Sending Guide: Outlook Non 365

  • 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 by sending a communication to colleagues
  • 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
  • Subject Line: The subject line is critical for your communication as this is how we categorize your campaign analytics after you send, including any merge fields you may want 
  • Tracking Preferences: Decide between Individual Track or Overall Track
  • Insert email by selecting it from the sidebar by pressing the arrow to the left the tittle
  • Double check all of the above
  • Send a preview to yourself
  • Click "Send"!
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