End User Documentation

Complete guide from account setup to sending your first email campaign

Getting Started: Your First Email Campaign

This guide walks you through the complete process of setting up your account and sending your first email campaign using the Engage platform.

Prerequisites

• A Reach account with Engage access
• Basic understanding of your target audience
• Optional: Additional business information for SMS application (if you plan to use SMS)

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Creating Your First Broadcast

Get started by clicking the new broadcast button

Select the channels you want to use

• You will always have access to an email sender
• If you choose to use SMS, unless previously provisioned, you will have to go through the SMS application flow. This can take up to 7 business days and will require you to verify your business information. You can go through that application later in the wizard if you select SMS here.

Select Content Builder Style

• You can choose to use AI to build an initial starter template for you to get started.
• Alternatively you can start from scratch and build your content entirely manually.

Email Content

• Here is a breakdown of all the available fields and how they are used in the content builder.
  • From Email: This is the email that will be used to send the broadcast.
  • From Name: When delivered, this will be the name that appears in the email.
  • Reply To Email: This is the email address that will be used to reply to the broadcast.
    • From Name and Reply To Email both can be configured in the home screen by clicking the gear icon in the top right corner.
  • Subject: This is the subject line of the email.
  • Preview Text: This is the text that will be shown in the email preview in email clients.

Stripo Editor

We utilize the Stripo email editor to build your email content. This offers out of the box support for dynamic fields such as users first name, last name, and email address, etc.

• Dynamic Fields: To make communications more personal you can choose to add dynamic fields to your email content.
• Responsive Design: Our email editor offers a responsive design that will automatically adjust the layout of your email to the device it is being viewed on.

SMS Content

Using our built in phone editor you can also add dynamic fields and images to your SMS content.

• Sender & Company: It’s important to know where SMS messages are coming from. We’ve automatically injected your business name as a prefix to the message. But you can change or remove that under the sender and company tab
• Dynamic Fields: To make communications more personal you can choose to add dynamic fields to your SMS content.

Audience

There are 3 ways to select your audience for a broadcast.

All Users

You can select all users in your business. This will send to any users that have opted in to receive emails or sms. This is the default option.

Select a Segment

You can select a segment that you have already created. This will send to any users that are in the segment. You can select multiple segments along with excluding specific segments.

Select Individual Users

You can select individual users that you have in your business to send directly to them.

Schedule

The final step is to schedule your broadcast. You can schedule it to send immediately or at a specific time. When selecting a specific time, make sure to select the timezone you are in.

Review

You’re ready to start sending! Review your broadcast and click send.

Getting Started: Viewing Your Broadcast

After you’ve scheduled your broadcast, you can view the status of your broadcast by clicking on it in the broadcast list.

Recipients

By clicking on the recipients tab, you can view the list of users that will receive your broadcast. Along with what channel they received it on (email or sms).

Insights

You can view the insights of your broadcast by clicking on the insights tab. This will show you open and click rates for your broadcast. Along with any sales insights that have been attributed to your broadcast.