email any grouping of Organizations and/or Individuals who have not yet been registered in a particular event.
Find the Profiles you want to Email
Follow these steps to find and email Members who have not yet registered for an event:
- Take note of the Event ID number you are wanting to promote.
- Go to Profile > Select Profiles. The Profile Selector will appear.
- Use the following criteria for the Profile Selector:
- On the Profile Info tab, select: Member = True (or other profile criteria - see below)
- On the Events Tab, click Add Search Criteria. In the dropdown, choose Not a Sign Up or Attendee. Then enter the Event ID of the event.
- Click Run Search. All profiles that meet the criteria entered, but are NOT a sign up or attendee of the event ID you entered, will be in the results.
If your list of Profiles includes only Organizations and you want to include Individuals Related to those Organizations (e.g. Employees), follow these additional steps:
- Click the Related Profiles Tab, then click the Add Related Profiles to Results Tab
- Use any of the 3 options to decide which type of Related Profile you want to include. You can also use the drop-down menu to select just a specific Relationship Type.
- Click Run Search.
Email your Profiles
- Once your Profile List is identified in the results grid, click the Actions dropdown and choose and select Email Profiles in Search Results. The Send Email tool will open, and you can compose your Subject and Message. On the Profiles tab, you'll see the profiles from your search results listed in the "to" field. Click here to learn more about sending email in MC Trade.