- Email has been approved by all relevant members of the team via revision comments and the collaboration feature
- Export the email via HTML
- 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
- Tracking Preferences: Decide between track aggregate on or off
- Insert email by selecting "Import HTML"
- Double check all of the above
- Click "Send"!
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