Message Address Overview

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
• Reply To: Choose which email address will receive email replies. Make sure somebody in your organization has access to this email address

Recipients List

• 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.
  
  1. Next to Recipients, click on either Choose lists or segments or Choose specific people.
  2. 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.
  3. Select the list(s) or segment(s) you would like added to your mailing:

• 4. Once you have selected your list, click Submit.
     
     
• 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.
  
  1. Next to Suppress Against, click Choose Suppressions.
  2. 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.
  3. Select the lists or segments you would like to suppress against.
  4. Once you have selected your list, click Submit.

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.
• 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)