Outbound communication and following up is a critical part of any engagement process. That just got easier with the built in drag & drop email editor.

To get started, head over to Email & SMS on the left hand side of the screen:

From here, you can create a new campaign, copy a past campaign by hovering over it and clicking the copy icon, or create a new campaign from the Templates block at the bottom of the main email page.

Setup your campaign settings

In the first tab, you can setup who owns the email campaign (and receives reply notificiations) along with the project and department its activity will be associated to:

Build your email content

In the second tab, you'll setup your email and add content. Here's a few places to start:

Adding a header image and headline:

By default, the header image is your organization's logo (edited on the settings page). You can customize this and the heading text in the options box to the left.

Adding freeform content:

Once added, you can use the default WYSIWG editor to style your text, add images, and more.

Note: When adding an image to the email editor, the image pixel value needs to be 600px or less.

Adding a question:

Once the question placeholder is added, select a survey, then a question you'd like to include. By default, users will be linked to the survey as soon as they select an answer in the email - this defaults to the survey's public URL, but you can optionally point them to a different URL where the survey lives.

The footer includes CAN-SPAM compliant language and links for participants to easily unsubscribe or manage their subscriptions from your organization.

Preview your email

All changes are saved automatically, so when you're ready to preview your email, click "Preview" at the top of your email layout:

Select your Recipients

The next tab to check out is the "Recipients" tab. Here you can select and exclude recipients based on a number of factors like location, question response, demographics, email activity, meeting attendance, or past participation. 

Pro tip: after you've created one criteria for recipients, you can start creating "Exclude" criteria to prevent sending to people matching these criteria, i.e. "Has participated already in survey XYZ."

Preview and Send

The next tab offers another chance to check out your email and schedule, test, or send:

Share your campaign via other networks

Want to follow-up with an SMS campaign or a social media post? Grab a public link from the sharing tab. Anyone with this link will be able to view the campaign.
There's a few more options in the works on this tab, including creating draft posts to your social media accounts and launching a similar SMS campaign.

Email is evolving and we've got a number of new features and built-in templates rolling out over the next few weeks. Our ultimate goal is to help you realize the potential of a seamlessly integrated public engagement workflow - we won't rest until that's reality - so stay tuned!

Creating custom email templates with CSS

Check out more Email & SMS articles here!

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