So you've created your meeting and set up your project page. Now it's time to get the word out.

Create an email campaign

Start by heading to your project admin dashboard. From here you'll be taking several steps:

  1. Upload your contact list on the subscriber tab

  2. On the Email tab, click "Create a draft campaign"

Email Campaign Admin Settings

From there you'll land on the email campaign admin page. The high-level steps here:

  1. Give your campaign a name and add other admins who will be notified of any replies.

Email Campaign Content Editor

On the next tab, you'll edit your email content using the email editor:

  1. Choose your template and/or set up your email layout.

  2. Add your content using the freeform text blocks.

  3. Add the event block to your email and select your event.

  4. Customize the appearance of the event and toggle RSVP buttons or the default link to the project page using the event block editor.

  5. Update your subject and sender settings - and remember to hit save!

Now you're ready to head to the recipients tab to specify who will receive your email:

  1. Click on the recipients tab and use the "+ Include" to add any subscribers who may not have been on your initial list upload.

  2. You can also paste in a list of recipients using the "Add manual list of emails" button.

  3. Preview your recipients to confirm you've got the right people

Preview and Send

On to the preview and send tab:

  1. Check to make sure your content and formatting looks the way you'd like it to.

  2. Send yourself a test message to confirm things look as expected.

  3. Re-check your recipients.

  4. Send your campaign, or use the scheduler interface to set sending for the future.


If you're promoting this announcement on social, click the sharing tab:

  1. You can copy the public link to distribute by other channels - or -

  2. Click a social network sharing button to set up a draft social post from your campaign.

Tracking engagement and results

Once you've sent your email, you can start tracking your email results and analytics.

We also recommend you check out these communications resources:

-Drafting your email content

-Uploading contacts to a communications topic

-Sending with a custom email domain

-Sending an outbound text message

-Email toolkit FAQ

There are also a host of other in-depth articles specific to email and text in our communications help article collection. Happy sending!

Did this answer your question?