Email Marketing
Add/Update social media links in Engage (used in Email Campaign footer)
1. Go to Settings->Integrations on Engage Navigation 2. Click on Manage Location 3. Enter the social media handles/page names - DO NOT ENTER FULL URL. Click on "Save Changes" NOTE: DO NOT ENTER FULL URL
Email Merge Fields
Engage has a number of Mail Merge Fields that can be used in Custom and Automated email marketing campaigns. Merge Fields get updated with data from the Engage database whenever the email is sent. To insert a merge field into an email blast, click on ...
View Email Campaign Reports and Send One Time Retarget Emails
Use Email Campaign Reports To Review the Performance of an Email Campaign and Send One Time Retarget Emails. 1. Go to Email Campaigns->Campaigns in the Engagement Section of the Engage Navigation. 2. You will see a list of all Email Campaigns (both ...
Scheduling an Email Campaign
To schedule an email campaign, navigate to Email Campaigns > Create and select the campaign you wish to schedule. This could be a new campaign or one you have already saved under My Templates. 1. Locate the email you wish to schedule and click ...
Editing Email Campaign Templates
To edit an email based on one of the provided templates, navigate to the Engagement section of your Engage dashboard and select Email Campaigns > Create. You will be brought to our template library where you can select an email from the templates to ...
Creating a New Email Campaign Based on an Email Template
1. To create a new email campaign based on one of the provided templates, Navigate to the Engagement section of your Engage dashboard and select Email Campaigns > Create you will be brought to our template library. 2. Select a Category for enter a ...
Email Campaign Template Library
Overview of Email Campaign Templates When you wish to create a new email campaign, we have a series of templates you can start from. The templates are designed to provide you with hassle-free marketing plans with different themes and regularity to ...
Single Posting for Email Campaigns and Social Media
Want to create content once for your email blast and then push that content out to your social media channels in one flow?
Add Social Media Links to footer of your Email Campaign
In this video you will learn how to Add or update your Social Media links on the Engage Integration Page. Add Social Media Icons to the footer of your email blasts Choose between different color options of social media icons.
Best Practices for managing subscribers to your Mailing list
This guidance presents 5 ideas for how you can stay in touch with your Mailing List Subscribers using a combination of the Engage Email Marketing pre-built templates and Engage's DIME automated messages. 1. Thank You Email (Autoresponse on form ...
How to Add a File (Such as a PDF) to an Email
1. In the Email Template, enter the text you want to hyperlink to the PDF. 2. Highlight the text and click the “Add a File” button. 3. Click “Browse Server” to search for a previously saved file, or click “Choose File” to upload a PDF from your ...
How to save an Email as a Template
1. You can now save a template for future use. To do this, when in the Email Blast Editor, click the “Save Template” button. 2. You will see the “Save as Template” screen. 3. Name the template with a naming convention you will remember. Consider what ...
How to Retarget a One-Time Email
1. View the Report of the Email Campaign you would like to retarget : Viewing Your Email Campaign Reports 2. Click any of the following sections: 3. You will see a “Send One Time Email” option. 4. Clicking “Send One Time Email” will take you to the ...
How to Insert a Survey into an Email Blast
1. You must have an active survey in the system Publishing a new Survey using a template in the Survey Library or How to set up a new Survey 2. In the template, insert the text you wish to hyperlink to a survey. 3. Highlight the text and click the ...
How to edit an Image in an Email
1. Click and highlight the image to be changed. 2. Select “Image” tab. 3. You will be presented with the standard “General” and “Advanced” options.
Add an eCommerce Item Link to an Email Blast
1. In the template, insert the text you wish to hyperlink to an eCommerce item. 2. Click the “Add eCommerce item link” button. 3. You will be presented with the “eCommerce Items” screen. In the pull-down, select the appropriate item you want to ...
Add a Custom Email Header
How to Add a Custom Header 1. In the Email Blast Editor, click the “Headers” button. 2. You must be on a template that allows for a header. If you click “Headers” and you receive the message shown below, you need to select a different template. 3. ...