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Send Vendor Email Series

Last Updated: Aug 15, 2016 03:58PM EDT
Email Series are a groups of emails that are all based around a specific topic, product or service. Instead of individually selecting each email from the library, you can easily execute all of the related emails by selecting the Email Series. All emails in an email series share a Mailing list, but each can be scheduled to go out on the date and time of your choice.

Your Vendor Library is a repository of ready made marketing material setup for you to quickly browse, select, and execute different types of tactics such as emails. To access your library you must be within the Marketing Center. From the Marketing Center click Library. If you have access to more than one vendor library simply choose a vendor from the list. If you have already created a nurturing campaign, you can access it by selecting Tactics then Nurturing.
What will I find in this article?
1. Creation
Utilize the search features within the Library to browse and locate an email series. Depending on your vendor library search filters are typically broken down by activity type, language, and audience. Simply check on/off the different filters. Select Email Nurturing under the Activity Types drop down. If you know the specific campaign you are looking for use the search box and enter the name into the field.

After you have narrowed down your search you can select a email series by clicking the thumbnail image. This loads a preview and breakdown of each email in the tactic. Clicking the thumbnail of one of the emails will show a preview of that specific email. Click Customize & Send to pull the campaign into your account.

Once the Email series has been added to your account, go to the Emails tab of the campaign.

2. Email Content
​The Emails tab displays the emails included in the campaign. Click the name of an email to view a preview. Click the Pencil button on the right in order to edit it.

The Content tab is where you can customize the look and feel of the email. Depending on your vendor library, your email can be edited using one of the following two methods:
  • Content Editor: The content editor provides full access to customize the email as required. You can adjust font sizes and colors as well as insert links and images. By placing the mouse over each icon in the toolbar of the editor it will tell you specifically what that option does. After you have finished building your content enter a subject line into the Subject field and select the Save button located at the bottom of the page.

  • Point and Click: With a few clicks, you can add or change images or text, and translate the content within the template without interfering with the integrity of the overall design. Choose from a pre-determined image library or upload your own. If you upload your own image the system will automatically crop and resize the images to the correct dimensions.

Content that can be modified has a small serrated square in the surrounding area. By placing your mouse over that area, a pencil icon appears. 

To modify that section click on the Pencil icon. In the new window, simply enter the new content into the field(s) provided to update the content.

If the section you are modifying requires an image to be replaced click the Choose File button and locate the image on your computer. When finished, select the Save button at the bottom of the page. The image will automatically resize to fit within the target location.

When finished modifying this section click Save at the bottom of the window. When all changes to the content have been made, click Save at the top of the page to generate the email with the changes.

It is highly recommended to send yourself a test message. This provides you with an accurate preview of the email within your local mail client such as Microsoft Outlook or Gmail. This gives you an opportunity to resolve issues you might experience such as typos, broken images or bad links. To send yourself a test message click the Test Message tab at the top of the page.

Place a check in the box next to the user(s) you want to send the test message and click Send Test Message button. You can copy additional email addresses by placing them into the Send copy to other email addresses field.

When you have tested the email and everything is correct, use the breadcrumb trail to navigate back to the email series. You can then follow this process for the remaining emails in the series.

When you are done editing the content of the emails, select the Mailing List tab.

3. Mailing List
​The Mailing List tab is where you add contacts who will receive the emails in the email series. All emails in the series share this mailing list. It is very important to apply the correct mailing list, as applying the wrong mailing list to the email series will send the emails to the wrong recipients.

You can add contacts to your mailing list manually, by a group or with an advanced search:
  • Adding contacts manually: Use the quick search function to search by first, last, company or email address. Click Add to campaign next to the contact to manually add them to the campaign.

  • Advanced Search: An advanced search give you the tools to build robust searches with different types of criteria attached to it. Searches run here are run only once. Run an advanced search by clicking the Add button and selecting New Search. If you have saved a set of search criteria, you can use it by clicking the Add button and selecting Saved Search.
  • Adding Group of Contacts: Quickly add a previously created group of contacts to the mailing list. Click the Add button and select the Saved Groups option. Place a check in the box next to the group(s) you would like to add and click Add checked groups.

After adding contacts to the mailing list you can activate and schedule when the emails will be sent. Select the Emails tab.

4. Scheduling
Now that the emails are active, you can schedule when you want them to go out. Click on the Date to update the day the campaign will go out. Click Save when done. Then select the Time to update the time of day that the email should be send, clicking Save when done.

For the email to send, the email must be active. If the email is not already on, toggle the Active status to On. Once the email has been scheduled and activated, the email will be sent on the date and time you specified.
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