- Email has been approved by all relevant members of the team via revision comments, and the collaboration feature
- Sender: Decide on the sender of your communication. Sending from a shared mailbox?
- Send Test: Ensure the formatting works on both Desktop and Mobile
- To: Decide on whether you are sending to a CSV file or Distribution List. Sending to a distribution list or CSV file?
- Make sure there are no recipients in the BCC or CC field
- Check count recipients to make sure you are sending to the correct number of recipients
- Subject Line: The subject line is critical for your communication as this is how we categorize your campaign analytics after you send
- Tracking Preferences: Decide between individual or overall tracking
- Insert email via the sidebar
- Double-check all of the above
- Select "Send and Track" to send out your communication!
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