How to Setup & Send Email Campaigns

An email campaign is any bulk email you send out to your supporters through MonkeyPod’s Email Outreach tools—such as newsletters, appeals, or event announcements. Email campaigns are typically based on a template you have created to suit the communication style and needs of your organizations, and they are sent to your chosen email list maintained in your MonkeyPod.

Where do I find email campaigns in my MonkeyPod? 

You can find your email campaigns (or create new ones) by choosing Email Outreach from the main menu, then selecting View and Create Campaigns.

All of your campaigns are listed here with details about them, including delivery status, the list used for the campaign, number of emails in the list, open and click rates, and the date sent.

Use the various filters above the list to filter by delivery status, list, creator, or campaign name.

In addition to the default list view for your campaigns, you can select the Calendar View option to view your important campaign dates in a calendar layout.

How do I create a new email campaign?

New email campaigns are typically based on a template that reflects the style of your organization and the type of communication you're sending. This helps to give your communications a consistent, professional look—so, be sure to check out MonkeyPod's Email Templates to setup templates that have the right look and feel for your organization.

All campaigns are also sent to email lists of subscribers, so before you can add a new campaign, you need to create an Email List.

Once you have created an email list and have a template you'd like to use, you're ready to add a new campaign by selecting Add Campaign from the main Campaigns page.

MonkeyPod prompts you to enter the important details about your campaign

• Campaign Name: The name of the campaign. Be sure to give your campaign a thoughtful name that will make it easy to identify in a list of campaigns. The campaign name is only shared internally, unless you choose to include the campaign name in the body of the email message using merge tags.
• Email List: The email list of recipients for the campaign you'll be sending.
• (Optional) Template: Select a template as the basis for this campaign. Your MonkeyPod will copy the template's layout and content into this campaign. Any changes you make to the campaign message will not be saved back to the template.
• (Optional) Target Send Date: This creates an action item to remind you to check the template! Your target send dates will also show up on the campaign Calendar View, accessible from the Calendar View option at the top of the Campaign page.

Select the Create Campaign button to save that information and move on to setting up the details of your campaign using the tabs at the top of the screen: Settings - Content - Action Items - Delivery. The options in each of these sections are described below.

What are the "Settings" options for my campaign?

Once you create your campaign, you have the option to adjust a variety of settings.

Campaign Info

These settings let you choose basic settings such as which email address a campaign will come from

Recipient Targeting

By default, when sending a campaign, the email will go to everyone who is a subscriber on the recipient list. If you want to narrow the target audience to a subset of those subscribers, select Send to list segment and identify the desired segment based on role and/or other true/false custom attributes and whether the person did or did not open a previous email campaign.

How do I enter the content of the message for my email campaign?

If you selected an Email Template when you initially set up the campaign, the content of the message will be filled in, based on that template. Use the editor tools to complete the message, adding the necessary text, images, and other content for this campaign.

Remember, you should be modifying the Content for this Email Campaign. not the template itself.

Reset Template

Choose the Reset template link if you want to discard all of your edits and revert back to the original template chosen for your campaign (or choose a different template). This is also useful if you ended up modifying your template after you created the Email Campaign and you want to update your campaign to use the current version of the template before you start adding content.

This will get rid of all of your changes! So be sure that you are sure!

How do I set up the delivery of my email campaign?

Once you have the content of your message together, select the Delivery tab to move on to reviewing and sending your message. We recommend that you send yourself a test email by selecting Send Me an Example. Look for the test message in your inbox and verify that everything is good to go!

Next, review the content in the Deliver section. MonkeyPod will display a green checkmark next to each item that is complete. If you see any alerts about an unverified sending domain, please see Learn About Email Deliverability (DNS Settings).

Finally, confirm when you'd like to send the campaign using the Timing options. The Timing setting allows you to choose whether to send the email now or at a scheduled future time.

Ready to send!

When you are ready to send, select the checkbox verifying that you are absolutely, positively certain you are ready to send and choose Send Now (or Schedule Delivery if you're scheduling delivery on a future date).

How can I monitor the success of my campaign after it is sent?

Once you send your campaign, refresh the screen and watch your numbers change.

Clicking on these areas will show you, in detail, who opened, clicked, or unsubscribed.

You can also return to view these statistics for any sent campaign by clicking the name of the campaign in the Campaigns list.

Frequently Asked Questions

Why am I only seeing some of my Custom Attributes when I am trying to send to a specific segment?

You can only see Custom Attributes that are of the True/False type. If you would like segment a campaign using other attributes, we suggest using the Advanced Search and making an email list from there.

Can I add an Action Item so that someone from my organization can get their eyes on this email before I send it out?

Yes! Simply select "Action Items" and add it right from the campaign!

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