What Is ContactMonkey Dashboard Sending?
ContactMonkey Dashboard Sending allows ContactMonkey users to send email campaigns from directly within the ContactMonkey dashboard. In order to send email campaigns from the ContactMonkey dashboard, you will first need to integrate with ContactMonkey’s List Management functionality, and Email at Scale. More information about both of these integrations can be found in the ContactMonkey Dashboard Sending Technical Requirements Help Center article.
What Functionality Is Included With ContactMonkey Dashboard Sending?
Once you have integrated with ContactMonkey’s List Management and Email at Scale features, you will be able to easily send email campaigns directly from your ContactMonkey dashboard. By sending directly from the ContactMonkey dashboard, you will be able to:
- Compose and send email campaigns from the ContactMonkey dashboard
- Send email campaigns with either Individual or Anonymous Tracking
- Schedule email campaigns for a later date/time in the ContactMonkey dashboard
- Add “To” and “From” email addresses
- Easily create and set email preview text
- Create and send email campaigns to specialized distribution lists synced directly from your Azure Active Directory, or another HRIS system
Compose And Send Email Campaigns From The ContactMonkey Dashboard
ContactMonkey makes it easier to set your email cadences in advance by allowing you to create your email within the dashboard and then schedule the exact time for it to be sent out. To send an email immediately or schedule one within your ContactMonkey dashboard, follow these steps:
- Login to your ContactMonkey account
- Click Compose & Send in the top right corner.
- Select your Send From field option. Learn more about how emails populate in the Send From field below.
- Fill out your Send To field. There are two options: CSV upload and Contact Lists through List Management
- Choose one of the two possible Send At options:
- To send your email on the spot, choose Send Now.
- To schedule your email, choose Send Later. By clicking on the small calendar icon, you can choose the date you want to send, then the time in AM or PM.
- Enter your desired Subject line.
- Learn more about customizing your subject line.
- Fill out your desired Preview Text in 140 characters or less. Preview text is a brief description of what's in your email, shown as a preview in the inbox of most major email clients next to the subject line. It's a good idea to include preview text as it captures your audiences' attention and generally leads to higher open rates.
- Click on Additional Settings on the right of Primary Settings to be taken to Tracking Options:
- Choose between Individual or Anonymous tracking.
- Choose between Individual or Anonymous tracking.
- Ensure to choose if you want to Track Opens and/or Track Clicks Learn about how tracking opens and clicks works here.
- Choose an email from your library on the right-hand side of the page.
Tip: Choose the wrong one? Don’t worry, hovering over the email you choose, click Change to search through your library for a different email.
Send Email Campaigns With Either Individual Or Anonymous Tracking
Sending email campaigns via the ContactMonkey dashboard will allow you to leverage either Individual or Anonymous tracking. See the below table for a breakdown on when it is appropriate to use either tracking option.
Schedule Email Campaigns
Per the screenshot below, you will be able to schedule your email campaigns to be sent at a later date and time when utilizing Contact Monkey’s Dashboard sending.
Add “From” Email Addresses
To add select emails to the Send From field, you must provide your Customer Success Manager with a complete list of email addresses you want included. A sample CSV is attached that you can fill out and send to your Customer Success Manager.
These will show up in your Send From choices and enable you or a team member to send emails from any one of the given addresses.
Please note that ContactMonkey cannot restrict other team members' usage of email addresses. Once an email address is added to your ‘Send From’ list, it becomes accessible for anyone on your team to send emails from.
Feel free to contact your Customer Success Manager or support@contactmonkey.com if you have any questions.
Create And Set Email Preview Text
Email preview or preheader text is the summary text that follows a subject line when the email is viewed in an inbox. In many cases, it's used to provide a short summary of the email, and is typically one sentence long.
With ContactMonkey’s Dashboard sending, you have the opportunity to easily set your email’s preview text to provide a better reading experience for your internal audience.
Sync And Send To Specialized Distribution Lists
When sending email campaigns via the ContactMonkey dashboard, you will have the opportunity to either send to custom distribution lists you have created in ContactMonkey, or you can send to one-off contact lists facilitated via a CSV upload.
Learn more about your sending options through a CSV file here, or creating and saving custom distribution lists here.
Why Is ContactMonkey Dashboard Sending A Good Fit For You?
Dashboard Sending in ContactMonkey is a good fit for you if:
- Your IT team has restrictions in place against using Outlook add-ins/plugins
- You dislike switching between Outlook and ContactMonkey and would like to consolidate email campaign sending in one place
- You are a COM Add-in/On Prem user of ContactMonkey and want access to:
- The ability to schedule your email campaigns for a later date/time
- Access to segmented email statistics
- Better control of your recipients through ContactMonkey List Management capabilities
- Access to ContactMonkey’s AI Subject Lines/Preheader Text functionality
- Access to ContactMonkey’s Reusable Surveys functionality