The first step in creating your email will be addressing the message, selecting recipients, and if you choose, lists or segments to suppress against.
Message Details
- Message Title: Enter the title of your new message. Your title will be used for your own reference only
- Subject Line: Enter your email subject line here
- Preview Text: Enter the text your recipients will see next to the Subject line in their inbox
- Sender: Using the drop-down box, you can choose to send your message as either the logged-in user or you can send from your Personalize From Address
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Reply To: Choose which email address will receive email replies. Make sure somebody in your organization has access to this email address
Recipients List
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Recipients: Quickly choose lists or segments to send to, or choose to send to specific people. Choose from your Account Lists, Marketing Lists, Form Submissions, or Webinar Lists.
- Next to Recipients, click on either Choose lists or segments or Choose specific people.
- Using the drop-down box in the upper left corner, choose from your Accounts List, Marketing List, Form Submissions, Webinar Lists, or Act-On Contacts.
- Select the list(s) or segment(s) you would like added to your mailing:
- Once you have selected your list, click Submit
- Next to Recipients, click on either Choose lists or segments or Choose specific people.
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Suppress Against: Select lists and segments to suppress your message against. Any contacts present in both a sending list and a suppression list will not be sent to. Similarly, any duplicates found when you send to multiple lists at once will automatically receive just one message. See the article Defining a Segment for further information.
- Next to Suppress Against, click Choose Suppressions.
- Using the drop-down box in the upper left corner, choose from your Accounts List, Marketing List, Form Submissions, Webinar Lists, or Act-On Contacts.
- Select the lists or segments you would like to suppress against.
- Once you have selected your list, click Submit.
- Next to Suppress Against, click Choose Suppressions.
Category and Campaign
- Subscription Category: When the subscription management feature is enabled and set up in your Act-On account, email recipients will be able to subscribe to specific email categories. This will promote more interaction (opens and clicks) with your emails. Clicking on the Subscription Category drop-down will allow you to assign the message to a specific Subscription Category so only users who have opted-in will receive the message.
- Add to Act-On Campaign: The Act-On campaigns feature gives you the ability to group multiple email messages, forms, landing pages, and media together into a single convenient reporting view. Using the drop-down menu, select the campaign you wish to add your message to.
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Google Analytics/UTM_CAMPAIGN: If you use the Google Analytics Connector in the email composer for additional link tracking and reporting, you can now change the UTM_campaign value for each email message you send from the application. This value was previously hard-coded for every link in a message as the subject line of the message. The subject line will remain as the default value if no changes are made; however, you may now simply add any value you would like within the UTM_campaign field on the Address step of the email composer for a given message. This value will then get populated as the UTM_campaign query string value for all links in the message.
CRM Update Setting
- Attach 'Sent' Note to CRM Leads/Contacts: Select this checkbox to add a note about this message to every recipient's record in your CRM. For more information on this feature, see this article: Attach a Sent Note to CRM (Email Composer)