1. Before You Send
Only send your communication after you have clicked the "Preview" button.
2. Begin
To begin your communication simply open Outlook, and select "Internal Communications"
3. Sender
Decide on the sender of your communication. Sending from a shared mailbox?
4. Recipients
Decide if you are sending to a distribution list or CSV file. The To field will act as a BCC so you can leave the CC and BCC fields empty.
5. Subject Line
The subject line is critical for your communication as this is how we categorize your campaign analytics after you send.
6. Tracking Preferences
Decide on your tacking preferences. Learn more here.
7. Email Import
Select your email from the sidebar and click the insert symbol to the left of your email title.
Can't see your email in the sending sidebar?
If it wasn't created by you, select the Search options to find the correct email. If you still can't find it, it may be a template instead of an email. Learn about the difference here.
After your email is inserted, do not be alerted if it doesn't appear exactly how it did in ContactMonkey Template Builder. This is exactly how Outlook breaks up the coding of the template. This is one of the main reasons we send with ContactMonkey.
8. Review your Email
- Sender: Checking it is coming from the right sender
- Format: Check if the email is formatted correctly
- Links: Check to see if all the links work
- Emoji & eNPS: emoji reactions are working and are linked to the question
9. Click Send
From there, you should be good to go! Feel free to contact your dedicated Customer Success Manager if you have any questions.