Add an Email Step

Adding a new email to your Sequence is an easy process.

If this is a brand new Sequence then you will see a link on the page prompting you to create first step. If you've already created your first email and wish to add an additional one then click on the magic wand icon to Create New Message.

A drawer with and email compose window will open up. It'll look very similar to any other email you may compose from products such as GSuite or Office365. Now there are couple of things right off the bat that you'll need to take care of. This will include: naming the campaign, selecting a sender/reply-to, & creating a subject line.

For Select a Sender you will choose an email inbox that you have linked to one (1) of your Engage licenses. If you haven't setup an inbox you can find out how to here: Setting up your Engage Email Inbox

For naming the campaign and creating your subject line all you need to do is click on the field which will then allow you input your desired values.

Creating the body of your email message is also a very straightforward process. One thing to remember about emails through Engage is that the content is very much optimized for 1 to 1 sends. So the style of the email builder is much more aligned to a traditional email you might send through your own personal inbox.

The email builder is a WYSIWYG editor. Much like your traditional email inbox you will have access to a set of tools that are familiar to everyone. You'll be able to:

• Change Font Type

• Change Font Size

• Hyperling/Unlink

• Insert an Image

• Undo/Redo

• Bold

• Italicize

• Add/Remove a numbered list

• Add/Remove a bulleted list

• Left/Right align

• Add Personalization

Once you have written your message you will see some additional items on the footer of the editor. These items include:

• Templates

• Attachments

• Inbox Preview

• Send Proof

• Track Opens

• Track Clicks

• Track Attachments

Templates - Allows you to quickly attach emails from the email template library.

Attachments - Easily attach a file to your outgoing message. If the recipient opens the attachment it will be included in your sequence analytics. Quickly know who is interested in the additional content you are sending with your message.

***Content for attachments can be uploaded directly to your creative Library from your computer or taken from the asset manager from previously uploaded items.

Send Proof - Send a proof email to your self or a colleague to see how message will look in current browser.

Unsubscribe Options - create a custom unsubscribe message for that sequence only

Track Opens - Allow analytics to track the opens of your particular email campaign. By default this is turned off to help with deliverability but can easily be enabled.

Track Clicks - If hyperlinks are present in your email, track who clicks on what particular link and how many recipients click on anything. By default this is turned off to help with deliverability but can easily be enabled.

***Track Attachments - If an attachment has been added to your message then you will have the option to track the click rate for the attachment. This option only appears if an attachment has been added and by default is not selected but can easily be enabled.

Once your message has been completely set up all that's left for you to do is save and enable in your sequence. To save and exit your message click on the 'X' icon in the upper right corner. You'll be given an option to Save all Changes or Discard All Changes. If you're happy with everything select Save All Changes. If you're not happy with you recent changes then choose Discard All Changes which will not save any recent changes you have made. The next time you open the email you will have the last known version show.

The only thing remaining for you to do with your new Email is to enable it in the sequence. You can do that by clicking the toggle button next to the Campaigns name. Now the email is enabled and will send once your sequence has been activated and a delivery schedule has been decided and targets have been selected.