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Adding/Editing Email Overview

The process of adding / editing an email involves the following major steps:

Email Step

Description

Defining

Specifying basic information about email including email description, subject line, sender information, cost per email and Watched Events.

Creating & Designing

Selecting email template and creating message content.

Identifying Recipients

Specifying recipients from distribution lists or filtered list of contacts.

Previewing Email

Viewing email appearance and sending test email.

Publishing Email

Specifying email start date and recurrence schedule and conditions. Submitting email into workflow.

Specifying Responses

Remember to specify how to follow up with email recipients.  The Response Wizard is separate from the Email Wizard and can be accessed under AutoResponders.

Prerequisites

As a number of the steps to create an email require use of other iAPPS Marketier resources, the following table includes a roadmap of steps that you may wish to perform prior to adding or editing an email:

Prerequisite

Description

Watched Events

If using the iAPPS Analyzer module and you want to base an email on a Watched Event:

  • Determine whether an appropriate Event exists.
  • Create new Watched Event, if necessary.

In Analyzer: Watched Events > Watched Events

Contacts

If using a contact distribution list to send campaign to recipients:

  • Determine whether existing contact distribution list fits audience of this email
  • Update Distribution List or Create new distribution list, if necessary

In Marketier: Contacts > Distribution Lists

Workflow

If using a workflow for your email campaigns:

  • Determine workflow for this email
  • Determine whether existing workflow matches what’s required for this email
  • Create new workflow, if necessary

In Marketier: Administration> Workflows

Email template

Ensure you have the correct template available prior to creating the email.

In Marketier: Libraries > Email Templates

Email group

Determine in which email group this email belongs, then:

  • Create new email group, if necessary or
  • Select existing email group in which to add this one

In Marketier: Emails > View All Emails

 

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