8 Simple Steps to Send with Gmail

1. Before You Send

Email has been approved by all relevant members of the team via revision comments and the collaboration feature

2. Open ContactMonkey within Gmail

Click Internal Comms on your ContactMonkey ribbon

4. Import Email

Select "Template". A popup will open of all the emails that you created within the email library. 

3. Sender

Decide on the sender of your communication. Sending from a shared mailbox?

4. Send Test

Do this by populating your email and selecting  "Send Merge" to a couple recipients. Be sure to test out on both Desktop and Mobile.

Things to Check Before Sending Out:

  • Sender: Check it is coming from the right sender
  • Format: Check if the template is formatting correctly
  • Links: Check to see if all the links work
  • Emoji & eNPS: emoji reactions are working and are linked to the question

5.Configure Recipients

Decide on whether you are sending to a CSV file or Google Group. Sending to a google group or CSV file? 

6. Subject Line

The subject line is critical for your communication as this is how we categorize your campaign analytics after you send.

7. Tracking Preferences

Decide on your tracking preferences - Track Aggregate On or Track Aggregate Off?

8. Send Your Tracked Campaign

Select "Send Merge" or "Send Later"

Have more questions? Submit a request