Email Step 1

Email Step 1 - Setup

When you select Create Campaign from the Dashboard or dropdown menu or Add Email (from the Email Campaigns screen) Edit, Add, or Copy to New, the Email Wizard starts at the Setup page.

To set up the email, you complete information Fields in the following sections:

Select a Group (required)
Select Template (required)
Email Details (required)

Field	Descriptions	Appears to Recipients?
Select Group	Select a Campaign group where your email will be stored in the library.	No
Select Template	Select a Template to format the visual presentation of the email. Standard layouts include One-, Two- and Three-Column layouts as well as a left or right sidebar. Your implementation may have additional templates.	n/a
Email Name	Name to store and track this email in iAPPS Marketier	No
Email Subject	The text of the email’s subject line. Specify the email's subject line. Often in small initial test campaigns you might change this to conduct A/B testing. If desired, you can click the link for Insert Dynamic Contact Details to generate a subject based on a contact details, but this will be unlikely for email subject lines.	Yes
Sender Name	Name that appears as sender of email. Specify a name to be the sender If desired, click the link for Insert Dynamic Contact Details to generate a custom sender name, personalized to each recipient, based on a information in the contact database. The options you have are drawn from Marketier and other iAPPS attributes, which are set up in the iAPPS Admin. See "Managing Attributes"	Yes
Sender Email	Email address of sender. In addition, specify an address or click the link for Insert Dynamic Contact Details to generate a custom sender email address, personalized to each recipient, based on a information in the contact database. The options you have are drawn from Marketier and other iAPPS attributes, which are set up in the iAPPS Admin.	Yes
Dynamic Contact Details	Dynamic contact details allow you to fill in a email subject, or sender name and email as dynamic values depending on what details are related to the contact in the Marketier database. Click the link and select a contact property from the list for Marketier to use dynamically. The contact property field typically contains the information for a customer service representative, broker or salesperson associated with the Marketier contact. based on a information in the contact database. The options you have are drawn from Marketier and other iAPPS attributes, which are set up in the iAPPS Admin. . Custom fields are configured by the development team when iAPPS is installed. If the selected custom property is blank, the Sender email specified in the text box is used instead.	Yes
Confirmation Email	Email address to which iAPPS Marketier sends confirmation when email runs. Marketier also sends email if, due to some problem, Marketier doesn’t actually send emails during a scheduled run.	No

When you have finished entering information in all the Setup fields, click Continue to go on to the Compose step. This will open the Email Builder screen, where you will add your text and pictures, choose contacts to receive the email, and test your email before sending or scheduling it.

See "Email Step 2 - Compose and Build"

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