- 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"!