Introduction

The final preparation of an email campaign can be the most nerve wracking, it can be hard to know when you’re really ready to send your initiative. That’s why we have creating a checklist that contains the elements you need to think about before you send an email to your list. Think of it as a quality-assurance check of your CharityEngine Campaigns.

Instructions:

Note: There should be at least one person who receives the text version. You can adjust these settings in the primary email record in a contact record. Set email preference to Text.

• List Management: How to Create an Opt-In List
• Sustainers: How to Create and Manage Recurring Donors
• Creating Emails for Email Blasting
• Web Forms: Using Email Auto Responders with Forms
• Web Forms: Using the WYSIWYG Editor for Forms and Emails
• Peer-To-Peer Dashboard: Emails
• Adding a Seed List
• Email Blast: How to Configure a Sender Override
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Campaigns
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Web Forms: How to Add an Email Opt-In List
• Sending Email Campaigns from the Contact Listing Screen
• Email Campaigns & Web Forms: How to Add System/Global Tokens and Conditional Blocks
• Email Campaign: How to Create a Simple Email
• Email Campaign: How to use A/B Email Testing
• Email Campaign: How to Schedule an Email
• Campaign - Surveys: How to Create a Poll & Survey Form and How to View the Results
• Email Campaign: Investigating Failed Email Delivery
• Email Campaigns: How to Test Emails
• Email Campaign: How to Send an Email using a List
• Email Campaigns: How to Leverage Email Analytics
• Email Campaign: How to Restore a Previous Creative
• Email User Guide
• Communication: How to Send Messages from Listing Screens
• Using Landing Page URLs to Populate and Override Attributes for an Initiative
• Removing Audience Members From Lists
• Online: Widgets - Embedding Donation, Sign-Up, and Legislature Look-up Forms
• Contact Emails
• Leveraging Internal (Carbon Copy) for notification of donations
• Contacts: How to Manually Validate Email Addresses.
• Sending Your First Email Campaign
• Shared email domain
• Selecting Email Audience
• Why did my email test go to my SPAM folder?
• Emails: Helpful Resources to Assist with Email Deliverability, Monitoring and Best Practices
• Email Open Rates
• Automation & Workflow: Creating a Suppression Email List
• Online: Printing Newsletter
• Automation & Workflow: Manually Sending Year End Statements to Households
• Campaigns and Initiatives in CharityEngine
• SMS Campaigns: How to Set up SMS/Text to Give Functionality
• How to leverage SMS Campaign Blast Feature to Reach Your Donors
• Sending Tracked Emails
• Email Campaigns: How to Bulk Add to an Opt-In List through the Importer Tool
• Advocacy: How to create an audience for a communication initiative
• Campaigns: Creating and Managing a Communication Series
• Outlook Connector
• Events & Volunteers : Registrations
• Campaigns: Widget Generator
• Email Deliverability Best Practices
• Spam Removal: Provider Recommended Actions
• Bounce and Failure Code Quick Reference Guide
• Contacts: Adding Contacts to an Email List
• Exporting Data: How To Export Data from a Query