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.

NOTE: To send outbound email or text communications, your organization must purchase the Communications Cloud.
Inbound text and emails can be received for all organizations on individual projects (project emails, text surveys, etc.) If you have questions, or would like to add the Communications Cloud, please contact your account manager or let us know in the chat!

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

From here, you can create a new campaign with the + New Campaign button, copy a past campaign by clicking the ellipsis to the right of its name and clicking Copy to a new draft, or create a new campaign from a template in the Templates tab.

Set Up your campaign settings

In the Settings tab, you can set up who owns the email campaign (and receives reply notifications) along with the project and department with which its activity will be associated:

Build your email content

In the second tab, you'll set up your email and add content. If you'd prefer to start from scratch rather than using one of the suggested templates, scroll to the bottom and click Design from scratch. 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, accessible via the left-hand menu). You can customize this and the heading text in the options box to the left.

Adding freeform content:

You may click and drag Text & Images into the email body to add freeform content. Once this is 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 and 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 criterion for recipients, you can start creating "Exclude" criteria to prevent sending to people matching these criteria - e.g., "Has participated already in survey XYZ."

Preview & 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 a text 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.
Here you also have the option to draft posts to your social media accounts.


See also:
Creating custom email templates with CSS

Tracking Email Results

Email Toolkit FAQ


Check out more Email & text articles here!

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