8 Simple Steps to Send with Gmail

Feeling confident about using Gmail and ContactMonkey, but need a quick reference checklist to ensure you're completing all the necessary steps? Check out this article for the play-by-play guide on emailing with Gmail and ContactMonkey.


Feature Availability

This article is specific to our Internal Communications tool. Looking to learn more about the Sales Tool? Check out Getting Started With The Sales Tool.


Getting Started

If you haven't yet, make sure you check out Using Gmail and ContactMonkey to learn the ins and outs of sending your emails.

This content is specific to sending with Gmail from within your dashboard. If you're using the Chrome extension, refer to the steps within Using Gmail and ContactMonkey.


Sending With Gmail Checklist

  1. Get Approval

    Before you send, ensure your email has been approved by all relevant members of the team via revision comments and the collaboration feature.
  2. Access The Sending Dashboard

    Login to your ContactMonkey account using Sign in with Google. Select Emails in to the top navigation, and then click Compose & Send in the top right corner.
  3. Enter Your 'Send From' Email 

    Decide on the sender of your communication and who the email is going to. Sending from a shared mailbox?

  4. Send A Test

    Send yourself or a teammate by entering your emails in the 'Send To' field.

    Things to check before sending out:

    • Sender: Check it is coming from the right sender
    • Format: Check if the template is formatting correctly. Check both desktop and mobile devices.
    • Links: Check to see if all the links work
    • Emoji & eNPS: emoji reactions are working and are linked to the question
  5. Enter Your 'Send To' Recipients

    Once a test is sent and you are good to go, decide on whether you are sending to a CSV file or Google Group. Sending to a Google group or CSV file? 

  6. Enter Your Subject Line

    The subject line is critical for your communication as this is how we categorize your campaign analytics after you send. Need some tips on subject lines? Check out Subject Line Best Practices

  7. Select Your Tracking Preferences

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

  8. Send Your Tracked Campaign

    Select "Send & Track" or "Schedule"

Related articles:

Uploading a CSV With Gmail

Subject Line Best Practices Personalizing Your Communications With Merge Fields



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