Learn how to create a letter template. This help guide will cover creating, editing, and sending a Campaign Email.
Recommended Reading Before You Start
Content
Instructions
Email Campaign Overview
Use email campaigns to create, schedule, and send beautiful, branded emails to your constituents.
To locate your email campaigns:
1. At the Mission Control Dashboard, navigate to Emails and select Email Campaigns.
2. Your email campaigns are displayed on this page. Use the status and date filter options in the upper-left to filter your list of campaigns.
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Field Name |
Description |
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A. |
Email Name |
The name assigned to the campaign when it was created. |
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B. |
Opens |
The number of recipients who opened the email campaign. |
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C. |
Clicks |
The number of recipients who clicked a link within the email campaign. |
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D. |
Audience Name |
Lists the Email Audiences included in this campaign. |
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E. |
Updated On |
The last saved date and time. |
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F. |
Updated By |
The Neon CRM user who made the last change. |
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G. |
Status |
Indicates what stage this campaign is currently in. These included: |
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Draft |
The email is in draft mode and can be edited. |
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Scheduled |
The email is scheduled and can only be edited if unscheduled. |
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Processing |
The email is in the process of being sent. Campaigns with more recipients may take longer to process. |
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Sent |
The email has been sent. |
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Error |
Something has failed, causing the email to not be sent. This status is rare. Should you encounter it, please contact our support team for assistance. |
Create a New Campaign Email
1. At the Mission Control Dashboard, navigate to Emails and select Email Campaigns.
2. Select New Email Campaign in the top-right
3. Complete the Campaign Setup page. When finished, select Continue.
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Field Name |
Description |
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A. |
Email Name |
Assign a Name to the campaign. Be as specific as you need to be for your internal use. This name will not be visible by any recipient of an email campaign. |
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B. |
Email Subject |
This appears as the subject line of the email and is prominently displayed to recipients. Personalize your subject line by including tokens. To add tokens to your email subject line, simply type { plus the name of your token. You’ll be presented with your full token list in dropdown format. Results will narrow as you type. To include an emoji in your subject line, use the emoji selector to the right of the subject line field. |
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C. |
Preview Text |
This will appear in the inbox after the subject line. |
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D. |
Audience |
Select the Audience you’d like to receive this email campaign. You may only select one audience. |
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E. |
Sender Name |
This will display as the name of the sender. |
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F. |
Sender Email |
This will display as the email for the sender. |
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Option |
Description |
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G. |
Build an Email |
This option will take you to our email builder, a user-friendly interface that allows you to create and customize the content of your email. |
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H. |
Upload an Email |
This option is great for any users who have custom HTML created for the email. |
4. Select your email format. When finished, select Continue.
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Option |
Description |
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I. |
Choose a Layout |
Build a new campaign from scratch. Our layouts offer many options for sectioning your content into rows and columns. These layouts can still be edited in the next step. |
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J. |
Choose a Template |
Your Email Templates from global settings are included, providing your custom header and footer. Choose a template and add your email content in the next step. |
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K. |
Copy From Existing Emails |
Choose from existing emails and copy the entire email including content, layout, and style options. |
5. Edit the Email Content
You may add new sections in your campaign by clicking the insert option which will appear when hovering between sections. Your campaign may include up to 25 1- or 2-column rows, including the header and footer.
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Field Name |
Description |
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L. |
Text Box |
Enter the content of your email. Use this rich text editor to create and format your message. This section also acts as a preview of your campaign and will autosave as you work within it. Place your cursor within a content block. A toolbar will appear. Use this toolbar to edit your text and add other elements such as images, videos, links, and buttons to your campaign. |
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M. |
Email Settings |
Display View Online Link - Allows the recipient to open your campaign in a webpage. Include Unsubscribe Link - Include a link for your recipients to optionally unsubscribe from all future emails. Unsubscribing will remove them from all of your Neon CRM communications and categorize them as unsubscribed. |
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N. |
Social Media Links |
Display “Share” Links - adds an option to share your campaign. The recipient is provided with a share button. When clicked, they have the ability to share through email. Display Social Media Links - this option will add social media icons to your campaign which will route to your social pages when clicked. Select dark or light icons. Social Links: under Type, select what type of social entry you’re making. Then enter the address for this link. You may enter as many social icons as needed. |
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O. |
Email Styles |
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Text Defaults |
Select the heading and body font |
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Background Colors |
Select the header background, body background, footer background, and backdrop color |
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Content |
This setting adjusts the spacing between content blocks. |
6. Review you Campaign. When finished, select Schedule and Send.
7. A pop-up will appear that will allow you to schedule or send your email immediately. Once you have finished, select Schedule or Send.
Pro Tips!
- Personalize your emails by using tokens in your subject line and in the body of the email. Type { to bring up the token menu and select from the list.
- Make your emails stand out by including emojis in your subject line that are relevant to your content and help you communicate your message.
- Research shows that using a person’s name as the sender of an email, rather than an organization, improves open rates.
- Create draft email campaigns for emails that you send often such as newsletters, board member updates, donor appeals, etc. Because these campaigns and their entire contents can be easily copied, these drafts can serve as a full-content template to build from each time you send.
- To send the same campaign to multiple audiences, use the campaign copy feature. This ensures that your campaign statistics are tracked individually for each unique audience.
- Track your stats in the Statistics area to gauge how each campaign is performing.