Create an Email for a Communication Campaign

One of the steps for creating a communication campaign is to create and design emails that are sent to employees.

The first communication you create is called the primary email and it's always sent to the entire audience by default. You can create follow-up emails targeted to the entire audience or a subset of the audience based on the engagement with the primary email (opened emails, unopened emails, clicking a particular response in the case of a Get Response campaign). You can create your own email or use a template as a starting point. The template is useful to enforce consistency in branding and messaging.

Before you start

You need the Campaign Manager role.

Here's what to do

1. In My Client Groups, click Communicate.
2. On the Communicate page, open a communication campaign.
3. Click the Content tab.
4. Click the Add button and select Email.
5. In the Sender Profile section, select a predefined sender profile. This populates the following fields:
   • From Display Name
   • From Email Address
   • Reply to Display Name
   • Reply to Email Address
6. In the Emails section, create the primary email to send to the entire audience.
   1. Enter a name for the email. The name is used as the subject of the primary email.
   2. Select a template. You can create your own email using a blank form. With a blank form, you can copy formatted text from an external source and paste it successfully into the email designer editor. You can also select a predefined email and use it as-is or personalize it using the email designer editor.
7. Click Save.
8. Select the Send Test Email option if you want to send a test email using the sender profile before activating the campaign.

Results:

On clicking the Save button, the email designer opens in a new browser tab. You can keep the content as is or, you can modify the content by adding and configuring elements such as paragraphs, images, headlines. When you position your cursor in an area of the template, menus appear to help you modify the template.

What to do next

For General and Get Response campaigns, after the email communication is sent, you can view specific delivery details by clicking on Email Delivery Details on the actions menu in the Content tab. For example, find out who opened the email and whether or not they clicked on a link, as well as other details such as delivery status and work location.