Create a user list or select a user to send an email campaign
We can send an email campaign for created user lists or selected user/s from Contact list.
Refer USER LISTS IN COMM-CENTER for more info.
If you want to send an email without creating a user list You can select the users from the Contact tab and send the email.
Launch the Email Campaign
Click ‘Compose’ button.
Select Email from ‘Message type‘ (1) drop menu.
Select the survey from ‘Survey to embed‘ (3) drop menu.
Enter From email (4),From name (5), Reply-To (6) and Subject (7).
Fill the email body.
You can embed the survey URL or survey questions by clicking Embeded (8) button in Compose window.
Refer this article to know how we can embed questions or URL into Email
Select Emoting(9) type and Click ‘Send‘ (10) button.
If you want to send this email as 360 email campaign tick on ‘360 Feedback’ checkbox and select evaluator list and 360 Feedback Mode from drop menus.
refer 360-DEGREE FEEDBACK MECHANISM post for more info.
You can use the email template to send emails.
refer EMAIL TEMPLATE post to see how to create an email template.
Enter ‘Campaign name’ and Select ‘ Push through ‘ type from drop menu.
Then click ‘Proceed‘ button and send an email for selected users.
Review campaign details
To check the campaign details, go to ‘Campaign’ tab and select ‘Email campaign‘.
For each email campaign, we have the following status analytical information. Each status displays as a count and as a percentage from the total sent.
Add filter for campaign table
To filter the campaigns from Name, Date, Subject, Sent date, Performance percentage value, click Filters on the campaign page.
Then enter the filter data and click ‘Apply’ button.
Campaign Email Summary
To see the summary of the campaigns, select a campaign and click on Campaign email summary button.
To download the summary report, click Download report(2) button.
To delete the current campaign records, select campaigns which you want to delete and click Delete button.
To download a campaign or campaigns, select the campaign (or campaigns) by ticking the box before the campaign and click on the download icon.
Campaign record details
To see the campaign details of each user, click row in the campaign table.
Then you can see the summary of Delivered, Opened, Clicked and Responded count of the users.
Resend the emails for campaign users
Go to campaign detail window.
Add a filter from Filter(1) drop menu.
Eg : Delivered, Responded, Not Delivered, Delivered and not Opened, Opened and not clicked etc..
Then click ‘Compose‘ (2)button and send an email for filtered user status in drop menu.
see CAMPAIGN STATUS article for more info about the campaign status
We can send reminder emails for campaign users.
refer REMINDER EMAIL for more info