How to make Email Campaigns
Email Campaigns in MonkeyPod allow you to send formatted email blasts to lists of users. In general, an Email Campaign is where you send an instance of a template you have created to an Email List.
Where do I find Email Campaigns in my MonkeyPod?
To find everything email go to Email Outreach then under Lists & Campaigns you will find your Campaigns.
Here you will see all of your campaigns listed as well as information about them.
How do I create a Campaign in my MonkeyPod?
Before you can add a new campaign, you need to create an Email List first. We also suggest modifying your Email Templates so that they have the right look and feel for your organization.
Once you have created an email list and created a generic template, you can add a new campaign by clicking on the Add Campaign button from your main campaign window.
From here you will see this screen where you can fill in information about your campaign
This window allows you to quickly fill out information 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
Email List: The email list you want to send this campaign to
(Optional) Template: Here, you can select a template as the basis for this campaign. When you choose a template the system copies the template into this campaign. Any changes you make to the template IN the campaign will not be reflected in the template itself.
(Optional) Target Send Date: This creates a calendar appointment to remind you to check the template!
From here, simply click "Create Campaign" to further define your campaign!
From here, you can go between Settings - Content - Action Items - Delivery
What are the settings options in my MonkeyPod?
Once you create your campaign you have the option to adjust a variety of basic settings related to the campaign.
Campaign Info
These settings let you choose basic settings such as which email address a campaign will come from
!Remember - you must verify any email address that you want to send email from through MonkeyPod!
Recipient Targeting
Selecting "Sent to entire list" means that you will email everyone who is subscribed to that email list. If you want to further target your message, select "Send to list segment" and further segment based on role and other true/false attributes.
Here, you can select what you want to track for the Email Campaign
How can I modify the content for the Email Campaign in my MonkeyPod?
If you selected an Email Template when you initially set up the campaign it will now show below. From here, you can use the text editor in exactly the same way you did when setting up an email template.
Remember, you should be modifying the Content for this Email Campaign. If you are modifying the Email Template itself!
Reset Template
If you didn't select a template or you have changed your mind go ahead and click "Reset template." You may also need to use this if you modifying your template AFTER you created the Email Campaign but before you added content.
!This will get rid of all of your changes! So be sure that you are SURE!
I'm ready to send email through my MonkeyPod!
To send yourself a test email first select "Send me an example." This will send an email to whoever is logged in.
!Be sure to check any Spam filters or Gmail folders....we can't predict how every email client is set up!
From here you can check a variety of settings!
Timing
You may be drafting an email to be sent at a later time. The Timing setting allows you to choose - do you want to send the email immediately or in the future?
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
What can I see after a campaign 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 see a general overview
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 T/F. If you would like to send to a campaign by narrowing 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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