--- language: "en" --- # Marketing Tools Home ## [Messaging - Broadcasts](https://knowledge.engagingnetworks.net/marketingtools/messaging.md) ### [SMS](https://knowledge.engagingnetworks.net/marketingtools/sms.md) ### [Components](https://knowledge.engagingnetworks.net/marketingtools/components.md) ### [Setup](https://knowledge.engagingnetworks.net/marketingtools/email-management.md) ### [Related](https://knowledge.engagingnetworks.net/marketingtools/related.md) ### [Email Deliverability \& Engagement Scoring](https://knowledge.engagingnetworks.net/marketingtools/email-campaigns.md) ### [Email Classic (Deprecating in July 2026)](https://knowledge.engagingnetworks.net/marketingtools/email-classic-legacy.md) --- language: "en" --- # Broadcast: Email + SMS **Marketing Tools \> Broadcasts:** Engaging Networks' integrated email marketing tool. Is designed to work in conjunction with your pages, allowing you to create seamless supporter journeys for your audience. It has a user interface designed to make setting up and sending your emails as simple and intuitive as possible. *If you are not currently using Marketing Tools and would like to discuss licensing, please contact your Account Success Manager.* **Access Marketing Tools \> Broadcast:** |-----------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. Go to Marketing Tools \> Messaging \> Broadcasts | ![Image of the marketing tools, broadcasts menu in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_65e05eb997ddebc4d264602164490b92204ca237b28b8ec21455a415f747b5f0/image-20260319-222732.png?cb=363dd17f7d2800d583a420326ffca2be) | ## Marketing Tools - Broadcasts A messaging broadcast using Marketing Tools is a campaign to an audience of your choosing. It can be an Email, an SMS, or a combination of both. This guide will take you through the intuitive steps to set up and send a Marketing Tools Broadcast. 1. [Setup](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-creating-a-messaging-bro#1.-Setup) 2. [Audience](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-creating-a-messaging-bro#2.-Audience) 3. a: [Message](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-creating-a-messaging-bro#3a.-Message) b: [Email Builder](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-creating-a-messaging-bro#3b.-Email-Builder) c: [SMS Builder](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-creating-a-messaging-bro#3c.-SMS-Builder) 4. [Testing](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message#4.-Testing) 5. [Sending](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message#5.-Sending) 6. [Reporting](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message#6.-Reporting) ### Advanced use of Marketing Tools Marketing tools offer advanced user functionality to provide audience-specific content and to test messaging. * [Conditional Content (per block and per message)](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-conditional-content-per-block-and-) * [Split Test](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-split-tests) ### Managing the Marketing Tools menu Once you've navigated to broadcasts, you'll see the marketing tools menu. The following explains how to navigate the menu. Navigating the Marketing Tools menu |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | To create a broadcast, select: create broadcast ![Create broadcast button](https://knowledge.engagingnetworks.net/__attachments/a_592adbe61f70be601562bda17ed8c7dca856d7ad1107008da4f392f3da36b98a/image-20260320-151734.png?cb=f9f265b7edc51c3912469c49511f7b97) | ![Image of the broadcasts menu in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_43f8f835b4a3cedf9bc5c326b75e08960a86298fad106aad31460320b6a92a5e/image-20260320-151447.png?cb=bf7878b6819aab68dcdf6d3ff405a38c) | | **Type:**Email-only is standard; if you have enabled the Twilio integration, you can create three distinct campaign types, identifiable in the menu by their icons. **ID:** Unique ID for the broadcast campaign **Broadcast:** The name you have given to the Broadcast Name | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Email only icon](https://knowledge.engagingnetworks.net/__attachments/a_f29c87fc6300150d7876d4222749f01f9676518930188b889d9a444e9bd85260/image-20260320-152208.png?cb=7235031ca924d0fbc91bd01bbfe4690b) Email Only ![SMS only icon](https://knowledge.engagingnetworks.net/__attachments/a_edbf4e549049c463add10fd7bdfb8c3e5531a1552491c8340230d3b4f971f332/image-20260320-152251.png?cb=da2db5e54979bca0a60a6c6e90a33cc1) SMS Only ![Emaul and SMS icon](https://knowledge.engagingnetworks.net/__attachments/a_e1ebed725fb99585c372197a50e79561f5e7c1c0f23c06a3b3e084d8486cd969/image-20260320-152321.png?cb=795a99a2249a863cf9c90b52f270c0e1) Email and SMS | | | **Send Status:** There are three different statuses a campaign can be in: * **Blank:** The campaign is still being edited and is not scheduled or sent. There will be an option to delete the campaign. * **Scheduled:** The campaign is scheduled to be sent. There will be an option to reschedule the campaign or view the scheduled one * **Sent:** The campaign has been sent. There will be an option to view reporting **Sent:** The date and time the broadcast campaign was sent **Created:** The date the broadcast campaign was created **Modified:** The date the broadcast was last modified **Broadcast Menu Functions:**The following functions are available on the * ![Broadcast menu checkbox](https://knowledge.engagingnetworks.net/__attachments/a_b0418b73fb60f37c9a7cbe69718fe2e24af2efa4a33e971553e7d4da51294360/image-20260320-154056.png?cb=e1f1a15c3ebfb24864156ea16dbeaacc) The checkbox next to the broadcast campaign name can be used for foldering. * ![Edit broadcast icon](https://knowledge.engagingnetworks.net/__attachments/a_cfbc5bc92c45bf6164117e8fc84f4ab18ec8d633104ca6d7f493a0f0728ca4ce/image-20260320-153311.png?cb=8e257bebeed4fd5011971650812a9f00) Edit the Broadcast campaign * ![Email preview icon](https://knowledge.engagingnetworks.net/__attachments/a_c7cd78aa5cbdec15d70457ae96e6cf87d262b5eec07abd74c010b35d2a728d07/image-20260320-153643.png?cb=ada537871fe6e6b07755d0dfafaa4bd5) Preview the emails within the broadcast campaign before or after the campaign is sent * ![Duplicate broadcast icon](https://knowledge.engagingnetworks.net/__attachments/a_929229c911921ae540607eae3581aa101af62deac3a22971556b1c94d1e4236b/image-20260320-153610.png?cb=8ec2c637ee11070874e7c0983de4969b) Duplicate the Broadcast campaign * ![Delete broadcast icon](https://knowledge.engagingnetworks.net/__attachments/a_3598dd25094e98f03b60f6a2fbb472c71c1a84df78cee49afc1dc63f62d30097/image-20260320-153547.png?cb=ca94ddb14e1dd5516ad48c44074c569f) Delete the Broadcast Campaign * ![View report icon](https://knowledge.engagingnetworks.net/__attachments/a_f74578bd65758a49019a2e0fa90c7f04a5293ec492f2f99253f80f450a47ba8c/image-20260320-153731.png?cb=c4260bad2180b977b608cc98a83d3624) Access the reporting for a broadcast campaign. Available after the campaign has been sent. * ![Broadcast scheduled icon](https://knowledge.engagingnetworks.net/__attachments/a_d029c45a1eeac21a0b109133b1871e98ce2f49b3de97b6c4283123c6eb52d58f/image-20260320-153849.png?cb=63fa6788b8cc37d17bfa5f4465359d61) Reschedule or view the delivery scheduled for a broadcast campaign. Available after the campaign is scheduled and until it is sent. || ### Managing Folders in Marketing Tools Once you navigate to your Marketing Tools and select either Broadcast, Templates, or Blocks, you will see a section where you can search, create and navigate folders and subfolders. Managing Folders in Marketing Tools |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | If you need to add or change any folders, click on Edit Folders: ![Button for editing folders](https://knowledge.engagingnetworks.net/__attachments/a_49230dbe32392e883f6d3694ea5a4538496187ab2ba60f91bef50c425fdb3605/image-20260407-134546.png?cb=f4845ce62d7ea38df94a98efbbc56b83) | ![Image of foldering menu in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_2ec259d93f366f8fa27453ec9a1a65e6bd8fc37aabc89f09289e5a50f1befe79/image-20260407-134405.png?cb=775edf58f1bb1814fb6646bbccf8ff1d) | | **Add Folders:** Select edit folders \> Add folder \> Name the folder **Parent folder:** Choose to create a Parent Folder or a Sub-Folder of a Parent Folder | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of add folder menu in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_3aab7d06ed5b1dc1f31d133f11e1edbb74a3d660850303f71415824f0e0c4d29/image-20260407-140525.png?cb=65c6ee68f7564273f7ee147a0d197edf) | ![Image of add folder screen in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_579f8400938d3496fd216dd5cec3ee9abdeb1d452e022ae4e39311eeb8889437/image-20260407-140710.png?cb=7aa108480a294a382f93362be60133a4) | | | **Move Edit or Delete Folders:** Select edit folders and choose: ![Move Folders button](https://knowledge.engagingnetworks.net/__attachments/a_5efbd1c9bf667a7f86f3c48cae0a107764601f1979afed1bb164144f3051acaa/image-20260407-141808.png?cb=da2cc4586358197ab7f0986bdeee0e7c) **Move Folders:** Allows you to edit the folder hierarchy. ![Edit Folder Button](https://knowledge.engagingnetworks.net/__attachments/a_c59f7db4d80051b3bb2c6136aac09bceb641c0a990840861d5d9e01c8963c1d9/image-20260407-142008.png?cb=960248cbe21b3d13dd1c036f1df81c7f) **Edit Folders:** Select the pencil icon to rename folders. ![edit icon](https://knowledge.engagingnetworks.net/__attachments/a_454e8d1c4a0fca27f73520cdd997c4914fb7f364b63c50fe4bd4b7059f104e95/image-20260407-142156.png?cb=8541acfe4872f3b61fdd76a6ea0590af) Or the cross icon to delete folders. ![delete icon](https://knowledge.engagingnetworks.net/__attachments/a_842fe98573ec1220ab8e9b09cf14c9fc69b4edf610eee6c55176f23b6d892f17/image-20260407-142240.png?cb=b6f0dd7866bef46ea1816bb52bd98351) You will be asked to confirm the deletion by pressing the delete button in a confirmation pop-up menu. ![image-20260407-142705.png](https://knowledge.engagingnetworks.net/__attachments/a_8a59bcfd2c908255aab550d02ac2616dba3c981d4065a981f6784e2d666271f6/image-20260407-142705.png?cb=8caacb2555f6759bbe60dd736117fc49) *When deleting, if a file or subfolder is present, the system won't allow you to delete unless the folder is empty.* | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of move folders options in Engaging Networks.](https://knowledge.engagingnetworks.net/__attachments/a_4d6deb812d864f9a230edcfded1ec0cb08526045f9674c27a4c5f02ed8cc14df/image-20260407-141944.png?cb=b7246364db746fd912a4a4ab95e0a01c) | ![Image of edit folders options in Engaging Networks.](https://knowledge.engagingnetworks.net/__attachments/a_cc84285b9ca4ec586e6fea6af194c950d8072c6c03f73a018d231dd050ce7dcb/image-20260407-142120.png?cb=6a0dfd821a2e306fcdf32c3c23e594e3) | | --- language: "en" --- # Canceling emails ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. If you need to cancel your email after you have already scheduled it you can do so by going to "Jobs \> Job Monitor" in your Engaging Networks account. Click on the delete icon ![JOBS_delete.png](https://knowledge.engagingnetworks.net/__attachments/a_415c1ae12548226e2ac5f3939d12cc0a31164dd8620ebbc98640591cbd3cbfd3/JOBS_delete.png?cb=959780f0cff67850928081b50280ffde) under "Stop Job" to cancel your email. This will allow you to return to the email campaign to make edits or to reschedule it. ![JOBS_shceduledEmail_01.png](https://knowledge.engagingnetworks.net/__attachments/a_93aa25e3ce7161f1a522924248fb7d79533ad686051a31baf09bc010d5ebc279/JOBS_shceduledEmail_01.png?cb=851f34eeb0f87cbaf2de4477a6bbbd9e) You can also cancel the email by re-visiting it in "Email Service -\> Email Campaigns". Clicking on the schedule icon will allow you to cancel the email. **NOTE:** You can also cancel email jobs that are active but there will be a percentage of your list that still receives the email that is displayed as the "percentage complete". **NOTE:** If you have sent a split test email and you have the "Enable automatic sending of split tests" option set in your account (in the email settings page) but you **DO NOT** want a particular split test campaign to actually "send the winning" email to the remainder of your list, simply archive the relevant email campaign by ticking the box next to the email's reference name in 'Manage Emails' and the remaining messages will not be sent. --- language: "en" --- # Components * [Marketing tools: Templates](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-templates.md) * [Marketing tools -- components -- blocks](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-components-blocks.md) [**Images and Files**](https://knowledge.engagingnetworks.net/pages/images-and-files-library) --- language: "en" --- # Conditional content email campaigns ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Email Classic will be deprecated in July 2026; please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. Conditional Content emails allow you to send an email campaign to a group of supporters which swaps content depending on what Profile they are in. This can be useful in situations such as when: * you want supporters more familiar with a campaign to see more succinct content * you have split your supporters into different giving groups, e.g. major donors, first time givers etc, and want to talk to each group differently * you want to show different content that depends on questions that the supporter has answered in the past * you want to send an event update and want those that haven't booked to be reminded of the ticket page ## Get your supporter profiles ready Conditional Content is all based on Profiles. Therefore, before creating your Conditional Content campaign, you need to ensure you have the Supporter Profiles set up you want to use. [More information on profiles can be found here](https://knowledge.engagingnetworks.net/datareports/supporter-profiles.md). Before sending ensure the profiles are updated with the latest information. ## Creating a conditional content email A Conditional Content campaign is created by going to **Marketing Tools \> Manage emails (Under Email Classic) \> New Campaign** , and choosing **Conditional Content Campaign** . The email is built in the same way as a standard campaign (see [Building Emails](https://knowledge.engagingnetworks.net/marketingtools/creating-email-campaigns.md)). However, you will see that you are on the first tab of the campaign (labelled "A") representing that version of the email. Also the Name of your Email is appended with "A". ### Assigning a profile to your email version Another difference is that you will see a Profile drop-down in the email's settings. This is where you can assign the supporter profile to this version of the email. Note that there is also a "Fall-back" option listed. This option will send to everyone that doesn't fit in your profiles but are in the send group. ### Creating another version Once you create and save your first version "A", you will see "+ Add another" next to the tab. If you click this, a new email message "B" is created, copying the settings from the previous version. You can load in the content from version A via the "Duplicate from an existing email" drop down, or create it in a different way. You must also assign a profile to this version. ![conditional1.png](https://knowledge.engagingnetworks.net/__attachments/a_705e4541ef2be8047e8e58d71fc1cc63b2624b7a514a6f72799703b4c4d50e3b/conditional1.png?cb=7862fac186a602dc276520aa7a028d20) You can create up to 10 versions, with a profile (or fall-back) associated with each. Remember to save each version before moving to other tabs. ## Before you send out a conditional content email Once you create and save your email, you should test them independently to make sure the formatting and content are correct. You can do this in the normal way via the test button (see [this page](https://knowledge.engagingnetworks.net/marketingtools/testing-email-campaigns.md) for more information). ## Sending the conditional content email After your Conditional Content emails have been created and tested, you can proceed to send the campaign by clicking the orange arrow icon. ![cc-send.png](https://knowledge.engagingnetworks.net/__attachments/a_95ce96d74a36cdb71d9e62bbdd1c37dc909dfa9d7756b32c895d7e2c9bd78ff3/cc-send.png?cb=8a8e7932c43d763ba7656e9db22102f5) **PLEASE NOTE:**The job monitor will show 0% until one of the conditions has fully sent out. It will then update the percentage. ### Prioritising your versions You will then see the Step 1 screen where you can drag versions up or down depending on their priority. If there are crossovers between Profiles, then you can decide which one should take priority. It is not possible for a supporter to get more than one email from a single conditional content campaign. ![conditional-priority.png](https://knowledge.engagingnetworks.net/__attachments/a_0adad95305a8641f6c0143647e790058c3a6f924e1a785e963056b2cbf9c5f2a/conditional-priority.png?cb=6d56a88a9c4ff9e9d5ba6b9d4699be93) The Fall-back version will always be at the bottom, since it "mops up" any remaining supporters. ### Selecting supporters You can then select the recipients, just like you would in a standard email campaign. For more information on selecting supporters, [read this page](https://knowledge.engagingnetworks.net/marketingtools/sending-email-campaigns.md). ## Reviewing the results Once you send your campaign, you can view the results via the [email campaign reports](https://knowledge.engagingnetworks.net/marketingtools/email-campaign-reporting.md). ## FAQs ### What is the Fall-back profile? The Fall-back profile selects those that are not in any selected profile but are in the main selection. For example, say you send an email to a group which contains three versions. One is for Profile A, one for Profile B, and the other is the Fall-back. In the diagram below, the whole box represents the selection made via the query builder. The two circles represent supporters in the two profiles, and the left over grey area is the fall-back. If no Profile A supporters were in the selection, then that version would not be sent out. ![venn.png](https://knowledge.engagingnetworks.net/__attachments/a_4fade711a7986222721cab9fb8f014487be7862b151479d2bd3785f37e9e2de5/venn.png?cb=6a9e8abc5355c412ed003b455014e78b) ### Can they also see a different version of the page they land on? You can also use [Conditional Content](https://knowledge.engagingnetworks.net/pages/conditional-content-in-pages.md) in page-builder pages to assign Profiles to the page. Once this is done you can assign different versions of text and form blocks to different profiles. ### Can I split test a conditional content email campaign? [Yes you can](https://knowledge.engagingnetworks.net/marketingtools/split-test-conditional-email-campaigns.md). ### How many conditional content versions can I have? You can have up to 10. --- language: "en" --- # Creating email campaigns ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. To create a new email campaign go to **Email \> Manage Emails** and click on the "new campaign" button. ![EMAIL_NewCampaign.png](https://knowledge.engagingnetworks.net/__attachments/a_b23de4348d738dc208e058c1e34848086f22cafa6d01214979a8939e4fc3a375/EMAIL_NewCampaign.png?cb=f407a30dc616b5593949855821523772) ## Decide on the type of email to create You will then be asked to name your campaign and to select the type of email to send. * **One Email Campaign** -- send a single email to your list * **Split Test Campaign** -- send multiple emails to your list to test their performance ([more information](https://knowledge.engagingnetworks.net/marketingtools/split-test-email-campaigns.md)) * **Conditional Content** -- send different content to supporters on your list based on data profiles ([more information](https://knowledge.engagingnetworks.net/marketingtools/conditional-content-email-campaigns.md)) * **Split Test Conditional** -- send multiple emails containing conditional content to test their performance ([more information](https://knowledge.engagingnetworks.net/marketingtools/split-test-conditional-email-campaigns.md)) ![create-email-campaign.png](https://knowledge.engagingnetworks.net/__attachments/a_7c434ec5f13255a20aeb35b109e4f12f90ec3de8491e58414ad8295f8e29019d/create-email-campaign.png?cb=76aee72bd763c474ca93de1b2a26cfe5) Once the campaign is created you will then go into the admin section of the new email. ![Email-Campaign-Example-1024x542.png](https://knowledge.engagingnetworks.net/__attachments/a_b25a2c215d4b0ba7bcabca28e847556398244762a2a50d78eca233ad5f240941/Email-Campaign-Example-1024x542.png?cb=d26943b762cd0d7b2ce5fbd44feaeed9) Below is a description of the fields and what you should enter. | None | None | |-------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Name of Email | This is the name of the actual email message, not the email campaign. This name will be displayed in reporting and various selectors, so a name that describes the email or email campaign is useful. This is more important for split test and conditional content email campaigns. For single email campaigns, the name can be the same as the campaign, which is the default. | | Subject | The subject of your email. If you have Google Analytics integration enabled, this will also be the utm_content value included in your URLs. For information on setting up Google Analytics integration click here. | | Sender | The email address your email will come from. | | Preview Text | Abbreviated copy from an email that is displayed in supporter inboxes usually next to or underneath the subject line. This requires {preview_text} be inserted in the HTML of the email. For more information, click here. | | Reply To | The email address that will receive any replies to your email blast. This is set to "same as sender" by default. | | Google Analytics | This will be the utm_campaign value included in your URL's. You must have Google Analytics integration enabled in order to use this field. For information on enabling Google Analytics integration click here. | | Set Attributes | You can assign any pre-existing attributes to your email campaign. Attributes are created when creating campaign pages in either Advocacy or Fundraising. | | Notes | Add any internal notes here. | | Profiles (conditional content only) | Set the supporter profile that will be the recipient of the conditional content email. | You now select the way you would like your email to be created: * Duplicate an existing email. * Create from a template. * Create from scratch. ![Email-Campaign-Example-1024x542.png](https://knowledge.engagingnetworks.net/__attachments/a_b25a2c215d4b0ba7bcabca28e847556398244762a2a50d78eca233ad5f240941/Email-Campaign-Example-1024x542.png?cb=d26943b762cd0d7b2ce5fbd44feaeed9) Then click "Go" to build the email or "Save" to save your email to edit at a later time. You also have the option to delete your email at this point as well. Once you have created your email campaign, you can begin building your campaign's content. ## Decide on how to create your content After creating your email campaign, you will be given various options of how to build the email within it: ![Email-Campaign-Example-1024x542.png](https://knowledge.engagingnetworks.net/__attachments/a_b25a2c215d4b0ba7bcabca28e847556398244762a2a50d78eca233ad5f240941/Email-Campaign-Example-1024x542.png?cb=d26943b762cd0d7b2ce5fbd44feaeed9) * **Duplicate from an existing email** -- this lists all your existing email campaigns. You can choose one of these and it will load that into the editor for you to amend it. Note: ensure you update the Plain Text version. If you duplicate an existing email, for future reporting purposes remember to change the name of the email, otherwise it will carry the same name as the duplicated email. * **Create from a template** -- by clicking **Your Templates** , you can load one of your [email templates](https://knowledge.engagingnetworks.net/marketingtools/email-templates-more.md) as the basis for your campaign. This is the usual recommend method of creating your email content. If you wish you can also load one of our **Sample Templates**, although we would recommend personalising these to your brand in the templates area first. * **Create from scratch** -- this allows you to start from an empty email. This is useful if an agency has given you the code to create your email, and you just want to paste it in, or if you wish to make it yourself without any design elements. Once you have selected your method, click Go below your choice. ## Two different kinds of email editor In November 2017, we introduced a new email editor, the email-builder, which operates in a similar way to the page-builder with the ability to edit content by hovering over it, or moving components by dragging. You won't always see this new editor -- templates you made before the November update will use the "legacy" editor. You can tell which templates use which editor by the symbol next to them in the templates list: |---------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------| | ![L-template_1.png](https://knowledge.engagingnetworks.net/__attachments/a_5bc3ffc4d6e41260f8437cd37f33dd07b3cb27b9336d9991add5c649cdbbfd36/L-template_1.png?cb=175bff6405cd9f7ad5a6cce56f058a26) | New style template -- will use the new editor | | ![LT-template_1.png](https://knowledge.engagingnetworks.net/__attachments/a_c4800f73fa4cb5e6bcdd0ae126c21ac5f5ef48547f84d5b1fd87c99a3ee0912d/LT-template_1.png?cb=c90f9d2deda14d9e088601b2c8c57e80) | Legacy template -- will use the old editor | We'll cover both editors here. ## Email-builder (newer editor) The "new" template editor allows you to hover over components to amend them with your own text, links or images. Code inside the template determines whether you can add new components, which ones are editable, or whether some are repeatable. ![Screen-Shot-2017-11-23-at-11.17.42_0.png](https://knowledge.engagingnetworks.net/__attachments/a_840a5fda53da41a6740756b3ac7e1127df8558539ac563ead903ddf2a071fd72/Screen-Shot-2017-11-23-at-11.17.42_0.png?cb=91e65ec5b0c2b320e3f507274668b787) ### Text blocks A "text block" is a region of content that contains paragraphs, links, insertable fields such as first name, and images. To edit a text block, hover over it and click **Edit**. ![Screen-Shot-2017-11-23-at-11.21.23_0.png](https://knowledge.engagingnetworks.net/__attachments/a_7271cf34aace107a7e41d6b55a90dbe7c8c48146ac59081adfb6cff8571eb058/Screen-Shot-2017-11-23-at-11.21.23_0.png?cb=403a2c884bd10e840c3878605bfe99b9) You will be shown the editor, which allows you to set text as headers (which will format them depending on your template), bold text, insert images and so on. Some useful ones are: | None | None | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Insert image ![Screen-Shot-2017-11-23-at-11.44.04_0.png](https://knowledge.engagingnetworks.net/__attachments/a_c980f64b3bedf313b98635178ac745f988943ceb12bfc38e566a712a794d8f36/Screen-Shot-2017-11-23-at-11.44.04_0.png?cb=ba52ace8906a4c2ebfe100a723a4aaf0) | Insert an image into your email content. You can upload a new image, or browse for existing ones. | | Insert from Word ![Screen-Shot-2017-11-23-at-11.45.24_0.png](https://knowledge.engagingnetworks.net/__attachments/a_70451148e5af8c01b509345bad2490cfd2ebf3c2157671ae163199439423c99c/Screen-Shot-2017-11-23-at-11.45.24_0.png?cb=b260a98a39155605a5fee1bafb30fcaa) | When copying and pasting text from Word or the internet, you can bring in unwanted styles. This button "cleans" the content you have copied and pastes it without those unwanted styles. | | Insert link ![Screen-Shot-2017-11-23-at-11.46.56_0.png](https://knowledge.engagingnetworks.net/__attachments/a_8ca082dc2556e348e5ef44fa5d006ebcc24615b4806d939b467cef1987f5da6d/Screen-Shot-2017-11-23-at-11.46.56_0.png?cb=498b1c166caae936f4db07433b630eb4) | **Do not use** this to insert links to web pages. Use one of the blue insert link buttons instead (see below) otherwise it will not be able to track clicks. This button is useful however for linking email addresses. | There are also some dynamic buttons (in blue) that allow you to insert special content into your block. ![Screen-Shot-2018-02-12-at-12.13.24-PM_0.png](https://knowledge.engagingnetworks.net/__attachments/a_3bc2707af099c8638a241a4d27fa5baec0eac695f1433eebd775a73d971e1b39/Screen-Shot-2018-02-12-at-12.13.24-PM_0.png?cb=8552b915bfd5f3e1328f48b7ef776806) | None | None | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Insert campaign link ![cmapaign.png](https://knowledge.engagingnetworks.net/__attachments/a_a057236f34fc0f10b170c15f507beddb7eeed5c025aa39bbc2052da51064c909/cmapaign.png?cb=41760b81471b3b371a615d87d92e1fd6) | Links the selected text to an Engaging Networks campaign or donation page. **Benefits** By using this insert tool, the number of clicks for each inserted link will be recorded and available for review in reporting. Supporters' details will also be pre-populated in the form fields on the landing page, providing that this supporter data is stored in your account (beyond email address). **Name:**Add a reference name for the link that you are inserting. **Tracking id:**If you have added tracking parameters to your actions, you can now link to specific tracked URLs. Select the tracking parameter and the dropdown below will update to display campaigns that are using this specific tracking id. **Campaign:** Select the campaign you would like to link to. **Start page:** Select the start page for your action: usually you will direct supporters to page 1 and pre-populate their data. But if you have a campaign that is 3 or more pages long, you can direct them to page 2 which will pre-fill page 1, which means they can continue without needing to put that data in again. **Note:** you cannot create "one-click" petitions. **Link color:** This creates a span around the link of your chosen color, which is sometimes required for certain email clients for them to display the link as you choose. **Append** [**custom URL parameters**](https://knowledge.engagingnetworks.net/marketingtools/custom-url-parameters.md)**:** If you want to add additional parameters to your link, such as transaction.donationAmt=10 to force a different default donation amount, you can do so here. | | Insert external URL or static page ![static.png](https://knowledge.engagingnetworks.net/__attachments/a_8cee0b3249f1d426e6c303b8fe072096697d4cb62a3ae3d021bd2988ee6ff569/static.png?cb=e0d292d718750bb6a912b0044e1db4e9) | Links the selected text to a URL outside of the Engaging Networks system (e.g. your website). **Benefits** By using this insert tool, the number of clicks for each inserted link will be recorded and available for review in reporting. **Name:**Add a reference name for the link that you are inserting. External URL: The external webpage you would like to insert a link to. -OR- **Static page:**You can select a static page that is built and hosted within your Engaging Networks account. **Link Color:**Sets your link color. Some mail clients such as Outlook are then more likely to display the link color correctly. | | Insert unsubscribe link ![unsub.png](https://knowledge.engagingnetworks.net/__attachments/a_27ccd8ffa8e5b77673fe96bf479f8d424b5304ffcd2f4563c2731fa441b77dc3/unsub.png?cb=49e831ebe646ff725e2a068289099a01) | To manage your lists correctly you will need to offer your supporters the opportunity to unsubscribe from your list. If you are only using one opt-in question, the simplest way to do this is to set up an unsubscribe link. In this case, supporters click on the link to unsubscribe, their 'opt in' response to your default opt-in question will be changed from a 'Y' to a 'N'. Their record will not be deleted from your account, as they may opt back in at a later date by taking action from your website. When you highlight your unsubscribe text and click this button, you'll be presented with two drop downs. **Opt-in question:**Select the opt-in question associated with this unsubscribe link (you might have more than one default opt-in question in your account). **Landing page:** If a supporter does click on the link, they will be taken to a page that confirms that they have unsubscribed. You will need to set this up in **Pages \> Components \> Web pages**, and create a new "Unsubscribe" type page. Alternatively, you might want to send your supporters to a subscription preferences page, particularly if you are using more than one opt-in question. Visit [this step-by-step guide](https://knowledge.engagingnetworks.net/pages/email-subscriptions-page-step-by-step.md) for more details. **Note:** you may want to add this to your email template so you don't have to add this in each time you make a new email campaign. | | Insert view in browser link ![browser.png](https://knowledge.engagingnetworks.net/__attachments/a_30674bd600195a85b1625da50cd94a1dc9c167754e2de0ff7fc145bdb513149d/browser.png?cb=f10d37de0193a081637a5405f1929931) | Not all email clients render emails the same. As part of the template, you should give your supporters an option to view the email in a browser. When they click on this link, their default browser will open and it will display the email as a web page. The supporter can then click on any of the links in your email and take action from there. Highlighting copy such as 'Can't read this email? Click here' and then clicking this icon will create a hyperlink to a page view of your email for the supporter. The related page will be added to the email at the moment of sending the email. **Note:** you may want to add this to your email template so you don't have to add this in each time you make a new email campaign. | | Insert -- user data ![insert-user-data.png](https://knowledge.engagingnetworks.net/__attachments/a_6b705d61e507bc1ee694c63ef98273ee3bebfb090a499e38ada5e8be3272fcb6/insert-user-data.png?cb=59b342ec8601b48280cb050aaa1e4789) | Select any of the user data fields from the dropdown and add them to the content by clicking on the insert button. When the supporter opens the email, the tag will have been replaced with the relevant information. For example: first name, country, or city. You will need to make sure that this data is in your account records otherwise there will be blanks in the email message. You can also include "[fallbacks](https://knowledge.engagingnetworks.net/marketingtools/salutations.md)". | | Insert social sharing ![social_0.png](https://knowledge.engagingnetworks.net/__attachments/a_f71c5cdb1b92581c59402b2f360ed29ba1b97bed9ba90127db6531a642fa7004/social_0.png?cb=11ad3e89267921bf8fb89d2333ee4573) | You can include social share and social follow tools to link your campaigns or fundraising pages via Twitter, Facebook, Google+ or LinkedIn. Supporters receiving the email will be able to share the campaign directly via an image for that social network. Click on the "Insert social sharing" icon and select the social networks you would like to insert. Upon pressing insert, a placeholder will be inserted into the email. Once the email is sent, the live "plug ins" will be substituted. If you cannot see the campaign that you would like to share, it is due to the relevant campaign not having the required details entered into its [social settings](https://knowledge.engagingnetworks.net/pages/social-networking-tools.md). | | Insert suggested gift value ![next-suggested.png](https://knowledge.engagingnetworks.net/__attachments/a_ecad5f4711ed59b504755a17f0c9e95b832c6c02edf738a8a7a49e1bd5d52631/next-suggested.png?cb=706717d437029bdce09d21a7b0b69e40) | If you have enabled [Highest Previous Contribution](https://knowledge.engagingnetworks.net/pages/next-suggested-gift.md) in your account settings, you can use this tool to insert a supporter's "Next Suggested Gift" into the email. The value inserted to the supporter will leverage the rules you have set in a "Next Suggested Gift block". . | ### Image blocks Image blocks can only contain an image, and are useful if you have a specific layout that you don't want to change. To edit an image block, hover over it and click **Edit**. ![Screen-Shot-2017-11-23-at-11.52.23_0.png](https://knowledge.engagingnetworks.net/__attachments/a_3cf921b80fe89f4bfa72e59157d7152a1317e11e9cfe1d2ef035a37703790fa1/Screen-Shot-2017-11-23-at-11.52.23_0.png?cb=5c36b9e21ca961230419e084e07dc870) You can browse for previously uploaded images, or upload new ones. The Width and Height will default to the actual pixel size of your image. You may want to restrict wide images so they don't mess up your layout, for example by giving them a 100% width (and auto height). Whenever possible, it is a good idea to upload an image that is already to the scale you need and please note, the image file must be less than 1024 kilobytes. You can give them "alternative text" should they not load for the supporter. ### Adding new blocks You can drag in new blocks, if the template allows it, by hovering on the right-hand toolbar and dragging new components into your design. ### Repeatable blocks Repeatable blocks are groups of components and html that can be repeated or deleted. This is useful for newsletters where you might have several stories in one email. Whether a template has repeatable blocks is determined in the [template](https://knowledge.engagingnetworks.net/marketingtools/email-templates-more.md). ![Screen-Shot-2017-11-23-at-11.56.28_0_0.png](https://knowledge.engagingnetworks.net/__attachments/a_0efd3ddd64b18d45c4766ef152520e27e2d31e12b6ab9624ebf07d00a8ac2ad8/Screen-Shot-2017-11-23-at-11.56.28_0_0.png?cb=caa34f5397f4addb7e92e4aad1e75df0) ### Completing your email Once you have made your amendments, click the Done button and you will be brought back to the email campaign screen. ### Plain text version The plain text editor is where you build your non-HTML version of the email. This is important for deliverability and a basic best practice for bulk emailing. To make it easier you can click on the "Generate plain text from HTML" button. ![EMAIL_Build_GeneratePlainText_0.png](https://knowledge.engagingnetworks.net/__attachments/a_ff2bd302556292030675952be926f62ec7811a5817dd2dbef5333d9921cd8ec4/EMAIL_Build_GeneratePlainText_0.png?cb=0c3e537830d91e8a44ca8befd7c71855) Note that if you edit the visual template again, the plain text does not automatically update. ### Saving your email It is important to Save your email campaign at regular intervals and before testing and sending. ### Testing and sending your email The next step is to test your email and then to send it. [Read on by clicking here](https://knowledge.engagingnetworks.net/marketingtools/testing-email-campaigns.md). ## Template editor (legacy) You will see this editor when creating from "legacy templates" which were created before the November 2017 update, or when duplicating from emails that used a legacy template. When building your emails you can choose to work in the Rich Text Editor (above) or the Advanced HTML Editor (below). You can also edit the plain text version (below). ### Rich Text Editor (legacy) The Rich Text Editor is a "What You See Is What You Get" (WYSIWYG) editor that allows you to visually create your email like you would a Word, Google or Pages document. You can use an existing template and modify only select parts or start from scratch. ### Advanced Email Editor (legacy) The Advanced Email Editor allows you to edit the source HTML of your email with dynamic color-coding of elements. Tool tips help to identify incorrectly formatted code. You also have the ability to collapse/expand HTML tag groupings. ### Plain Text Editor (legacy) The plain text editor is where you build your non-HTML version of the email. This is important for deliverability and a basic best practice for bulk emailing. To make it easier you can click on the "Generate plain text from HTML" button. ### Customizing emails (legacy) You can use the Rich Text Editor to format the text and layout as well as insert images and styling as mentioned above. You can also customize your emails using the Engaging Networks WYSIWYG tools -- see above. ## Inline CSS Enabling this feature on your emails will help increase the odds that your email will look good on all platforms. By enabling this setting on the email message, Engaging Networks will convert all of your styles upon sending, even if you've pasted in CSS code in the header of your email. This structure can be preferable for a handful of email clients, although the majority of providers do not need this, but it is worth testing your emails to see whether this makes a difference. Note that enabling this can increase the file size of the email. ### How does Inline CSS work? Let's say you have a style in your email's \ section, that makes all links red and bold: a { color: red; font-weight: bold; } then if you enable Inline CSS, upon sending the HTML of the email will be re-structured so that each HTML \ tag has the style inline: Click here ### Troubleshooting Inline CSS If you see this error when trying to save your email: > Unable to save email message: There looks to be an issue with saving, combined with the 'CSS Inline' function. Usually this is caused by something in the HTML. Please review the HTML or contact support for help" Then check that your HTML is structured correctly -- e.g. there is an \ and closing \ etc. There is also a known issue in which non-standard characters in images' alt text, such as accented characters or curly apostrophes, can cause this error. Check each alt text and remove these and try saving again. The CSS inliner tool simply takes any internal CSS in the email and puts it inline instead. Some email clients will ignore CSS styling that is not inline so the email may look different without the styles inlined. The inliner usually works without issue and if ever it doesn't work, a third party inliner can be used and the inlined code can simply be pasted into the software. The campaign can then be saved and sent with the inliner unchecked and without styling issues. ## Pre-populated links In using our 'URL insert tool' for campaigns and fundraising, you can dramatically increase your completion or donation conversion rates. The URL inserted through this tool automatically adds a unique and encrypted supporter identifier. Once the supporter clicks this link from their email, it will dynamically load the campaign or donation page with their details. It is important to note that this only happens the first time the supporter clicks on the link. Once clicked, the system will 'disable' the relation between it and the supporter and no details will be loaded. ![Screenshot-2021-05-10-at-09.01.42.png](https://knowledge.engagingnetworks.net/__attachments/a_d6520d23df38a4d04bc88953af2c4ddd846d64f668fc1aa6a4cecb718a2a5732/Screenshot-2021-05-10-at-09.01.42.png?cb=a2482cd8ecf16fd5f93afdedddadb749) It is important to insert links using the blue "Insert Campaign Link" or "Insert Static Link", otherwise the system cannot count clicks. Also, campaign links can pre-populate pages. --- language: "en" --- # Custom URL Parameters ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. There may be instances when you are required to include particular parameters in any campaign links that you create, for example to pre-populate values for appeals or donation amounts. There are some parameters that will always form part of campaign links, and if Google Analytics support is enabled the software will also add a number of utm_ parameters to any links you create. However, you can also specify your own 'custom' parameters. These will be defined by you, and can match anything you would like. Edit your email message as usual, and insert a campaign link using the '**Insert campaign link**' chain icon. This will bring up the 'Insert campaign link' screen, where you will need to provide a unique reference name for the link. This reference name will also be used in reporting, so you can see click-through rate per link, so the naming convention you choose here can affect how easy it is to read reports later. If you do not give the link a name, it will be assigned a random identifier (something like b36b4f0a) which will not very reader friendly when it comes to reporting later on. You will also need to choose which campaign and page you would like to link to: ![insert_campaign_link_screen.png](https://knowledge.engagingnetworks.net/__attachments/a_215c2280e31f0910afe3ada314963d232b673632e78f3eabe32fee15f16dc9e7/insert_campaign_link_screen.png?cb=bbcc7229fbde6cd4c673b8eef5391640) Check the '**Append custom URL parameters** ' to allow you to insert your own custom defined parameters to the campaign URL. You can use **Manage** button to open the parameter editor. ![image-20241022-134223.png](https://knowledge.engagingnetworks.net/__attachments/a_759d66ff83a38169bcceca647e7a4f1b0fba607bbb8a99a61b1cb969494b2de7/image-20241022-134223.png?cb=dd537a88c2d4c4c4b5545da0f4f5cdd2) You can now create new URL parameters, or click on the name of one or more of the existing parameters to select them. Once you have selected the parameters you wish to include, simply click **Use Selected** to enable these parameters for the link. When creating new parameters, you should provide a 'default' value which will automatically appear with the parameter. You can of course change these values in the 'Insert campaign link' editor after the parameters have been added to the link. Back in the 'Insert campaign link' editor, you should see the selected parameters appear below the Manage button. ![insert_campaign_link_additional_parameters_enabled.png](https://knowledge.engagingnetworks.net/__attachments/a_431ba637374bff580bc7702f54dda0c7231462349ab8b6be899f455e4c256273/insert_campaign_link_additional_parameters_enabled.png?cb=469b0e65ce2cde88789b8047d6547c08) You can now change the value for each of the included parameters. Each enabled parameter and their values will be included as part of the campaign url, in the format of \&supporterchapter=cambs. These parameters will be included in addition to the software preset parameters and the Google Analytics values, if you have that enabled. If you have several parameters, you can also paste them all at once. ![image-20241022-134106.png](https://knowledge.engagingnetworks.net/__attachments/a_4b56cc79860873566d8de769ee58bd01b55438fdd8162eaff8008f1fe3e1dd1d/image-20241022-134106.png?cb=5eddc46bcb2c28698c65c1fe2a37a2b8) ![image-20241022-134121.png](https://knowledge.engagingnetworks.net/__attachments/a_91dfd506e03253fc5bc2e98cc3805920e0fcaf319494ac5902ff89702b030a4e/image-20241022-134121.png?cb=ec30b36b6aaa687cdb83f00a5be66cfd) To see how to construct a URL to pre-populate fields, [click here.](https://knowledge.engagingnetworks.net/youraccount/pre-populating-form-fields.md) --- language: "en" --- # Domain Authentication (DNS - Email) **Domain authentication** is the process of verifying that an email truly comes from the domain it claims to represent and must be configured in order to send email from Engaging Networks. When emails are sent from Engaging Networks, the DNS records SPF, DKIM and DMARC tell a recipient mail servers that Engaging Networks has permission to send email on behalf of that domain. Setting up domain authentication improves email deliverability, helps protects brands from spoofing and phishing, and builds trust with recipient mail servers. DNS updates should be handled by someone with administrative access to your domain's DNS settings. Typically that is an IT team, system administrator, or web hosting manager. ## Finding DNS instructions in Engaging Networks Sending domains are the domains in the email addresses used for broadcast emails or thank you emails. For example, the sending domain for the email address info@mycharity.org is mycharity.org. To find the DNS information needed to authenticate sending domains to send email from Engaging Networks, go to **Marketing Tools \> Domain authentication**. This will list any sending domains configured in your account (email addresses added under Hello \> Account Settings \> Account Emails \> Broadcast email sender or Sender for thank you email types). ![domain-authentication.png](https://knowledge.engagingnetworks.net/__attachments/a_d320e328b55fe2d1b170c3ff58623b2fb189d67d041891f110ec4f573a0d333c/domain-authentication.png?cb=5d4779d09c784a6da9e01a01421c73c4) Clicking ![image-20251031-132713.png](https://knowledge.engagingnetworks.net/__attachments/a_62207ab6c9c05c06986a89498a918e9743b2040ad0b48354def5f00d47f2bf73/image-20251031-132713.png?cb=d674aed4a14b30861d0dccf1cc4960d1) will provide DNS instructions and validate three types of DNS records: SPF, DKIM and Return Path Alignment (DMARC). Instructions for adding these records to your DNS can vary by hosting or DNS provider, but the basic steps are below using an example domain of mycharity.org. 1. **Log In to Your DNS Hosting Provider** * Go to your domain's DNS or "DNS Management" section. * Look for a page labeled something like DNS Settings, Zone Editor, or Advanced DNS. 2. **Add or Update the SPF Record (Sender Policy Framework)** SPF can have multiple entries if your organization is using other services to send email from the same domain. For that reason you might need to update an existing SPF record with the Engaging Networks rule rather than creating a new SPF record. * Add or update the TXT record for mycharity.org to include `include:_spf.e-activist.com`. The whole record might look like this: v=spf1 include:_spf.e-activist.com ~all Or like this if there are multiple entries: v=spf1 mx ip4:66.11.156.248/29 ip4:66.11.152.144/29 include:_spf.e-activist.com ~all * Save the record 3. **Add DKIM (DomainKeys Identified Mail)** * Create the **two** CNAME records for Custom Domain Authentication: enkey1._domainkey.mycharity.org value masterkey1.e-activist.com. enkey2._domainkey.mycharity.org value masterkey2.e-activist.com. * Save the record 4. **Return Path Alignment /DMARC (Domain-based Message Authentication)** * Create the following CNAME to align return path processing Canadian Datacenter enbounce.mycharity.org CNAME e-activist.com. US and US2 Datacenters enbounce.mycharity.org CNAME use.e-activist.com. * Save record 5. **Allow DNS to propagate and validate** * It can take up to 24 hours for DNS entries to update across the entire internet * After propagation, validate the domain again in Engaging Networks to ensure all the records are configured correctly * Check the 'I wish to enable DKIM for mycharity.org' option in Engaging Networks * Check the 'I wish to enable return path for mycharity.org' option in Engaging Networks The checkboxes alert Engaging Networks that the records are in place for final verification ### Viewing the results After adding the records to your DNS, you can select validate again. If the records are correctly configured, the result will show a green tick. If the records are incorrectly configured or not yet in place, the results will show a red X or alert sign. In the example below, three green ticks means the domain is fully authenticated. ![domain-authentication-results.png](https://knowledge.engagingnetworks.net/__attachments/a_975221278df02b9a6c8a3c1407ee49addbe61448bf5f2ca58295f165e4e9022d/domain-authentication-results.png?cb=fdab1f1084cbeb32a08216f1c02a873f) In the example below, the red X means the domain is not authenticated. ![domain-authentication-results-failure.png](https://knowledge.engagingnetworks.net/__attachments/a_e27aaeeffd793c0dddb7cd8014aa1da42358479b77223f26c98542721f7a2300/domain-authentication-results-failure.png?cb=e9ec78a3c701332194d470ca4cc1a283) ### Other resources Engaging Networks will show if records are in place and configured correctly. It does not show if there are other issues with the record (for example, too many SPF rules). For that, a third-party tools such as or or can be used. --- language: "en" --- # Email Campaign Reporting ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. You can access detailed reports for individual email campaigns sent by the system. By looking at the statistics, you'll be able to evaluate your emails to see which ones work best for your organization. To get the most from your email reporting, you'll need to make sure that you use the 'tracked links' insert tool when inserting links into your email. If you don't, your reporting will show zero 'clicks' for any link you've added. For more information on inserting links correctly, see this page. ## Overview If you go to **Emails \> Manage Emails**, you'll see a list of all the broadcasts that you have sent out using the system. To view the report for any sent email campaign, just click the name of the email campaign and then click the orange pie chart icon. ![Screen-Shot-2016-06-28-at-2.20.12-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_2f6d7adaf99a96bee484ab48d1c318da2a4ca7d09b0505f23e2dc1b4d3b077d9/Screen-Shot-2016-06-28-at-2.20.12-PM.png?cb=8be6084fa2a24a683b301a8cff2153aa) At the top of the screen you'll see the date the email was sent and a "Show query information" link that will display the query used to select the supporters. **Note:** This query is only recorded for 6 months. On the reports screen, you'll see a summary of the email stats and a pie chart of the open rates. If you have inserted links to donation or advocacy pages you will also see the amount raised and number of actions on those pages. ![Email-Report.png](https://knowledge.engagingnetworks.net/__attachments/a_3daaf5ed6300a5a0123eb5f4542913681220892dd5504f69d180d0411796f727/Email-Report.png?cb=7ae50babc8d6260c3a0d65e1ce9d2cea) If you would like to download these stats in spreadsheet format, simply click ![Screen-Shot-2016-06-28-at-2.40.56-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_92460b5bb4f489e70d93ad80a3fc23fba25a32cc45cd0041061cf1398337b948/Screen-Shot-2016-06-28-at-2.40.56-PM.png?cb=9be5f112d19ab4f208f71ac6ed74dfdb) . ### Sent The number of emails sent. This is the total list size minus any emails that are already flagged as '[suppressed](https://knowledge.engagingnetworks.net/marketingtools/email-suppression-and-bounce-data.md)' or if they were skipped because they are in an automation. ### Opens The number of emails uniquely opened. We record opens via an invisible image that is downloaded when the supporters open their emails. If supporters have images turned off, we are unable to know whether they opened an email. ### Clicks This will increase the first time that the recipient clicks on any trackable link within the email. Each click thereafter would be calculated in the "Most opened/clicked" chart below. ### Completions The number of supporters to (uniquely) complete an action from an email. ### Open Rate The number of emails opened, as a percentage of the number of emails delivered (to your supporters' inboxes). ### Click Rate The number of unique clicks on trackable links, as a percentage of the number of emails delivered. ### Unsubscribes \& Unsub Rate The unsubscribe figure will differ depending on the type of unsubscribe page you are using: **One-click unsubscribe page:** The number of supporters that unsubscribed. **List Management Page - Email Subscriptions:** This is the unique number of supporters who clicked on your unsubscribe link via this email. The rate is as a percentage of the number of emails delivered ### Bounces The number of emails that haven't been delivered from the total list because they have bounced, for example, because the email address no longer exists. More information on the bounce codes used can be found in the relevant help file. ### Marked as Spam The number of emails that people mark as 'spam'. If this happens, the email service (such as hotmail) feeds this information back to us and we mark it as a 'complaint'. This supporter will no longer receive any future mailings. ## Timeline ![Screen-Shot-2016-06-28-at-2.26.55-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_552f98c1d70ae6cdcd590191b804c7f970b04f5edaca4abc371a02defa7ed600/Screen-Shot-2016-06-28-at-2.26.55-PM.png?cb=e82d499d0e570fbfd0c4b516606b5416) The 'Opens over time' graph will show you **when** people did opened the email. It's a useful tool to see if there are any spikes in activity, perhaps due to a TV interview or a newspaper advert. The graph is dynamic, meaning the timeline, the scale, and the statistics within it change automatically over time. If you 'mouse over' the graph at a given point, you'll see a count of the opens that occurred on that date. ## Links The "links most opened/clicked" will show you the number of clicks that each of your URLs are receiving as long as they have been inserted with the Engaging Networks [WYSIWYG editor](https://knowledge.engagingnetworks.net/marketingtools/wysiwyg-insert-tools-in-email-campaigns.md). ![Link-stats.png](https://knowledge.engagingnetworks.net/__attachments/a_92fb7da670d9a9c9bf544b4f9146d3defe143192de82827748c42febb597c4cc/Link-stats.png?cb=9bb01947f8b5d4fe331a2bc7e3942516) The left hand column lists the link name and the right column lists the URL and the count of clicks. --- language: "en" --- # Email Deliverability \& Engagement Scoring * [Email deliverability](https://knowledge.engagingnetworks.net/marketingtools/email-deliverability.md) * [Email Engagement Scoring Overview](https://knowledge.engagingnetworks.net/marketingtools/email-engagement-scoring-overview.md) --- language: "en" --- # Email Classic ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. * [Testing email campaigns](https://knowledge.engagingnetworks.net/marketingtools/testing-email-campaigns.md) * [Creating email campaigns](https://knowledge.engagingnetworks.net/marketingtools/creating-email-campaigns.md) * [Custom URL Parameters](https://knowledge.engagingnetworks.net/marketingtools/custom-url-parameters.md) * [Salutations](https://knowledge.engagingnetworks.net/marketingtools/salutations.md) * [Conditional content email campaigns](https://knowledge.engagingnetworks.net/marketingtools/conditional-content-email-campaigns.md) * [Split test email campaigns](https://knowledge.engagingnetworks.net/marketingtools/split-test-email-campaigns.md) * [Split test conditional email campaigns](https://knowledge.engagingnetworks.net/marketingtools/split-test-conditional-email-campaigns.md) * [Preview Text](https://knowledge.engagingnetworks.net/marketingtools/preview-text.md) * [WYSIWYG Insert tools in email campaigns](https://knowledge.engagingnetworks.net/marketingtools/wysiwyg-insert-tools-in-email-campaigns.md) * [Sending email campaigns](https://knowledge.engagingnetworks.net/marketingtools/sending-email-campaigns.md) * [Canceling emails](https://knowledge.engagingnetworks.net/marketingtools/canceling-emails.md) * [Email Campaign Reporting](https://knowledge.engagingnetworks.net/marketingtools/email-campaign-reporting.md) --- language: "en" --- # Email Classic (Deprecating in July 2026) ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Email Classic will be deprecated in July 2026; please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. * [Email templates](https://knowledge.engagingnetworks.net/marketingtools/email-templates.md) * [Email Classic](https://knowledge.engagingnetworks.net/marketingtools/email-classic.md) --- language: "en" --- # Email deliverability Email deliverability refers to the ability of your emails to successfully reach your supporters' inboxes rather than their spam or junk folders. It is different than delivery which only indicates the email didn't hard or soft bounce. Getting your email into inboxes is a high priority for Engaging Networks and we work hard at constantly monitoring deliverability across the platform. By employing third party DKIM, SPF, IP address warming and Feedback Loop processes, we persevere to ensure we can best deliver your mail. ## What Engaging Networks Does Engaging Networks has multiple PowerMTA email servers that are designed to send large amount of emails. These powerful servers are highly configured to allow us to dynamically process the email going out to ISPs, through multiple IP addresses. To make sure that the IPs that we send mail from are well maintained, Engaging Networks: * Monitor and maintain best practices to avoid blacklists * Strive to maintain high reputation scores for our servers and IPs using industry-leading monitoring tools (Google Postmaster Tools, Microsoft SNDS, Validity Sender Score, Spamhaus Score, and monitoring for all major blocklists) * Deliver mail by throttling based on delivery patterns to maintain good delivery * Maintain feedback loops with ISPs, where they are available, including Hotmail's Junk Mail Reporting Program, Yahoo, AOL and Comcast etc Within the platform Engaging Networks also: * Requires full email sender domain authentication for email sending * Automatically [suppresses bad email addresses](https://knowledge.engagingnetworks.net/marketingtools/email-suppression-and-bounce-data.md) to prevent continually sending to addresses that have hard bounced or soft bounced a number of times * Requires unsubscribe links be included in broadcast and marketing automation emails ### What Clients Need to Do In addition to the measures taken by Engaging Networks to protect email deliverability, clients also need to adhere to best deliverability practices. Users who have the ability to send broadcast type emails using your organizations sending domain (from Engaging Networks but also other services) should be educated about email deliverability practices and the potential consequences of not adhering to them. The following should be done to achieve and maintain good email deliverability and reduce complaints: * Fully authenticate your email sending domain/s * [SPF, DKIM, and Return Path (DKIM)](https://knowledge.engagingnetworks.net/marketingtools/domain-authentication.md) must be configured in order to send emails from Engaging Networks * Only email supporters who are [opted in](https://knowledge.engagingnetworks.net/pages/manage-opt-ins.md) to receive emails * If appropriate, use a clearly visible, unticked checkbox or unselected radio to collect consent on a page to reduce complaints from supporters who do not expect your emails * Explain what you'll send, how often, and through which channels, and link to your privacy policy * If you're relying on a soft opt-in (where permitted) clearly tell supporters you'll email them about similar causes and link to your privacy policy * Maintain good email list hygiene to avoid spam complaints and bounces * Ask supporters who haven't engaged recently with your emails if they still want to be opted in (i.e. reengagement campaign) and opt out those who do not reengage * Familiarize yourself with Engaging Networks [Email Engagement Scores](https://knowledge.engagingnetworks.net/marketingtools/email-engagement-scoring-overview.md) and utilize them in your audience building * Reconsider using purchased email lists or ensure the list is processed through an email validation service prior to sending to it * Utilize a service like [ZeroBounce](https://www.zerobounce.net/) to ensure your email list is free of invalid, inactive, and spam-trap email addresses * Ensure it is easy for supporters to opt out/ unsubscribe from your emails to prevent spam complaints * It is required for Engaging Networks broadcast and Marketing Automation emails to include an unsubscribe link * Do not attempt to obscure the unsubscribe link in your emails and put it in a predictable place like the footer * Purely transactional emails (e.g. receipts or thank-you confirmations) don't need an unsubscribe link. If you include any promotional or marketing content, the message becomes direct marketing and does require an unsubscribe link * Slowly warm up new sending domains * Send to smaller, engaged segments of your audience when you first begin sending emails using Engaging Networks or if you start using a new sending domain (e.g. a rebrand or name change) * Gradually increase sending size over time until you reach your full send list #### Other tips * Consider using [opt in with confirmation](https://knowledge.engagingnetworks.net/pagebuilder/manage-opt-ins#ManageOpt-ins-Settingupanopt-inwithconfirmation) to be sure supporters intend to opt in * Be thoughtful about the content of your emails and avoid "spammy" language or formatting * We recommend using [Postmastery](https://www.postmastery.com/email-deliverability-test/) to test email content but other tools are available such as [Mail Tester](https://www.mail-tester.com/) * Segment your audience to send the most relevant content to supporters to improve engagement * Ask your supporters to whitelist your emails * This can include adding your emails to their contact lists or requesting they move emails from the promotions tab in the Gmail to the primary tab * Set up seed list monitoring with various email service providers * Create email addresses with mailbox providers like Gmail, Yahoo, and Outlook and add them to [a seed list in Engaging Networks](https://knowledge.engagingnetworks.net/marketingtools/seed-lists) * Send emails to the seed lists and monitor those addresses for inbox placement * Monitor your sender reputation using Google Postmaster Tools (reach out to Engaging Networks support to help configure this) #### Consequences of Poor Deliverability Practices Poor deliverability practices can result in your emails going to supporters' spam folders, your domain being blacklisted by spam filtering services such as Spamhaus, and even compliance violations for legislation such as CAN-SPAM, GDPR and CASL. Bad practices can negatively impact your deliverability and often have a cascading effect. As an example, if there is no clear way for supporters to unsubscribe from your emails, supporters might instead choose to mark your emails as spam which results in future emails going into supporters' spam folders. Then, because supporters cannot find your emails in their inbox, they cannot engage with them which further damages you sender reputation. It is possible to hit spam traps if you continue emailing disengaged contacts or purchase cold lists. Spam traps are secret addresses (pristine or recycled) used by mailbox providers and blocklist operators, such as Spamcop and Spamhaus, to flag poor acquisition and list hygiene. Hitting them signals consent problems and can hurt your sender reputation or trigger listings with those services. It is hard to reliably identify traps and ultimately prevention is best - i.e. avoiding purchased lists, following good opt-in and opt-out practice, regular suppression of long-term inactives, and fixing typos. ### Deliverability Pitfalls Seemingly benign decisions can mistakenly cause damage to email deliverability. Some examples include: * Introducing bad email addresses by purchasing lists or by suddenly re-emailing stale lists (e.g. 5 years lapsed donors) * Recipients from purchased lists may not have consented to receiving emails from your organization and therefore may mark your emails as spam * The lists may include bad email addresses that bounce at a high rate * The lists may include a spam trap (read more below) * Spam filtering services monitor for suspicious or abusive email sending and can blacklist your sending domain for a variety of reasons including: * High spam compliant rate (supporters marking your email as spam or moving it to a spam folder in their inbox) * Sending emails to spam traps. Spam traps include non-existent email addresses, disabled email accounts that have been turned into traps and typo-ed addresses (e.g. gmial.com instead of gmail.com). * Sudden increasing in sending volume (e.g. going from 5k to 50k recipients in a day) * Mailbox providers have been known to disable email accounts after a certain period of user inactivity (e.g. 2 years of not logging in). Continuing to email these addresses despite them not being engaged can result in a large volume of emails bouncing at once which can damage your deliverability. [Read more here about Yahoo disabling accounts in 2019](https://www.engagingnetworks.net/blog/yahoo-a-reminder-for-list-hygiene/). --- language: "en" --- # Email Engagement Scoring Overview **Email Engagement Scoring** assigns each of your opted-in supporters a number (between **0** and **11**) based on their interaction with your email campaigns and/or email automation emails over the past 12 months. This is an automatic process that updates at the beginning of each month. You can view and utilize the engagement scoring data in your account in a few areas. Just like with any email reporting, only links added with the blue WYSIWYG toolbar can be tracked by the platform to know whether the supporter clicked the link and only campaign links will track conversions. ## Email Overview Reporting When you go to the reporting dashboard you will see a single pie graph with the distribution of your supporters into each score 0-11. You can also view the total count of records for each of the 12 categories here. This month's score represents the engagement of your supporters over the past 12 months (from the current month). It only looks at supporters who are opted in (i.e. have a value of Y) against one or more of your opt-in questions. This month's score represents the engagement of your supporters over the past 12 months (from the current month). [![email-scoring.png](https://knowledge.engagingnetworks.net/__attachments/a_1072cae8af9d8290426477d617a37df3db7079abf3f0fe41a9789ecad30da35a/email-scoring.png?cb=b1054fbc8da9d27b96e2acf095b9221d)](https://vimeo.com/283048577) ## Supporter Profiles Email engagement scores will also be available for you to use in building profiles. Now you can create a profile for your inactive records and send out targeted emails only to them. Email Engagement Scores can also be combined with other filters to build even more targeted messaging based on a supporter's previous interests, for example. If you want a range of scores you can use the greater than and less than filters, to include several scores at once. For example, "More than 6" will select supporters with scores 7 and above. Here is how the score is assigned: | Score | Definition | |-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 0 | Supporters whose 'create date' is within the last 12 months, is "opted in," but has not converted on any landing page or clicked on any link within the last 12 months. | | 1 | Anyone who has converted any landing page from an email in the last 3 months. | | 2 | Anyone who has clicked on two or more emails in the last 3 months. | | 3 | Anyone who has clicked on one email in the last 3 months. | | 4 | Anyone who has converted any landing page from an email in the last 4-6 months. | | 5 | Anyone who has clicked on two or more emails in the last 4-6 months. | | 6 | Anyone who has clicked on one email in the last 4-6 months. | | 7 | Anyone who has converted any landing page from an email in the last 7-12 months. | | 8 | Anyone who has clicked on two or more emails in the last 7-12 months. | | 9 | Anyone who has clicked on one email in the last 7-12 months. | | 10 | Anyone who has opened an email, in the last 12 months. | | 11 | All other "opted in" records that have been on file for at least 12 months. | | 100 | The supporter is not opted-in to any of your opt-in questions. Scores of 100 are not represented in the reporting. | A record can move up and down through each category -- based on their engagement frequency and their recorded number of clicks over a twelve-month period -- but they cannot exist in two categories at once. ## Supporter Record You can view a supporter's engagement score by locating their record under "Manage Supporters" and clicking on the "Email Activity" tab of the "Activity Summary" gadget. ![ENGAGEMENT_SCORE_ActivitySummary.png](https://knowledge.engagingnetworks.net/__attachments/a_498baffae90f5279a2b3755b2cac6d7f2f6c4244b2bcd1a8b5c5b1baf94afb6f/ENGAGEMENT_SCORE_ActivitySummary.png?cb=7b4886c327bed41c14bcaff5124f047a) --- language: "en" --- # Setup * [Domain Authentication (DNS - Email)](https://knowledge.engagingnetworks.net/marketingtools/domain-authentication.md) * [Google Analytics, Split Tests \& Seed Lists](https://knowledge.engagingnetworks.net/marketingtools/email-settings.md) * [Seed Lists](https://knowledge.engagingnetworks.net/marketingtools/seed-lists.md) --- language: "en" --- # Email -- Preheader Text ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Email Classic will be deprecated in July 2026; please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. Preheader text is brief summary text that follows the subject line when an email is viewed in an inbox. Many email clients provide them to give you a preview of what the email contains before it's opened. Here's an example in Gmail: ![Preheader.png](https://knowledge.engagingnetworks.net/__attachments/a_c432c6a77698e34a49ba1c5c1a8675fdd71963787d7b1f7c3331cf4ce3bf6651/Preheader.png?cb=8ae4d618df7d4d337274e46ea9b3c278) Unless you provide specific preheader code this text is taken from the text in the email body. You can override this with a small summary text to make the email more engaging and likely to be opened with the preheader code below by placing it just after the **\** of the email template or in a text block at the start of your email.
Insert hidden preheader text here
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--- language: "en" --- # Google Analytics, Split Tests \& Seed Lists ![Screenshot-2023-05-05-at-10.46.38-AM-288x300.png](https://knowledge.engagingnetworks.net/__attachments/a_035f7558e3587777151e07818e8aa91b8c1785acbfe287c9ab2af4e81d0b3969/Screenshot-2023-05-05-at-10.46.38-AM-288x300.png?cb=469cb2b8d5a867736edf9125049dc7d5) Before you begin sending out email campaigns through the Engaging Networks software, there are a couple of email-specific settings you can configure as needed. You can access these by going to **Marketing Tools \> Setup**. ## Google Analytics If you would like to integrate Google Analytics within your email campaigns you will need to enable it in this area by ticking the box next to "Enable Google Analytics Integration". This will append "utm" parameters to the links that your supporters click, loading the page so that Google Analytics can use these in its reporting. 1. Go to **Marketing Tools \> Google Analytics** ![Screenshot-2023-07-27-155022.png](https://knowledge.engagingnetworks.net/__attachments/a_bba9459a4389e75c3eaab1661b578490f2c5a64ac4f660acc34d76b12a28333f/Screenshot-2023-07-27-155022.png?cb=a00447a6a28b116f7692ee737730181f) 2. Enable Google Analytics Integration by ticking the box 3. Set the Mediums -- this is the marketing medium you are using to deliver this content (Email Newsletter, Emergency Appeal, etc.). This will add a **utm_source** attribute to the email. This will add a **utm_medium** attribute to the email using this value 4. Set the Source -- this identifies where the traffic is coming from (EngagingNetworks, ENEmail, etc.). This will add a **utm_source** attribute to the email using this value 5. Set your domains -- these will be your domains for pages that you want to enable this on. For example your Base URLs in Engaging Networks, plus any sites you might want to track (e.g. your homepage). Only domains set here will have the tracking added. Each domain needs to be on its line. 6. Click 'Save' to store these settings. ![save.png](https://knowledge.engagingnetworks.net/__attachments/a_c3494afc22f346ac6e1d0a38bd144d2771e1522e426caea12070d080d8ded014/save.png?cb=21b8513770bdfc8cf1b29deceb369c58) *Once you've enabled the Google Analytics integration, you'll be able to use the utm_campaign attribute in email classic or marketing tools broadcasts and you can update this for each email you send.* *Email Classic:* ![ga_for_Ecc.png](https://knowledge.engagingnetworks.net/__attachments/a_1749c5af52e0b9a2b70100ebcf2b5737c6eab8a4a20dcd8476846dac1427d816/ga_for_Ecc.png?cb=4b0a4885da0ce443af1c5049a941c985) *Marketing Tools - Broadcasts:* ![ga_for_MT.png](https://knowledge.engagingnetworks.net/__attachments/a_f421033f7c824222dfaf6891dc5f2bafbbd2a9a25f09ecd67ffa032a5be3c811/ga_for_MT.png?cb=295f4694e41a8e3015252c6eba40ada2) An example URL might be: https://secure.engagingnetworks.net/page/109703/action/1?ea.tracking.id=&utm_medium=email&utm_source=engagingnetworks&utm_campaign=ABC123&utm_content=2023+Important+action+-+Core&ea.url.id=6501888 In this example, the utm_medium is "email" (taken from these settings), utm_source is "engagingnetworks" (also taken from these settings), utm_campaign is "ABC123" (set in the email itself), and utm_content is taken from the name of the broadcast. utm_content will be generated from the name of your email message which is set when creating email campaigns. utm_campaign is also set when creating email campaigns using the "Google Analytics" field. This is required for every email message if Google Analytics integration has been enabled. ## Split Tests When sending [split test email campaigns](https://knowledge.engagingnetworks.net/marketingtools/split-test-email-campaigns.md) we allow you to pick the winner by going to the reporting for that email campaign and deciding which email performed better for your criteria. If you would like us to automatically choose a winner, you can enable that here by ticking the box pictured below. ![Screen-Shot-2016-03-11-at-4.40.32-PM_0.png](https://knowledge.engagingnetworks.net/__attachments/a_45a99019b4dc5ffb87a7176614e51f392bace3510e96fd0d2697cc4d3fc887d6/Screen-Shot-2016-03-11-at-4.40.32-PM_0.png?cb=59bcda32c1450052a02aa8590d8e1194) It is recommended that this setting is left either 'on' or 'off'. If you turn this setting on, it will take effect for any split test where the winning email hasn't been sent in the last 7 days. ### Win Criteria Once this is enabled, you will need to choose a metric for the software to select the winner from and time to delay before the winning email is chosen. ![Screen-Shot-2016-03-11-at-4.40.38-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_4093472f7995ac4700225f68e329103784056af4de0c42c0ffa2659b33448d62/Screen-Shot-2016-03-11-at-4.40.38-PM.png?cb=f4b86ad411a091cdae662ada1bd548df) | **Criteria** | **Definition** | |--------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Open rate | The email with the highest percentage of opens will be the winner. | | Click-through rate | The email the highest percentage of clicks will be the winner. | | Page conversions | The email with the highest percentage of page conversions will be the winner. A "page conversion" is when a supporter clicks on a link to an Engaging Networks form in an email and goes on to complete the action. | ### Delay in hours Once the metric is set that you would like to base the winner on, you will need to set the amount of time to wait before the winner is determined. By default, this is set to 24 hours but can be adjusted to suit your needs. We recommend setting this value to 2 or more hours. Click 'Save' to store these settings: ![save.png](https://knowledge.engagingnetworks.net/__attachments/a_c3494afc22f346ac6e1d0a38bd144d2771e1522e426caea12070d080d8ded014/save.png?cb=21b8513770bdfc8cf1b29deceb369c58) The sending time is calculated by adding the delay to the top of the hour of the sending time. For example, a send at 9:05 with a 2-hour wait will be sent at 12. If you toggle this setting on, the software goes back up to 7 days to find any split tests that don't have a winner identified yet and if the criteria is met, it will select a winner. ## Domain Authentication The domain authentication tools allow you to verify that your SPF records (mandatory) and custom DKIM (optional) are set up properly for your sending domains. You will see a list of the sender domains you have set up and you can then click 'validate' ![validate.png](https://knowledge.engagingnetworks.net/__attachments/a_8d0f243463f49a3381aeab72fcdcd8fa0104ed1c4a7bd5bf0dc189dd4333e9c1/validate.png?cb=0e907c6d5ef4628bf98cbe1b3cfbb7e1) to check that you have configured everything properly. The SPF validation will only check that you have the appropriate SPF for Engaging Networks in place. It will not validate the overall health of your SPF set-up. ## Seed Lists Seeds lists are groups of email recipients who can be added to your Engaging Networks account and subsequently sent emails. The recipients in seed lists will not be added as supporters in the account and do not need to meet the email audience criteria to be sent the email. For more information, click [here](https://knowledge.engagingnetworks.net/marketingtools/seed-lists.md). --- language: "en" --- # Email suppression and bounce data When emails are sent from Engaging Networks, bounces are recorded. A **soft bounce** is an e-mail message that gets as far as the supporter's mail server but is bounced back undelivered before it gets to the intended recipient. A **hard bounce** is an e-mail message that has been returned to the sender because the recipient's address does not work. A**suppression** is an email address that has either hard bounced, seen a number of soft bounces or marked an email as spam. To maintain good reputations with the receiving server and protect email deliverability, suppressed supporters will no longer be sent emails. | **Bounce reason** | **Bounce type** | **Number of bounces before email becomes suppressed** | |---------------------|-----------------|-------------------------------------------------------| | inactive-mailbox | Hard | 1 | | bad-mailbox | Hard | 1 | | bad-domain | Hard | 1 | | no-answer-from-host | Soft | 3 | | quota-issues | Soft | 3 | | routing-errors | Soft | 4 | | relaying-issues | Soft | 4 | | spam-related | Soft | 99999 | | virus-related | Soft | 99999 | | content-related | Soft | 99999 | | policy-related | Soft | 99999 | | protocol-errors | Soft | 99999 | | bad-configuration | Soft | 99999 | | bad-connection | Soft | 99999 | | message-expired | Soft | 99999 | | other | Soft | 99999 | | invalid-sender | Soft | 99999 | ## Viewing bounces and suppressions To view bounces for the last 30 days, or your suppressions, go to **Marketing Tools \> Email suppressions**. This screen is updated daily and displays soft bounces, hard bounces and suppressions. Suppressions are email addresses that get placed on a suppression list if we record a number of bounces for that record (for example, 1 hard bounce or 3 soft bounces), which means they will not get emailed (although they are still in your account). Click **View** to see a list of supporters in each category. Hard and soft bounces, and spam complaints (which is when a supporter marks a received email as spam), will have the date the email bounced and the reason why listed in this view. ![Email-Suppression.png](https://knowledge.engagingnetworks.net/__attachments/a_b16755a171b199bae76998ebf943a6237e5ddd7253247e6478920be9c1f85b81/Email-Suppression.png?cb=387628bf797d1a96351a4a2d0b7ceb32) The **Not Opted In** reportincludes a list of email addresses which do not have a Y value for any opt-in questions in the account. Note that this list is updated on the 1st of every month. The supporters in this report would have an email engagement score of 100 The **Auto Generated Addresses** report includes supporters who have no email address. Those supporters have email address ending with **@noaddress.ea**, and they are never emailed. ## Downloading the reports You can download the reports as CSVs by clicking on 'Download'. Once you have clicked confirm on "Are you sure you want to schedule a job for this?", the file will be available for downloading in the job monitor. When the action has completed, you can download your results. --- language: "en" --- # Email templates * [Email -- Preheader Text](https://knowledge.engagingnetworks.net/marketingtools/email-preheader-text.md) * [Email Templates - more](https://knowledge.engagingnetworks.net/marketingtools/email-templates-more.md) * [Email templates editable regions](https://knowledge.engagingnetworks.net/marketingtools/email-templates-editable-regions.md) --- language: "en" --- # Email templates editable regions ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Email Classic will be deprecated in July 2026; please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. For [Email Templates](https://knowledge.engagingnetworks.net/marketingtools/email-templates-more.md) to have regions that are editable in the email builder, they need to be marked in the HTML via DIVs of certain classes. If you do not mark any regions, then your templates will not be editable. Note that there are two types of email template -- a newer template design that uses the email-builder, and an older one that templates made before November 2017 will use. The old "legacy" code will still work but we advise you use the new code as described below. This document describes the code for the new templates first, with the legacy later on. ## Droppable regions Droppable regions are the most basic region -- you can only drag components (text or image blocks) into your template via the editor if an area has been marked as being "droppable". If no region has been marked as droppable, the toolbar will not be available. However you can still edit existing blocks. ### How do I mark a region as droppable? In the HTML, surround the region to be droppable in a div:
Here's another example -- a draggable region with two components inside it:

This is the content that will be editable

## Editable regions When you add a text or image block to your template, it adds this information to the HTML for text blocks:

This is the content that will be editable

and for image blocks:
These classes instruct the email editor what type of block the region should be editable by. For example, a text block region would look like this in the editor: ![text-block-email-example.png](https://knowledge.engagingnetworks.net/__attachments/a_3d2020b87aa7d2ba75a989002fcb95669d5daefb606cc6764a0e42ccdc7e0e49/text-block-email-example.png?cb=d7cbc79be71c1b3dd265c8c8fa997695) ## Repeatable regions Repeatable regions allow the user to easily duplicate, or remove, groups of content in their email. One example of this is in our Newsletter sample template, where a story area (which includes an image, title and description) can be repeated as desired via the **+** button (or removed via the **--** button). These repeatable blocks can be dragged and reordered as desired by hovering on the intended block to move, clicking on the Repeatable area (i.e. the four arrow ✣ icon) and dragging to the area desired on the email template. ![Screen-Shot-2021-06-07-at-2.13.25-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_2ac10aedd337e1fee22401336a9af2dc84f2d63a5e0ffb52569a0ee9e62b1dac/Screen-Shot-2021-06-07-at-2.13.25-PM.png?cb=f5e3247cac326fb162e7b1ccf0ecb4fa) Repeatable regions can surround multiple blocks and other content. Here's an example of the HTML:

this is the content that will be editable

*** ** * ** *** ## Legacy templates Legacy templates are marked as **LT** in the template list. These are templates created before November 2017's software update. They are fully compatible with the software. If you previously used editable regions in these templates, they are equivalent to the new editable regions and will act in the same way. For reference, the old tags are: **\[Legacy\] Editable area (now replaced by the text block region -- see above)** This makes everything within the div editable.
...
**\[Legacy\] Image only (now replaced by the image block region -- see above)** This creates an area that only an image can be inserted too. Clicking into this area allow you to insert an image from your Engaging Networks library.
...
**\[Legacy\] Repeatable regions (now updated -- see above)** A 'repeatable region' creates an area that can be duplicated. Note that either an en-editable and/or en-image region must be place within a repeatable area.
...
**\[Legacy\] Example Snippets** The examples below are snippets of html, which would be parts of an entire template. **\[Legacy\] Setting an editable 'image only' region**
**\[Legacy\] Setting an editable region, which allow images or text updates**

This line the only one that is editable.

**\[Legacy\] A repeatable region that has an editable region inside**

This line of text will be in-editable.

Example: I have made this line the only one that is editable.

--- language: "en" --- # Email Templates - more ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) Email Classic will be deprecated in July 2026; please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. You can create a repository of email templates that can be used as a design base for your broadcast emails. When you go to create a new email campaign, the templates you have saved in your account are available to be selected. Depending on your supporter approach strategy, you could consider creating a variety of email layouts to cater to different tasks used to address your supporters lists. They could be based on the amount of content you would like to send out (single or multiple stories) or your content layout: * Each story accompanied by an image on the left- or right-hand side. * Stories displayed in a two-column layout. * Main story taking full email width and two shorter stories displayed side by side below the main story. Here are some examples of different templates based on the type of email: * Monthly newsletter (3-4 stories) * Campaign launch email (1 story) * Campaign update email (1 main story, 2 additional smaller stories) ## Viewing your templates Go to**Marketing Tools \> Templates (Under Email Classic)** to view the current templates you have. Note that from November 2017, we have a new email template editor, which operates in a similar way to the page-builder, with the ability to edit content by hovering over it, or moving components by dragging. * Templates made before the November 2017 update will use the "legacy" editor, which offered rich text and advanced html tabs. * Templates created after the November 2017 update will use the new editor. Legacy and new templates can be identified by their symbol in the templates list. |---------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------| | ![L-template_0.png](https://knowledge.engagingnetworks.net/__attachments/a_832a5922d45c0f9f1f11c7e1c78fc24692c182ee2207bb26a6df5812491378fc/L-template_0.png?cb=175bff6405cd9f7ad5a6cce56f058a26) | **New style template** -- will use the new editor | | ![LT-template_0.png](https://knowledge.engagingnetworks.net/__attachments/a_23464af63d4b2501c7f22594a40940f63d99f6e953653f76e02466a1925b8b38/LT-template_0.png?cb=c90f9d2deda14d9e088601b2c8c57e80) | **Legacy template** -- will use the old editor | ## Creating email templates To create a new template go to **Email \> Templates** and click on the "Create template" button ![create-template.png](https://knowledge.engagingnetworks.net/__attachments/a_549f16379a45c80d9160e8a2600ca38471ba3eda4282d8d7f980741af6315f2c/create-template.png?cb=eea274e9042083e5f2093e4e40091505) . Enter the New Template Name. Your template's name should describe what the template is for so when email campaigns are created by choosing it from a list, it is clear what the template looks like. Click Create to continue. ### Three ways to create a new template The next screen offers several options: ![sample-templates.png](https://knowledge.engagingnetworks.net/__attachments/a_9da12813e81c42944a9a612b0b977f07e4a02be9d0d0c8739c61675f6bcf41e4/sample-templates.png?cb=1dc7fc6c8d784e9d6310799ac1a53115) * You can **Start from scratch**. This allows you to paste in HTML if you have been given some to make into a template * You can use one of your existing templates under **Your templates** * You can use one of the **Sample Templates**. They are mobile-optimised and built to best practice so that they display your email as intended in different devices, browsers and apps. You can click on them to view more information about the templates. ### The template editor ![template-editor.png](https://knowledge.engagingnetworks.net/__attachments/a_3b4bf5f178e8fc515c2ee3e494fb515e7a6befc59a44c22f865f9f8dea82ec12/template-editor.png?cb=b43739187c17157d2546078f93cf7b82) The email template editor works in a similar way to the page-builder editor. It displays a visual representation of your email which you allows you to hover on components to amend them, or drag in new ones from the right-hand tool bar. Any blocks you add to your template will be editable when creating a new email. If you use one of the sample templates you will see this in action. But if you start from scratch, you will not have any of these components yet, and will need to mark up your HTML to allow for these components to be droppable. [More on this here.](https://knowledge.engagingnetworks.net/marketingtools/email-templates-editable-regions.md) ### Editable regions Editable regions help you create great looking emails, which non-technical users will find easy to use. You can set only some parts of the email to be editable, and others to not be viewable only, so for example you can't accidentally change the header. You can also mark some regions to be **repeatable**, for example for a newsletter where the number of stories that changes each time. ![repeatable.png](https://knowledge.engagingnetworks.net/__attachments/a_7281a62fde3f3e5074e02c07a2c278fafdd421f4815eda2e8dec77189700d3bd/repeatable.png?cb=caa34f5397f4addb7e92e4aad1e75df0) You can add editable regions by including text and image blocks in your template. Note that you cannot add new blocks to a template via the toolbar if your template has nothing marked as "droppable". [Read more about how to do that here.](https://knowledge.engagingnetworks.net/marketingtools/email-templates-editable-regions.md) ### Text blocks Text blocks hold text, including placeholders for things like first name. They can also be used to insert tables, images and other design elements. A text block is editable within the template, so when a user creates a new campaign they can hover over the text block to make changes. Therefore, if you don't want an area to be editable (for example in the footer), then you will need to add the HTML manually in the HTML editor or remove the classes that identify it as editable. You can hover over an existing block to edit it to bring up the text block editor, or drag in a new text block from the right-hand tool bar. **Note:** only templates that have an area marked as "droppable" will have access to the toolbar When you edit or create your text block you'll see the text block editor: ![text-block.png](https://knowledge.engagingnetworks.net/__attachments/a_900a0ccc216bd969a03b6f7aca6018cd9ef7ba3a05dff0bb3b8cc0835a46599e/text-block.png?cb=39f2e0e1c3f2df8181845483a797cab5) You can use the editor to visually create your email like you would a Word, Google or Pages document. If you wish, you can switch to the HTML by clicking the Source button. In addition to the standard buttons, you also have the [blue Engaging Networks WYSIWYG tools](https://knowledge.engagingnetworks.net/marketingtools/wysiwyg-insert-tools-in-email-campaigns.md), which allow you to insert dynamic data: [![blue-buttons.png](https://knowledge.engagingnetworks.net/__attachments/a_726ae5b8a22241381f990ee5eefd37ec3229e36623e5b178aef1289bf423de85/blue-buttons.png?cb=8552b915bfd5f3e1328f48b7ef776806)](#) Once you make your changes to the text block, click Save to save your changes or Cancel to disregard them. ### Image blocks ![image-block.png](https://knowledge.engagingnetworks.net/__attachments/a_065b22ae7dd9c0a2918bb72e55ecbcef6250edec483d9b65757c83ae3eb40abb/image-block.png?cb=e5b6cbc0db4aeb676afd6830d06df039) You can use image blocks to insert images in your template. Note that text blocks can also hold images. You can set the width and height of the image here, either in pixels or percentage (%). Percentage is useful if you want your image to respond to the device's shape rather than have a set size. You can browse for existing images in your file library, or upload new ones. ### Email Banner Image Size For an email banner width, the ideal size is 600-700px wide on desktop, and 320-385px wide on mobile. ### Editing HTML You can switch to the HTML of your email instead by clicking**Edit HTML** and then back again by clicking **Edit Visual**. For legacy templates, click on the Advanced HTML tab. ### Deleting existing templates To delete an existing template simply click on the red "X" on the "Manage Email Templates" page. ### Creating and building emails To begin creating emails with your templates, [click here](https://knowledge.engagingnetworks.net/marketingtools/creating-email-campaigns.md). --- language: "en" --- # SMS Setup ## Twilio Integration To utilise Engaging Networks' SMS capabilities, a [Twilio account is required](https://www.twilio.com/try-twilio), which [handles phone numbers](https://www.twilio.com/docs/sms/choose-the-right-phone-number-type), SMS [costs, and billing](https://www.twilio.com/sms/pricing). You'll need to speak with Twilio to understand the options available to you and the functionality available in the regions where you plan to operate your SMS activity. Once the account is set up, you can configure SMS sending in your Engaging Networks account, where you will be able to customise your automated messages (unsubscribe, more information, subscribe) and set up SMS content. ### Configuring your Twilio account You will need to set up a messaging service in your Twilio account and add at least one number to its sending pool. Your Engaging Networks will use this service account to send SMS messages. Please see the [guidelines on getting started with the Messaging Service](https://support.twilio.com/hc/en-us/articles/223181308-Getting-started-with-Messaging-Services) #### Twilio: Integration Setting You will need to configure your messaging service to use webhooks provided by Engaging Networks. The webhook URLs differ for clients in the US, US2 and CA data centers, so please contact Support, who will provide you with the correct webhook to use. |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. Select 'send a webhook' for the 'Incoming messages' setting and specify the request and fallback URLs as below. Use the same webhook URL for both the callback URL and the webhook URL. | ![Integration-1-1024x555.png](https://knowledge.engagingnetworks.net/__attachments/a_624c4a7cac03c3969f588f1a95a9b45a3b5e7628105e1362b2f388e5c56ba8cf/Integration-1-1024x555.png?cb=d086f96599b8ebf63055c6e1d22eab92) | #### Twilio: Sender Pool Setting |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | You will need to add at least one phone number to the sending pool; however, due to their limitations, we advise against using a toll-free number. Always consult a Twilio representative about your planned sending volumes, as they will be able to advise on the best number(s) to use based on your specific use case. | ![Sender_pool-1024x557.png](https://knowledge.engagingnetworks.net/__attachments/a_ade0f2eea2594f3d05c4e37bd53204c1646ab8d85e48ebe5076743677d32a8e7/Sender_pool-1024x557.png?cb=de852b9613500de4a5e2d3d178b2a263) | There maybe also be compliance registration requirements depending on your region and type of phone number. For example long code phone numbers in the US need to register for [A2P 10DLC.](https://help.twilio.com/articles/1260800720410-What-is-A2P-10DLC-) Long code phone numbers are rate-limited by Twilio, so large SMS sends may experience queue overflow errors. Twilio may recommend acquiring multiple phone numbers and adding them to the Sender Pool within your EN Messaging Service to reduce the load on each number, thereby increasing the delivery success rates. #### Disable Twilio opt-out handling Within Engaging Networks, you can set several properties, including Subscribe, Unsubscribe, and Help keywords. By default, Twilio captures these responses but does not notify us if an unsubscribe event occurs. To enable Engaging Networks to handle such replies, you will need to request that Twilio **disable the default opt-out handling.**You may need to explain that Engaging Networks has the necessary webhooks in place to receive unsubscribe requests and update your supporter records accordingly. ### Connecting Twilio to Engaging Networks |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Once your Twilio account is set up, please use the [Extensions Manager](https://knowledge.engagingnetworks.net/youraccount/account-settings-extensions-manager.md) to connect it to your Engaging Networks account. || | You will need to provide: * **Twilio account SID** * **Messaging SID** * **Twilio auth token** * **Applicable Opt-in:** The SMS opt-in question you want to use to manage subscriptions to SMS text messaging. * **Short URL domain:** Select a domain you would like to use in short links inserted in SMS messages. | ![Twilio_extension_new.png](https://knowledge.engagingnetworks.net/__attachments/a_4d078b553814c9405728e60cbb00dffec1198aaa80f49a21decef505c5244d18/Twilio_extension_new.png?cb=249ab2b5cbc16f4fa8b71ef5b880a0c8) | | \*The messaging SID can be found under Messaging \> Services in Twilio. | ![Messaging_service-1024x453.png](https://knowledge.engagingnetworks.net/__attachments/a_56c4fda5162712441dfd2ec63cf4b8bc1b10f9056c5f2159e781eca96690dc66/Messaging_service-1024x453.png?cb=7fbf1d5c97827d71f2536f528b6532e5) | ## Account settings for SMS sending ### SMS Opt in We recommend setting up a separate Opt-in question to manage subscription to SMS messages. [Click here](https://knowledge.engagingnetworks.net/pages/manage-opt-ins.md) to read more about setting up Opt-in questions in your account. For all compliance requirements, please refer to [Twilio's guide of requirements by country](https://www.twilio.com/guidelines/sms). Messages that are undelivered with the following responses will be automatically opted out. `30003 (Invalid number/landline) 30006 (Carrier blocked) 30006 (Unknown destination handset) 30008 (Inactive number)` ### SMS Phone Number Formatting #### Engaging Networks To use SMS in Engaging Networks, the data for your supporter's mobile number must be mapped against the [tagged field in your account data structure](https://knowledge.engagingnetworks.net/datareports/account-data-structure) called **Second Phone Number**. You don't need to remove non-mobile numbers from your data, though, as Twilio handles mobile number verification for delivery, including filtering out landlines and inactive numbers. For SMS campaigns and keywording to work effectively, it's recommended to follow Twilio's best practice guidelines for using the E.164 format for all SMS data. | **E.164 Format** | **Country Code** | **Country** | |------------------|------------------|-------------| | +14155552671 | 1 | US/Canada | | +447890123456 | 44 | UK | #### Keywording and Unsubscribes: Engaging Networks' keywording and unsubscribe feature matches incoming numbers against those on a supporter record. Our systems follow Twilio's best practice recommendations regarding E.164 formatting. Therefore, to avoid unpredictable behaviours, it's essential to use E.164 formatting on your account. #### E.164 Formatting and Twilio Twilio can, in some circumstances, send an SMS to numbers that are not in the E.164 format. It does this by assuming that the country code matches the sender code. This means that an SMS sent from a +1 country code number to another +1 number would likely be delivered without a country code, but an SMS sent from a +1 number to a +44 number would not. Whilst you can send your campaigns in this way, this can impact how unsubscribes are managed on your Engaging Networks account, as unsusbscribes will be received in the E.164 format. To ensure your SMS unsubscribes automatically update the supporter records on your Engaging Networks account, ensure you format your SMS sending data in the E.164 format as standard. ### Validating SMS on your forms When adding a field to your forms to capture SMS data, ensure it uses the second phone number tagged data field. We recommend adding the required phone number [validator](https://knowledge.engagingnetworks.net/pagebuilder/managing-validators) to help maintain consistent formatting. --- language: "en" --- # Marketing automation * [Marketing Automation step-by-step](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-step-by-step.md) * [Marketing Automation workflow -- conditions](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-workflow-conditions.md) * [Marketing Automations -- Pausing and stopping](https://knowledge.engagingnetworks.net/marketingtools/marketing-automations-pausing-and-stopping.md) * [Marketing Automation -- recommendations and troubleshooting](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-recommendations-and-troublesh.md) * [Marketing Automation Recurring Transaction Activity](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-recurring-transaction-activit.md) * [Marketing Automation Custom Date](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-custom-date.md) * [SMS in Marketing Automation](https://knowledge.engagingnetworks.net/marketingtools/sms-in-marketing-automation.md) --- language: "en" --- # Marketing Automation Custom Date The **Custom Date** marketing automation allows you to target supporters based on a custom date field. You can target supporters who are approaching a particular date as specified in the custom date field. The automation can be used to inform supporters that the date is approaching, and request that supporters update their details before the date. ![Screenshot-2024-02-02-at-4.34.28 pm.png](https://knowledge.engagingnetworks.net/__attachments/a_659d23493142bae0190de16c5171df1580488acacacf97391ea0999816fdadb4/Screenshot-2024-02-02-at-4.34.28%E2%80%AFpm.png?cb=5a7d35d20901004a7411f9a4bd8cb4ba) ## Field Configuration and Date format The field should be configured in the account as an [untagged supporter field](https://knowledge.engagingnetworks.net/datareports/data-types-questions-vs-form-fields-transactional-.md). Untagged fields have no predetermined definition or functionality in Engaging Networks and can be used to store any type of data. The date format for this automation should be **YYYY-MM-DD.** Values in that format can be [imported](https://knowledge.engagingnetworks.net/datareports/importing-supporter-data-front-end.md) into Engaging Networks from the front end or can be included in a regular CRM data sync via API import. ### Choosing your audience The Custom Date automation allows to you send a series of messages, so start by clearly naming the automation in Settings before selecting which supporters you would like to target. The marketing automation has two options for targeting supporters based on their custom date: * Send a series of messages * Send a series of messages, and exit based on a custom date Also, as with all marketing automations, you will need to select an Opt-in question under 'Who belong to the following subscription lists'. If you want, you can also be more specific by adding filters (Filter the list based on these criteria:), for example to narrow the affected supporters down to donors who entered through particular pages, or who are from a particular country, etc. ![Screenshot-2024-02-02-at-5.05.31 pm.png](https://knowledge.engagingnetworks.net/__attachments/a_4111be2bce6c7d464577c5bf334505c49db75ab2680db3fe0eb27e602b6bdc08/Screenshot-2024-02-02-at-5.05.31%E2%80%AFpm.png?cb=b106dd04172e5fdc9d390784c8076b82) Select the custom date field to be applied to the automation, and choose whether you want your supporters to exit the automation if the custom date field is updated while they are on the journey. You can set how many days or months before or after the first email is sent out: ![Screenshot-2024-02-02-at-5.08.19 pm.png](https://knowledge.engagingnetworks.net/__attachments/a_59ee558b3cfa1b212cc10ec67e8ae04b0f2e77920743de5de551e07097516e5f/Screenshot-2024-02-02-at-5.08.19%E2%80%AFpm.png?cb=3b1a3ff1de88b9fce0e26c1dd17211ed) For more information on how to choose entry criteria for your automations, and how to use the filters, please see[this article](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-step-by-step.md) which covers this in more detail. ### Example Use Case This automation can be used to send emails to supporters based on dates that are imported into Engaging Networks from an external CRM (values formatted as **YYYY-MM-DD**). For example, perhaps you have a membership program with renewal dates and you want to send members a reminder to renew prior to expiration. The renewal date for each supporter would need to be imported onto their record and they would enter the automation based on that date and the filters configured in the automation. --- language: "en" --- # Marketing Automation -- recommendations and troubleshooting Email Marketing Automation is a powerful tool, but you may come across issues unless you fully understand how they work. The following guide should explain some important points to consider that will help ensure you get the most out of the platform. ## Understanding automation settings There are account level, automation level and broadcast level settings relevant to marketing automations. These settings allow you to control what automations and broadcast emails your supporters receive. ### Account level settings Found under**Hello \> Account Settings \> Marketing Automations**. ![Screenshot 2024-11-22 at 3.03.04 PM.png](https://knowledge.engagingnetworks.net/__attachments/a_4472a294d6d222b3d22be444605d5a11702c5fe2e8a8d5081414d41544bf3b6e/Screenshot%202024-11-22%20at%203.03.04%20PM.png?cb=c160eabed2dd28dd3a478afaadda4c67) **Allow priority to be managed in Marketing Automations (if checked, supporters can only be on one Automation at a time)**: With this setting enabled, users will be able to drag and drop automations into a priority order in the marketing automation dashboard. If supporters qualify for more than one automation at the same time, they will ONLY be added to the automation with the Higher Priority. ![image-20241115-153844.png](https://knowledge.engagingnetworks.net/__attachments/a_d27b2efe1412f36c5a28963ee2ac25fba73ebe833662d1e0a168de4a7eac846e/image-20241115-153844.png?cb=e2ca6a6bf6b30c6d14190f45e999fcf6) ![image-20241115-154109.png](https://knowledge.engagingnetworks.net/__attachments/a_2de90ed58b96671aec1a050d896f3ea051ec403c6d9473c6534d11b9673f78a4/image-20241115-154109.png?cb=134c97f41af75c4e1c1161494b2c10f8) If it is disabled, supporters can be on multiple automations at the same time. **Include supporters, active in journeys, to all outbound email broadcasts:**With this setting enabled, supporters who are on a marketing automation will be included in broadcast emails. If the setting is disabled, supporters will be excluded from all broadcast emails if they are on a marketing automation. This setting must be enabled in order for the automation level setting to include supporters ### Automation level settings Found under**Settings \> Availability**when creating or editing a marketing automation If 'Include supporters on this automation in messaging broadcasts' is selected, supporters will continue to receive broadcast emails if they are in the select marketing automation. The account setting 'include supporters, active in journeys, to all outbound email broadcasts' must be enabled in order for supporters to be included at the automation level If '**Exclude supporters on this automation in messaging broadcasts**' supporters will not receive broadcast emails if they are in the select marketing automation. ![image-20241115-210236.png](https://knowledge.engagingnetworks.net/__attachments/a_c6348ff05b1283d91747c5c12e9b88728165353932b4ba227db3950fa5f5f488/image-20241115-210236.png?cb=75de659ad2fd8dc1154b460c4da9ae6e) ### Broadcast settings With the account setting disabled, Users will see this when sending a broadcast email. With the setting toggled on, supporters will be sent the broadcast email even if they are in a marketing automation. ![image-20241115-210948.png](https://knowledge.engagingnetworks.net/__attachments/a_94b551fedb7d0d51b68bedbf18a0775110e99554af153253e9fc08925dd1c68d/image-20241115-210948.png?cb=2522cd457aa0858b246702f66c07ab1b) With the account setting enabled, Users will see something like this when sending a broadcast email. ![image-20241118-131148.png](https://knowledge.engagingnetworks.net/__attachments/a_75a023de56f5aea8240dd763fdb98e1c40481a14d49490620f5616a33c5b5144/image-20241118-131148.png?cb=350575dd5225d02febda459fdcd91837) ### Settings chart | **Account setting (include supporters active in journeys)** | **Broadcast setting** | **Automation setting** | **Behavior** | |-------------------------------------------------------------|---------------------------------------------------------|------------------------|-----------------------------------------------------------------------------| | CHECKED | INCLUDE (cannot be changed - locked by account setting) | INCLUDE | Supporters active in this automation will be included in broadcast emails | | CHECKED | INCLUDE (cannot be changed - locked by account setting) | EXCLUDE | Supporters active in this automation will be excluded from broadcast emails | | UNCHECKED | INCLUDE | INCLUDE | Supporters active in this automation will be included in broadcast emails | | UNCHECKED | DON'T INCLUDE | INCLUDE | Supporters active in this automation will be excluded from broadcast emails | | UNCHECKED | INCLUDE | EXCLUDE | Supporters active in this automation will be excluded from broadcast emails | | UNCHECKED | DON'T INCLUDE | EXCLUDE | Supporters active in this automation will be excluded from broadcast emails | ## What kind of automation should I make? * If you only want to send emails to new supporters, and for them to leave the automation should they meet an objective, then choose a "New to Donor" or "New to First Action" type. Otherwise, you will usually be choosing a "General" type of automation. * For more specific situations, you can use the birthday, expiry and recurring donation automations. ## Can a supporter enter an automation more than once? * A supporter (identified by their email address) cannot enter a Welcome Series type of automation more than once, even if you stop and re-launch. However, for the Engagement types, such as birthday automations, they can. Additionally, you may leverage the to allow certain supporters to enter a particular automation more than once (but at a maximum once per day), such as to support recurring gift notifications in advance of billing. * A duplicated automation would clear its memory of who had entered. ![Screen-Shot-2020-09-10-at-11.01.21-AM-1024x891.png](https://knowledge.engagingnetworks.net/__attachments/a_ff5d21b134a12ef728f2de4e56a81dc6b44ebd0b99a1d7ed6f799c4d9fcfaa0d/Screen-Shot-2020-09-10-at-11.01.21-AM-1024x891.png?cb=27214a8c393d76bc702d3d98edf04aa1) ## What are the differences between the Welcomes Series automations and Engagement Automations? * Supporters can enter Engagement automation types more than once * Supporters can enter Engagement automations types even when they're active in another automation (regardless of the account preferences) * Supporters will continue to get broadcast emails even if they are active in an Engagement type automation (regardless of the account preferences) ## How do supporters leave an automation? A supporter will leave an automation if: * They get to the Journey End, or end of a branch. * They unsubscribe from a link in an automation. * They are excluded by any of the filters in your exclusions (for this reason, it is strongly recommended that you exclude for your opt-in, with filter (=N), in case they should opt out form outside the automation). * They meet the objective of the automation (for example, they update their credit card for the recurring transaction activity automation). * Under the users option you can manually remove individual supporters by clicking on the unsubscribe icon. ## Are you importing supporters? * Ensure you check the "include imported supporters" checkbox in the selection screen for automations targeting New Supporters. * Import users that you want included in an automation **after** you have launched it. * **Audiences for automations are calculated throughout the day so we recommend planning ahead as it can take up to 48 hours for supporters to be drawn into the journey based on when you launch, when your daily/weekly email journey begins, and when the criteria or profile runs.** ## Are you targeting new supporters? * A new supporter is one that didn't exist in the Engaging Networks account before you launched your automation. * If you paused an automation for a day, for example, then those that became new on that day could be missed by the automation since the next day (when you re-launch the automation) they would not be new. ## Are you targeting automation profiles? * Marketing automation profiles are not the same as supporter profiles. They are stored separately but are built in the same way. * If you use an existing profile for a new automation, the automation will not pick up supporters already in the profile (only those that enter the profile once the automation is launched). It is therefore not recommended to use an existing profile for a new automation. Instead, create a new one each time. * It is not possible to use the same profile in more than one automation. * When changing the profile associated with a workflow you will be asked to stop the automation, and then relaunch it. * Profiles do not run until the automation is launched. This means they will first show 0 supporters when you create the profile. * You may see a lot of supporters enter your automation initially, but fewer after that. This is because Profiles can backdate and pick up all qualifying supporters on the first run, but subsequent runs will only pick up supporters that have newly entered the profile. ## Can I edit a launched automation? * You can only edit the email content of a launched automation. * If you want to edit the journey, you will have to Stop the automation completely. Note that stopping will stop any supporters from entering the automation until it is re-launched. * If a supporter has been, or is currently in, an automation, they cannot re-enter if the automation is edited. The automation "remembers" who has been selected. ## Not seeing enough supporters enter your automation? * Note that a Journey Start stat is only counted after they get their first email. Instead, check the people in that automation already by clicking the users icon. * Check your "Marketing Automations" [account preferences](https://knowledge.engagingnetworks.net/youraccount/managing-account-preferences.md) before creating your first automation, since this can be used to prioritise what communications your supporters receive. * Check the timings of the various automated procedures that are running. Are people entering the automation in time for it to pick them up? Note that profiles are updated throughout the day every day, and the automation will run on the time and frequency you specified. * Could supporters be entering another automation and you have set your account so that they cannot enter another automation? * Did you amend the data after you launched? If the supporters had already been rejected, they will not enter the automation again even if they match the criteria. * Are you basing the automation on an existing profile? Only supporters that get picked up by the profile after launching will be considered. * Card due to expire automations: Days before expiry should be set to a value of 31 or less, otherwise supporters will enter your automation and then immediately exit. --- language: "en" --- # Marketing Automation Recurring Transaction Activity The **Recurring Transaction Activity** marketing automation allows you to target supporters based on their recurring donation activity. You can target supporters who have recurring gifts that have successfully processed, unsuccessfully processed, or will soon process. The automation can be used to thank donors after their gifts have successfully processed, request that supporters update their details if their gifts have unsuccessfully processed, or simply notify them that their transaction will soon be processed. ![ema_recurring_transaction_activity.png](https://knowledge.engagingnetworks.net/__attachments/a_645385de9a69b38786cf93d5980994e13661ccd5ff25b24dce79c749f089a71a/ema_recurring_transaction_activity.png?cb=6b76b90855fb27b20ed7c5d260655d78) ## Recurring Transaction Activity Because the recurring transaction activity automation is the engagement type, supporters can qualify more than once for the automation, can be in this automation and others at the same time, and supporters active in the automation will continue to get broadcast emails. ### Choosing your audience The Recurring Transaction Activity automation allows to you send a series of messages, so start by clearly naming the automation in Settings before selecting which supporters you would like to target.The marketing automation has three options for targeting supporters based on their recurring gift activity: * Supporters after a gift was successfully processed * Supporters after a gift was unsuccessfully processed * Supporter gift will be processed soon Also, as with all marketing automations, you will need to select an Opt-in question under 'Who belong to the following subscription lists'. If you want, you can also be more specific by adding filters (Filter the list based on these criteria:), for example to narrow the affected supporters down to donors who entered through particular pages, or who are from a particular country, etc. ![Screenshot-2023-05-22-at-4.13.27-PM-1024x257.png](https://knowledge.engagingnetworks.net/__attachments/a_9b886ae046d92e04720726fa02e111f9942173f93efce78d6f6b432ed2a80dfa/Screenshot-2023-05-22-at-4.13.27-PM-1024x257.png?cb=82eff742637675a778a17e4ce8ac6f51) If the automation is targeting **supporter gift to be processed soon**, there are additional filters available based on payment type and gift frequency as well as the number of days before process the automation should start. ![image-20260318-203953.png](https://knowledge.engagingnetworks.net/__attachments/a_80ddcc06401011c40bc5695299331a2a9d94f9c428a2e8bff3619c0f2cc3a3f0/image-20260318-203953.png?cb=2ba25d3d51a759c40435e8d5f546f2b2) When building the email messages there is no access to transactional donation data available for use so keep the message generic. However, you can provide links a page where the supporter may manage their recurring donation themselves. For more information on how to choose entry criteria for your automations, and how to use the filters, please see which covers this in more detail. ## Card Expiry ![ema_card_expiry.png](https://knowledge.engagingnetworks.net/__attachments/a_ceae56661af3b48e5a9db6e68496992f7743d01dcfb36020221e614b6ded2d0d/ema_card_expiry.png?cb=d89264e8340eab79eb853e403177c6ae) This type of automation can provide a notice to a supporter that the card being used for a recurring donation will soon expiry. It can be used to notify a supporter and allow them to update their expiration or set up a new donation with you on a different card. Again, linking to a in this case can be a good idea. ### Choosing your audience By default the Card Expiry automation will target supporters with a card expiring. Then you can denote the number of days before expiration that a supporter will be added. Note that an expiration of 01/2024 is seen as 01/01/2024 so you can expect supporters to be added to the automations 30 days before that date. As with all marketing automations, you will need to select an Opt-in question under 'Who belong to the following subscription lists'. Optionally you can also be more specific by adding filters (Filter the list based on these criteria:), for example to narrow the affected supporters down to donors who entered through particular pages, or who are from a particular country, etc. ![Screenshot-2023-05-22-at-4.29.21-PM-1024x193.png](https://knowledge.engagingnetworks.net/__attachments/a_c8b49fd0536e1389b0b234a65a951ea1552b44e600f7cfb13f85ea99ffc48aa2/Screenshot-2023-05-22-at-4.29.21-PM-1024x193.png?cb=b545aa5c53fd87f6a73cee0c9476edf4) **When are supporters removed from the automation?** The card expiry automation has an objective of 'card updated'. Once the expired card has been updated with a new expiry, the supporter will exit the automation. --- language: "en" --- # Marketing Automation step-by-step Marketing automation is a powerful tool that automates email communications to your supporters. Entry criteria allow you to fine-tune who should enter the automation, and drag-and-drop workflows can be built with delays and decision branches, enabling you to create a highly customised journey with multiple steps. Examples of their use include creating a welcome journey for new recruits, launching a reactivation campaign that triggers emails when a supporter is not responding, or building a workflow aimed at converting your campaigners into donors. ## Before you begin ### Your objective Decide on what your objective should be. Do you want to reactivate supporters? Or do you want to send emails to newly signed-up supporters asking them to take their first action? It is good to be clear on this, and choose one clear objective, as this will make the set-up process easier and will likely make the automation more successful. #### Your data How is your data structured? Will you be importing it, and if so how will you identify who they are? If they are existing supporters, how will you identify them and what kind of quantity are you expecting? #### Opt-ins Marketing automation works by forcing you to select an opt-in or several opt-ins to target. You will need to put an unsubscribe within each email that the automation sends. If they click the link, they will be removed from the automation and also their opt-in will be set to "no" (N). Note: if you select multiple opt-ins, they are treated as "OR" not "AND". To filter by more than one opt-in (where each must = Y), then add additional opt-ins under the section labeled "Filter the list based on these criteria". We **highly recommend** excluding for your main opt-in as well (=N), because that criteria is respected during entry *and* at each email send. This means if someone unsubscribes outside of the automation process, they will also be unsubscribed from the automation. #### Account preferences It is important to first check your [account preferences](https://knowledge.engagingnetworks.net/youraccount/managing-account-preferences.md) which can be accessed by users with subaccount privileges. The settings that control how automations work is accessed via the menu **Hello YOURNAME \> Account settings** . In **Account preferences** on the left, the marketing automation settings are listed under **Marketing Automations**. The following are important to consider: * **Allow priority to be managed in Marketing Automations (if checked, supporters can only be on one Automation at a time) -** It is recommended that you tick this option so that supporters don't get emailed multiple automations. If this is ticked, you can also prioritise your automations * **Include supporters, active in journeys, to all outbound email broadcasts** -- If this is selected then supporters in automations are eligible to receive emails from broadcast emails in addition to automations. To include marketing automation contacts in broadcasts, you need both of the following settings enabled: * In your Automation, select: Include supporters on this automation in messaging broadcasts * In your Broadcast, select: Include supporters on marketing automation workflows ## Create a new marketing automation To create a new automation, go to the **Marketing Tools \> Marketing Automations**. Any existing automations will be listed here. Click the "New Automation" button and a new window will appear. From here you can choose from five types depending on your objectives. ![Screenshot-2019-05-08-at-10.28.34-300x213.png](https://knowledge.engagingnetworks.net/__attachments/a_549fa9d131cfa19508129e723fb59e9524946f2e3e48196da829299341f3503b/Screenshot-2019-05-08-at-10.28.34-300x213.png?cb=06e4a287429d876b72cf7697d559057d) | **Automation Type** | **Description** | **Can supporters reenter? Y/N** | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------| | **General** | Used to send a series of messages to supporters with no defined objective (e.g. a Welcome Series for new subscribers). General automation can target new supporters, supporters who have donated or supporters in a profile or segment. | N | | **New to Donor** | Use to target supporters who are new to the account and who you want to convert to donors. Supporters can only enter "new to" automation once and the automation will not select supporters who have already taken a donation action on Engaging Networks. | N | | **New to First Action** | Use to target supporter who are new to the account and who you want to participate in their first advocacy action. Supporters can only enter "new to" automation once and the automation will not select supporters who have already taken a campaign action on Engaging Networks. | N | | **Birthday Message** | Use to send to supporters on their birthday, or a set number of days before. The birthday is selected via the date in the supporter's [Supporter Birthday tagged field](https://knowledge.engagingnetworks.net/youraccount/account-data-structure-tagged-field-list.md). | Y | | [**Card Expiry**](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-recurring-transaction-activit#MarketingAutomationRecurringTransactionActivity-CardExpiry) | Use to notify supporters when a card being used for a recurring donation is due to expire. You set a days offset to pre-warn supporters. It is recommended you connect this to a page so that they can change their expiry date there. Alternatively, you can ask them to set up a new gift and link them to a donation page. | Y | | [**Recurring Transaction Activity**](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-recurring-transaction-activit.md) | Use to notify supporters when a recurring gift was successfully or unsuccessfully processed or will soon process. | Y | | [**Custom Date**](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-custom-date.md) | Use to send messages to supporters on or near a specific date, based on a custom date field value (formatted as **YYYY-MM-DD**). | Y | ### Settings screen When you choose your automation objective, you are then required to give the automation a name and you can optionally add some notes. ### Supporters selection screen On the next screen, you can select who should enter your automation. Note that these criteria are applied *only* to supporters when the first enter the automation, except for the exclusion criteria which is checked before each email in the workflow is sent. Exclusions are looked at before each email send as well. ![Screen-Shot-2017-04-21-at-16.47.26.png](https://knowledge.engagingnetworks.net/__attachments/a_914bd1121c840c742dc5000f35237f15726b038d25013ac7dcc79223b0062813/Screen-Shot-2017-04-21-at-16.47.26.png?cb=f0fc08632592a72b74f3bebd7f0a8bf2) #### This automation will target... The first setting determines how a supporter will enter the automation. You have several choices, which will differ depending on the objective you have chosen: * **New supporters** -- Only supporters that are created after the automation is launched can be targeted by the automation * **Supporters who have donated --**Supporters who donate (in any way within the platform) will enter the automation. You need to also set the number of days to look back on from the launch date of the automation. For example, if you launch the automation today and set "Within the last 1 days" then only supporters that donated from yesterday onwards will enter the automation. Note that supporters with recurring donations can only ever enter the automation once * **Supporters in the following profile** -- You can set up a profile (which are separate from the standard supporter profiles) so that supporters that are captured by the profile will enter the automation. * **Supporters in the following segment -** You can configure a [segment](https://knowledge.engagingnetworks.net/datareports/segments.md) and supporters who qualify for the segment will enter the automation Automation audiences will not run until the automation is launched (it will have 0 supporters) . ##### Include imported supporters? If you leave this unchecked, then any supporters you [import](https://knowledge.engagingnetworks.net/datareports/importing-supporter-data-front-end.md) will not be included in the automation. If you check it, then a "New supporters" automation could count imported supporters since their creation date is set as the day they are imported. If you are importing supporters and want them to enter the automation, do so after you have launched it. ##### Who belongs to the following subscription lists Specify the opt-in, or opt-ins, that allow a supporter to be emailed by the automation. This should be the opt-in question that, if set to Y, means you are allowed to contact that supporter by email. Anyone unsubscribing from the opt-in list during the automation will not get any further emails. If you choose two or more opt-ins, it acts as an "OR", so either can be true for them to enter the automation. ##### Filter the list based on these criteria You can optionally filter the list of supporters specified by the opt-in clause you chose in the last step. For example, you could filter for those who took a specific action, donated towards an appeal, or answered a particular question. You cannot filter by profile. The filters added here use an AND operator, meaning that every condition within this section must be met for a supporter to be included. ##### Exclude records based on these criteria You can also optionally exclude supporters here. Note that exclusion criteria are used to exclude supporters entering the workflow for the first time *and* are also checked on every email sent. The opt-ins, inclusion, filters and profiles are not checked on every email sent. Exclusions use an OR operator, meaning that only one of the conditions needs to be met for the supporter to be excluded. ## How marketing automations are timed It is essential to understand when processes fire so you know when your supporters will enter the automation and when emails will be sent. When you create your automation, you will begin with a "Journey start" where you set your Frequency and Send Time (and timezone). This "send time" determines when the automation runs (i.e. when supporters enter the automation, when it evaluates conditions and when it sends emails). Nothing will of course happen until you launch your automation. ### Timings for automations that trigger for new supporters After launch, when the first "Send time" is reached it'll look back to the launch time to determine who is "new" and therefore who should be considered for the automation. The next day (or whatever frequency you chose) at the send time, it will look back to the last time the automation ran to determine who is new, and so on. #### Timings for automations that trigger based on profiles Audiences for automations are calculated throughout the day so **we recommend planning ahead as it can take up to 48 hours for supporters to be drawn into the journey based on when you launch**, when your daily/weekly email journey begins, and when the criteria or profile runs. So if you have your automation's "Send time" set before the profile is updated, it will use "yesterday's" profile. If your launched automation is new and the send time is set before the profile will be first created, then it will not pick anyone up at the first send. Also note that the very first send could be very large, since subsequent sends will only pick up supporters that have newly entered the profile, whereas the first will pick up everyone that matches the profile's conditions when the profile is first created. If you don't want the profile to retrospectively find all the supporters, add a 'Support Create Date' check to specify the profile should only pick up supporters since X date. ### Supporter workflow When you click Save on the previous screen, you will be taken to the builder in which you can assemble your automation. #### The automation boxes Simply drag and drop automation boxes from the left into the work area, and they will connect up with nearby boxes if the connection is valid. All automations start at the Journey Start box and then follow the arrows to subsequent stages. Decision boxes can split journeys depending on certain conditions. If you hover over the box, you will see the controls available. |---------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Icon** | **Function** | | ![move-24.png](https://knowledge.engagingnetworks.net/__attachments/a_4a081079c6ad3ff26cffc0cd15004fd97ebaff00d8bacb1b78e94c76f03ae333/move-24.png?cb=fa5e2f7a6e41e8cb9a3a72c66ed8816a) | **Move** -- this doesn't effect the function of your automation, but just allows you to move the boxes around for visual reasons | | ![link-24.png](https://knowledge.engagingnetworks.net/__attachments/a_00928ada399941c78be10d733693415c4fb394feaffd4e515abd3aa9d5d58e9c/link-24.png?cb=06105eb776f6d0c77deff768156e6988) | **Link** -- new boxes automatically link when dragged close to another but you can use this if you wish to link non-linked boxes together. Drag from the box to link from to the box to link to. **Note:** some connections are not possible, including from a Decision to a Wait, or from a Send Email to a Decision. | | ![unlink-24.png](https://knowledge.engagingnetworks.net/__attachments/a_5f753f2e81356349ef432afb09e0e2d12693e3c4df493bc6e516fc0d040fe36f/unlink-24.png?cb=694c5b33c22994943fd112ea71eaecfa) | **Unlink** -- if you wish to unlink the box, click this | | ![edit-24_5.png](https://knowledge.engagingnetworks.net/__attachments/a_cbdc279906e0edc632ff60af2fc7d7c585490574377a971b3481e24b4425c1b6/edit-24_5.png?cb=bce23965647425c16744c7f16dafccf5) | **Edit** -- each box has its own settings which you access via this icon. For Journey Start, this amends the frequency of the automation. For Email Send, this amends the email content being sent. For Wait boxes, this amends the wait time. For Conditions, this amends the condition type | | ![refresh2-24_1.png](https://knowledge.engagingnetworks.net/__attachments/a_da30447e4bd1d8e63e4c746086650fe376d554ba87e788035ba214fb99a2744d/refresh2-24_1.png?cb=46aaa083f158d26ed915e201aada492f) | **Test** -- test emails by sending them to a recipient, e.g. yourself | | ![delete-24_4.png](https://knowledge.engagingnetworks.net/__attachments/a_1fa7ddcb29f0340e2228819b05b5b5d53053b7451a119a52c497861e704e8f0e/delete-24_4.png?cb=597f082b7b3653d2f1bae6e54c758787) | **Delete** -- to remove the box from the work area, click this icon. Not possible for Journey Start | ##### Journey Start ![Screen-Shot-2017-04-24-at-16.09.34.png](https://knowledge.engagingnetworks.net/__attachments/a_52fa11094a6c3377e92c2f05b5ed5fcd8df592d672ffa13f8504bbb2e0574127/Screen-Shot-2017-04-24-at-16.09.34.png?cb=d2bc7b06b1a6c9260c0b90d2b08eb19c) ![Screen-Shot-2017-04-24-at-16.10.22_0.png](https://knowledge.engagingnetworks.net/__attachments/a_87fb7b2047cafe6eddb73179e10b9ce6d750d734c6f67fd7acc61947441ddcac/Screen-Shot-2017-04-24-at-16.10.22_0.png?cb=a2ed13387371bdb304042114b7cf51b7) All automations start with a Journey Start box. Edit the box to set the journey frequency. The frequency determines how often the automation checks for newly qualifying supporters and when any emails should be sent. ![Screen-Shot-2017-04-24-at-16.54.48.png](https://knowledge.engagingnetworks.net/__attachments/a_a6a482a7632befb06a728455d7b95a6dd63ce6a4dd0534c0dcc21daa8a73286b/Screen-Shot-2017-04-24-at-16.54.48.png?cb=0c2f13f9c5a7f0aa77f027c7cae39bbe) Weekly -- This frequency will send on the day designated in the Journey Start. Daily -- Audiences for automations are calculated throughout the day. Once the journey has been launched and the initial audience has been drawn into the journey, this will send daily at the Send time. (see note above regarding initial launch). ##### Actions -- send email ![Screen-Shot-2017-04-24-at-17.35.30.png](https://knowledge.engagingnetworks.net/__attachments/a_09b5a936ed9788f5c672de3aa077e207d5e2459de6181bb747f6413518402667/Screen-Shot-2017-04-24-at-17.35.30.png?cb=ed4f24fcc2bbee8e1b10e5a3570bbe3a) An "Action" causes an email to be sent to those supporters at that stage of the journey. You create the email itself after you add the action into the automation. To add an action, drag the Actions component into the work area and join it up with the Journey Start box, a Wait box, or a Decisions (If) box. If you connect it with the Journey Start, then as soon as the frequency of the automation kicks in, it will send the email to supporters that have entered the automation. The next step is to click the edit icon on the Send Email box to load the email editor. Email templates can be created by clicking Load From Library and then New Template. Make sure you include a way to unsubscribe from the opt-in you used to determine your automation selection. Save the email to enter it into your automation. #### Google Analytics and campaign references When creating emails in the Email Marketing Automation tool, you can add campaign reference fields to each email in a workflow. Campaign references are accessible in the user interface when editing emails, and the resulting data will be exposed as part of the MBC transaction type in an export. **Note** : this feature must be [enabled under the email settings](https://knowledge.engagingnetworks.net/marketingtools/email-settings.md) initially. You can also use Google Analytics if it is enabled in the email tool. Support for Google Analytics can be enabled and disabled in [email settings](https://ensupportal.atlassian.net/wiki/pages/createpage.action?spaceKey=gettingstarted&title=Email%20Settings&linkCreation=true&fromPageId=37486715). ![Screen-Shot-2017-04-24-at-17.49.27.png](https://knowledge.engagingnetworks.net/__attachments/a_7d0ba332b2d7a9ee1a468325700d3c031924a0ae380627636d010a14e0cc03b3/Screen-Shot-2017-04-24-at-17.49.27.png?cb=6bbfc1e73e11b4d6557b67e2e2599893) ##### Actions -- send split test email Split test emails allow you to test several emails to find out which one works best in your automation. It is recommended you create fresh emails when choosing which ones to include in your split test, rather than using pre-existing ones. Once the automation has ran for a certain amount of time, you can view the results and choose the winner so that upcoming emails use the most effective content. All new supporters added to the automation will be sent the winning email version. ##### Actions -- Jump to Journey When building a marketing automation, you can select "Jump to Journey" to add supporters into another marketing automation after completion of a journey, instead of simply ending the journey. Supporters from the original journey will get added to the next journey regardless of the criteria for the next journey. Exclusions are still applied for all instances. ##### Wait A Wait box pauses the automation for a set amount of time (click edit to amend) and then evaluates any conditions and continues. This is useful spread out your communications over a period of time, and also in conjunction with Condition boxes to specify how long to wait before evaluating an outcome and deciding on what to do next. Wait boxes can only follow email boxes or the journey start box. In this example, the first email will go at 10am every day to supporters that have entered the automation, and then the second a week later. ![Screen-Shot-2017-04-24-at-17.56.55.png](https://knowledge.engagingnetworks.net/__attachments/a_63a0908dc901e3630e46e7c7c5f229fd5321ec0e6d1d8b961fd2d18dd73454ce/Screen-Shot-2017-04-24-at-17.56.55.png?cb=4dae899a29b19b17264c1cec2912bc80) ##### Conditions Decision boxes allow you to determine who gets certain emails depending on how your supporters interact. Decisions can also be used to branch the journey so that if a supporter acts in certain ways they can get sent different content. To add a decision to your journey, drag a green Decision box after a Wait box. Click the edit icon on the box to set the condition. There are seven different conditions to choose from, in order of priority. The conditions are checked after the time given by the previous Wait box. [You can read more here about conditions including how they are prioritized.](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-workflow-conditions.md) ![condition.png](https://knowledge.engagingnetworks.net/__attachments/a_9a0f8668421680a5e13bea253b3d6d6a019f50750dcfe3abf8e163a99cb8aea2/condition.png?cb=aa7354854e7c00be650dc910278912e7) ###### Journey End A journey end box completes the automation. It isn't necessary to end a journey but can make your automation easier to read ## Saving and editing your automation Remember to click Save to your new automation. If you wish to edit the automation at a later date, just click the pencil icon next to the name of your automation. Note that saving an automation will not launch it -- see the next step on how to make them live. Once an automation is launched you cannot edit the journey beyond the content of the emails inside. If you amend these, then they will change straight away for supporters hitting that part of the journey. However, you are able to amend the the supporter selection screen that determines who will enter the automation. If a supporter has been, or is currently in, an automation, they cannot re-enter if the automation is edited. ## Launching your automation New automations are marked as "INACTIVE" until you launch them. Once you are ready to launch your automation, click on the name of it in the automation list and click Launch. It will validate your automation and if it passes, then you can click Launch again and it will be marked as "ACTIVE". ## Pausing and stopping automations [Read this article for more information.](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-recommendations-and-troublesh.md) ## Viewing supporters in your automation Click the users icon to see who is in your automation. This will list all the supporters who have entered but not finished. ![campaigners-24.png](https://knowledge.engagingnetworks.net/__attachments/a_44bf978b41cb6605737c92b2b4cce0e835738314ab1ee476b63b6f1f07f740a9/campaigners-24.png?cb=139ae9761ce5b2818b064ea236346bdf) * **First name** and **Last name** give the name of the supporter * **Email** gives the email address of the supporter * **Created** gives the creation date of the supporter * **Added On** gives the date the supporter entered the automation * ![flow-24.png](https://knowledge.engagingnetworks.net/__attachments/a_af5264f362da6e5b0138cb5c0b3a7ceee87a4a484f6c9993903e30c4185c519c/flow-24.png?cb=5b31eb9e6f4e73e90d31aa8f1d7782c1) will show you where in the automation the supporter currently is * ![search.png](https://knowledge.engagingnetworks.net/__attachments/a_98f2e93cd15569ccc674bcb21ba8726deb38b88d4ff2a9b65ae9ba63d18c5197/search.png?cb=ae368149e12ecba509128de1795b3aad) will open the supporter record * ![divert-24.png](https://knowledge.engagingnetworks.net/__attachments/a_048538c3d4c1f03e5f33f1304cb1ae61af899d7922ac5d15563869b57b123d7a/divert-24.png?cb=7eaa79cbe11d11f268b9c46a3f8f8b54) after confirmation, this will remove the supporter from your automation You can also query on supporters using the [query builder](https://ensupportal.atlassian.net/wiki/pages/createpage.action?spaceKey=gettingstarted&title=Query%20builder&linkCreation=true&fromPageId=37486715) ## Prioritising automations Supporters may qualify for multiple automations at any one time. You can set the order that those supporters should qualify for first using the "Manage Priority" tool which is accessed above the automations list. To be able to use this you must enable "**Prioritize email triggers (if checked, supporters can only be on one trigger at a time)**" in your account settings. Simple drag the automation up or down (only launched automations can be prioritised). ![Screen-Shot-2017-06-08-at-11.04.09.png](https://knowledge.engagingnetworks.net/__attachments/a_9953eb6793e610642d1cf2c50a271aff9e1759bb0dd58597f9e3cd82b4a54c02/Screen-Shot-2017-06-08-at-11.04.09.png?cb=0aa204ba955f4b739cfc1626cf283653) ## Reporting Click on the Reporting icon (pie chart) to see statistics on the automation. At the top under Quick Stats it will show you a summary of the journey so far. ### Visual reporting Underneath this, you will see your automation journey displayed, along with stats displayed at the Journey Start and at each Email Send box, showing you how many emails have been sent at that point, along with a percentage of outcomes so far. Note that the "Journey starts" number is only updated when an email has been sent within the automation. ![email-send-reporting-1024x471.png](https://knowledge.engagingnetworks.net/__attachments/a_f547c4520862406666bf7fb0e1959ad0268d6c6a6b2607a8062575679fe95c5b/email-send-reporting-1024x471.png?cb=ea1d0701a22c711deb514c850527d2b8) #### Report export If you click Generate Report, you will be able to download a detailed report giving you individual supporters' results. Each row records a supporter's interaction with an email, so there may be more than one row per supporter. The leftmost columns are the supporter record columns. After these, there are marketing automation-specific columns: * **Marketing Automation** -- the name of the marketing automation * **Sequence** -- the first email sent to the supporter in the date range selected has a sequence of 1, then 2, and so on * **Message received** -- the number of days since the journey started (e.g. J+2) * **Date sent** -- the date the email was sent * **Sent** -- Y means the email was successully sent * **Opened / Clicked / Converted** -- a Y in these columns shows whether the supporter opened, clicked, or converted from the email * **Donated / Currency / Recurring** -- details of the donation if one was given * **Unsubscribed** -- a Y here means the supporter unsusbcribed when receiving this email * **Complained** -- a Y here means the supporter marked the email as being spam --- language: "en" --- # Marketing Automation workflow -- conditions Conditions are decision boxes that allow you to determine whether a supporter should continue in your workflow depending on how they reacted to a previous email. Decisions can also be used to branch the journey so that if a supporter acts in certain ways they can get sent different content via a different branch. Conditions are evaluated **after** a *Wait* box. ## Adding a condition To add a condition to your journey, drag a green Decision box after a Wait box. You'll see that the grey arrow will connect if you drag the box near a Wait box: ![adding-a-condition.png](https://knowledge.engagingnetworks.net/__attachments/a_8fcc56920f186b0d62543b74859bb467ea4992a6d2396d40bfeba991789f560f/adding-a-condition.png?cb=be648451e95898cd4fae5043f939f050) Conditions can only be placed after Wait boxes or straight after the Journey Start with a supporter field condition. You can CLICK on the link icon and drag to the message or Journey end. ## Setting the condition Click the edit ![image-20260126-133450.png](https://knowledge.engagingnetworks.net/__attachments/a_53262acde3f98ec2203348cfb472ea2461014b85bed018cf81bed220f6e24a2b/image-20260126-133450.png?cb=b84305def26e0c925092c5f8f127112b) icon on the box to set the condition. ![ema_conditional_options.png](https://knowledge.engagingnetworks.net/__attachments/a_2e8077f73e4c295e91b4a53fbba3eaa106a4ffe6a3dcdfe8c3ce7e0cf42409ed/ema_conditional_options.png?cb=262cd23a43693f1da95943ddfd188de4) The conditions are grouped into main categories which determine what kind of information your condition will be evaluating. The conditions are checked after the time given by the previous Wait box. At this point the automation will determine which supporters continue down which branch. The conditions are shown in order of priority, with the highest priority at the top of the list: ### Email Response ![ema_condition_email_response.png](https://knowledge.engagingnetworks.net/__attachments/a_d17c6505c47734df9f0c0efdb7696ad89e9897b2e45f8e937ce4d0fdefd58e2c/ema_condition_email_response.png?cb=19b47405393624361dcc607207629454) This type of condition will look at how a supporter interacted with an email sent out by the automation. You can look at whether a supporter completed a recurring donation, made a single donation, 'converted' via a page, e.g took any advocacy or other action they were invited to in the message, other than donating, and also whether they clicked on a link within the email or just opened the message. You can also set up a condition for supporters who were just sent the email, but did not even open it after they received it. ### Supporter Information ![ema_condition_supporter_information.png](https://knowledge.engagingnetworks.net/__attachments/a_d8643574ade97ec2a7bf69ee393f2ebdc01b26cbb89be3c505e308bfa61898b4/ema_condition_supporter_information.png?cb=6bc55f37f744f74175199bc300103696) Your Account Data Structure contains many fields which contain values that you can look at to decide which branch of your automation would be most appropriate for them. You can set up a Field Value condition to compare against single or multiple field values using AND logic to narrow down the number of matches to specific segments. You can also use Supporter Information to determine whether you hold a mobile phone number for a supporter. This number must be held in a field in the Account Data Structure tagged as '**Second Phone Number**'. You can then make sure that you only set up text messaging routes for your automations where a number is available for a supporter, and decide what you want to do for supporters where no mobile phone number is available. ### Donation Information ![ema_condition_donation_information.png](https://knowledge.engagingnetworks.net/__attachments/a_0b2efee64ea73c4cdb01ece749fe4025be7fbd2dc8ea2204e0d260487006a48a/ema_condition_donation_information.png?cb=e2c766a85c17b7e2410e4c0e587312f8) By looking at your supporter's donation history, it is possible to create tailored journeys based on their level of donor activity. #### Last Single Donation Amount * In the last 21 days, has the supporter donated an amount Greater than or Less than 20 GBP? #### Is a Donor (Single or Recurring) * Is this supporter a donor (e.g they have made at least one donation in the last X days). #### Is a Donor (Single) * Same as above, but specifically looking at individuals who have made a single donation in the last X days. #### Is a Donor (Recurring) * Specifically looking at individuals who have active recurring/regular donation(s). This does not include FUR transactions. #### Last Recurring Donation Amount * Looks at supporters who have a recurring payment with a donation amount Greater than or Less than the specified amount in a particular currency. ### Mobile Response ![ema_condition_mobile_response.png](https://knowledge.engagingnetworks.net/__attachments/a_87a44d947b9832d6ed7b4ac77d4fd78362b19abab025a2650fadbd151ee03dc5/ema_condition_mobile_response.png?cb=b8e9477319a21e27158fe2292ea1568e) If the previous action was an SMS send, you can determine what to do when the message was successfully delivered to the mobile phone number provided, and also what to do if the message remained undelivered after the wait period. An undelivered text message could indicate that the mobile phone number you hold is wrong or simply not being used any more. You could use this to trigger an email message that asks the supporter to update their mobile phone details, as you've tried to send them a text message, or simply provide an email fallback. #### Conditional priorities The various conditions you set up will be processed in an order of priority, as a decision needs to be reached on which route the supporter should go down next in the automation. These priorities are, from top to bottom: |--------------|---------------------------------------------------------------------| | **Priority** | **Condition** | | 1 | Donation Information -- Last Recurring Amount | | 2 | Donation Information -- Last Single Amount | | 3 | Donation Information -- Is a Recurring Donor | | 4 | Donation Information -- Is a Single Donor | | 5 | Email Response -- Recurring Donation Complete | | 6 | Email Response -- Donation Complete | | 7 | Donation Information -- Is a Donor (single or recurring) | | 8 | Email Response -- Page Converted | | 9 | Supporter Information -- Has Mobile Number | | 10 | Supporter Information -- No Mobile Number | | 11 | Supporter Information -- Field Value | | 12 | Mobile Response -- Delivered | | 13 | Mobile Response -- Undelivered | | 14 | Email Response -- Clicked | | 15 | Email Response -- Opened | | 16 | Email Response -- Sent (including those who did not open the email) | Due to this prioritisation, if you have two conditions, one Donation Complete, and one Email Opened, then people that donate will go down the *donation complete* route and not the *email opened* route, even though they will have opened the email in order to donate. If a supporter does not meet *any* of the conditions, then they will be removed from the automation. You can also use no condition at all which supporters will go down if no other condition is met. The email sent condition could be used as a "fallback" condition that fires if none of the other conditions are met, as long as the supporter has been sent an email from the automation. If the journey starts with a wait, then they could not meet this condition. In this example, if their city is "ONE" then they will get the SECOND ONE email. In all other cases, they will get the SECOND FALLBACK email. ![ema-no-condition.png](https://knowledge.engagingnetworks.net/__attachments/a_ccb4101e4ec9544ad22656b8349ea422972bab8c572b069a164d79eb4be7994b/ema-no-condition.png?cb=bc3ef66376204202e0da09b3e319d2a2) In this further example, the only if condition is "donation complete". Therefore after the Wait expires, any supporters that did not complete the donation (even if they clicked the link) would leave the automation since they are not captured by any condition. ![Screen-Shot-2018-02-22-at-15.15.37.png](https://knowledge.engagingnetworks.net/__attachments/a_f1c1f5c8ee0828c1712e48efd7a02dc5a40cafcda7ae395fde9ce326e3ef8f98/Screen-Shot-2018-02-22-at-15.15.37.png?cb=43782385269d274b9c3e73748275f936) --- language: "en" --- # Marketing Automations -- Pausing and stopping If you wish to pause or completely stop your automation, click on the automation in the list to open up the additional options: ![pauseorstop.png](https://knowledge.engagingnetworks.net/__attachments/a_6e738825860cc89158a1942646a390fc80d45f631833bfbaea7f92ee5f975a25/pauseorstop.png?cb=adbe3ff18e396d462a1112776a70c8f2) Then click "Pause or Stop" to open up the pause and stop controls: ![pauseorstop-popup.png](https://knowledge.engagingnetworks.net/__attachments/a_6cde581d510d84843870c111a57543a15b9d2d4cd13d15989637ee8fc1451156/pauseorstop-popup.png?cb=fab6ad9cd11845c73ad046c18f7c0034) ## Pausing and unpausing journeys If you **pause** the automation, no new supporters will be added to the journey. However, existing journeys will run and supporters will finish. The automation will be marked as "PAUSED". Once paused, you can **unpause** the journey, which will then pick up qualified supporters from the moment you unpause. Or you can **Stop** the journey. ![unpause.png](https://knowledge.engagingnetworks.net/__attachments/a_66754c58cf0a8ddb7b5e3607982c6299be0fcfb5faafdcf02ebe9093ab1eae03/unpause.png?cb=80d1b7d11aad6f91b9a77360caca9c56) ### Stopping journeys If you click **stop**, this will cancel all journeys. No new supporters will enter the journey, and any existing supporters inside the journey will leave and not receive any further messages. The automation will be marked as "INACTIVE". ### Restarting journeys If you **Stop** an automation and then Start it again, **only newly-qualified supporters will enter the launched automation**. Supporters who have already entered previously will not re-enter. If you want to put supporters back into a stopped journey so they continue where they left off, you will need one duplicate of your journey for each possible stage where supporters may have left off. Then you will need a piece of data imported to each participating supporter record so you can determine into which stage of the original journey they should be placed (i.e., which of the duplicated journeys they should go into). To do this: 1. Create a Question and give it a name (for example "Marketing Journey ReStart") -- the value imported to this question will be used to put supporters into their appropriate duplicated journey profile. You can create new Questions under **Pages \> Components \> Questions and Opt-ins** , then **New Question** . Give it a name and label, leave it as Field type Text and Save (this question won't be visible by supporters -- it's just used to tag them via an import) ![ma-restart-question.png](https://knowledge.engagingnetworks.net/__attachments/a_5c82fcc7b6b7507ab95923b73bb846d060f903e0a1342ca45f34a4bb33c714df/ma-restart-question.png?cb=dd5ad8c0d19ab20a2e53441a6cc3bd2a) 2. Go to the stopped automation, and click the pie chart (Report) icon 3. Click Generate Report 4. Use a date range that goes far enough back to pick up anyone who would not have completed the journey -- or just go from the activation date until today to be sure you get everyone ![ma-restart-generate.png](https://knowledge.engagingnetworks.net/__attachments/a_d674e9f41283ec9b769a75afa8aff420f654e5fa57fd83bf184c268f1c700c16/ma-restart-generate.png?cb=f78130fea4ade075e6470dc588dfa1b5) 5. Click Generate Report button and go to the Job Monitor 6. Download the file to Excel using the cloud icon (once the job has completed). This file lists all the supporters that have been in the journey. Each row represents an email that was sent to the supporter. That means that the number of times a supporter email address appears is the number of email messages from the journey the supporter has received 7. Select all data on the sheet and click the insert Pivot Table button (under the "Insert" tab). This will create a new tab showing the pivot table builder: ![ma-excel-pivot.png](https://knowledge.engagingnetworks.net/__attachments/a_38788eea5cc25dae6c09540f5116904acd9d4e2c468c93a3d787c8988a359881/ma-excel-pivot.png?cb=b0af4cb1ab286a73d94c6476ec775f31) 8. From the list of fields that appear, drag Email Address into Rows -- this shows you all the unique email addresses in the file (i.e. all supporters who received at least one email in the automation) ![ma-excel-pivot-rows.png](https://knowledge.engagingnetworks.net/__attachments/a_a292b1aff3cfdb3dc370cf7c516055d985790af24f685d825498210b9cf96a57/ma-excel-pivot-rows.png?cb=b55ee845dd5162d0fc881c65267d3710) 9. Drag the Email Address field AGAIN into Values -- it should now show "Count of Email Address" once you drag Email Address to Values ![ma-excel-pivot-valuespng.png](https://knowledge.engagingnetworks.net/__attachments/a_a12da2b41aabf7f590a38bcdac340f13f873a9d7dd248b50c7179ae88ab5b4b5/ma-excel-pivot-valuespng.png?cb=99cf273e12e8b9ebe40e1e2436f65260) 10. You should now see a table with two columns, showing email addresses and counts of emails. This count of emails represents the number of emails that each supporter was sent. If the automation (without any branches) had 4 emails in it, then any count less than 4 will mean the supporter had not completed the journey when the journey was stopped. You can reorder this column to group those supporters together ready for copying 11. Copy the addresses of the incomplete supporters (both their addresses and the count) into a new spreadsheet, and add two headings: Email Address and the name of the Question (e.g. "Marketing Journey ReStart") ![ma-excel-import.png](/__attachments/a_7c17f43cab4397770ab3153fb4170b5b361d680e8225aa896f3cf912644a2b73/ma-excel-import.png?cb=d55571536fd7827513a80ab49e5cd383) 12. Then import the file into Engaging Networks via the import tool (**Data \& Reports \> Import**). Map the email address to your email address field in the account, and your question column to your question in Engaging Networks (since the column headings are identically named to the fields in your account, it should map automatically but check that it looks right before proceeding). Once you import, it will add the counts against the supporters by updating the question 13. Finally, create automations for each stage -- for example, a supporter with a count of "1" only received the first message, therefore their automation should be duplicated from the original with the first email removed. Anyone with a "2" will go into a duplicate of the original journey with the first two emails removed and so on. The audience profiles for each of these automations should filter by the question value for the corresponding journey. 14. Start the journeys and they should then pick up the supporters that left the automation when you stopped it --- language: "en" --- # Marketing Tools - Broadcasts - Setup, Audience and Email Builder ## 1. Setup Once you have navigated to Marketing Tools \> Messaging \> Broadcast, you will be ready to set up your first broadcast: View instructions for: Creating a new broadcast or copying an existing one. After sending your first broadcast, you will find there are two approaches to consider when starting your broadcast process: |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. **a. Create New:** Go to Marketing Tools \> Messaging \> Broadcasts \> + Create Broadcast ![Create Broadcast Button](https://knowledge.engagingnetworks.net/__attachments/a_e00a1623a706322367659f5d06aef4941c3c3d8ec7f185af9d435b0099e1b06d/image-20260407-165216.png?cb=f5b91fbff2e84a6163e5e2d65ac57f48) | | 1. **b. Copy Existing:** To start from a carbon copy of an existing campaign. Go to Marketing Tools \> Messaging \> Broadcasts, then click the copy icon next to the relevant campaign ![Copy Campaign Button](https://knowledge.engagingnetworks.net/__attachments/a_e06c32387eb0c525207fa355d513cbb863003807cbc9bb701848dc4ea4a377ea/image-20240809-143530.png?cb=86039e2f2ab83466634c6a57bea89ab6) When copying existing campaigns, you will need to give the duplicate a name; when you start editing, you will skip the setup and audience steps and go straight to the message step. So, if required, go back to these sections manually. | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 2. Once you've chosen to either create a new broadcast or a copy, the first step is Setup. When you've completed the setup screen, select Save Broadcast ![Save Broadcast Button](https://knowledge.engagingnetworks.net/__attachments/a_b13c7afdabaa59e2e0a96fda75de8a024a54551bb665dccfb6c06235d1190eab/image-20260407-171153.png?cb=d46066f6e29c57ca0ff9dcf84798396f) | ![Image of the marketing tools broadcast setup screen in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_f98571cfe8beb5b773873e18b06b9cc6e1db597de3f3e49a83a429ade3e87aca/image-20260407-170921.png?cb=6a2ebd233fae47bad5448952b4b69157) | | **Broadcast Name** | This is the name of the broadcast campaign. Note that messages within the campaign can be named differently | | **Primary ask of your broadcast** | This is used for reporting. The available options are Advocacy, Engagement, Fundraising or Newsletter | | **Please select a delivery method** | Choose Email, SMS or Email and SMS. Email will send emails only to the selected audience. SMS will send only text messages to valid phone numbers in the selected audience. You will need to set up a [Twilio Integration](https://knowledge.engagingnetworks.net/marketingtools/getting-ready-for-sms-sending) to use this channel. Email and SMS will send messages to valid phone numbers. So it is possible for a supporter to receive both the email and the SMS message if they are opted in to both channels and have an [E.164 formatted mobile number](https://knowledge.engagingnetworks.net/marketingtools/getting-ready-for-sms-sending#SMSSetup-SMSPhoneNumberFormatting). | | **Sender** | If you choose SMS or Email and SMS as the delivery method, you will see an SMS Sender dropdown to choose which phone number to send from. | ## 2. Audience After completing your setup, you will have two approaches to consider when building your email audience: [My Segments](https://knowledge.engagingnetworks.net/datareports/segments) or [Legacy Queries](https://knowledge.engagingnetworks.net/datareports/query-builder). As these are run independently of one another, it's important to remember that if you've historically used one over the other, this could affect your ability to duplicate emails or your use of conditional content. View instructions for: Selecting your audience and audience building tool. |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 2. a. **Select** the audience that will receive the broadcast using either [My Segments](https://knowledge.engagingnetworks.net/datareports/segments) or [Legacy Queries](https://knowledge.engagingnetworks.net/datareports/query-builder). | ![Image of the marketing tools broadcast audience screen in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_8a732d4c7d60c650feeb4214f669281f7306f5e9fbcaf85dae37c4b47ed11438/image-20260407-172938.png?cb=b30cec144c5d5dc92ebe20ce6dde13f7) | | 2. b. ![Skip. I'll select my audience later.](https://knowledge.engagingnetworks.net/__attachments/a_554021a5811c589ff5eb8879de777578b7f36232a768d15964232ce2fbb9db40/image-20260409-155735.png?cb=f19b2065b13b491e24f21ab0d403365b) **Skip**; I'll select my audience later. Choosing this option will force you to choose between Legacy Audiences (Legacy Queries) and Segments. | ![Image of the marketing tools select audience push notiification screen in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_a20a1848979298575e69c8d63fb40f1c9b0d9a5ddd662ec8f55dae03f7f54f00/image-20260409-155111.png?cb=fe4886a8305f19ceefd57f221941fea3) | | **My Segment:** Allows you to use segments as your audience selection tool and select previously saved ones. **Create a Segment:** Allows you to create a new segment. | ![Image of the marketing tools broadcast audience my segments screen in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_6bbdbfbfd9a2a7d46056efb5c6f91b83185a4b50d93fb0bea26151b655ea1fa6/image-20260409-154112.png?cb=779a8807ab5158eed72838af9ea27f2c) | | **Legacy Queries:** Allows you to use the query builder as your audience selection tool and select previously saved ones. **Create a Query:** Allows you to create a new query. | ![Image of the marketing tools broadcast audience legacy segments screen in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_0440b94e3b32ddf11f63e15d0abea7c126e25fa1f5083420f06177be28ed4860/image-20260409-154511.png?cb=3036acaffdade3811a2ac15c6b5cb9de) | ## 3a. Message Before you build your first email, it is recommended that you familiarise yourself with marketing tools, [templates](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-templates) and [blocks](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-components-blocks), as these will form the foundations of how you use marketing tools, broadcasts and automations. Engaging Network's advocates for clients have one fully tested template containing all the necessary blocks you may require, which can then serve as the basis for all future campaigns, either by duplicating it or by deleting and adding more blocks as required. View instructions for: Starting to build your message. ### Navigating the message screen When opening the message screen, you will notice 3 distinct areas: |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Summary Section:** Contains the Broadcast Name and Objective (set in 1. Setup), your selected Query or Segment (set in 2. Audience), and the counts of your Total Audience and [suppressions](https://knowledge.engagingnetworks.net/marketingtools/email-suppression-and-bounce-data) (if not already excluded in your audience selection), based on your data selections. Depending on how you have built your audience, you will either see a summary of your query or the option to view your segment. | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of message summary section](https://knowledge.engagingnetworks.net/__attachments/a_ff61d7eeeea12dffd020656a89fca54cc146b0d3fcebb23ddf8b2bf784d5443f/image-20260612-095640.png?cb=7b095691057221c9ee4a808980eefd71) || | ![Image of query summary](https://knowledge.engagingnetworks.net/__attachments/a_582eda9e19f8cd345aba08eae9c5fb5e3d2d8b42eded4fe08d083ad9c3e6d5d1/image-20260612-100458.png?cb=3f3ca3ccd151d63e67293e53403e7605) | ![Image view segment](https://knowledge.engagingnetworks.net/__attachments/a_022de665badb323acee13f2a7b99959c2aac3f8d421bbc833db00b241f608471/image-20260612-100651.png?cb=53f64796e70f4e5295fffa504177735b) | | | **Build Your Message:** Use this area to begin developing the core message(s) for your email campaigns. | ![Image of the build your message section](https://knowledge.engagingnetworks.net/__attachments/a_7a8f1ba885c416403fe4e60dd111081b1e7905a3108fb070ae66168f26583222/image-20260612-100235.png?cb=a3518db2b9577836bb93f46dab7cf5ce) | | **Audience Segments\*:** Audience segments will become available once you have saved a core message and will allow you to send a completely different design or style of message to a profile or segment. This feature can also be useful for more closely monitoring the behaviours of different audience groups. *\*Audience Segments is different to the* `data & reports > data > segments` *function used for audience;* [*my segments*](https://knowledge.engagingnetworks.net/datareports/segments)*.* The hierarchy for email sending when using advanced features like conditional content and audience segments in Marketing Tools - Broadcasts is: 1. Audience Segment 2. Conditional Content 3. Fallback (Anyone not in the above) | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of audience segments before the core message has been created](https://knowledge.engagingnetworks.net/__attachments/a_1fbf520d30a1f631c5b2818edab7e305fd2d007496b9b11a5916dfc9a8d23792/image-20260612-100913.png?cb=63d3e0fa7bd5fc5bc4a8c7e43f91e777) | ![Image of audience segments after the core message has been created](https://knowledge.engagingnetworks.net/__attachments/a_6e9a6ea46e8309a4ff8f397d4243da7dff6af6c242d225618e55a209d0198030/image-20260612-100932.png?cb=b3e177b4fee35a22e32c8daed7fa0f32) | | **Core Message** **Example:** ![Image of core message example](https://knowledge.engagingnetworks.net/__attachments/a_faaae7aace9cd3bc7bd22ca428e5553d7d0a5b75c35cc19b13030e003091f9c9/image-20260612-101920.png?cb=87b06548bc4d6b4f8b0b47bb515d823b) | **Audience Segment Message** **Example:** ![Image of audience segment example](https://knowledge.engagingnetworks.net/__attachments/a_d3d6563cfabf4e34a3156a630bd4be60e0e2eb6cb86ec275f29669a3cc1e53b6/image-20260612-102017.png?cb=8059a57d644096ddfc9371a10dc04074) | | #### Build your message |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. To create your core message, hover over Build Your Message and select ![Orange plus symbol](https://knowledge.engagingnetworks.net/__attachments/a_b126073965d1d5ad2329a9b7ca88e9682bb3c855bd3e6bfca47d6dd83c3aa684/image-20260616-110914.png?cb=144f3cec474aba8bbd44d03c5794c0b7) Create Core Message | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of build your message section pre-hover](https://knowledge.engagingnetworks.net/__attachments/a_04b1556334c6ec62dac27ec61af4fb2b15bc5388d498099b0ec6c4d41489528b/image-20260616-111042.png?cb=85332040fd5def28e306ccbb74aa3b35) | ![Image of build your message section post-hover](https://knowledge.engagingnetworks.net/__attachments/a_259c302c1e70540ea7084972c10e29f3921167d95e6b642d05a6b0d26f793ff7/image-20260616-111107.png?cb=cfae57bc8dc155a7e4ccfb0d34bd0218) | | | 2.a.**Email only:** Select either: 1. **Start from a** [**template**](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-templates)**:** choose either a sample template or your own. 2. **Clone existing:** to choose a message within this or another broadcast to copy | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of create message from template or existing menu](https://knowledge.engagingnetworks.net/__attachments/a_4afc7a0bd76cd953dac6b4ad10f6affb507ad9f482c10f8d898b2d368687907b/image-20260616-111258.png?cb=f287c34e81dcab7ad8bbfb759016e1b2) || | ![Image of template selection menu](https://knowledge.engagingnetworks.net/__attachments/a_ebbdf3ec39c8961d38013e1f6e80bf250e849392faf90b8032d2220bb7a45c69/image-20260616-112121.png?cb=98f5490e8b084b4d3ccf93763824c83d) | ![Image of copy an existing message screen](https://knowledge.engagingnetworks.net/__attachments/a_798e188707796c2c9a688230da011083d686c08e737b4fd263045f9f26c83c1b/image-20260616-112422.png?cb=e8f9bd0bfaa6f1f308188e61248e2d85) | | | 2.b.**SMS only:**select either: 1. **Start from scratch:** As SMS doesn't require templates 2. **Clone existing:** to choose a message within this or another broadcast to copy. | ![Image of create SMS message from scratch or existing menu](https://knowledge.engagingnetworks.net/__attachments/a_cbdc73cc1918fc334a2bf90ea0d3656f6fb3c02c3c087c207767577af4dad407/image-20260616-112726.png?cb=de3c2b9aa7a3edbea52f310d12862687) | ## 3b. Email Builder Once you've selected your template or email to duplicate, you will open the email builder: View instructions for: Navigating the email builder. ### **Email builder \> Create New** |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Through the email builder, you will: * Build your email's content * Add a subject line * Choose the Sender email/Friendly From and reply-to email * Add tracking parameters | ![Image of the marketing tools setting tab in the Engaging Networks email builder](https://knowledge.engagingnetworks.net/__attachments/a_dd6b1e73bd8f6e49b56e24b46c454aeb7f6792c08c2083bcbe1e539b9206f4a7/image-20260707-124424.png?cb=93bd8b3cd4e4f1995e9f75aa689f00a9) | | The builder is split into two sections. * **The left section**is a visual representation of your email, where you can add, delete, or move Blocks. * **The right section**is split into three tabs: Settings, Global, and Content. | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of the marketing tools email builder in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_7ff4b29d68fedd09b02045cb1515b8659af1a37ae557bdfded5d2b8c8deb92ae/image-20260616-114217.png?cb=603f42a4aaa9b64e4e9fd2f9816ba5f9) | ![Close up image of the marketing tools setting tab in the Engaging Networks email builder](https://knowledge.engagingnetworks.net/__attachments/a_d60191f88a0dbb5fc81ed6f0802319074d1830cb304863125d5cf6a5b11ff91e/image-20260710-114005.png?cb=ecacc7a9fb8d4df52d44a42d30f301b4) | | | **Edit blocks, close or save the message** Above the right section, there are three additional options: ![Edit blocks button](https://knowledge.engagingnetworks.net/__attachments/a_bfe0bde14b29f52ff0ff66b983d994bd81336e024dae9cf5d28733c11a96caa0/image-20260707-124551.png?cb=e9f334df14b12710fcfa19fccb35a7da) Edit blocks allows you to quickly access components \> custom blocks ![Close button](https://knowledge.engagingnetworks.net/__attachments/a_28890b44096c44ab097de6d3b34a38acaa9c8519414cd38680bd9896fbcee4a1/image-20260707-124317.png?cb=312f9573991ce83426a853e1e2f2e19f) Closes your email without saving. ![Save button](https://knowledge.engagingnetworks.net/__attachments/a_07cdba87edea291f63b9a7b220ae17a8e29ada9c3d4e15e8e0ab58957b5e58d5/image-20260707-124300.png?cb=191be44ce417521e3ecc615a2a4a1d4f) Saves your email at its current progress stage. || #### Email Builder - Settings The Settings tab is where you need to set: |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Subject:** Add a basic subject line for the email here. ![Pencil edit icon](https://knowledge.engagingnetworks.net/__attachments/a_de084dd595af3b048db3eb846a144f9def1840ff75b08aecd7d7a30d2c14ad3a/image-20260616-122259.png?cb=bcd53dc573e86fd10c25b72eba765971) Or select the pencil icon to personalise the subject with field value inserts, such as 'First Name'. You can also create fallback values or subject lines here when the field data is empty. | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Insert suppoter data screen with field and fallback options](https://knowledge.engagingnetworks.net/__attachments/a_da8766e8a5563ffde04153a14789549951228cf5ba1415fa27a2b6c8f349211f/image-20260616-122716.png?cb=6d6944f4b8b5fa1b0c4342e67b0f5fd9) | ![Image of the subject line with a field insert and the fallback option](https://knowledge.engagingnetworks.net/__attachments/a_cdc52f12e4cfcab6b02f8fdd7ba209229a993ce3d4c3bceef0a22836c83ec11e/image-20260616-122645.png?cb=bef2c33d2830713db95b53e6c7912693) | | | **Preview Text:**This text generally appears alongside the subject line in a supporter's inbox. **Name (UTM Content):** To save, message names should always be unique, as they're used for internal reporting and querying, and as the UTM content parameter in [Google Analytics](https://knowledge.engagingnetworks.net/marketingtools/email-settings#GoogleAnalytics,SplitTests&SeedLists-GoogleAnalytics). The suffix Core will be added to your first main message. | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of a text subject line and preview text in Gmail](https://knowledge.engagingnetworks.net/__attachments/a_baa2fe6432e41106ae73b3788da78c0eaa40312d70b1fe3f3d74efcd94f0f894/image-20260616-123645.png?cb=4d0f6df1f36a7885866e55809b0953d1) | ![Image of a text subject line and preview text in Outlook](https://knowledge.engagingnetworks.net/__attachments/a_5a1bb25c11548e0dcfbf4499a3c0fb84d0f18f03fd50628432f09f8f0112ba54/image-20260616-123748.png?cb=1e8e0eed379cc4e643190cce21ac6749) | | | **Sender:** Choose from the drop-down list or edit the friendly from name for your message and email address. **Reply to** : Will default to the sender's address, but a different email address can be selected. **In test sends, the sender and reply to are always the same.** ![Orane pencil edit icon](https://knowledge.engagingnetworks.net/__attachments/a_6b7ac41084146b29b2c229f7f34d464e7ca2ef544fe73f8a509cce0b6e2093ba/image-20260616-124555.png?cb=254d894556618b8cbb41a2ea8abf8fe0) Use the relevant edit icon to open the manage senders or reply to screens, where you can add, edit and delete the name and email address. Broadcast Email Sender can also be edited via `Hello 'your name' > Account settings > Accounts emails`. Make sure that the sender's domain is [authenticated](https://knowledge.engagingnetworks.net/marketingtools/domain-authentication) | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of sender and reply to options](https://knowledge.engagingnetworks.net/__attachments/a_10504e660d704396770b3dbff9913b14879e9e68bf4d58cdc056de7e0e9d8733/image-20260616-125239.png?cb=31e1b8a401617ed15d828036dc32beb5) | ![Image of manage senders screen](https://knowledge.engagingnetworks.net/__attachments/a_8fc37d5941e39556c7ffb55b4b8993ffa2ac7e541fc13e1f37f2bf4ebbc743df/image-20260616-124838.png?cb=2b37d4146583a2e6fae246411ebb291b) | | | **Message Level Link:** Allows you to set a global destination link at the email message level, so that if required all your main calls to action can be directed to the same place. It also allows you to define a single destination URL (page, appeal code, and direct gift parameters) that applies across the entire message. ![Orange pencil edit icon](https://knowledge.engagingnetworks.net/__attachments/a_6b7ac41084146b29b2c229f7f34d464e7ca2ef544fe73f8a509cce0b6e2093ba/image-20260616-124555.png?cb=254d894556618b8cbb41a2ea8abf8fe0) Use the edit icon to open the message-level link menu, select the link, then click Done. | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Edit message level link pop up screen](https://knowledge.engagingnetworks.net/__attachments/a_df03006aa3161652347cc4924c3a6a6d1ddd2e5b57762bc0fd1274caaf6a4445/image-20260710-114908.png?cb=57a5cf58760bf8e691581952672c1b53) | ![Edit message level link setting enabled](https://knowledge.engagingnetworks.net/__attachments/a_d4dee59c61ed4550ae503befc22d0824ca1b5671df884f0cbe40ac19eeb92b20/image-20260710-114926.png?cb=a0df5b0bfd50798ece187ccda4ca39bc) | | | **Tracking Parameter:** Set the default tracking parameter for links in your message. Campaign links with a tracking parameter of "inherit" will use this value, meaning you can change several links in one go via this setting [**Attributes:**](https://knowledge.engagingnetworks.net/pages/attributes) Descriptive tags applied to pages and emails you build in the software. [**Google Analytics**](https://knowledge.engagingnetworks.net/marketingtools/email-settings#GoogleAnalytics,SplitTests&SeedLists-GoogleAnalytics)**(UTM Campaign):** If enabled, this section allows you to set the `utm_campaign` value included in your broadcast's URLs [**Campaign references**](https://knowledge.engagingnetworks.net/youraccount/using-external-references-fields-for-campaign-refe)**:** Appear here if enabled. | ![Image showing the tracking parameters, google analytics, attributes and campaign references settings from the marketing tools broadcasts - global settings](https://knowledge.engagingnetworks.net/__attachments/a_f4dd275981a061e81dc5b0b7055f61712294e458e4520b096ac8010dc85c004c/image-20260616-130634.png?cb=117df4d62becab8ff7f94bfd6443b3b9) | #### Email Builder - Global [Global settings](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-templates#Global) are fields (known as **replacements**), grouped into categories, that allow you to change certain aspects of the email template, for example its background colour. What you see here depends on which template you used to create the email and how the template designer intended it to work. In our Sample templates, you will see elements such as Logo URL, image, alt text, and alignment, as well as other design options. In your own templates, you will see whatever settings are available (you may not even see anything). #### Email Builder - Content |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The content tab is available when selecting a block to edit the email. The editable content that appears here depends on how the [block](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-components-blocks) is designed as a component. | ![Image showing selected content and content blocks](https://knowledge.engagingnetworks.net/__attachments/a_5a6a324da6ac8e93844a484c2f07b40a94ed20e20b5b06ae76349b0db3f1253f/image-20260707-095253.png?cb=e904447478753455e11c796a38ae77a3) | | When you hover over the email, editable blocks are bordered by a blue box: ![image-20260707-102105.png](https://knowledge.engagingnetworks.net/__attachments/a_1d977e9dc611eea0c10ebbd785989c383fbb2b8a39f006448a534bc2737f7980/image-20260707-102105.png?cb=c8bf892e6f988d64c4748d90b5fb12c3) Once selected, the block will be highlighted, and the following functions will be available: ![Info icon](https://knowledge.engagingnetworks.net/__attachments/a_fd3d4df055daa81b9767be182cf6c722bfeef5cc4278d34677063e19adca26a7/image-20260709-161509.png?cb=d184328abe43126d2444616ba5db62f3) **Info**displays the name of the block you are using to help you identify it using the Edit Blocks function ![Drag Icon](https://knowledge.engagingnetworks.net/__attachments/a_d8769ca93bb6232131ade3a42c131fc1f2343b24fd7f338184463c05e4c56697/image-20260707-101147.png?cb=d51bd5b9ecb92db8281543e1140a59e7) **Drag** the block into a different position ![Duplicate icon](https://knowledge.engagingnetworks.net/__attachments/a_d49a4df5bcd7a8c71dcdb0da31bf4c2bcbd5932bfb2033a263d2d7e48cac07e5/image-20260707-101502.png?cb=2e90928f2f91e9604e4cc0c4bc4780ab) **Duplicates**the block in its current format. ![Refresh icon](https://knowledge.engagingnetworks.net/__attachments/a_6179d5e94b17ac12166b6f09a0f5b799c79f69075ac07140d316ebda15e6b4bc/image-20260709-161707.png?cb=72c7257bb899b7f419c8f7c752617526) **Refresh** updates the block with any non-copy changes made via the Edit Blocks function ![Delete icon](https://knowledge.engagingnetworks.net/__attachments/a_e73b7277b5edf1bd08e3f268281da9eaaffe3df31d5ec5a2249eb98cacd8030b/image-20260707-101540.png?cb=3b449a0bc497b325c92e84ffb7b145bd) **Deletes** the block ![Insert Icon](https://knowledge.engagingnetworks.net/__attachments/a_1986862a0daa744fa9c64ec218ec7dfa527618ae3f31016528b39aa299c46890/image-20260707-101639.png?cb=cd7c5186c3f066e35ba52414b31acc19) **Insert** either a Sample Block or Custom Blocks above or below. ![Manage conditional content icon](https://knowledge.engagingnetworks.net/__attachments/a_0e7dccedb51d3a5c4959d7c3fe50a96a2992b30322f86df75d7e310fd3cd1472/image-20260707-101658.png?cb=d32aea7f17b3aa48502fd4843501d8e8) Opens the **Manage Conditional Content** for Selected Block, allowing you to add audiences for conditional content. ![Conditional content group 1 icon](https://knowledge.engagingnetworks.net/__attachments/a_92f8082c01e76ef090971e82db15ef2bb72b4caf421f68ede842ed9717a7a638/image-20260707-102833.png?cb=7d1c139c885fdf04a1e5f9dc44d00027) ![Conditional content fallback group icon](https://knowledge.engagingnetworks.net/__attachments/a_c4487ab3342d0221de217d30333a0277c574c48f7f3c86f1218ff7ef49a53d7f/image-20260707-102926.png?cb=575444b549c44026e1edb0549c7017f2) ![Blue Pencil edit icon](https://knowledge.engagingnetworks.net/__attachments/a_bf3eee3f5b5dda977fed2f3f7510d9772c9199a570260d718c8dff22aea7e166/image-20260707-102948.png?cb=217b6e42d063fc378423c70792d8b9aa) When **conditional content is enabled** , choose the relevant number for the audience version of the block you wish to view or edit or select 'F' for fallback. The pencil icon reopens the **Manage Conditional Content** for Selected Block. || | **Editing the content tab using the rich text editor:** The rich text editor includes many of the features you'd expect from a WYSIWYG (What You See Is What You Get) editor, allowing you to easily edit and format text. | ![Rich text WYSIWYG editor](https://knowledge.engagingnetworks.net/__attachments/a_da2b1887a3cc16aa8b91a143fa4d5e8800bd5fbb17ddda4358fb44f9d14f0aa0/image-20260707-104604.png?cb=b46126e8ae17f025f221d5caaf34a3b4) | | ![Links and inserts icon](https://knowledge.engagingnetworks.net/__attachments/a_a7b4f19e5008ba8373489cdf2bd620ffcda62b3087353909ba589b62b059d8ab/image-20260707-105716.png?cb=6dd52c61f33f705c3878e8bb876944d9) **Links \& Inserts:** One key function of the rich text editor is the 'links \& inserts' button, which offers the functionality to: * **Insert Supporter Data** will insert the value of a field from the supporter's record into the email body (with a fallback if the data is blank for that supporter). || | * **Insert Page Link** opens the edit link window, where you can link selected text to an Engaging Networks page (which will pre-populate the page with its data), a Static Page, or an External URL (such as your website or Facebook page). | ![Edit link pop-up menu](https://knowledge.engagingnetworks.net/__attachments/a_2bd00e04b89a2a0b651bb5765052d26163fea32b253c175c43a29f86514bdaf3/image-20260707-110644.png?cb=9e2d77084afb3ac6e3630a436d312706) | | ****Edit Link:**** * **Name:** the name of the link used in reporting * **URL Type:** * **Engaging Networks page:** Link to live pages within your account, allowing you to track page conversions and pre-populate form fields with supporter data. * [**Static Pages**](https://knowledge.engagingnetworks.net/pages/static-pages)**:** Link to live static pages in your account * [**Smart Page**](https://knowledge.engagingnetworks.net/pages/smart-pages)**:** Link to live smart pages in your account * **External URL:** For linking to URLs outside of your Engaging Networks pages. * If required, you can use supporter data fields as a parameter in External URLs by adding the field name surrounded by two pipe characters `||Supporter Field||` ![Extenal link selected showing pipe characters](https://knowledge.engagingnetworks.net/__attachments/a_1cd8cb54de2b2275982126181b4657ccf3f2a41ecb063d24d4e596d51c21124d/image-20260707-113043.png?cb=32e1951e2aed1316667440ab43683d90) * **Start page:** On Engaging Networks Pages, you can choose to start on Page 2 instead of Page 1 to skip the first page. This will not act as an autosubmit on pages with only 2 pages. * **Tracking Parameter:** On Engaging Networks Pages, this shows you the [tracking parameters](https://knowledge.engagingnetworks.net/pages/manage-tracking-and-channels) available for that page. You can choose "Inherit" if you wish it to inherit the main message settings. * **Append custom URL parameters:** For a URL Type of Engaging Networks Page, this lets you add your own [custom parameters to the campaign URL.](https://knowledge.engagingnetworks.net/marketingtools/custom-url-parameters) This option will append the parameter and value you assign to the URL you're inserting in the email. For more complex parameter structures, there is also the option to paste custom parameters. * [**Insert Next Suggested Gift Value**](https://knowledge.engagingnetworks.net/pages/next-suggested-gift#Adding-NSG-to-your-text-link:)**:**This will be displayed if the selected Engaging Networks page uses NSG. **Link Encoding:** Make sure your links encode correctly. To do this, check your Allowed Domains: Hello \> Account Settings \> Allowed Domains to ensure the first and second domains/subdomains point to our servers. If there are domains/subdomains that are not pointed to our servers, your links will not encode correctly and will fail in a live email. || | * **Insert Message Level Link:** Allows you to add the default link defined in the settings tab. Updating the message-level link will automatically apply to all message-level inserts in your email. * **Link Reference Name:**Allows you to assign a specific name to your link for reporting purposes. | ![Edit message level link pop-up menu](https://knowledge.engagingnetworks.net/__attachments/a_38a8e9fd4671e54c200f80c4ac249e48c6de98bef00012408bc58bc28a45161d/image-20260713-153657.png?cb=63078adce01a9197e2c99a85f0200158) | | * **Insert Unsubscribe Link** opens the edit link menu where you can link the selected text to an unsubscribe page associated with an opt-in question. Engaging Networks recommends using the 'Subscription management page' option for all email unsubscribe links, as some email security systems can open emails, scan all links, and inadvertently opt out supporters. | ![Edit unsubscribe link pop-up menu](https://knowledge.engagingnetworks.net/__attachments/a_4ee0e3f959091693bbc61d8d84fca90768a38e54e34f5183ecbd4e4414c3e371/image-20260707-115134.png?cb=4ee0524392597a4ce2a3a57186debfc6) | | **Unsubscribes** * **Opt-in question:** Selects the master opt-in question associated with the email. The question's behaviour will be determined by the landing page type, but for email service providers (ESPs) such as Gmail and Outlook, which offer a "[list-unsubscribe](https://blog.google/products-and-platforms/products/gmail/new-manage-subscriptions-unsubscribe/)" feature, this is the opt-in they will pass unsubscribes to. List unsubscribe features can send multiple unsubscribe requests through at once. Meaning it can sometimes appear as though a supporter has unsubscribed multiple times in a short period. * **Landing page:** Choose from either: * **Subscription Management** **page** : Using the [Email Subscriptions](https://knowledge.engagingnetworks.net/pages/email-subscriptions-page-step-by-step) page type, supporters can see their current opt-in status(es) and manually update or unsubscribe from the questions on that page. * Because subscription management pages can contain multiple opt-in questions, the selected opt-in question setting will act as the master opt-in when a list unsubscribe is actioned. * **One-click unsubscribes** : Using a [Web Page](https://knowledge.engagingnetworks.net/pages/manage-web-pages) that, when the link is clicked, immediately sets the master opt-in question chosen under opt-in questions to N. * **Locale**: You can also set the link's locale here. || | * **Insert View in Browser Link** will link selected text to view in a browser and display the email as a web page * [**Insert Next Suggested Gift Value**](https://knowledge.engagingnetworks.net/pages/next-suggested-gift)will insert a dynamic value based on the supporter's prior giving history. The fallback text will be used if the supporter doesn't have an HPC or MRC value on their supporter record. * **Insert email link** will insert a 'mailto:' link. The email address and email subject can be added. * **Insert telephone link** will insert a clickable phone number link || | ****Editing other types of blocks:**** Some blocks have multiple values you can change. For example, our sample button block, when selected, lets you change the button's link, text colour, and text. | ![Example of edit button content menu options](https://knowledge.engagingnetworks.net/__attachments/a_f571913412ed7a71ecf3618c4aabd0bc9d98ac780d8913e5afef434b73b3e516/image-20260707-123826.png?cb=b51a9a057f1247f490c85b5e2942a8aa) | | A block containing an image lets you add an image from the [Image Library](https://knowledge.engagingnetworks.net/pages/images-and-files-library), along with an Alt tab and a link. Some blocks may contain a mixture of images and text, which is managed by the designer who has created your template and blocks. | ![Example of full width image content menu editor options](https://knowledge.engagingnetworks.net/__attachments/a_7105a265ea93bdd82ebdd86ec16bc6d0ccd3bd3324475663928aff8efcc7293d/image-20260707-123928.png?cb=3d0698a3ee23934e604f3b981702468f) | ## 3c. SMS Builder If you are planning to send an SMS, you will open the SMS builder: View instructions for: Navigating the SMS builder. ### SMS Setup |----------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The SMS Builder is available when you select SMS or Email and SMS at 1. Setup. | ![SMS or email and SMS options screen](https://knowledge.engagingnetworks.net/__attachments/a_a1bc2504b0ae26290eaa4b69625e6c81ce6d5ab4f9fa5ce7fb7b07d4340f09a0/image-20260707-125520.png?cb=32c240b9061f487bcdfac50a9e0d05fd) | | You will also select the appropiate sender based on the connected accounts within your Account Settings \> Extensions \> Twilio. | ![SMS sender extension selection menu](https://knowledge.engagingnetworks.net/__attachments/a_87452ab470af44c039bb5dc16ece3dba3bf9f3a0eee330fd0858a31d570f44bf/image-20260707-125939.png?cb=66ab378654377ec18f7e8368f7a2fe9c) | #### SMS Builder \> Create New |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Message name:** An internal name for your message used in queries and reporting. **SMS:** Type your message into this box. You can add Supporter Data and links using the blue Links \& Inserts button. The approximate message length will be counted underneath the SMS box. If it is more than one segment, Twilio will count this as additional messages. Please refer to their pricing for more information. The opt-out text, set in your Twilio extension (Account settings \> Extensions \> Twilio \> SMS), will be automatically appended. **Attached Images:** Use this to add images *if supported by your Twilio account.* **Analytics:** If you are using Google Analytics (set under Email Settings) or Campaign References, then they will appear under this tab | ![Image of the SMS builder screen](https://knowledge.engagingnetworks.net/__attachments/a_7404677cc79e2d40dec05d658ad6a89caf24eb05506a47b5716d5cbcc0d3214f/image-20260707-130240.png?cb=7ec0f150aa0fb837b653aa400f7d82ff) | | **The SMS character limit is 500 characters (4 segments).**Links and inserts, such as first names, create additional characters through the merge fields that are not included in the approximate character count. | Twilio will automatically resize supported image file types (.png, .gif, and .jpg) to the necessary size for delivery based on carrier specifications. The total combined request size (message and attachments) must be under 5 MB. Messages with an image larger than 5MB will fail with an error. If you would like to resize your own images, images should be **no larger than 600KB**. | **Next steps:** 4. [++Testing++](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message#4.-Testing) 5. [++Sending++](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message#5.-Sending) 6. [++Reporting++](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message#6.-Reporting) --- language: "en" --- # Marketing Tools -- Broadcast -- Testing, Sending and Reporting ## 4. Testing Once your message(s) are ready, you should always send test emails and/or SMS messages before sending them to a live audience. Testing is your opportunity to double-check that all your content and associated user journeys read, behave, and render correctly. View instructions for: Testing your messages in marketing tools broadcast |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **About Testing** When you reach the testing stage, you will see two sections: the testing screen, which contains the list of emails in your campaign, and the recipients screen, where you select your test recipients. When testing: * Subject lines of test emails will have \[TEST\] prepended to them * Testing one-click unsubscribes will unsubscribe the test recipient. Remember to change their opt-in back to Y after testing. * Consider using a third-party email auditing tool, such as [Email Audit](https://emailaudit.com/), [Email on Acid](https://www.emailonacid.com/), [Litmus](http://litmus.com/), [250ok](https://250ok.com/), [Mail Tester](http://mail-tester.com/) | ![Image of testing screen on marketing tools broadcast](https://knowledge.engagingnetworks.net/__attachments/a_e11326ee9f1b130adbf753e0ac0487e459cd6d1b76119dea5bc0a9e0eb7b097a/image-20260714-115836.png?cb=64977b0dff2e4dd271167ffd74407d04) | | **Testing Screen** You will see the name of your message(s) in a grey box containing 4 symbols. Selecting the box will reveal a drop-down containing basic information on the message. It will also contain a thumbnail of the email, although be aware this does not always update in real time. ![Preview icon](https://knowledge.engagingnetworks.net/__attachments/a_d18035e6484fa100cea4bc91363354bd964a89ae5aafe3990b34cd739b9bf3ca/image-20260714-121211.png?cb=9aa1386566eec5444fc7c4865967d0f8) **Preview:** Displays the email in your browser with a shareable URL ![Edit email icon](https://knowledge.engagingnetworks.net/__attachments/a_75180312473be1de37dd41ef95bc338c6aceb4f70e6bc1854a36704fdb1d09f1/image-20260714-121229.png?cb=d053af8db26466a8488d913f9ab8c29e) **Edit:** Takes you back into the email or SMS builder. ![Send test icon](https://knowledge.engagingnetworks.net/__attachments/a_eb5b83df578017691c5db04d168d4e2179a5bba9f8986e69013a370041e97e40/image-20260714-121247.png?cb=9820ee88c079cc698a2181636f163afd) **Send Test:** Opens a pop-up menu for you to add a test email address. (The email record needs a [++valid phone number++](https://knowledge.engagingnetworks.net/marketingtools/getting-ready-for-sms-sending#SMS-Phone-Number-Formatting) for SMS tests) ![Delete message icon](https://knowledge.engagingnetworks.net/__attachments/a_6313e9997d56166e66b4d5744b6ca1396150a73ff5239a9987dc15f5e0881f5d/image-20260714-121259.png?cb=bce053ca2953a25a4242162be6dd1a15) **Delete:** Allows you to delete the message after confirming via an additional confirmation pop-up screen. Additional notifications may appear alongside the message name when using the relevant functions: * ![Conditional Content enabled notice](https://knowledge.engagingnetworks.net/__attachments/a_ab6198e1e195250ab79876290767c015b22362598049615e6dc1fd1c9d17ecda/image-20260714-122205.png?cb=1f447918ca1f114e4fd18ddae8751560) [Conditional Content](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-conditional-content-per-block-and-) * ![A B split test enabled notice](https://knowledge.engagingnetworks.net/__attachments/a_1bb49798ac13910c58e191cc6031fa743dcd5aa144219bd36609770fcaa9625d/image-20260714-122232.png?cb=472bb71ddd6945ae76b922e9c686b250) [Split Testing](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-split-tests) When using these functions in your email, toggles allowing you to easily test all variants become available: ![Select all and all variations toggles](https://knowledge.engagingnetworks.net/__attachments/a_c6e3f29666d9f618859ac7722c5473025765d842cfdd8e492076bf6822d3a7d5/image-20260714-122812.png?cb=323386f2599b06b922f70c1b57e86adc) | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Left hand screen testing screen](https://knowledge.engagingnetworks.net/__attachments/a_8b1dbc90a6b05ec569ae2878e145ec78362d59bcb175eef96f7e3e0450ae1c58/image-20260714-120709.png?cb=737fbd76bbc9379394ae40c4caf0b2b7) | ![Left hand screen testing screen showing additional information and thumbnail.](https://knowledge.engagingnetworks.net/__attachments/a_6cfa3079846f0da20dc6630d991645d52311c53357bc1f0bcaf5eb87195d1a75/image-20260714-121124.png?cb=489a6f75087b8e278b02d7a797c41511) | | | ****Test Recipients**** Here you can add email addresses for testing. Once added and ready for testing, the email will be displayed in blue ![image-20260714-123614.png](https://knowledge.engagingnetworks.net/__attachments/a_bd6123b226107ed384b110ee02c07ea715f71d4a0e55bb9c606240e2179ac3da/image-20260714-123614.png?cb=adb0f6d5af1063ad282bb2ab0ab4bd3d) To send the test, press the Send Test Messages button. ![Send test messages button](https://knowledge.engagingnetworks.net/__attachments/a_1c02756e88b787299f62dcbea03c216dd3474b5c97782ebd44de898c36c858b6/image-20260714-124941.png?cb=caebe8808ed787c2bf88e936d98abe7b) Remember, for SMS testing, your email record must include a mobile phone number mapped to the [tagged field](https://knowledge.engagingnetworks.net/datareports/account-data-structure), a second phone number, and follow [E.164 formatting](https://knowledge.engagingnetworks.net/marketingtools/getting-ready-for-sms-sending#SMS-Phone-Number-Formatting). **To add a test recipient:** * Add a new email into the 'add email address' box and select Add ![Add button](https://knowledge.engagingnetworks.net/__attachments/a_a77a031c46a3742be7a0d5bec4a5065a5459527be49e077fccf2b7f77803a549/image-20260714-123923.png?cb=c720bdc79f3af8ba3a938a6951c9cf7f) * ![Test send icon](https://knowledge.engagingnetworks.net/__attachments/a_eb5b83df578017691c5db04d168d4e2179a5bba9f8986e69013a370041e97e40/image-20260714-121247.png?cb=9820ee88c079cc698a2181636f163afd) Select the Send Test button, then enter the email address in the pop-up menu to add a test email address and select Send. ![send button](https://knowledge.engagingnetworks.net/__attachments/a_74b40dda4f8439953a0314a0bd5fbd782f44f0b6174c091704c48945dd034d36/image-20260714-131014.png?cb=ca584d69b91db46531fecee6978fbbca) * + Use the blue plus symbol to add a previous test recipient to the * You can also include a [Seed List](https://knowledge.engagingnetworks.net/marketingtools/seed-lists), which is a preset list of email addresses. | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image of the test recipients screen](https://knowledge.engagingnetworks.net/__attachments/a_32a4c3f2a364308d554716266f5c264b1b02ea495ed5eeaaed79333bf0cfd43c/image-20260714-120617.png?cb=e21b6a0293654644d5cb2333fa175fea) | ![Image showing selected recipients for test email](https://knowledge.engagingnetworks.net/__attachments/a_b40c3fd8bd9381aef247a631567087d04aa8f2d620dfb75473fcd83886e1668b/image-20260714-123421.png?cb=b25a126f890ff01ac60a0268b07da019) | | | **Troubleshooting Testing:** * Issues with your email appear on the testing and sending screens in a red warning box, stating that it's not ready to send and listing the errors encountered. * If you do not receive your email, ensure your domain is [authenticated.](https://knowledge.engagingnetworks.net/marketingtools/domain-authentication) * Or test sending it to a non-work email domain to ensure your work IT team isn't blocking the emails. | ![Testing screen showing error messages](https://knowledge.engagingnetworks.net/__attachments/a_b40431f837345a04558190a7f99f4f2b5d549322b971b646b888ebee301cdb38/image-20260714-125304.png?cb=421dc2d2706ae31c0e5a40019dbda183) | ## 5. Sending You are ready to send a broadcast only after you have completed the [setup](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-setup), [audience](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-audience), and message stages and thoroughly [tested](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message) your campaign. View instructions for sending a message Once on the sending campaign, you will be presented with one of two messages: |------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Ready to send:** You can proceed to scheduling or sending immediately. | ![Image showing that the email is ready to send in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_73d3a07480f2307067dfa1c6d5dcf3c1bdedd084343427305ee05e08b0099712/image-20260319-115505.png?cb=a9eec136d53f61eb9afd1c8be87869c6) | | **Error Messages:**If it is not ready to send, you will see a "Not ready to send" error with an explanation of why the broadcast is not ready. | ![Image showing that the email is not ready to send in Engaging Networks and why](https://knowledge.engagingnetworks.net/__attachments/a_cc947a154a17ea257821008d5480afcf63fbd092dad61ff95c75dbce36d459aa/image-20260319-115755.png?cb=bd97ac1b8b0fbb37637be6db4af04305) | ### Send/Schedule Broadcast When you are ready to send, you will have two options: |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. **Send Immediately:**Select this to send the email straight away 2. **Schedule Broadcast:** You can schedule the message broadcast for a later date/time. Select the appropriate Date, Time, and Time Zone. | ![Image showing send and schedule menu in engaging networks](https://knowledge.engagingnetworks.net/__attachments/a_2f7cd65eaf289e215f33bbbf3d866265e451217af133676a8542781fcb13be49/image-20260319-115920.png?cb=0022816b9fdeb4b85505e11048512fc5) | #### Rescheduling and Cancelling Once the email has been scheduled or sent, it will show as a job in the [job monitor](https://ensupportal.atlassian.net/wiki/pages/createpage.action?spaceKey=marketingtools&title=Job%20Monitor&linkCreation=true&fromPageId=38436891). To cancel a scheduled email, delete the job from the job monitor. |-----------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. To reschedule or cancel, go to the Messaging Broadcast and select the clock icon. | ![Image showing that the email is scheduled in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_5c442fc8ee6a6a63d7d1642bc5515d67c4159f9b5a5181388a0097106e5e5c96/image-20260319-120859.png?cb=a887f73a0df7f5573a9732576b0f7d8d) | | 2. You will then be presented with three options: 1. Cancel existing schedule 2. Send the broadcast immediately 3. Reschedule broadcast | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image showing the 3 options for rescheduling or cancelling in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_05215452a71f944ec219da9ed2c0d5c7382872a952ddaaf56659bca6bc490614/image-20260319-120941.png?cb=047ed042cbb1ba3daf72b40808d4671a) | ![Image showing the rescheduling by date and time menu in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_cf536b51e5c2d5fbf02d0dac1a6db2101c2bac6a7371397150a2e11a2d24babb/image-20260319-121114.png?cb=300b701ad5566bc0db1994f25bd20bd2) | | #### Scheduling for the +1hr or -1hr time changes Twice a year, the clocks change, and the broadcast scheduling programme automatically adjusts to allow for the spring forward (+1hr) or fall backwards (-1hr) time changes. |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | When scheduling your emails for before or after the switch to or from daylight saving time (DST) or British Summer Time (BST), the system will adjust your campaign by +/- 1 hour. Meaning, if you schedule a campaign for 10:00 before the time change, it will send the email +1 or -1 hour, depending on the seasonal time change. Time changes are acknowledged at several points during the scheduling process, so it's important to double-check your scheduling around these times. | **Example 1: Scheduled at 9:16 AM GMT, confirmation shows as 10:16 AM BST** |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Image showing the time changed for scheduling Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_c554e8714c653153df071895fec88cba85478cb834af916a548eb18e2a15a3ed/image-20260319-092102.png?cb=5d41841a4d53fff595513ac807180baa) | ![Image shwoing the final scheduled time in Engaging Networks](https://knowledge.engagingnetworks.net/__attachments/a_f3880fc10626de2ec24011ea82c83d0a8b0960b28b77c7a38042c9bbf90a913b/image-20260319-092135.png?cb=65c156cc6c4ecb8f7bf80ed23ba55e3b) | | #### Send Time Optimization When scheduling the message, you can also choose to use **Send Time Optimization.** This will attempt to send according to the Send Date and Send Time in the supporter's timezone, based on data collected from their interactions with your pages. This can also be uploaded via the [Data \& Reports \> Import](https://knowledge.engagingnetworks.net/datareports/importing-supporter-data-front-end) tool. You will need at least two columns in your CSV [file: th](#)e supporter's email address and a column labelled "Send Offset" containing the supporter's time offset from GMT (+00:00). The software supports a range of predefined time zones. Currently defined zones for send offsets are: `+10:00 +09:30 +09:00 +08:00 +05:30 +03:00 +01:00 -00:00 +00:00 -03:00 -04:00 -05:00 -06:00 -07:00 -08:00` As not all time zones are included in this list of send offsets, some values representing offsets which fall *near* one of these pre-defined zones will be converted upon import. For example, +04:30, +05:00, +05:45, +06:00, +06:30, and +06:45 are near +05:30 and will therefore be selected as part of this "zone". Please schedule at least 24 hours before sending for the best performance #### **Supporters in Marketing Automations** Depending on your [account preferences,](https://knowledge.engagingnetworks.net/pagebuilder/managing-account-preferences) the tool might automatically exclude supporters currently in a [Marketing Automation](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-step-by-step.md) workflow from your broadcast. You can override this by switching "Include supporters on all Marketing Automation workflows" on This is particularly useful if, for example, you have an urgent appeal email to send out and want to reach as many supporters as possible. **To include marketing automation contacts in broadcasts, you need both of the following settings enabled:** * In your Automation, select: Include supporters on this automation in messaging broadcasts * In your Broadcast, select: Include supporters on marketing automation workflows #### **Sending a Split Test** When conducting a split test on your emails, additional sending options will be available |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Split Test %:**Allows you to select the percentage of the audience who will receive the test emails. For example, if the campaign has two messages and you choose 10% of the audience, 5% will receive one email and 5% will receive the other email. The remaining 90% of the audience will be sent the winning email. | ![Split test schedule screen](https://knowledge.engagingnetworks.net/__attachments/a_6e6b6881a4a7dba8c351355a7a930d2f1994d526949bb2d446b7cb23f8a55a78/image-20240628-144832.png?cb=5820132c2e5cff443f4f01aeaf22f941) | | **Split test winner:** You will be presented with two options here, * **The winner will be chosen;** theoption requires a winner to be manually selected by a User. * After reviewing the reporting, you can then choose the split test version, click **Select winner and send,** and the remaining percentage of supporters not included in the test will receive the selected version. * **Automatically selecting a winner**allows the User to choose the criteria that will determine the winner and the number of hours before a winner is selected. * This setting can be impacted by the [split test account setting](https://knowledge.engagingnetworks.net/marketingtools/email-settings.md). | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Split test winner menu](https://knowledge.engagingnetworks.net/__attachments/a_bb530fac03641cb4a94d5cf3993dad319926029d539623549ec2c0c8e4a9645c/image-20260714-133316.png?cb=ff953e0bff9cb364c364580ceee00b14) | ![Split test winner selection screen](https://knowledge.engagingnetworks.net/__attachments/a_32add397a67778a4e595b332798f4dd7ff9dddf2e99b67fe1644443a872a14af/image-20240801-001406.png?cb=7530eb30eb60d552a9b0792c8bd22ee7) | | ## 6. Reporting You can report on a Broadcast by clicking Reporting when editing a broadcast, or by clicking the reporting icon in the list of broadcasts under the **Marketing Tools \> Messaging \> Broadcasts** menu. ![Reporting icon](https://knowledge.engagingnetworks.net/__attachments/a_055bcaf4b068185ecaa1a461115d5ed636c3361fbdacfdb1b7acae99ef5e27d2/image-20260714-135332.png?cb=7c3398720260129826710359a4abc808) View instructions for reporting |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | The reporting screen is split into several areas with different statistics: | ![7f2d94ab-203e-4444-be8d-211e3516504f#media-blob-url=true&id=2fdb08b6-6d6f-474c-98c4-07d53b3f26e2&clientId=b50fae28-40e0-4722-9cd5-284d5c1a164b&contextId=contentId-39157761&collection=contentId-39157761](https://knowledge.engagingnetworks.net/__attachments/a_8980b6a28b591002c5b0838dd24fae5a474294851994e2f1d191ae2fbf0b1dbe/7f2d94ab-203e-4444-be8d-211e3516504f%23media-blob-url=true&id=2fdb08b6-6d6f-474c-98c4-07d53b3f26e2&clientId=b50fae28-40e0-4722-9cd5-284d5c1a164b&contextId=contentId-39157761&collection=contentId-39157761?cb=b93686b51612ab09b12143a641ec05f3) | | **Conversions:** * **Engagement Count:** The number of Data Captures, Sign Up, Survey, and eCards pages completed from the broadcast * **Single Donations:** The number of one-time donations made from donation pages linked in the broadcast * **Recurring Donations:** The number of recurring donations made from donation pages linked in the broadcast * **Total Donations:** The total number of donations (one-time and recurring) made from donation pages linked in the broadcast | ![Image of overall campaign conversions](https://knowledge.engagingnetworks.net/__attachments/a_47f5bb148f00976d65fe2a3f563fbcfb0cdee3a595ccb1a5d4bd6aa60b898b2f/image-20260716-155838.png?cb=3aeb97e1bed634f032020bd202c62428) | | **SMS Reporting:** Whilst similar to email reporting, it is not possible to track open rates through SMS; therefore, we are unable to provide the ADJ CTR, which is the percentage of clicks out of the supporters who opened the email `Clicks ÷ Opens` Also, in the message report, clicks are listed before sent and delivered. | ![Image of SMS broadcast report](https://knowledge.engagingnetworks.net/__attachments/a_0b76339ca254da28466c961249af3127e2fb8ebae888f0d374d5cec9d73fb9fa/Screenshot%202026-07-17%20134752.png?cb=741c522141cd59ffb75043f0deb8406f) | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Message list and reporting** This contains a list of any messages within the broadcast. You may only have one, but if you have used [++conditional content++](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-conditional-content-per-block-and-.md) or [++split tests++](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-split-tests.md) then multiple messages will be seen. | ![Image of message list screen](https://knowledge.engagingnetworks.net/__attachments/a_3dac9392ebc88cf7bfefe6cd58b27e23e2fd088a1b46521240a50dcbcc0320a4/image-20260716-160137.png?cb=c41cfe5c666dc348f4c47080a6e49b40) | | **Export as CSV** This function provides a comprehensive breakdown by email and includes detailed reporting on each link. | ![Image of the export as CSV button](https://knowledge.engagingnetworks.net/__attachments/a_794ec600ab31ea05e7e9f2b4483456cb530f81a46f2ae73cf00ca5de096d220e/image-20260716-161254.png?cb=d8a6a92061dec2f254837808b51c3c99) | |------------------|---------------------------------------------------------------------------------------------------------------------------------------------------| | Sent | The number of supporters sent the message | | Opens | The number of supporters who opened the email (unique) | | Open rate | The percentage of opens `Opens ÷ Sent` | | Clicks | The number of supporters who have clicked a link in your email or SMS (unique) | | Click Rate | The percentage of clicks `Clicks ÷ Sent` | | ADJ CTR | The percentage of clicks out of the supporters who opened the email `Clicks ÷ Opens` | | SMS Sent | Number of sent SMS messages | | SMS Delivered | Number of delivered SMS messages | | SMS Failed | Number of failed SMS messages | | Unsub | The number of supporters who clicked the unsubscribe link (unique) | | Unsub Rate | The percentage of unsubscribes `Unsub ÷ Sent` | | Bounce | The number of hard bounces | | Bounce Rate | The percentage of bounces `Bounce ÷ Sent` | | Spam | The number of supporters who marked the email as spam (unique) | | Donations | The number of donations made from the message | | Advocacy count | The number of advocacy actions made from the message. Advocacy page types include Click to Call, Email to Target, Petition, and X Post to Target. | | Engagement count | The number of engagement actions made from the message. Engagement page types include Data Capture, Ecard, Email Signup, and Survey. | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Performance** This shows a line graph of opens over time. You can switch to By Hour or By Day It also shows a pie chart of the number of different activity types -- opens, clicks, conversions, bounces, complaints. You can hover over the subject to view it: | ![Screenshot-2023-05-19-at-4.30.55-PM-e1684535670938-300x201.png](https://knowledge.engagingnetworks.net/__attachments/a_381c4db35bbf21ec59d613a22cbb21d751a9792bf02b3b423ab7b4ad17b0b2e5/Screenshot-2023-05-19-at-4.30.55-PM-e1684535670938-300x201.png?cb=58fb9142fbe0d5877465bfd6a7e45371) | | **Links** This will show the link name (as it was named by a User when building the email), the URL, and the number of clicks on the link. Unnamed links will be given a random reference code. If you are using conditional content or split testing, it may be beneficial to name the links according to the email version they're associated with or to use the export as CSV function to view individual clicks per email. | ![Image of link report](https://knowledge.engagingnetworks.net/__attachments/a_6a807ffce96eb47f21b28b0d97838d3e577295c0f629b4cfbc267fe9f9307f43/image-20260716-160343.png?cb=da6e9ac72096ee3f941deb0554f9b191) | --- language: "en" --- # Marketing tools -- components -- blocks ## What are blocks? Think of Messaging Blocks as "building blocks" for your broadcast email messages. Blocks are stored in your account for placement within a [container](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-templates.md) within an email broadcast to further customize your message. Blocks act as "shared components" when added to a Template, which means if you update a block then all templates using it will update the block. However, a block added to a Broadcast is not shared, so will not update. For example, a call to action button can be stored as a block then placed in any message where you want to use it. Once placed, you can easily edit the block to change the link, label, and even the color of the button. This gives non-technical users the ability to create consistent, well-designed, impactful messages. There are many uses for Blocks. Here are a few ideas: * Call to Action Buttons * Multiple text and image columns -- which will display better on mobile devices * Text placement over images and background colors * Body text * Call out quotes within the message * Email signature Because a Block relies on styling that is often part of the Template, it's best to place blocks into a template that it's been designed for, so it displays as expected. For example, you can use the Custom blocks in our Sample templates, but if you have had a new template developed that didn't use our sample template as its basis, then they may not display as expected. ## Available blocks **Sample blocks**are provided by Engaging Networks to help you get started with the Marketing tools. You may also create Custom Blocks by copying Sample Blocks or pasting your custom code. To view the list of available blocks head to: *Marketing Tools -- Components -- Blocks* Sample blocks cannot be edited and are only for use on the sample templates. Custom blocks are created by you, for your own bespoke templates. ![Sample_blocks.png](https://knowledge.engagingnetworks.net/__attachments/a_43f1d812168262b10ee45f4b9e85629f38aa7df59fcd076674bb2502f97f1923/Sample_blocks.png?cb=e63f1546941fe41133f7aab1df55dd17) ## Creating and editing blocks Blocks are made up of HTML and variable Replacements. To create or edit a custom block you will need a decent knowledge of HTML and CSS. To create new blocks or view existing ones, head to: *Marketing Tools -- Components -- Blocks.* You can copy and modify sample blocks provided by Engaging Networks (at which point they become 'custom' blocks) or create new blocks from scratch. ### Create a new block To create a new block, click on the orange 'Create New Custom Block' button: ![Blocks_create.png](https://knowledge.engagingnetworks.net/__attachments/a_68f4fae7ac9d8539f6e181c351fb0c424a733fed2181f9c2e1656f478557e582/Blocks_create.png?cb=983cc7822caea1b05600f07151027abb) You will need to provide block's name and a thumbnail that represents the layout and style of your block. This will help users find blocks easily when creating email content. ![Blocks_create_new.png](https://knowledge.engagingnetworks.net/__attachments/a_5bf6d72462679167486873741900f5c1e3f5705275e59ec6f3bfdaf58ba7b01d/Blocks_create_new.png?cb=2551cd153bee74ccf705f959188406c8) Blocks can include Variable Replacements which can be grouped into Sections. Use the insert button to insert replacements needed. ![Insert_replacement.png](https://knowledge.engagingnetworks.net/__attachments/a_eb9f2ed97a82f8bf54ae4f6321da7cd6bf83a486a4690a85f8f7dfe4ddb047f7/Insert_replacement.png?cb=45c7ee30b644064efebf7a81e3e8f3ea) ### Exporting/Importing Blocks **Exporting Custom Blocks** You can export and import custom blocks. Go to Marketing Tools and click on Blocks, then click on Custom Blocks. Then you'll change the view from block to list. Then you'll select the block or blocks you wish to export. Then click Export # Items. You can then choose to either copy the JSON script or download a JSON file to be used when you import the file(s). ![Screenshot-2023-05-19-at-1.09.35-PM-1024x276.png](https://knowledge.engagingnetworks.net/__attachments/a_dd59926d20c09e5d1fc0933fd857def1f08c1b9bd65c9662dd397dd95e0b9e46/Screenshot-2023-05-19-at-1.09.35-PM-1024x276.png?cb=e642fe2f2cc8ee511c006a796a3443ba) **Video -- Exporting custom blocks:** ### Importing Custom Blocks Go to Marketing Tools and click on Blocks, then click on Custom Blocks. Then click Import Blocks. You can then choose to either copy the JSON script or upload an exported JSON file(s). ![Screenshot-2023-05-19-at-1.23.46-PM-1024x293.png](https://knowledge.engagingnetworks.net/__attachments/a_9ad7338acc6cec160b869a43e318d4fa05c1b6f443f2238857bb6ae403dfc960/Screenshot-2023-05-19-at-1.23.46-PM-1024x293.png?cb=090c8a6401d73bacaefc708efabcfb6b) **What is a replacement?** A template replacement is a placeholder which allows design elements to be changed in the visual editor. This could be anything from allowing the user to easily modify the colour of a CTA button using a colour picker replacement type to a text type replacement, updating the size of the headings. The different replacement types currently available are: * Colour Picker -- allow message authors to easily select colours from a palette rather than inserting Hex values. * Images -- which open your account's Images \& Files library for easy selection and scaling. * Image URL and Link * Rich Text Editor and Text -- for placing default text into messages. The Rich Text Editor default content is editable. The Text block type is not editable when placed on a page, making it useful for content which should not be changed by a message author. * Select field -- useful if you want to give the user a restricted set of options. For example, you could define three possible font sizes for heading text, or perhaps a suite of colour options for a CTA button. When you create a new replacement, you give it a label (should be descriptive), then the token is generated automatically. You give it a section, which allows you to group them (eg Headings would be a good section name for your replacements that allow editing of H1, H2, H3 and H4), then you choose a Field type. ![messaging-manage-replacements.png](https://knowledge.engagingnetworks.net/__attachments/a_a5aa583c84844a2d30b28fa2967f6d7442e7365675b390f873defa241de47eb4/messaging-manage-replacements.png?cb=6b982232d8a45d989ce2fa582062efb6) Replacements are a key component of the tools, and allow template designers to lock in the structure and design, and allow content creators to do what they do best (with no fiddly HTML to deal with!). When used on a template as mentioned above, they allow users to modify design and brand elements if required, but on Custom blocks they allow users to modify the content of broadcast emails. ## Add blocks to templates A designer creating email templates might choose to preload the template with a number of blocks and editable content. If your template already has custom blocks loaded, you will see them within the container areas. To add any additional blocks to your template, click on the relevant area and use the '+' button to browser the library of available blocks or create new ones. *When editing your email templates, you will need to switch to 'Visual' view at the top of the editing area to add any additional blocks to your template.* ![messaging-custom-block-edit-in-template.png](https://knowledge.engagingnetworks.net/__attachments/a_d2424169428ce4a678e20befcf5e1aab44e55ec965bd9b26add1193601312e4f/messaging-custom-block-edit-in-template.png?cb=9f2f4dd066a035a0d09ff8ee57966637) ## Add block to a broadcast When you are creating your message to supporters, you will be able to add, remove or reorder blocks. The beauty of custom blocks is that the design and the content layers are separated, so you no longer need to tackle the HTML. --- language: "en" --- # Marketing Tools -- Conditional Content (per block and per message) ![https://lh7-qw.googleusercontent.com/docsz/AD_4nXcoMBSXBJ6SUAWNOFZXTT1oHnIPtjzk7RNAETOA24dExx3CBWIkxq3iP4wPxBRz9EsLTzPFwySbgoKGnhicyMr1gsij1eRoIpq_DdDOWiYeu3oSmoWT92wdW9CIn5JZEpQNwn2bJ6ddK41aJH0RFktNsvq7?key=me5y1RZXNT-x1QOfktZI_Q](https://lh7-qw.googleusercontent.com/docsz/AD_4nXcoMBSXBJ6SUAWNOFZXTT1oHnIPtjzk7RNAETOA24dExx3CBWIkxq3iP4wPxBRz9EsLTzPFwySbgoKGnhicyMr1gsij1eRoIpq_DdDOWiYeu3oSmoWT92wdW9CIn5JZEpQNwn2bJ6ddK41aJH0RFktNsvq7?key=me5y1RZXNT-x1QOfktZI_Q) If you are using 'Segments' for your conditional content, you should choose 'My segments'. If you are using conditional content in your broadcast, and you want to target profiles, you must choose Legacy queries for your audience building rather than segments. In the Marketing Tools, it is possible to add conditional content, which are based on Profiles or Segments, to: 1. [a Block within a message](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-conditional-content-per-block-and-.md) 2. [an entire Message within a Broadcast, known as an "Audience Segment"](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-conditional-content-per-block-and-.md) ## A reminder about Profiles [Profiles](https://knowledge.engagingnetworks.net/datareports/supporter-profiles) are the key to conditional content. A Profile uses filters to look at supporter data and their transactions (activity) so you can build one for donors, activists and so on. They can then be attached to blocks within a message when building it, or to an entire message. ## About segments [Segments](https://knowledge.engagingnetworks.net/datareports/segments.md) are a robust and dynamic tool for categorising supporters and building lists within your organisation's file. Taking elements from the legacy Query Builder and Profiles tools, Segments are a powerful new way to view and analyse your organization's data. You have the option of using profiles, or our new segments tool for conditional emails and blocks. When we talk about profiles in the content below, the same is true for segments. You can choose one, or the other (but not both at the same time) ## Adding conditional blocks Messages that contain conditional blocks cannot be split tested. The audience segmenttype conditional messages do support split conditional. You can see the blocks in your when editing it. Once selected, a blue border appears like the one below: ![messaging-conditional-select1.png](https://knowledge.engagingnetworks.net/__attachments/a_eb4a7f7a05a64ce31882c9d768bb4c8ae1d91621f7a456abc3c02fd1323ea51b/messaging-conditional-select1.png?cb=fdcd6aa7854e94068ac5667737eff239) The icon on the left allows you to add conditionality to that block. ### Adding conditionality to a block Once clicked a "Manage Conditional Content for Selected Block" window appears: ![messaging-conditional-select2.png](https://knowledge.engagingnetworks.net/__attachments/a_ff7415b12e07a6cf4122112532b48adc9fc41d06116d5bb0e6862ed164d4fa0f/messaging-conditional-select2.png?cb=099334117aa63298dfe7783e306aa585) You'll see a Fallback profile there by default, which means it will show for the audience if they don't belong in the profiles or segments you add. To add a new profile or segment, search for it in the "Add a profile" box and click the orange + button. ![messaging-conditional-add-profile.png](https://knowledge.engagingnetworks.net/__attachments/a_9d910f74f404902b3bbb2cb86102c18103503de136b4732d910a242e429fcf8f/messaging-conditional-add-profile.png?cb=2875ebd302a8c3429f117628d19b8e03) In this example, we've added the "Major Gifts Profile" and the "Activist Profile", and switched them On. You can also see that in the background, the (1), (2) and (F) circles appear, which relate to the profiles (and fallback) versions of that block. Click Done to return to editing your email. ### Switching profiles or segments on a block Once you've added the profiles to the block, circles will appear in the left border of the selected block. Click on each to switch the version of that block for that profile. You can also do this via the drop-down at the top right. ![messaging-conditional-switch-profile.png](https://knowledge.engagingnetworks.net/__attachments/a_9736be63ed15f5f75d3fbbd774d53cb4c2f6bb5f77a7806d3f81ec538be539d0/messaging-conditional-switch-profile.png?cb=39db47847ea7e19851a324df76dace50) ### Changing content for each profile or segment Initially, each profile will have the same content as the original (Fallback). Once you've selected the profile that you want different content for, just simply edit the text or other attributes of the block (e.g. image URL) via the right-hand Content area. It will now have different content to the Fallback. ![marketing-tools-conditional-block-switch.gif](https://knowledge.engagingnetworks.net/__attachments/a_277419d0667df8a026b3078457d2973716b57f5dde5a9046e6713fbdf85a01bb/marketing-tools-conditional-block-switch.gif?cb=16538cd6c3295d89605b50ff973c748a) ### Adding conditions to other blocks The profile conditions you add only applies to that block. To add others, click onto other blocks and follow the same steps. The profiles you added previously will show but need to switched "On" to be enabled. You can add other profiles as well, if you don't want to use the ones currently added. ### Prioritising block conditions It is possible that a supporter is in more than one Profile. You can determine which one is the priority by clicking on "Manage Conditional Content" under "Settings" in the email builder. Just drag and drop. The top (1) profile will be the priority, so if it shares supporters in the second (2) profile, they will get the first version, and not the second version. ![messaging-conditional-segments-reorder.png](https://knowledge.engagingnetworks.net/__attachments/a_b8c5db41eb7b0b3ccb8af02518c3a78dfd91d81a8c1df8e1c77e3b5d6fdf5a48/messaging-conditional-segments-reorder.png?cb=485fe2337450bb5bfc3b88163bfd2a59) ### Removing profiles from a block or from a message You can switch profiles "Off" if you no longer want the profile to show different content for that Block. You can delete profiles by going to "Manage Conditional Content" under "Settings" in the email builder and clicking the (x) icon. ## Adding conditional messages - Audience Segments You cannot use the same Profile or Segment for a conditional message that you have used on a conditional block. Be careful also to use Unique names for each Audience Segment, as a copied name will prevent saving. You can also add Segments to messages from the of the broadcast. Under the Core message, you will see **Audience Segments** . The word 'segment' can now refer to a section of your audience, and also the email that they will receive. Note that the Core Message is essentially your Fallback message. If a supporter in the general audience does not meet the criteria for any of the audience segments, they will receive the Core message. This type of conditional content can be split tested as well. **It is important to determine your Audience correctly first.** If you're building an email that is going to go to Audience A, B, C, D, and E. You'll want to be sure that your overall Audience includes Segments or Profiles for Audience A, Audience B, etc. Also, if you're going to use Conditional Content in Blocks inside an Audience Segment, you would also want to include Profiles or Segments for those audiences as well. So the Message to Audience A would need to include the Profiles/Segments for Audience A1 and A2, which means in your overall Audience, you need Audience A, A1, A2, and so on. IF You select a profile for an Audience Segment that is NOT in the overall Audience, no one will receive that message because they were not included in the initial Audience. ![messaging-conditional-segments.png](https://knowledge.engagingnetworks.net/__attachments/a_23718681c8be1f0ba6fcf2b4a35dfac6c355b9fd9e67a323b760ca8ed39e07d7/messaging-conditional-segments.png?cb=863b0e17c62f479733c88168aa9e1bb6) Click "Add a Segment" to create a different message version. This will show you a screen listing your Profiles or audience Segments. Select the profile you want and it will ask you if you want your version to be based on a template or an existing message (e.g, your Core message) ### Editing audience segments and creating spilt conditional Once you have selected, it will bring you to the Message builder, where you can make your changes for that segment. Save the message and once done you will see the segment within your Message stage. The Core message shows at the top, and the new segment at the bottom. These can then be individually edited by hovering over the message and clicking Edit. From here you can also add a split for each condition (split conditional). ![image-20260615-144616.png](https://knowledge.engagingnetworks.net/__attachments/a_d782c36f8e3addb8b87ee126efc6e359e123327caf7704548c9424a6be5e4b30/image-20260615-144616.png?cb=f1dadb843fec70e1616af1c9301c8e36) ### Prioritizing audience segments It is possible that a supporter is in more than one Profile or segment. You can determine which message is the priority by hovering over the message in the Message stage, and clicking the Move icon to drag it into a different order. The first (left-most) message is the priority. This segment will be the priority, so if it shares supporters in the second segment, they will get the first version, and not the second version. ### Deleting audience segments To delete the entire message for the audience segment, hover over the message in the Message stage, and click the Delete icon. ## Testing conditional messages The testing stage shows you the different segments for your message. Each message in the list represents the different segments you have made -- the Core is first, followed by the segments. ![messaging-conditional-segments-test.png](https://knowledge.engagingnetworks.net/__attachments/a_2efe5e276923e8a9d1dd6b203332cb304a77d9a180d57702a25239de0d8f4530/messaging-conditional-segments-test.png?cb=566453133ef77fbff717f9516bd2a90c) You can send the test and switch on or off the ones you want to test. To test conditional blocks, select "Send all variations of conditional content" and several emails will be sent to you showing the different versions. ## Sending conditional messages Continue to the as usual to send your message --- language: "en" --- # Marketing Tools -- Split Tests Split Tests allow you to test a message by sending versions out to a proportion of your Audience. You can then select a winner manually or automatically (set in your [Email Settings](https://knowledge.engagingnetworks.net/marketingtools/email-settings.md)). For example, you may want to test a subject line, or image, to see if more supporters open the email or take action. Messages that contain conditional blocks cannot be split tested. [The Audience Segmenttype](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-conditional-content-per-block-and-.md#Adding-conditional-messages---Audience-Segments)conditional messages do support split conditional. ## Creating a split test You can create a split test once you have created your first message. To do this, go to the Message stage and hover over the message you want to split test. ![messaging-splittest-create.png](https://knowledge.engagingnetworks.net/__attachments/a_670568ae97d02431eb3b3939cd20d7fee88dc23278afd3ee6a794b952d651276/messaging-splittest-create.png?cb=f099955d5f9cb32020e335f5c7942562) Click the "Split Test" icon and you'll be shown a list of split test versions of that message. If you haven't yet created any, you'll just see the Core message or [Audience Segment](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-conditional-content-per-block-and-.md) message if using a conditional email. To add a new split test, click "Add Split" and then choose to create a message from a template ("Start from template"), or a version of an existing message, e.g. your Core message ("Clone Existing"). ### Start from template If you choose to start from a template, you will load the email builder as if starting from scratch. ### Clone Existing If you choose to "Clone Existing" then you choose which message to clone. ![messaging-splittest-clone.png](https://knowledge.engagingnetworks.net/__attachments/a_1ea55b0b2b25b73ab50b1e128d2a243a72f267e6813e1bd53118d1c4a05cd1cf/messaging-splittest-clone.png?cb=106c73d8c83ef7af85a221e0cd3abff2) The "Name" of the message shows what version of the message it is. If it ends with "- Core" it is your Core message, whereas Audience Segments (conditional whole emails) are suffixed with the name of the profile, e.g. "- Donors". If you have already created a split test, then the name of the email will show the profile name and "\[Split: B\]" for the second version of that message, e.g. " -- Core \[Split: B\]" or " -- Donors \[Split: B\]". Select the message and click "Select Message" to begin editing it. ## Editing a split test The split test will be an identical copy if you clone, including any conditional blocks. Simply edit the message as usual to make the changes you want to test on. It is recommend you only test on one thing so you can determine what changes have been successful. For example, edit the Subject line. Click Save to save your split test version. If you want to edit the Split Test after you have closed it, then hover over the Message in the Message stage and click "Manage Split Tests" and then click the email icon in the message list. ## Deleting a split test To delete a split tests, hover over the Message in the Message stage and click the delete icon next to the version to delete. ## Testing a split test The [Testing stage](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-testing-a-message.md) shows you the different versions of your message. Split Tests show as "A/B" next to the list if the message has a split test enabled. To test the message, select "Send all variations of conditional content" and the different versions will be emailed to the test addresses when you click "Send Test Messages". ## Sending a split test **Split Test %** - Percentage of the audience who will receive the test emails. For example, if the campaign has two messages and you choose 10% of the audience, 5% of the audience will receive one email and another 5% will receive the other email. Then after a winner is selected, the remaining 90% of the audience will be sent the winning email. **Split test winner** - This is where you determine how the winner will be chosen for the split test. **The winner will chosen** option requires a winner be manually selected by a User. **Automatically select a winner** allows the User to choose the criteria that will determine the winner and the number of hours before a winner is selected. If the [split test account setting](https://knowledge.engagingnetworks.net/marketingtools/email-settings.md) is enabled, the automatic option will be the default selected and the settings will match the account settings (but can be changed). ![image-20240628-144832.png](https://knowledge.engagingnetworks.net/__attachments/a_776d5aa6038cd747ebb76f162a866a6e66493ecddaae0680f753584fee1ab5a7/image-20240628-144832.png?cb=5820132c2e5cff443f4f01aeaf22f941) If you have set it to be manually sent, then you can go to the Reporting stage which is accessed via the list of broadcasts. ![image-20240801-001406.png](https://knowledge.engagingnetworks.net/__attachments/a_670e70c741bc3b8e9ac4a8291a7a1919f7656e1a6a8d2ef3110fb6a83bfc7e6d/image-20240801-001406.png?cb=7530eb30eb60d552a9b0792c8bd22ee7) After reviewing the reporting, you can then choose the split test version, and click **Select winner and send** and the remaining percentage of supporters not included in the test will receive the selected version. --- language: "en" --- # Marketing tools: Templates ## Templates Overview ### What is an email template? Your email template determines the design and structure of your email broadcasts. When you create an email broadcast, it will always use a template, ensuring you get consistency across your email marketing. How an email looks when it lands in a supporter's inbox very much depends on how this template has been built and whether it adheres to best practice in email design. If you are a web designer, you will know the challenges of writing HTML for emails, and testing is paramount. We recommend using a service like Email on Acid, or Litmus to check that your template is rendering well across all the major email clients. If you are concerned only with content creation, then you will find our marketing tools make email generation a simple and enjoyable task, particularly when accompanied by a rock solid template foundation. If you just want to practice creating content, why not use one of our sample templates and find out just how easy it is, but if you are keen to dig into the templating side of things, read on! ### Want to get started quickly? Create from a sample ![messaging-start-from-sample.png](https://knowledge.engagingnetworks.net/__attachments/a_fe5aede905e34b954d12825c01813cdc87b482f928791fe59c9cf47f47110217/messaging-start-from-sample.png?cb=0e503026c09766e212e6fa0df4749df1) Engaging Networks provides sample templates to help you get started with the Marketing tools. They are branded with a fictional charity and are designed to allow you to easily change the logo, colors and fonts to make it match your own brand more closely. Our new Free and Flexible email template replaces the CTA template and newsletter templates. You can use as many or as few of the sample blocks as required. They will work for appeal, engagement and fundraising emails. ![Screenshot-2023-05-19-at-2.23.07-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_abb33ae3a96643d4b295f1aad25d3397111bccca6350abce582518f5712d9f34/Screenshot-2023-05-19-at-2.23.07-PM.png?cb=086b3b523c627de3d76a7f065aedef93) The sample templates are unlike the more bespoke templates that an agency might create for you. An agency might 'hard code' the brand elements (so they cannot be changed), but with the sample templates, there are many changes you can make with the Global Replacements. In the sample templates you can change: * Logo * Background colours * Headings and body text (fonts, sizes and colours) * Social channels * CTA buttons * Footer ![messaging-global-replacements-1024x486.png](https://knowledge.engagingnetworks.net/__attachments/a_10bd9c531f5ee8bbe053eded30259dead49c36480a30f7cd1f2dbce12fea4ed9/messaging-global-replacements-1024x486.png?cb=e0f297935aae09fab25d2abce940c480) In the screengrab above you can see where you can change the button color and the corner radius. The sample templates come preloaded with all the different Custom block types. We recommend leaving these on the template while updating the Global elements, as this will allow you to see your changes happening in real time. When you are finished making the changes to your new template, hit 'Save' and it will now be available on your list of available templates. ## Viewing and editing templates Go to Marketing tools \> components \> templates ![marketing-tools-menu.png](https://knowledge.engagingnetworks.net/__attachments/a_5a7531cf2e3c2c74229e04082386f69dfbb77d167297feb20ceb03768de2e469/marketing-tools-menu.png?cb=698f137fc432087e6830b63d4ef7461c) You can view a list of your templates, with options to: * Duplicate * Edit * Delete On initial load, you will see your template in HTML view. Among the HTML and CSS, you will see tags which will have been added by the template designer. These tags signify 'Replacements' and 'Containers'. ![messaging-template-html-view-1-1024x491.png](https://knowledge.engagingnetworks.net/__attachments/a_8dc46fe037e90174183b08022dc94897ee6a8c3507d7230d6e6113962f87fce3/messaging-template-html-view-1-1024x491.png?cb=5bd49a45e652a3d7190f3bbefff1e702) ### Exporting and Importing Templates You have the ability to export and import templates. Marketing tools templates can be exported from into Engaging Networks as JSON files. The JSON can then subsequently be imported back into Engaging Networks to create templates or other systems. ## Exporting a template Navigate to **Marketing Tools \> Components \> Templates** and select the pencil icon for the template. ![image-20240521-222452.png](https://knowledge.engagingnetworks.net/__attachments/a_0325b02e1e13fb45efe270212017bd945aeaf12a9020ede9d089366123a4864f/image-20240521-222452.png?cb=b3b6785c3ef5cc89ece16776b851947f) From the template screen, there will be an option on the top left to **Export Template.** ![image-20240521-222801.png](https://knowledge.engagingnetworks.net/__attachments/a_443f8889f28eced79ccb5cf48a4eb7173f9a32a998bf22c2621dcabed56a544a/image-20240521-222801.png?cb=2d82b4f5fd1882b3e19d4bc153237a1e) After selecting to export the template, there is an **Export Options** checkbox option to include custom blocks in the export. With the setting enabled any blocks currently in use in the template will be included in the exported JSON. Without the setting enabled, the file will include only global settings for the email template and the content container will be empty. ![image-20240521-223110.png](https://knowledge.engagingnetworks.net/__attachments/a_c29ff6f51b3319c90ff8264838bebd4b2d606648d56e1186a818dc0586287756/image-20240521-223110.png?cb=0b789773846a54e0a4f0d84a6f486739) Selecting **Export Template** will produce a **.json** file of the template or the code can be copied directly from the overlay. ![image-20240521-223400.png](https://knowledge.engagingnetworks.net/__attachments/a_9a7f5d0fe18de41cd9f8262e5af436f64e064a5f1e08c6e0af80c23c27200673/image-20240521-223400.png?cb=0b639e3c4d458d5dc28714a821a7f8af) ### Importing Templates Under Marketing Tools \> Templates you will select Create Template ![Screenshot-2023-05-19-at-2.43.48-PM-1024x142.png](https://knowledge.engagingnetworks.net/__attachments/a_7786464f95985c085010b6955ab9b9f28e2e13831e80b0a3da33ec7191ceca29/Screenshot-2023-05-19-at-2.43.48-PM-1024x142.png?cb=197299f5958b403e8a3bae2dc944553b) and then choose Import Template: ![Screenshot-2023-05-19-at-2.44.33-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_80b4a8a4b7ee2ec44f397851d4828fbdd1415ceafa535ff79de1b725e522da37/Screenshot-2023-05-19-at-2.44.33-PM.png?cb=722e8aba88d519cbc0e91ab65061cf4e) You can then choose the JSON file that you exported previously or paste the JSON that you copied from the template export process. Save and you're ready to go! Marketing tools templates can be exported from into Engaging Networks as JSON files. The JSON can then subsequently be imported back into Engaging Networks to create templates or other systems. ## Importing a Template Navigate to **Marketing Tools \> Components \> Templates** . Select the orange **Create Template** buttonand then **Import Template** and configure a name for the template. ![image-20240522-231346.png](https://knowledge.engagingnetworks.net/__attachments/a_ae93e631d03b58bcdab15414d4967919e6df84d73a1eae8de34835743eaff871/image-20240522-231346.png?cb=7c899c982bb92f8fc2326c00c07dc5ad) Once the template is named the JSON can be copy and pasted or selected as a local file to upload. After adding the JSON, select the orange **Import** button. ![visual-2-01_AG-1024x757.png](https://knowledge.engagingnetworks.net/__attachments/a_8dca5410720424d9220901532ce939ecd4bf82c2458b010ca93a46ee9beb43ad/visual-2-01_AG-1024x757.png?cb=959f99acbf0a5489d263a06c735fdd81) If the option to include custom blocks was enabled when exporting the template JSON, each block will need to be reviewed to indicate if it should be imported or skipped. ![importblock-1024x568.png](https://knowledge.engagingnetworks.net/__attachments/a_dc398c820fa0ee011ef566091bb49401233c887f67b8f290e9c987348061e745/importblock-1024x568.png?cb=c5a40eecf5691e9107cd2626eeaa85f6) If some blocks being imported already exist, a warning message will display at the top which asks to skip all existing blocks, or overwrite all existing blocks. If you choose to skip all, those existing blocks will not be imported. Alternatively individual actions can be configured for each block: |----------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Import** | The block will be imported to the template and custom blocks will be saved to your account. | | **Skip** | The block will not be imported to the template or account. | | **Overwrite** | The existing block will be overwritten in exchange for the new one. This will replace the existing block and it will no longer be available. | | **Create New Block** | If the name of the block being imported already exists, a new block can be created by changing the existing name. The block name will be editable once selecting this option. | ## Using Your Imported Template When creating new email Broadcasts, the newly created template will now be available under the **Your Templates** tab. ![visual-8-01_AG.gif](https://knowledge.engagingnetworks.net/__attachments/a_ad176a53033449704c1c79b689f0fb6ec26916363345f560579b205dd2a06531/visual-8-01_AG.gif?cb=97871486143a78411c46ca290b565dd9) ### What is a replacement? A template replacement is a placeholder which allows design elements to be changed in the visual editor. This could be anything from allowing the user to easily modify the colour of a CTA button using a colour picker replacement field type to a text replacement to update the size of the headings. The different replacement field types currently available are: * Text * Rich text editor * Select * Link * Image * Image URL * Colour picker When you create a new replacement, you give it a label (should be descriptive), then the token is generated automatically. You give it a section, which allows you to group them (eg 'Headings' would be a good section name for your replacements that allow editing of H1, H2, H3 and H4), then you choose a Field type. ![messaging-manage-replacements-1024x522.png](https://knowledge.engagingnetworks.net/__attachments/a_4006f7697b421396edaa3928a1ee428e302f955695c7041e2528744300152303/messaging-manage-replacements-1024x522.png?cb=ea53c4801be4ab63676eee327e09bf56) Replacements are a key component of the tools, and allow template designers to lock in the structure and design, and allow content creators to do what they do best (with no fiddly HTML to deal with!). When used on a template as mentioned above, they allow users to modify design and brand elements, but on Custom blocks they allow users to modify the content of broadcast emails. ### What is a container? ![messaging-template-add-container.png](https://knowledge.engagingnetworks.net/__attachments/a_54538130e05ff3c56fd53bd09521edbe2a6a7d074bf98e8a7962615f14024af7/messaging-template-add-container.png?cb=80a7b374abd09faf88a73b338df7b28e) A container tag places an area on the template where custom blocks can be added to your email broadcasts. Think of it as a workspace for the content creator. Wherever a container is added the user will be able to add, remove and reorder the custom blocks. These custom blocks could be (and this depends on what custom blocks you or your designer creates): * CTA button * Body text area * Full width image * Two column news with images * Email sign off with staff photo ## Visual view As well as viewing the template HTML, you can switch to Visual view. This allows you to see the HTML rendered as it will hopefully look when it lands in inboxes. If your template already has custom blocks loaded, you will see them within the container areas. In this screengrab you can see a selected custom block and the editable areas to the right. ![messaging-custom-block-edit-in-template-1024x377.png](https://knowledge.engagingnetworks.net/__attachments/a_67164594bd4b683a744d275f8869d05686d1ad3dbb6ac9c61207194dba76f5fd/messaging-custom-block-edit-in-template-1024x377.png?cb=db5ecd9758d05ab93e5ba07fe6301d7a) If the designer has not preloaded any custom blocks, and you hover over the main content areas (where the 'containers' were added), you will see a plus symbol allowing you to add in blocks from your library. ![messaging-empty-template-container-1024x396.png](https://knowledge.engagingnetworks.net/__attachments/a_61ff2084a34bc26d770652805766e9f3abac7c581e9bcc255e77389425dedd32/messaging-empty-template-container-1024x396.png?cb=7d4f9c2ccb6374d2bc82807852f85bc8) There is no need to load blocks onto the template, however some might do so to provide layout inspiration to the content creators when they create a broadcast email. You can either provide a blank canvas, or add in all possible blocks for the content creator to pick and choose what they wish for their broadcast. On the right hand side you will see two tabs: Global and Content. ![messaging-global-content-tabs-1024x369.png](https://knowledge.engagingnetworks.net/__attachments/a_ae2cb12dd75919eccb212acb9be2982366944b3c39552e6f0e17bfd5964250b9/messaging-global-content-tabs-1024x369.png?cb=ed40cbc15e23d24a5a5b991a7dc828f4) ### Global This is where you can make edits to the templates from any of the replacements within the HTML. So for example if the template designer added a replacement to allow you to change CTA Button colour throughout the template, you would do it under Global. Or if you wanted to change the Logo, and the designer had added an Image type replacement for that, you would also do that here. ### Content This is where you can edit the content in any preloaded custom blocks. So for example, if you wanted to change the default holding text in a Rich text block, you would do it here. If you change the content in the custom blocks within the template, it will update the content at the source. Within templates, custom blocks are a shared component. it is only when building a broadcast email that you can update content in a custom block without overwriting the original. ### Editing templates Understanding HTML structure and syntax is vital if you want to edit the code in your template. If you are comfortable with this, then it is simply a case of making the changes in the HTML, then clicking 'Save'. You cannot edit the HTML structure within the visual view. In visual view you will only be able to edit those parts that have replacements attributed to them. If your designer created a replacement to allow you to change the logo, then you would do that under the Global tab. In the screengrab below from our sample template, you can see that the logo can be changed, as well as the positioning of it. ![messaging-logo-replacement-template-1024x381.png](https://knowledge.engagingnetworks.net/__attachments/a_d4bfb0e44ab2217fc7ec6bc45019f973c79a58264b264248945d75c7a946db6e/messaging-logo-replacement-template-1024x381.png?cb=6b62ad4dae1fc862b015a37bf35c4c5a) Once you have made any changes in visual view, just click 'Save'. As with anything in life, always have a back up plan, so we recommend you create a duplicate, then work from this. That means you always have a fallback, should things go badly wrong! ## Creating a template from scratch Create template \> Create from scratch Every designer/developer will have their own way of working, but we would recommend that your HTML is built locally, then pasted into the HTML window when it is ready. Think of the structure of a template in a modular way: * HTML * Container * Custom blocks * Replacements If creating a template where the end user can also modify elements of the brand, it would be like this: * HTML * Replacements (Global) * Container * Custom blocks * Replacements (custom block level) * The custom blocks are made up of HTML and Replacement tags. The replacements are the areas to be edited by the user when creating their email broadcasts. If you have experience building templates with our legacy email tools, it might be helpful to think of the custom blocks as the new version of the 'Editable Repeatable Region'. But with benefits. [Learn more about creating custom blocks here.](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-components-blocks.md) If you build your email in an entirety (locally) and add comments in your HTML above and below all the distinct pieces of code that will make up each custom block it is then easy to transfer each element across to create your blocks. So to summarise, your code will exist in different places in our Marketing tools. Your template (the top and tail) will be saved in 'Templates' and your custom blocks will be saved to 'Custom blocks'. Currently it is not possible to see all of your HTML in place, for example if you wanted to copy and paste all your code to put it in another client account. It is therefore important that you keep your local copy of all your HTML and CSS locally. ### Copying A Broadcast Email Template to an Email Marketing Automation It is possible to transfer a broadcast email template to an EMA (Email Marketing Automation) template with a bit of manual copy and pasting. There is a caveat that this process **does not move across any tracking links** and **you will need to add links within the EMA itself to ensure your clicks are tracked.** #### Copying the marketing tools email template HTML 1. Go to **Marketing Tools \> Broadcasts \> Create Broadcast** 2. Create a message using the template you'd like to copy into an automation and save it 3. Navigate to the **Testing** tab for the broadcast campaign 4. Select the 🔍 to preview the template in your browser 5. In the browser preview, right click and 'view source' to see the HTML 6. Copy the HTML #### Pasting the HTML into Marketing Automation templates 1. Go to **Marketing Tools \> Marketing Automations** 2. Edit or create a marketing automation journey 3. Add or edit an email in the automation journey 4. Select the **Load from Library** button 5. Select the **New Template** button 6. Select the **Advanced HTML editor** taband paste in the HTML 7. Name the template and select **Save** ## How to add variable replacements to your template In this article you will learn how to create dynamic templates using variable replacements Once you have your base template ready to go, you may also want to include additional quick modification options in your email that will allow you to do things such as easily adjust image sizes or select from an option of branded colors. To do this, you will need to insert Variable Replacements inside your template. ![Screenshot 2025-06-09 at 12.44.56 PM.png](https://knowledge.engagingnetworks.net/__attachments/a_a449a6f7c409ca5dfd27400866f1454b0e7a2e9bce1693597f75d744496c3ba9/Screenshot%202025-06-09%20at%2012.44.56%E2%80%AFPM.png?cb=4ee2be0313038123d698ca591d1f7386) In the HTML tab, you can select a section of CSS or HTML to replace with a Variable Replacement. For instance, if your email template has variables for the logo section, you will be able to modify the logo without any further coding skills after you add your variables in the HTML template. Variables can be added from the email templates' HTML section. ![Screenshot 2025-06-09 at 12.48.11 PM.png](https://knowledge.engagingnetworks.net/__attachments/a_c0b7750e1aec303c1df98fde7bfea385eb816a12123da464651719713fae8a40/Screenshot%202025-06-09%20at%2012.48.11%E2%80%AFPM.png?cb=2f46b4edabbd29bdd2a9d624c48f8f93) You can insert a Variable Replacement for HTML or CSS elements or content You can create many different kinds of variable replacements depending on your needs. The field types below are available to insert as variables: * Color Picker * Image * Image URL * Link * Rich Text Editor * Select * Text ![Screenshot 2025-06-09 at 12.50.18 PM.png](https://knowledge.engagingnetworks.net/__attachments/a_6104a7e636a3dda059075d2d6d7f736129692a7bee89bb6f0926045e6c5f5fdc/Screenshot%202025-06-09%20at%2012.50.18%E2%80%AFPM.png?cb=b50f0eec92134cd07459a9851b85a7a1) **Example** If you want to add image width size variables for your logo inside your template, you can insert a *select*variable replacing the size specs written inside your code, so users can select predefined image sizes for their logo. ![Screenshot 2025-06-09 at 12.58.33 PM.png](https://knowledge.engagingnetworks.net/__attachments/a_68fc3e1e25c7e4da2d492aa6f26574aadc413ea049dd50cdcee653ed9629d7c8/Screenshot%202025-06-09%20at%2012.58.33%E2%80%AFPM.png?cb=2c15053c74161c5751ae1971f57df8b4) When you insert a Variable Replacement for your logo width, you will see a select box displaying the values you defined. In this template, there are several widths that have been defined and are available for selection when building the email: 150px, 250px, 300px, etc. Users will not need any HTML or CSS to adjust the settings in the Email as they will see the options in the Global settings tab: ![Screenshot 2025-06-09 at 1.00.49 PM.png](https://knowledge.engagingnetworks.net/__attachments/a_6f0efeef05b82696eab4fa261c73280934fce4c733be84e246c8e67d625d1cd2/Screenshot%202025-06-09%20at%201.00.49%E2%80%AFPM.png?cb=cabf3493368b1c32114ba7eb361bb370) ## Template FAQs How many templates can I have? You can have as many templates as you wish, however do note that our marketing tools allow enormous flexibility for displaying [different types of custom blocks](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-components-blocks.md) within your broadcast. So rather than having different templates for different types of email, why not just let the custom blocks do the work? The more templates you have, the more you might have to update in future, for example if you wanted to change your organisation's address in a footer, or updating the unsubscribe information. How do I get a brand new template built? If you are starting from scratch, or perhaps you have gone through a rebrand process, we recommend reaching out to one of our [accredited partners](https://www.engagingnetworks.net/partners/) who will be able to help you get a template created. You could also use one of our sample templates to get started. With our sample templates you can update the brand elements and start sending beautiful responsive emails from the get go. I have a template in the old email tools, can I use that one? In short, no. The anatomy of a template is different with the marketing tools. Moving an existing template across is not difficult if you have a decent understanding of HTML and CSS. Depending on the complexity of a template, it can take between an hour to three hours to move all the components across. If this is something you are confident doing, please read the section above called '[Creating a template from scratch](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-templates.md)'. --- language: "en" --- # Messaging - Broadcasts * [Broadcast: Email + SMS](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) * [Marketing automation](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation.md) --- language: "en" --- # Preview Text ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. Preview text is abbreviated copy from an email that is displayed in supporter inboxes usually next to or underneath the subject line. ![Preview-Text-Example-1024x49.png](https://knowledge.engagingnetworks.net/__attachments/a_28b81e33671a06b4d4b55c07edf016be32076fb6b9aa02c479113419f95b8312/Preview-Text-Example-1024x49.png?cb=d566d5b1e7372c5d88745672cb1b5fb1) Preview text is available as a field to populate when building an email message. This works by populating a data tag that needs to be placed in the email template along with styling to hide the text from the email itself. ![Preview-Text-1024x542.png](https://knowledge.engagingnetworks.net/__attachments/a_8a33e6e0a2c62326487b0f24d5dd8f676e1f891d57ddceb73c295905ee125054/Preview-Text-1024x542.png?cb=d4948cabf17d6c18578ad0deb84bc350) ## Adding Preview Text to Email Templates In order to utilize this feature, changes need to be made to the HTML of the email. See below. The value inputed in the Preview Text field will populate the data tag {preview_text}. This needs to be placed in the the HTML of the email along with code to hide the preview text in the email body. The following needs to be added inside the \ tag of the email: {preview_text} This needs to be accompanied with the following CSS in the \ of the email and inside \ tags: .preheader { color: transparent; display: none; height: 0; max-height: 0; max-width: 0; opacity: 0; overflow: hidden; mso-hide: all; visibility: hidden; width: 0; } --- language: "en" --- # Related --- language: "en" --- # Salutations ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. This document gives instructions for using custom salutations for broadcast emails. Creating salutations via the tool is a retired feature from Legacy Tools. You can still use this to insert salutations if you wish, but you cannot add new ones or edit any existing ones. We would recommend you use the new method instead, described below. ## Using User Data for salutations in the subject When creating an email, enter User Data into the subject line by clicking on the person icon next to the Subject field. ![New-Email.png](https://knowledge.engagingnetworks.net/__attachments/a_8b51fd43b63db5334cdf7bad5982db78539472ccb612e56028ea8d501cae1184/New-Email.png?cb=0a8a7c234e877592e981e2c681a3a620) Choose which user data to include, and then set a fallback, if the user does not have any data for that particular field. ![insert_user_data_subject.png](https://knowledge.engagingnetworks.net/__attachments/a_1cc4ed133cc2acd18aa41135511efe48a3cfb8e6cd54e84dd8a371ac730848d8/insert_user_data_subject.png?cb=8437c9e551614c683a826264d4849b9d) In the example above, if the supporter's first name was empty, then the subject would change to "Supporter, will you take action?". You can also choose to replace the entire subject if a value is empty, like in the example below: ![insert_user_data_subject_whole.png](https://knowledge.engagingnetworks.net/__attachments/a_5852adf50515c46175d89b9292590ba80d3dc01b4b2b43cfdba7824c75ba9c5d/insert_user_data_subject_whole.png?cb=2e1c824be5d87945fc050fbecd52ce6d) The text that appears in the subject line when you Save will use a coding system to label fields to be replaced during the email send, e.g. {user_data~First Name~~Take action now}, will you take action? ## Using User Data for salutations in the body Click the Insert User Data icon ![user_data.png](https://knowledge.engagingnetworks.net/__attachments/a_2dfe1e0940711cc5abf9bca3592e400da8fda455aa5bb0e4a40e1e61281047c4/user_data.png?cb=ea516013ecf01e1adeff0e4534bb9d24) to insert user data. ![insert_body.png](https://knowledge.engagingnetworks.net/__attachments/a_0cb30049b2d555faa1bdd634d5e767a6ccfc528a67256304c06e82b867bd5ec7/insert_body.png?cb=05a276062d89c986077f82bd7e5e1b4b) You can specify a fallback value, should the field be empty. In this way you can build up a salutation that might say "Dear Harriet," if they have a first name but otherwise "Dear friend," if they don't. ![body.png](https://knowledge.engagingnetworks.net/__attachments/a_a368bac5a79ee7af031528aedb17a7405b7be777584ba34aa42d5e459ea92986/body.png?cb=5e563b677ac7c72a2d49d91ba04a6d97) --- language: "en" --- # Seed Lists Seeds lists are groups of email recipients who can be added to your Engaging Networks account and subsequently sent emails or test emails. Recipients in the seed lists do not need to meet the criteria set in the email audience and will not be added as supporters in the account. As such, they will not have tracked campaign links. ## Creating Seed Lists To add a seed list to Engaging Networks, from the main dashboard navigate to **Marketing Tools \> Seed Lists (under Setup)**. Then select "New Seed List" and create a name for the list. Lists for broadcast and marketing automation emails and test recipients need to be added separately. ![Creating-Seed-Lists-1024x452.png](https://knowledge.engagingnetworks.net/__attachments/a_7c68ea06be6a6edf2856173ac16d3d09955228be7c8cb6f4b206cfa76a9d29d9/Creating-Seed-Lists-1024x452.png?cb=6db7e2e43fe3c226b34741d60c573164) After the seed list is created, select the pencil icon to the right to add recipients. Recipients can be added individually by selecting 'New' or in bulk using the 'Paste' option. Pasting allows you to add recipients in bulk with each recipient on one row with only Email Address or comma delimited Email Address, First Name, Last Name. ![Adding-seeds-1024x579.png](https://knowledge.engagingnetworks.net/__attachments/a_15cb2d38f839401d27f813bbecf8f7651be0d99bb8ac0768d762cc2204ec7c33/Adding-seeds-1024x579.png?cb=ed8b7ca12e595daec5d45bc860ea0966) ## Adding a seed list to an email campaign Once the seed list is created in email settings, it will be available to add to an email campaign in the audience selection area. Note that only the lists created under the Email section will be available. Metrics like opens, clicks and conversions from seed list recipients will not be included in the email campaign reporting. Because seed list emails do not have to be supporters or meet the criteria for a send, they will not count in the tracking numbers. ![Adding-seed-list-to-email-campaign-1024x546.png](https://knowledge.engagingnetworks.net/__attachments/a_39c7cd2e2ca396a97dfb1f9bb462c2def164668e3a1281bc933f15f2a4756e32/Adding-seed-list-to-email-campaign-1024x546.png?cb=152418757380b4b991feb8c41948659a) ## Sending test emails to a seedlist When sending test emails, seed lists will be available to select. Note that only the lists created under the Test Lists section will be available. ![Single-Email-Campaign-Test-1024x374.png](https://knowledge.engagingnetworks.net/__attachments/a_232bb1fdee0c75701786747e048f7446ccbafc9aebc309379295bdc0d55aa9b1/Single-Email-Campaign-Test-1024x374.png?cb=8d51492de65fcc185d69b70f13414f77) Note that seed list recipients will receive the first version of the email in the case of **conditional content** used with profiles or**split tests**. For a recipient to receive all versions of the content, please be sure to include in your Test recipients. --- language: "en" --- # Sending email campaigns ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. Once you have [built your email](https://knowledge.engagingnetworks.net/marketingtools/creating-email-campaigns.md) and saved it, the "send options" button will become available. Click on this to send your email campaign. ![email-send-button-orange.png](https://knowledge.engagingnetworks.net/__attachments/a_b11adbbca53e97f3cb85caf65227c43f1be9a4c860489c71ca29d652093a4ace/email-send-button-orange.png?cb=ead18f23ba75bad4923a70a8c49cd66b) You can also click on the name of your email campaign in the campaign list, and click the orange arrow to send it. Depending on the type of campaign you began with you will see different options. ## Step 1: Preview and select supporters Include an opt-in in your selections! You should use an opt-in in your selection criteria. From a supporter's perspective, this is the checkbox or radio asking them to sign up to further information. From an Engaging Networks perspective, it is a key mechanism in the management of the supporter email 'opt-in' list. For example, if you send an email to all the supporters who have 'Opt In=Y', only supporters that have opted-in to this question can receive it. You should also set up an unsubscribe link in your emails. Here you can preview, test or go back to editing your email. ![Sending-campaign-1024x546.png](https://knowledge.engagingnetworks.net/__attachments/a_efc8a650f42a7eaee74c6f88d2fc934102249e32172b239816e693157635f39d/Sending-campaign-1024x546.png?cb=f3074bfbe2f1b4930d9f600334176476) ### Preview This button not only gives you the web browser preview but you can also see an approximate view of what it will look like on several different mobile phones or tablets. ![EMAIL_Preview_01_0.png](https://knowledge.engagingnetworks.net/__attachments/a_6712c88a2a3dd92cbff92ad82200e86ba55094a51e04f4efa1f2fc4fc3fec892/EMAIL_Preview_01_0.png?cb=bd32ae6ee5af021a547f73706cc378b8) ### Test Sending test emails before you hit send on your email campaign is highly recommended. You can send a test email to up to five recipients. [For more information on adding test users and sending test emails please click here](https://knowledge.engagingnetworks.net/marketingtools/testing-email-campaigns.md). ### Edit You can go back and edit the email from this screen. ### Select the Campaign Type You can categorise the email as either advocacy, fundraising or newsletter. Capturing the campaign type used on each send will provide us the data needed to run aggregate reports over time. ### Select Supporters You have three ways to select which supporters will receive your emails. | None | None | |-----------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Opt-in Lists | A list of all existing opt-in questions will appear here. Select one to send your email to anyone with a Y value stored for that opt-in. (You can also use this in the Exclude section to prevent sends to anyone with a N). | | Saved Queries | A list of all stored queries in your account. You can also preview, edit and delete your saved queries from here. Select one to send your email to. | | Advanced Search | Use the query builder to build a list of supporters. You can also save your query here. For more information on using the query builder view the help documentation [here](https://knowledge.engagingnetworks.net/datareports/query-builder.md). | ### **Supporters in Marketing Automations** Depending on your [account preferences,](https://knowledge.engagingnetworks.net/youraccount/managing-account-preferences.md) you might be automatically excluding supporters currently in a workflow from all broadcast emails. You can override this here if desired, for example if you have an emergency appeal email to send out and you want to reach as many supporters as possible. Click Next to go to Step 2. ### **Seed Lists** Seeds lists are groups of email recipients who can be added to your Engaging Networks account and subsequently sent emails. The recipients in seed lists will not be added as supporters in the account and do not need to meet the email audience criteria in order to be sent the email. For more information, click [here](https://knowledge.engagingnetworks.net/marketingtools/seed-lists.md). ## Step 2: Schedule your email ### Scheduling Emails Once you have selected your supporters it's time to choose when your email will be sent. You can choose to send it immediately or schedule delivery for a later date/time. Note that the **selection query you make is applied at the time of sending**, so keep that in mind when scheduling for a later date. Also ensure you choose the correct Timezone from the dropdown. ![EMAIL_SendOptioins_06_0.png](https://knowledge.engagingnetworks.net/__attachments/a_68ee569b3f16f10380ce15334304d97065a7da4ebe19fbc91ec6a603cf561db1/EMAIL_SendOptioins_06_0.png?cb=d56eeea4202873db64130c0fbb29f644) Emails can only be scheduled for no less than 30 minutes from the time you create it. An email created at 3:45 PM cannot be scheduled before 4:15 PM. ### Split tests For [Split Test Email Campaigns](https://knowledge.engagingnetworks.net/marketingtools/split-test-email-campaigns.md), you will also set the percentage of your total supporter list that will receive the test messages. The system defaults to 20% but you are able to increase it all the way to 100% to do a true A/B test. ![EMAIL_SendOptioins_07_0.png](https://knowledge.engagingnetworks.net/__attachments/a_9a43758f6c64089f10de7e12187f79add8166b05e1e6351c4fcf8718a3f9a7e9/EMAIL_SendOptioins_07_0.png?cb=c24aa01b8436f3d52450918ea485d789) Then press Send and your email campaign will run as a job. Tip If you need to make edits after scheduling your email or cancel it for any reason you can do so from the "Job Monitor" --- language: "en" --- # SMS * [SMS Setup](https://knowledge.engagingnetworks.net/marketingtools/getting-ready-for-sms-sending.md) * [SMS - Keywords and Inbox](https://knowledge.engagingnetworks.net/marketingtools/sms-keywording.md) --- language: "en" --- # SMS in Marketing Automation ## Getting Started SMS sending in Marketing Automation needs to be enabled individually in each account by adding a Twilio integration. Until then, you will see the following notification on the Marketing Automation set up screen: *"It looks like SMS sending is not yet set up in your account."* ![No_sms_enabled-1024x562.png](https://knowledge.engagingnetworks.net/__attachments/a_74703a75ef79b9a2fbb78ae686096b812d3ada1690eea18642e429f45e325ebb/No_sms_enabled-1024x562.png?cb=230d8a1527649c486604167a184d7f78) Please note sending (or receiving responses -- '2-way communication') might not be available in some countries, so please enquire about countries you are planning to send to well in advance to confirm functionality. ## Setting up an account with Twilio Engaging Networks uses an external provider Twilio to handle sending and receiving of SMS messages. We recommend that you set up your own account with Twilio to give you better control over the sending numbers and budgets. How much text and to how many supporters you will send plays an important part to SMS sending. Please speak directly with a Twilio representative to understand the options available to you. Once the account is set up, you can then configure SMS sending in your Engaging Networks account where you will be able to customise your automated messages (unsubscribe, more information, subscribe) and set up SMS content. ## Configuring your Twilio account You will need to set up a messaging service in your Twilio account and add at least one number to its sending pool, this service will be used by your Engaging Networks account to send SMS messages. Please see the [guidelines on getting started with Messaging Service](https://support.twilio.com/hc/en-us/articles/223181308-Getting-started-with-Messaging-Services) ### INTEGRATION You will need to configure your messaging service with webhooks used by Engaging Networks. (The messaging service set up wizard will take you through this step automatically). Select 'send a webhook' for the 'Incoming messages' setting and specify the request and fallback URLs as below (please see the below screenshot as a reference). Use the same webhook URL for the callback URL as well. Note: the webhook URLs are different for Toronto and Dallas clients. Support will provide you with the correct webhook to use. ![Integration-1-1024x555.png](https://knowledge.engagingnetworks.net/__attachments/a_d375a79dcf3c26b4728816e3e3743c8fe6f00192e698acd30b59af9bafb6dcca/Integration-1-1024x555.png?cb=d086f96599b8ebf63055c6e1d22eab92) ### SENDER POOL You will need to add at least 1 phone number to the sending pool. We recommend that you talk to a Twilio representative about your planned sending volumes, they will be able to advise on the best number(s) to use based on your use-case. ![Sender_pool-1024x557.png](https://knowledge.engagingnetworks.net/__attachments/a_d1530d6ed13300912891b1ae959ce79eba0efa196975623caff1bfb876e2502c/Sender_pool-1024x557.png?cb=de852b9613500de4a5e2d3d178b2a263) ### DISABLE TWILIO OPT OUT HANDLING Inside Engaging Networks you can set a few properties like Subscribe, Unsubscribe and Help keywords. You can also do this inside Twilio. By default, Twilio captures these responses but does not let us know if an Unsubscribe happened. In order for Engaging Networks to be able to handle such replies you will need to ask Twilio representative to **turn off the default opt out handling** in your account. ## Connecting Twilio with your Engaging Networks account Once your Twilio account is ready, please use [extensions manager](https://knowledge.engagingnetworks.net/youraccount/account-settings-extensions-manager.md) to connect it with your Engaging Networks account. ![Twilio_extension_new.png](https://knowledge.engagingnetworks.net/__attachments/a_a0739b4192865afc1dfd5fc89e0570967f7fc79bd654639ee365df69c898a3c8/Twilio_extension_new.png?cb=249ab2b5cbc16f4fa8b71ef5b880a0c8) **Information you will need to enter:** **Twilio auth token** **Twilio account SID** **Messaging service ID** **Applicable Opt in:** confirm the SMS opt in question you want to use to manage subscriptions to SMS text messaging (you can change the selected Opt in question in your account directly at a later time) . **Short URL domain:** Select a domain you would like to use in short links inserted in SMS messages. You will be able to choose from any domains specified in [Account preferences -- Allowed domains .](https://knowledge.engagingnetworks.net/youraccount/account-preferences-allowed-domains.md) The messaging service SID needed by Engaging Networks should be under Messaging \> Services. ![Messaging_service-1024x453.png](https://knowledge.engagingnetworks.net/__attachments/a_7346937d15a935bfb8a53af89bc56d70fbb576a2ff1d45eaf8bc998403545e52/Messaging_service-1024x453.png?cb=7fbf1d5c97827d71f2536f528b6532e5) ### Do I need to add any additional settings in my account to prepare for SMS sending? #### Set up SMS Opt in We recommend that you set up a separate Opt-in question to manage subscription to SMS messages. [Click here](https://knowledge.engagingnetworks.net/pages/manage-opt-ins.md) to read more about setting up Opt-in questions in your account. For all compliance requirements, please refer to [Twilio's guide of requirements by country](https://www.twilio.com/guidelines/sms). #### Format supporters' mobile phone numbers in a dedicated tagged field Supporters' mobile numbers should be stored in the tagged field called SECOND PHONE NUMBER in your Account Data Structure. Twilio handles mobile number verification for delivery, including filtering out landlines and inactive numbers. Make sure all mobile phone numbers are in E.164 format. For example: +14155552671(US) or +442071838750 (UK) To add a tagged SECOND PHONE NUMBER field, follow the steps below: 1) Go to Account Settings, in the Hello menu. 2) Go to Account Data Structure. 3) Check whether you have mapped the "Second Phone Number" field. if you have mapped it, but it is not mapped to the supporter's mobile number, you should update this mapping. 4) If you have not yet mapped the "Second Phone Number" field, click "Add Field" and give it a name (such as "Mobile Phone Number") and map it to "Second Phone Number" ## Adding SMS in your Marketing Automation Once SMS sending is enabled in your account you will see an SMS sender setting in the EMA set up wizard. Click on 'Manage' to update associated Opt-in question and set your preferences for keywords and related response messages. ![SMS-Settings-gif.gif](https://knowledge.engagingnetworks.net/__attachments/a_1d9b4b1f363a13baa7742fcac1b6739690f5e644339542aefde3227155b665da/SMS-Settings-gif.gif?cb=b86357ee55c69fc1432e0c12a64c09a6) ### Configure your automated messages Most of numbers are capable of 2-way communication which means that supporters will be able to respond to messages you send. It is possible to respond to subscribe, unsubscribe or request further information. It is up to you to choose the keywords that will trigger automated responses and define the response message. Use the language tabs to provide language specific translations of keywords and response messages. ![Subscribe-1024x668.png](https://knowledge.engagingnetworks.net/__attachments/a_4dbbe2bdfa2b2a92bb0145a9816261df80e7d93f4cc6eefb0aeb10fd9738349a/Subscribe-1024x668.png?cb=b84a4e6bee6225d80c09ae80f9aaafa7) ### Adding SMS messages to your workflow Two additional 'actions' will be available in the EMA builder menu once SMS messaging is enabled in the account. You can either send just SMS at the given stage of the journey or choose to send SMS and/or Email (as a fallback option). ![SMS-GIF1.gif](https://knowledge.engagingnetworks.net/__attachments/a_7a419fbecb50fae1c2de3c285f30c591f90fb35e54a9414a8c0134949f4eae19/SMS-GIF1.gif?cb=c9c4dde2b9e3156057db6ab7994150d4) If you drop 'Send SMS and Email' option into your workflow, you can choose between the following two options: * Send SMS text message if supporter has a valid mobile number. If mobile number is not present in supporter's record, send email instead. * Send SMS text message and email message at the same time. ![SMS_or_email2-1024x180.png](https://knowledge.engagingnetworks.net/__attachments/a_8f6a20f2700aa6a79b7864cee95e7b0acd90552c9a6a712ab4c58b05e7cd54f2/SMS_or_email2-1024x180.png?cb=bcad408d3785d44ac8be068df63d43fd) ### Create your SMS content You can configure your message and preview how it will look to recipients. Emojis are supported and media like images and video can optionally be attached. ![image-20250829-124803.png](https://knowledge.engagingnetworks.net/__attachments/a_f6812011c0f39a95c40692e11c2ed82a731c7f331e2bcb1130556a0f0034b28c/image-20250829-124803.png?cb=e1329eb07ffdac615a258964f8d4d4a0) ### Mobile response conditions Conditions are decision boxes that allow you to decide which branch of the journey supporter will be added to if they match the condition. The 'mobile response' type of condition will look at whether the SMS was delivered to the supporter. ![Conditions1-1024x438.png](https://knowledge.engagingnetworks.net/__attachments/a_6bde0b85150b85c31aee7184613be9e1b8e8138cd31025e2ad634928ce624d3f/Conditions1-1024x438.png?cb=fb21ce57745ff5eb320b65195d2b6634) ![Conditions2-1024x322.png](https://knowledge.engagingnetworks.net/__attachments/a_cdcae65586cdc27ba56efe0ad304ff05ff9bbeccac39cadd65c9666a230d5891/Conditions2-1024x322.png?cb=493c8a64db5ca28d509cb3fdd9133c8d) --- language: "en" --- # SMS - Keywords and Inbox ## Keywords Supporters can text a keyword to a phone number to trigger an action. Keywords are useful for people to send text to opt-in to your list or for sending an auto-reply with a link to a page where they can make a donation. Keywords are not case-sensitive so JOIN, Join, or join -or any other case combination- will be accepted responses ### Regulatory Keywords You can use keywords like STOP, UNSUBSCRIBE, etc., for regulating your SMS messaging. These regulatory keywords enable supporters to opt out of receiving unwanted messages. These are managed in the Twilio Extension under **Hello \> Account Settings \> Extensions \> Twilio**(requires Super Admin access). |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ![Manage your Regulatory Keywords](https://knowledge.engagingnetworks.net/__attachments/a_1d6b99b7dd8f773a929e05d5e2b1a33ef9463901cdc15c171440e6527e5e597e/Screenshot-2024-03-11-at-2.35.57%25E2%2580%25AFPM.png?cb=3de493dbc31fadfe048a8d8b40b61536) | ![Regulatory Keywords in Twilio Extension](https://knowledge.engagingnetworks.net/__attachments/a_e400219fc1f43442eb3b7ebd67146006bd0700bc6ade38bee2cf0a7505aae208/Screenshot-2024-03-11-at-2.35.44%25E2%2580%25AFPM.png?cb=b7948a4c63151e1a999d1daa1c52c8e6) | #### Keyword Campaigns You can quickly create a keyword campaign to engage supporters in a giving or advocacy campaign: Go to **Marketing Tools** \> **Keywords** \> click **Create Keyword** . Enter a **Keyword** . Select **Campaign Type** (**Sign Up** or **Auto Reply**). Add a message with supporter data or page links. |---------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **Sign Up** | Select a page for a supporter to have taken action on and optionally an opt-in for them to be subscribed to. You can also instruct supporters to text back with another Keyword to further engage them. Then you can set up an Autoreply SMS message with a link that directs them to a donation/petition/Advocacy page, etc. ![Signup Keyword type](https://knowledge.engagingnetworks.net/__attachments/a_c90a8f110cd12541c2a13cf51d9c2473382690020c4b06a41a316cb85487cf79/Screenshot-2024-03-11-at-1.51.09%25E2%2580%25AFPM.png?cb=e6a7a639eda9da14d9bd29c178588026) | | **Autoreply** | With the Autoreply option, you can set up a Keyword that supporters can text back to you that opts them into an opt-in or shows them as participating on an ETT, Survey or Petition. You can also share links that direct them to a page. ![SMS Autoreply Keyword](https://knowledge.engagingnetworks.net/__attachments/a_7f1ee84cee87ff4d8d0789244a375c3bb37b8516b261d43e97c7351f549312f7/Screenshot-2024-03-11-at-3.08.53%25E2%2580%25AFPM.png?cb=f59d777b044c32cdf6084656792b446a) | #### Behaviors * **Opt-Out Status:** When a supporter opts out of receiving messages, this status will be applied to all records associated with that SMS number. This guarantees that once a number is opted out, no further messages will be sent to any records with that number, regardless of the number of records. * **Opt-In Status:** When a supporter opts in or provides a keyword for communication, this status is applied to the most recently modified record. This is because the most recent modification likely contains the most current and accurate information about the supporter's preferences. Applying the Opt-In status to the most recently updated record ensures that only one message is sent to a particular number, avoiding duplicate communications. This method respects the supporter's latest preferences and maintains the integrity of our messaging system. #### Reporting You can view how many responses you've had to your Keyword by selecting the quick stats: ![Screenshot 2024-07-01 at 11.13.17 AM.png](https://knowledge.engagingnetworks.net/__attachments/a_bb7d94cab1d6b0457ec90e175f7cb294f3bbe2a5a7b3cebc79d12bc50890826f/Screenshot%202024-07-01%20at%2011.13.17%E2%80%AFAM.png?cb=4e62cc30c8a0d4d6a581b70c6fbd6d1e) ![Screenshot 2024-07-01 at 11.13.07 AM.png](https://knowledge.engagingnetworks.net/__attachments/a_efecfd695177827a87e48f85f8bdec67d3e76ad6751ae842845a25a5d55098a9/Screenshot%202024-07-01%20at%2011.13.07%E2%80%AFAM.png?cb=79950fc7dfe58da5246c2fc0447d41a2) You can also run an export - Data \& Reporting \> Export \> New Query \> IN BLUE - select opt-ins or page selected in Keyword \> Supporter Data tab \> IN GREEN - Supporter Creation Date \> choose date/range \> In the report you should see an email formatted like this: 1235679234@smsnoaddress.ea. This is the phoneNumber@smsnoaddress.ea the text came from. A button labeled **Keyword Report** has been added alongside the header. Clicking this button will open a modal that allows the client to specify a timeframe for generating a CSV file. ![Select the Keyword Report in the top right header with the Keyword Report Button.](https://knowledge.engagingnetworks.net/__attachments/a_d027b0febf5ba2f3bb88a31d0fdd099dd3dd32425ec24a9f0d371be5f4fafabd/Screenshot%202024-10-02%20at%2010.08.07%E2%80%AFAM.png?cb=c536b60c9a35f22d2f2b8252980d2289) Keyword Report ![You can generate a report within a specified date range.](https://knowledge.engagingnetworks.net/__attachments/a_2886724805343cd115ec9d2f461508b580df05edddcc3e0ca22be956c631e8a5/Screenshot%202024-10-02%20at%2010.08.17%E2%80%AFAM.png?cb=493c6593cf1e720aa3549f2207173aa2) Generate a report within a specified date range **CSV File Output**: The downloaded CSV will contain the following fields: * **Supporter Id**: Unique identifier of the supporter. * **Supporter Create Date**: Date the supporter was created in the system. * **First Name**: Supporter's first name. * **Last Name**: Supporter's last name. * **Email**: Supporter's email address. * **Mobile Number**: Supporter's mobile number. * **Keyword Used**: The keyword the supporter responded to (e.g., "JOIN"). * **Response Date Time**: Date and time of the supporter's response. **Supporter Lookup:** In the Supporter Lookup you can also see their SMS response as a QCB, so if they unsubscribe via Text/SMS, it will show up as a response and you'll see their Opt-in for the chosen SMS opt-in set to N. ![0565d80a-0689-4c8e-b1b4-9e95db23ef75.png](https://knowledge.engagingnetworks.net/__attachments/a_a8fc85383e637ca03c7a023b5f0f8da8ca89f9640801c4dc2da2bd6008c46601/0565d80a-0689-4c8e-b1b4-9e95db23ef75.png?cb=80f806d0e938a2094d7429698610bbb8) ## Inbox The SMS Inbox lets Users view and respond to inbound SMS replies from supporters directly within the marketing tools. Access is permission-based and must be enabled by a Super Admin for Users. ### SMS Number Configuration Organizations with multiple SMS numbers should review their SMS settings and configure a **Default** before beginning to use SMS inbox. A Super Admin can navigate to **Hello \> Account Settings \> Extensions \> Twilio \>** access the **settings** for the relevant number \> toggle on **Default.** Confirm the default account is linked to the correct opt-in question. ![image-20260430-123229.png](https://knowledge.engagingnetworks.net/__attachments/a_80959c8c1de7124e5875a86db52bd7c72ade68426de6cc7e2c75df9fd9b94427/image-20260430-123229.png?cb=8410e2d2a9ea587123f38589d43e4570) #### Using SMS Inbox |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. Users can access SMS inbox under **Marketing Tools \> Inbox** 1. The inbox displays supporters who have replied to SMS messages. 2. The left panel shows a list of supporters with SMS interactions. | ![image-20260430-115222.png](https://knowledge.engagingnetworks.net/__attachments/a_c05a05377230e325dc439a0129e26a2c50dc84885eccefd53bb2a489c65a22a7/image-20260430-115222.png?cb=9e5b61c02e284016a1dd5da449ad69f3) | | 2. Filter and Search Inbox Messages 1. Use the inbox filters to view: * All messages * Unread messages only * Helps users quickly identify supporter unread replies that still need attention; * Find specific Supporter conversations with search | ![image-20260430-115451.png](https://knowledge.engagingnetworks.net/__attachments/a_8aaddbdd17e2c4db53bc7698127cb3a017224dbbdb073e1a25e468c033047e34/image-20260430-115451.png?cb=b0c186fc5985a78b3cb20c9ad5cf4fcf) | | 3. View a Supporter Conversation 1. Click a supporter from the left-hand panel to view the conversation on the right. 2. Supporter messages will include origin categories (if that data is available): * Broadcast * Keyword * General inbox message 3. Can optionally Opt out the Supporter or view their full Supporter Profile. | ![image-20260430-120903.png](https://knowledge.engagingnetworks.net/__attachments/a_db68cf422849f862a4cf21d4a50e407577c4df3bdf16061838bc19d0a03b03e5/image-20260430-120903.png?cb=f8be3736a1880cce5c0ad1f93478b857) | | 4. Reply to a Supporter Conversation 1. From the conversation screen, click into the *send a message* box and draft a message or use a [Reply Template](https://knowledge.engagingnetworks.net/marketingtools/sms-keywording.md#SMS-Reply-Templates). 2. Select **Send** 3. Replies sent by a User are shown in orange and include the User's name. Replying is disabled for supporters who are opted out. | ![image-20260430-120825.png](https://knowledge.engagingnetworks.net/__attachments/a_7cb2c4c5787ca8fc80ba93e34449c14177887ea9fea0d913644399c67cc919ee/image-20260430-120825.png?cb=16d94888af87b7d0f71434f6c63d52ee) | #### SMS Reply Templates Reply templates help standardize common responses for Users to reply with. |--------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 1. Users can access SMS Reply Templates under **Pages \> Components \> SMS Reply Templates** | ![image-20260430-121857.png](https://knowledge.engagingnetworks.net/__attachments/a_921ea99ce6bc902688e8ceb8612550d54b195d21c617105f2bba2459be5505db/image-20260430-121857.png?cb=7d7e5b1929bdfdffc7721fce90483d47) | | 2. View reply templates 1. View a list of existing templates with the option to edit or delete | ![image-20260430-122144.png](https://knowledge.engagingnetworks.net/__attachments/a_28e9632cf38568a9d4a221c5337329ade547ebdd307d042c1022fec9ab20bb24/image-20260430-122144.png?cb=478ec71576cb5ce885b741138cc8d28d) | | 3. Create new reply templates 1. Select the **New Reply Template** buttonto create a new template 2. Enter the desired text and select the **Create** button | ![image-20260430-122333.png](https://knowledge.engagingnetworks.net/__attachments/a_a859d218881ccb6c3da6eb950c7228881ceafb23c4b38d182dbaff59a4416a78/image-20260430-122333.png?cb=fa455b6b869d9f375e867d3dbeefdf7a) | #### Permissions Super Admins and Admins will have access to SMS inbox and keywords by default, but other Users need to be granted permission. A Super Admin can go to **Hello \> Account Settings \> Permission Groups \> Navigate to the relevant group** \> Enable the **Keywords** and/or **SMS Inbox** permission under **Messaging**. --- language: "en" --- # Split test conditional email campaigns ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. Split test conditional emails allow you to send a combination of [conditional content emails](https://knowledge.engagingnetworks.net/marketingtools/conditional-content-email-campaigns.md) with [split test emails](https://knowledge.engagingnetworks.net/marketingtools/split-test-email-campaigns.md) for each [supporter profile](https://knowledge.engagingnetworks.net/datareports/supporter-profiles.md) group. It is recommended that you are familiar with both of these before setting up a split test conditional email. For example, if you have multiple supporter profile groups that you want to send to, and you want to test different subject lines for each group, then a split test conditional email allows for this. As with regular split tests and conditional content emails, as well as subject lines you may alternatively want to vary the email content, images or banners, links/buttons, calls to action, or styles. ## Preparing your emails Each split test conditional email must contain two or more emails per supporter profile group. This effectively constitutes the split test for that group. There must also be two or more conditional groups in any given email campaign to fulfil the requirements for sending. This is a typical example of how a split test conditional email configuration will look in your campaign folder once it's ready to send: ![split-conditional.png](https://knowledge.engagingnetworks.net/__attachments/a_bf67dacad8acdebadcdead002205449d77db3ea669972f2620c01fc71cf0f3ad/split-conditional.png?cb=7702a565ba45d31465321f090e00184b) You can create up to 5 split conditional emails per campaign. ## Sending your emails In this example, two supporter profile groups are being tested with different subject lines in each group. As with conditional content emails, the priority order for sending to these two profiles, if a supporter happens to be in both, can be set just prior to sending (no supporters can be sent more than one email in any given campaign). There's also a 'Fall-back' email for any supporters in your list who aren't captured by the two supporter profile groups (this is optional). Fall-back emails are therefore automatically set to the bottom of the priority list when sending: ![split-send-your-email.jpg](https://knowledge.engagingnetworks.net/__attachments/a_c4a8fa524edbbfeeba2cf70007c58799fe9d9b997cc0d481b67a221c3be0a03e/split-send-your-email.jpg?cb=8f8515a76d597b5030fe4b3b11fe7a7e) On the final sending screen, as with normal split test emails, you can select what percentage of supporters you want to receive the conditional split tests. Once the email has been sent and the most successful split has been decided from reporting, you can use the 'Send as Winner' button in each supporter profile group to choose which winning email goes to any remaining supporters that weren't part of the split test. You may also find our guide to [building emails](https://knowledge.engagingnetworks.net/marketingtools/creating-email-campaigns.md) useful if you haven't sent email campaigns previously. ## FAQs ### What is the Fall-back profile? The Fall-back profile selects those that are not in any selected profile but are in the main selection. For example, let's say you send an email to a group which contains three versions. One is for Profile A, one for Profile B, and the other is the Fall-back. In the diagram below, the whole box represents the selection made via the query builder. The two circles represent supporters in the two profiles, and the left over grey area is the fall-back. ![split-venn.png](https://knowledge.engagingnetworks.net/__attachments/a_7ff1d5eccffcd73ed115d0e47c0eda04f6251d954d5b71d39ef36a3034ee1549/split-venn.png?cb=8ab40c4b24a7987b23e8a2ff1c886062) If no Profile A supporters were in the selection, then that version would not be sent out. ### Can they also see a different version of the page they land on? You can also use [Conditional Content](https://knowledge.engagingnetworks.net/pages/conditional-content-in-pages.md) in page-builder pages to assign Profiles to the page. Once this is done you can assign different versions of text and form blocks to different profiles. --- language: "en" --- # Split test email campaigns ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. Split testing your emails allows you to determine what type of emails or content work best for your audience. How people respond to your emails might differ based on what type of communication you send out and might not be consistent with responses that other organizations get. It is important therefore to test your emails to optimize your communication and make it work for your specific audience. You can split test basing on a variety of content, for example: * Different subject lines * Length of emails * Different messaging * Different styling * Use of images * Personalization level The idea behind a split test is to send two or more versions of the same email to a small sample of your intended audience to determine which email performs better and achieves better open, click through, and completion rates. For example, you can send two different emails to 5% of the total list each and check the results before sending out the most effective email to the entire recipients list. ## Creating a split test email A Split Test campaign is created by going to **Email \> Create Email** , and choosing Split Test Campaign. The email is built in the same way as a standard campaign (see [Creating email campaigns](https://knowledge.engagingnetworks.net/marketingtools/creating-email-campaigns.md)), except you will end up with two or more messages within your single email campaign. You will see that you are on the first tab of the campaign (labelled "A") representing that version of the email. Also the Name of your Email is appended with "A" ![splittest1.png](https://knowledge.engagingnetworks.net/__attachments/a_d988191d42afddf6d161dd54270d6c85cbdf7f6736334f17ca9d7cf53acf499e/splittest1.png?cb=f6ddf83ce145c913ccb28bf5e3ef7e1e) Once you create and save your first version "A", you will see "+ Add another" next to the tab. If you click this, a new email message "B" is created, copying the settings from the previous version. You could then load in the content from version A via the "Duplicate from an existing email" drop down. ![splittest1_0.png](https://knowledge.engagingnetworks.net/__attachments/a_422c7f0f84422e2d6239c6957a4dde792444d702a6eccefb1d46f9ce3cb1de39/splittest1_0.png?cb=3636907d31894d1d111b9b43e95a19a9) You can then edit version B to make any changes you want to test, e.g. the subject line. You can add further versions if you wish, and you can have up to 8 versions. ## Before you send out a split test Once you create and save your split test, you should test them independently to make sure the formatting and content are correct. You can do this in the normal way via the test button (see [this page](https://knowledge.engagingnetworks.net/marketingtools/testing-email-campaigns.md) for more information). ## Sending a split test After your 'Split Test' emails have been created and saved, you can proceed to the query builder to [create your send group](https://knowledge.engagingnetworks.net/marketingtools/sending-email-campaigns.md). Once the query has run, you will need to assign a percentage of the query audience to be tested. ![Screen-Shot-2015-11-30-at-3.42.27-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_47f7c199e9e8015547255a671868109f7463e49b92e698f8cc3695388bfc2b4d/Screen-Shot-2015-11-30-at-3.42.27-PM.png?cb=c1ac92164dc15aadcb101477b5810bfe) The number entered will be divided among the emails you have created evenly. For example, entering 10 means that both versions will be sent to 10% of the entire group you are sending to. If you have two split test messages, then that means 5% of the selected supporters will receive one message and 5% the other message. To do a 50/50 test, enter 100 in the percentage box. You will be able to send a test immediately or schedule the test for a specific date and time. ![Screen-Shot-2015-11-30-at-3.53.12-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_21bdc46bb45e8680358a2e4056a26ff16f98f7bb0ee9777cbdb1574df63fb0ef/Screen-Shot-2015-11-30-at-3.53.12-PM.png?cb=756bed703c18f3ec8109c0a3eaaf7b90) ## Reviewing the results Once you run a split test, you will need to wait at least one hour for the software to collect the results and then you can decide which email template to send out to the remaining supporters on your recipient's list. To view the results of your test, go to **Email \> Manage emails** and click on the name of the specific test on the list displayed on the page. Click the yellow ![Screen-Shot-2015-11-30-at-3.57.01-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_d7a234e8756afa89e46a79b84db8f4a17c36f1f4f44e3dbdd70868b78552fcdc/Screen-Shot-2015-11-30-at-3.57.01-PM.png?cb=850e962d61e46ca6449135fc34e44b60) icon to view the statistics. You will be able to see the list of emails you sent out as part of your test and the individual reporting (open, click through rates) for each email. Once you decide which email performed better, simply click the 'Send as Winner' button to the right of that email ![Screen-Shot-2015-11-30-at-4.20.11-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_7a0a2c94de177b235e009234e94ce4c315445de2c634cf6a4df987e98615ff0c/Screen-Shot-2015-11-30-at-4.20.11-PM.png?cb=c682efbac403aebcf5d18c7e53da6be6) . The emails will be sent to the initially selected audience, except for users who received the test. For example, if 20% of the group received the split test messages, then the remaining 80% will receive the winner. When you send the winner, the selection list you send a split test to will not re-query -- i.e. the original selection list chosen at the send, or scheduled send, is used for the entire process. ## FAQs ### Are split tests random? How do they work? A split test sends to a randomised selection of supporters from the send group. It then sends in alternating order one at a time -- i.e. Email A is sent, then Email B, then A, then B, and so on. ### Can I automate the winner? Yes, you can automate the winner selection based on criteria you define. For more information on enabling and setting this up, check the page about the [email settings](https://knowledge.engagingnetworks.net/marketingtools/email-settings.md). ### How do I use split tests results with the query builder? The "Name of Email" field for each email message within a campaign is what is listed in the query builder under the Email criteria -- i.e. the name that is appended with A or B. If the winner was version B, then the original split test and remaining supporters would be included under that email name. ### How many split tests can I make in one campaign? Up to 8. ### Can I use conditional content with split test campaigns? [Yes you can](https://knowledge.engagingnetworks.net/marketingtools/split-test-conditional-email-campaigns.md). --- language: "en" --- # Testing email campaigns ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. This page gives instructions for creating test supporters and sending an email test on Engaging Networks software. Once your [email has been setup](https://knowledge.engagingnetworks.net/marketingtools/creating-email-campaigns.md), it is highly recommended that you send test emails before hitting send on a broadcast to a larger audience. Your test email is an opportunity to double-check that your links are working, images are rendering properly, there are no typos, landing pages are working properly, and so on. Note that the subject lines of test emails will have \[TEST\] prepended to them. You can send a test to an individual, a group, or to an [email audit service](https://knowledge.engagingnetworks.net/marketingtools/testing-email-campaigns.md#EmailAudit). You can also send to a [seed list](https://knowledge.engagingnetworks.net/marketingtools/seed-lists.md). To add your test recipients and send a test email just go to the email campaign and click on the test icon ![refresh2-24_0.png](https://knowledge.engagingnetworks.net/__attachments/a_7876b948c9426896b713af7a26353689fc8ae4f68d09cc907917f324a44350b5/refresh2-24_0.png?cb=46aaa083f158d26ed915e201aada492f) . Depending on the type of email campaign you are testing you will see one of three screens. ## Single Email Campaigns ![Single-Email-Campaign-Test-1-1024x374.png](https://knowledge.engagingnetworks.net/__attachments/a_ac08b0cee0be704b57b7c3f54c6a06bec82340594a9ee453bda866c4e3b9c3e9/Single-Email-Campaign-Test-1-1024x374.png?cb=8addd7727042f95d3853a2bff6a142a5) ## Split Test Campaigns ![Split-Test-Email-Test-1024x375.png](https://knowledge.engagingnetworks.net/__attachments/a_b6e9efd984ddf34fbf7b40f4bd51c644ce8b63522577bee99e827f86329613a5/Split-Test-Email-Test-1024x375.png?cb=088c0848d99369f55a23a92bdb937b95) ## Conditional Content Campaigns ![Conditional-Email-Test--1024x380.png](https://knowledge.engagingnetworks.net/__attachments/a_9bf003f4b3a2d8d27a732ea34bd52dfbb02d2d86feada958fdd40547e10d8750/Conditional-Email-Test--1024x380.png?cb=4726e198427a3f23caa4831703a5b389) Once you've selected the email you'd like to send (if applicable) you can then add test supporters or choose from the existing test supporters or you can select a seed list to send to. Click send test to send your test email. Each account can have up to 5 test supporters at one time. ## Email Audit Services There are a number of ways you can get an important secondary review of your email campaign before sending it out to your larger audience. One option is to include an email audit service as part of your standard testing procedures. There are a variety of paid and free services that provide a useful review of your emails, how they look in different inboxes, your sending reputation, etc. Here is a short list of email auditing services you could choose from: [Email Audit](https://emailaudit.com/), [Email on Acid](https://www.emailonacid.com/), [Litmus](http://litmus.com/), [Mail Tester](http://mail-tester.com/) If you have one-click unsubscribe enabled in your broadcast, testing the unsubscribe link will unsubscribe the test recipient. Remember to change their opt-in back to Y after testing. ## Sending emails Once you have tested and verified that your email is set up correctly, the next step is to [send the email.](https://knowledge.engagingnetworks.net/marketingtools/sending-email-campaigns.md) --- language: "en" --- # WYSIWYG Insert tools in email campaigns ![:warning:](https://knowledge.engagingnetworks.net/__attachments/a_791329ca1130030b04effc3e435cab5af6e074e0d5ab8e73172105d39c708518/atlassian-warning?cb=14432459925d605e05cae2605cdfe666) **September 2026** --- The ability to create or duplicate a message in Email Classic will be removed. You will still be able to finalize and send any emails you have already started to work on. **October 2026** --- The ability to edit and send emails from Email Classic will be removed. You will still be able to access Email Classic to view your campaigns and grab preview links. Please migrate to [Marketing Tools](https://knowledge.engagingnetworks.net/marketingtools/broadcasts.md) before then. You can customize your email messages and templates using the Engaging Networks WYSIWYG tools. Many of these buttons will only be clickable when some text in your email is selected first. For example, campaign and static links require you to select text or an image to be able to set the link via the buttons. ![Screen-Shot-2018-02-12-at-12.13.24-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_0c22283430504c580ee83484a4c2948575cc2e9941c7e06c09e9ceda072c11cb/Screen-Shot-2018-02-12-at-12.13.24-PM.png?cb=8552b915bfd5f3e1328f48b7ef776806) The following options are available: | None | None | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Insert Campaign Link ![insert-campaign-link.png](https://knowledge.engagingnetworks.net/__attachments/a_ed6001011a35db5fb42e1700ededde973c826a38abe84a4000920bdd8ca04b6d/insert-campaign-link.png?cb=e52fc1d8e26f7c18a2972fee44b39449) | Add the URL for an Engaging Networks page created in the advocacy or fundraising area. **Benefits** By using this insert tool, the number of clicks for each inserted link will be recorded and available for review in reporting. Supporters' details will also be pre-populated in the form fields on the landing page‚ providing that this supporter data is stored in your account (beyond email address). **Name:** Add a reference name for the link that you are inserting. **Campaign:** Select the campaign you would like to link to. **Start page:** Select the start page for your action: you can redirect supporters to page 1 and pre-populate their data **Append custom URL parameters:** [allows you to insert your own custom defined parameters to the campaign URL](https://knowledge.engagingnetworks.net/marketingtools/custom-url-parameters.md). | | Insert Static Link ![insert-static-link.png](https://knowledge.engagingnetworks.net/__attachments/a_e30c4c222ca2eca17913c2c8df7efc58f5594f55510215c7cce96c6cd2d54e28/insert-static-link.png?cb=915474d940f251617dc2fe9e567dcd4e) | Insert external URL or static page **Name:** Add a reference name for the link that you are inserting. **External URL:** The external webpage you would like to insert a link to. **-OR-** **Static page:** You can select a static page that is built and hosted within your Engaging Networks account. **Link Color:** Sets your link color. | | Insert unsubscribe link ![unsubscribe-button.png](https://knowledge.engagingnetworks.net/__attachments/a_62da6c94f9607e7323b1d36cc3fae306e50416fb4c2ee915d66b1ce0c1bded61/unsubscribe-button.png?cb=9988c5c018f45e48e9c7fb1605fc7c05) | To manage your lists correctly you will need to offer your supporters the opportunity to unsubscribe from your list. If you are only using one opt in question, the simplest way to do this is to set up an unsubscribe link is to base it on just that. In this case, supporters click on the link to unsubscribe, their 'opt in' response to your default opt-in question will be changed from a 'Y' to a 'N'. Their record will not be deleted from your account, as they may opt back in at a later date by taking action from your website. When you highlight your unsubscribe text and click this button, you'll be presented with two drop downs. **Opt-in question:** Select the opt-in question associated with this unsubscribe link (you might have more than one default opt-in question in your account). **Landing page:** If a supporter does click on the link, they will be taken to a page that confirms that they have unsubscribed. You will need to [set this up](https://knowledge.engagingnetworks.net/pages/manage-web-pages.md) in **Components \> Web pages**. Alternatively you might want to send your supporters to a subscription preferences page, particularly if you are using more than one opt in question. Note that you will still need to associate it with a master opt-in. [Visit this step-by-step guide for more details.](https://knowledge.engagingnetworks.net/pages/email-subscriptions-page-step-by-step.md) | | Insert view in browser link ![WYSIWYG_ViewInBrowser.png](https://knowledge.engagingnetworks.net/__attachments/a_db4a283a37388d4e4b0ac384e94c6d0ac2d5e3078bbb6c4b6580be11fae9af3b/WYSIWYG_ViewInBrowser.png?cb=d45c5e32905575474e5e929eae28d09e) | Not all email clients render emails the same. As part of the template, you should give your supporters an option to view the email in a browser. When they click on this link, their default browser will open and it will display the email as a web page. The supporter can then click on any of the links in your email and take action from there. Highlighting copy such as 'can't read this email ‚Äì click here' and then clicking this icon will create a hyperlink to a page view of your email for the supporter. The related page will be added to the email at the moment of sending the email. | | Insert user data ![insert-user-data_0.png](https://knowledge.engagingnetworks.net/__attachments/a_03de8fea6769605e3c825931152627336b675e1378b11652117e83a5fd11f392/insert-user-data_0.png?cb=835b7f343e41e7d0e7eb7424883e8ce6) | Select any of the user data fields from the dropdown and add them to the content by clicking on the insert button. When the supporter opens the email, the tag will have been replaced with the relevant information. For example: first name, country, or city. You will need to make sure that this data is in your account records otherwise there will be blanks in the email message. | | Insert salutation ![insert-sal.png](https://knowledge.engagingnetworks.net/__attachments/a_d8e9beafeb50c09b71a824dfcd538bc6065f35224f242e0a08c0b62f82436713/insert-sal.png?cb=8e953caea779d82d2cc2bacde202c3f7) | Creating salutations via this tool is a**retired feature** . [We would recommend you use the new method instead, described here.](https://knowledge.engagingnetworks.net/marketingtools/salutations.md) | | Insert social sharing ![social.png](https://knowledge.engagingnetworks.net/__attachments/a_10064f400f5c3c6d7ba4fb252002762717509633096f83b7fcf8d64ced1e1f39/social.png?cb=6e8238ff8ba8c81767621c8581fa7abc) | You can include social share and social follow tools to link your campaigns or fundraising pages via Twitter, Facebook or LinkedIn. Supporters receiving the email will be able to share the campaign directly, or follow your social media pages, via an image for that social network. Click on the "Insert social sharing" icon and select the social networks you would like to insert. Upon pressing insert, a placeholder will be inserted into the email. Once the email is sent, the live "plug ins" will be substituted. If you cannot see the campaign that you would like to share, it is due to the relevant campaign not having the required details entered into the 'Social networking details' configuration page. Please see the [help documentation](https://knowledge.engagingnetworks.net/pages/social-networking-tools.md) for more on this. | | Insert suggest gift value ![Screen-Shot-2018-02-12-at-12.04.25-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_c7193edcf80fcef0c0d1cb6f18cac4edfaecc8c04e85746105f577460b0e285c/Screen-Shot-2018-02-12-at-12.04.25-PM.png?cb=706717d437029bdce09d21a7b0b69e40) | This will allow you to customize your email content based on your donor's Highest Previous Contribution. . | --- language: "en" --- # News \& Updates ## [Software updates](https://knowledge.engagingnetworks.net/newsupdates/software-updates-and-news.md) ### [Status and News](https://knowledge.engagingnetworks.net/newsupdates/status-updates-and-news.md) --- language: "en" --- # 2024 Release Notes ## November 2024 - 5.11 This release deployed on November 15, 2024 at 3pm ET. ### Notable Updates #### Marketing Tools We continue making improvements to the Marketing Tools to deliver a user-friendly experience and optimize your email marketing efforts. * **Multi-user editing :**We've introduced a new feature that provides a notification when a broadcast is being edited by another user. This enhancement helps prevent overwriting changes made by other users and ensures smoother team collaboration. If another team member is working on the same broadcast, you'll see an alert, allowing you to decide whether to wait before making further edits to avoid disruption. * **Marketing Automation:** [Clients can now define at the individual automation level](https://knowledge.engagingnetworks.net/marketingtools/marketing-automation-recommendations-and-troublesh.md) whether supporters active in a particular automation should be included in Marketing Tools broadcasts. #### Segments This release includes further updates to data categories as well as exciting new features. ***New Features*** **Folders and subfolders** New folder management features have been added to the Segments page to allow users to organize their Segments. Users can now create folders, subfolders and use bulk actions to move or delete multiple items. ***New Categories \& Filters*** * **Keywords:** Identify supporters based on their [++**SMS keywords**++](https://knowledge.engagingnetworks.net/marketingtools/sms-keywording) usage in a specified timeframe. * **SMS activity:**Identify supporters based on SMS delivery in a specified timeframe. * **Geo location:** Identify supporters who live within a specific selected region. This filter is based on supporters' [++**imported geolocation**++](https://knowledge.engagingnetworks.net/datareports/selecting-supporters-by-geo-location). * **Peer-to-Peer Fundraiser (legacy):**Identify legacy Peer-to-peer fundraisers. This new filter provides admins in the legacy Peer-to-Peer toolset with the ability to: * **Target by role:** Identify fundraisers by role (e.g., captain, team member). * **Date-Based Targeting**: Filter for fundraisers based on registration date with options like "During the last X days/months." ### Improvements #### Marketing Tools * **Segment Duplication:**When duplicating a marketing tools broadcast with a segment that had been created from scratch within that broadcast, the new message will now contain a copy of that segment. Any changes to the segment will only be reflected in the audience for the new broadcast; the original will stay as-is. #### Segments * **Lapsed Donors predefined segments:**We have added additional customisation allowing users to first define the timeframe for their donor audience, and then choose the number of months during which they have not donated. * **Supporter Data category:**We've enhanced the Supporter Data category filters by adding new date operators, enabling users to filter the Birthday field and Other data fields using relative dates. This improvement makes it easier to segment and target supporters based on dynamic date criteria. #### Gateways * **Browser Session Issues:**To help ensure that gifts made through digital wallet flows, like PayPal One Touch, are properly recorded, additional work has been done to preserve donations in certain browser flows. #### Premium Donations On Premium donation pages, the premium donation block allows clients to create rules based on whether a gift is single or recurring. Users can now further customize the rules to use recurring donation frequency (monthly, annually etc). #### Data \& Reporting **Keyword reporting - keyword level:**A downloadable SMS keyword usage report has been added to address the need for more robust keyword reporting. Users will also be able to define the report timeframe for more targeted reports. ![AD_4nXfdeQmxSZ-r0EP7OCJhUN9sVEcrwc8EbW1Wl4n08YuL4mNadPxLfOkx_01GskAXIsqY-TPN2v8lJ9vv75-hkWkdBfFn6u4NuDMpVlrqYYGJan4gVrYJgmTE2W5No-9HsvT5Z8ZVi7splEzmi1hQMtglryIW?key=wnqjG_QcrBnO2RmW-aIGfDci](https://knowledge.engagingnetworks.net/__attachments/a_181993620e809043bfcf8ec384f74600ce3ba44d715e40e6e4b12c91246f820f/AD_4nXfdeQmxSZ-r0EP7OCJhUN9sVEcrwc8EbW1Wl4n08YuL4mNadPxLfOkx_01GskAXIsqY-TPN2v8lJ9vv75-hkWkdBfFn6u4NuDMpVlrqYYGJan4gVrYJgmTE2W5No-9HsvT5Z8ZVi7splEzmi1hQMtglryIW%3Fkey=wnqjG_QcrBnO2RmW-aIGfDci?cb=0257bbf4cdc33932b0256ea94efe4036) #### Salesforce Integration: Default Mapping Updates The [Version 1.33](https://knowledge.engagingnetworks.net/datareports/connector-for-salesforce-release-notes-1-33) package introduced a "Matching Group" feature, giving Salesforce admins better control over multi-transaction workflows. With this release, we've expanded on this by including the "Matching Group" functionality in the default mappings used during installation. The new mappings help minimize CampaignMember errors, particularly in multi-transaction email-to-target campaigns. **New Clients:** Automatically benefit from the new mappings at installation. **Existing Clients:**No immediate changes required if everything works well with their current setup, but they can update if needed. **Our Recommendation:**If the current setup works smoothly, there's no need to change anything. However, if clients are experiencing related issues, we suggest adopting the updated mappings for better alignment. **How to apply this update:** * Manual Update: Adjust the existing mappings to incorporate the "Matching Group" functionality. * Reinstallation Option: Delete current mappings and reinstall to apply the updates over existing configurations. **In both cases is it recommended that this be actioned first in a sandbox environment or make a backup of the existing Mapping Rule.** #### Peer-to-Peer (Beta) *If you are interested in checking out the new peer-to-peer tool, please reach out to your Account Success Manager.* * **Support for assigning 'Organizations' at site level:** Admins can now easily associate account '[organizations](https://knowledge.engagingnetworks.net/fundraising/peer-to-peer-organizations)' to a site through a 'bulk assign' interface, under the Organizations tile. * **Participant Types List Updated:**A 'Remaining' column has been added to the Participant Types list to help track the number of available spots for each participant type. * **Fundraiser and Participant Reports:**These reports now include the 'Participation Type' field. * **Re-aligned page status values in Fundraiser Report:**With more page statuses being made available from the first version of this report, the page statuses of Active, Pending - Paid, Unpaid and Blocked have now been included. * **Shipping Fields added to the Incentive Activity Report:**In the 'Incentives' framework, fundraisers can accept premium gifts as rewards for raising money at certain milestones. To better help in reconciliation from the dashboard, Shipping Fields have been added to the report. * **Additional Merge fields on the checkout page:**New merge tags that allow for the display of the minimum commitment, registration fee, minimum commitment minus registration fee, and additional donation have been made available. * **Donations Report available under Donations tile:**Under the 'Donations Tile', the donations report has been made available so that it is easy to download all donations made to the site. * **Captcha Improvements:**In the peer-to-peer registration flow, we've integrated Cloudflare's Turnstile and invisible CAPTCHA as security measures to combat fraud and bots. Visit the [2024 Peer-to-Peer release notes page](https://knowledge.engagingnetworks.net/newsupdates/peer-to-peer-release-notes.md) for a full list of improvements made so far this year to the new P2P tool. ### Bug Fixes #### Marketing Tools * **Fix for NSG link issue affecting Supporters without MRC/HPC:**Supporters without MRC (Most Recent Contribution) or HPC (Highest Previous Contribution) were unable to view the correct NSG (Next Suggested Gift) options. When these supporters accessed a NSG-enabled page from an email, the fallback NSG amount would incorrectly disable other available NSG options and prevent the normal display of monthly or one-time contribution options. This fix ensures the proper functionality of all NSG amounts and swap lists for eligible supporters. #### Segments * **Last Gift Date data category:**The filter logic has been updated to correctly handle the initial recurring donation checkbox. #### Gateways * **Credit card expiry value passed to Stripe incorrectly:** When token field type was used for the Credit Card Expiration field, the value passed to Stripe was formatted incorrectly and made the transaction fail. This has been resolved. * **Vantiv transaction status recorded incorrectly:** Some Vantiv transactions with a new error code were erroneously recorded as rejected when they were successful. This has been corrected. [More information can be found here](https://knowledge.engagingnetworks.net/newsupdates/known-issues.md). #### Peer to Peer (Beta) * **Pay via PayPal transactions not associated correctly**: If a donation was made using Pay via PayPal, it was not correctly being associated. This has been resolved. * **Automated emails not using the 'Sender Name':**The registration emails sent from a site were not using the Sender Name property, even though it was set. This has been fixed. * **Team page public status flip:**When a team captain registered and selected their page as 'Private,' then later changed it to 'Public' in the settings, the team page did not also automatically become visible. This has been updated. * **On Site creation, the home page 'Leaderboard' gadget defaulted to Search:**When a site was created, the homepage leaderboard gadget incorrectly defaulted both the search and leaderboard links to the search function. This issue has now been resolved. * **On Site creation, set the "thank donor" message to active by default:**During site creation, the "Thank Donor" message is now set to active by default. * **'Organization' site page currency fix:**An associated site page previously defaulted to USD. Now, the correct currency will display based on the site's settings. * **'Organization' site page default label update:**The default label on the 'Organization' site page has been updated from "Runners" to "Fundraisers." * **'Organization' site page's link between levels, has been improved:** The link between levels on an 'Organization' site page has been improved. Work has been completed to better display site hierarchies between organizations. For example, companies with child companies now display correctly across all levels---from parent to child, down to the team and individual levels. *** ** * ** *** ## October 2024 - 5.10 This release deployed on October 4, 2024 at 3pm ET. ### Notable Updates #### Marketing Tools In order to ensure your emails are compliant with Google and Yahoo's 2024 sender requirements for list-unsubscribe header links, we are setting a requirement from our front-end tools that all broadcast emails and emails sent via the Marketing Automation tool are sent with a working unsubscribe link (be that to a Subscription Management page, or a One-Click Unsubscribe page). Mandating these unsubscribe links makes sure that our systems are able to populate your email headers with a list-unsubscribe link, which in turn brings those emails into compliance with [++RFC 2369++](https://tools.ietf.org/html/rfc2369) and [++RFC 8058++](https://tools.ietf.org/html/rfc8058) (as of this year, both are required when sending to Google- and Yahoo-controlled mailboxes). #### Segments Following last month's release of [++our new Segments tool++](https://knowledge.engagingnetworks.net/datareports/learning-about-segments), this release includes further updates to data categories and additional new features. ***New Features*** **Create or Edit an Audience in Marketing Tools** Users can now define a new audience from scratch when building a broadcast, offering more flexibility than using only saved Segments. Users can also edit a local copy of an existing segment from within the Marketing Tools. **Duplicate a Segment** You can now easily duplicate segments from the 'My Segments' list, eliminating the need to recreate similar segments manually. **Add Description to a Segment** A new text field allows you to add internal notes to Segments, aiming to make team collaboration easier. **Filter by Numeric Range in Supporter Data** Users can now filter supporter data using a range of numeric values by specifying both minimum and maximum limits. **Relative Date Filtering in Segments** The ability to filter segments using relative date options (e.g., "is after X days ago"), similar to what is currently available in supporter profiles, has been added. **Segment Details on Message and Reporting Screens** Segment details (like segment name and query information) are now visible on the Message, Test \& Send screens, and in Reporting, improving visibility during the creation of broadcast messages and after broadcasts have been sent. ***New Categories \& Filters*** **Acquisition Category: New filter for Facebook Lead Forms** The ability to target supporters who came through Facebook Lead Forms has been added under the 'Acquisition' category. ![AD_4nXec2vtGryUkvSnZ3EmFwDmonD0FDPbp3-sX7lQ4hhZGtS8hggTw8howtt_Gvb4Fby7HIfcry7eJrw8jrO1Kp2G0ty4KYRXv5TZ8zHWCDKb7liMdKbbzQOQ5XaaW3gP1YksXHO6WEOy4wj509SKR-QCRAs9B?key=vwHH66rpi_n_gQ9DbhmYIQ](https://knowledge.engagingnetworks.net/__attachments/a_0af3fa38be728457443830776d849f4d1b2f2c293e0b4f0b3e1c2e6eab7ad25b/AD_4nXec2vtGryUkvSnZ3EmFwDmonD0FDPbp3-sX7lQ4hhZGtS8hggTw8howtt_Gvb4Fby7HIfcry7eJrw8jrO1Kp2G0ty4KYRXv5TZ8zHWCDKb7liMdKbbzQOQ5XaaW3gP1YksXHO6WEOy4wj509SKR-QCRAs9B%3Fkey=vwHH66rpi_n_gQ9DbhmYIQ?cb=60bfaed7cbaa52b73dec5039967f58a1) **Events Category: Target Supporters with Additional Donations** Use the new Event Pages filter to find supporters who made additional donations on event pages. **Peer-to-Peer Category:** This new category includes several filters that will allow you to segment based on activity in our **new**peer-to-peer tool. * **Peer-to-Peer Fundraiser:**This new filter provides admins in the new Peer-to-Peer toolset with the ability to: * **Target by Participant Type**: Identify fundraisers by participant type(s). * **Target by Role:** Identify fundraisers by role (e.g., captain, team member). * **Target by Appeal Code**: Filter fundraisers by the appeal code used during registration. * **Target by In Honor Of**: Focus on fundraisers raising money in honor of someone. * **Date-Based Targeting**: Filter for fundraisers based on registration date with options like "During the last X days/months." * **Fundraising Goal:**Target fundraisers who have reached specific goal levels. * **Amount Raised:**Filter for fundraisers who have raised specific monetary thresholds on a Peer-to-Peer site. * **Peer-to-Peer Incentives:**Identify fundraisers who have accepted or declined incentive products. * **Legacy P2P Donors:** Clients will be able to target peer-to-peer donors based on the site used, if the transaction came through the legacy peer to peer toolset. *Please note: an additional filter called Legacy P2P Fundraising will be coming in the next release.* ### Improvements #### Marketing Tools We continue making improvements to the Marketing Tools to deliver a user-friendly experience and optimize your email marketing efforts. * **Duplicate blocks:**Clients can now duplicate a block when editing a broadcast message or template. This will aid the efficiency of the content creation process by adding the ability to reuse already inserted content. * **Broadcast text editing:**Additional insert tools will allow users to insert email and telephone links in email messages. * **Keywords case sensitivity:**SMS keywords are now case-insensitive, removing the need for users to worry about capitalization in their replies. * Delayed to November release **Marketing Automation:** Clients can now define at the individual automation level whether supporters active in a particular automation should be included in Marketing Tools bulk emails. #### Data \& Reporting * **Supporter lookup:**SMS transactions (SBC) are now visible on the Supporter Lookup page under 'Transactions History'. Please note you will need to adjust gadget settings to include those transactions in the view. * **Keywords reporting:**A downloadable SMS keyword usage report has been added to address the need for more robust keyword reporting. Users will also be able to define the report timeframe for more targeted reports: ![AD_4nXedHaM06sA4VyWxtOOdf9m-ZopRb6UCsFEK_OVaXVIcO4tyYrmnivzDC0JfJHa57aQfibSDJ0QEqac-WN5DwloavEKawI1XBHINihy1TLfh3hyBBRXvjHS0_AzS0KxrSTCZoUefW5vgXtRZcGLGT03kZwUB?key=vwHH66rpi_n_gQ9DbhmYIQ](https://knowledge.engagingnetworks.net/__attachments/a_52da88ae5d70c4f647ec1d09ea9240a16d54d294a9c9cac29e1018ca01053d69/AD_4nXedHaM06sA4VyWxtOOdf9m-ZopRb6UCsFEK_OVaXVIcO4tyYrmnivzDC0JfJHa57aQfibSDJ0QEqac-WN5DwloavEKawI1XBHINihy1TLfh3hyBBRXvjHS0_AzS0KxrSTCZoUefW5vgXtRZcGLGT03kZwUB%3Fkey=vwHH66rpi_n_gQ9DbhmYIQ?cb=0257bbf4cdc33932b0256ea94efe4036) #### Gateways **Bancontact** : we upgraded the API to the Payment Intents API. [++*Applicable if you have supporters in Belgium.*++](https://knowledge.engagingnetworks.net/fundraising/the-stripe-payment-gateway#TheStripePaymentGateway-ProcessingBancontact) #### Security * **Revoke tokens of deleted users** : When deleting a user, we will now delete any [++private tokens++](https://knowledge.engagingnetworks.net/datareports/public-and-private-api-tokens) created by this user. A confirmation modal will pop up and require the admin to click 'Delete' before proceeding. ![AD_4nXfZmnv-VRjiXPGyuzml1XQixLELUf2169kEFFt6cJEHCYLVHUMtnsfn3upEheMkYxz1SlqXYDwXyLuoxBb2OLSu0ZdEa6Qw9HFJRXxCOtaSudlnlwV2ZAaHIGT5VMM_2IH8Lt7S_5CZJqbJE3P4QeEKqrZQ?key=vwHH66rpi_n_gQ9DbhmYIQ](https://knowledge.engagingnetworks.net/__attachments/a_718bec5210b12f2115680d670c04d51a3d6cade7f35831a1b76c1fd7531212e1/AD_4nXfZmnv-VRjiXPGyuzml1XQixLELUf2169kEFFt6cJEHCYLVHUMtnsfn3upEheMkYxz1SlqXYDwXyLuoxBb2OLSu0ZdEa6Qw9HFJRXxCOtaSudlnlwV2ZAaHIGT5VMM_2IH8Lt7S_5CZJqbJE3P4QeEKqrZQ%3Fkey=vwHH66rpi_n_gQ9DbhmYIQ?cb=5000fb50a4f17171aa715da5add90a67) * **Scan Date Display in Scan Results Report:** We've added the scan date to[++the scan results report++](https://knowledge.engagingnetworks.net/pagebuilder/scan-results-page-report) user interface, making it easier to see when the last scan was run and understand your recent activity at a glance. You can also see this report by template now. #### Salesforce * **Mapping Rules:**The default set of Mapping Rules made available on installation has been updated with the improvements seen in 1.3+ packages. #### Hub * **Expiry date:** The list of years in the expiry date field has been updated to start from the current year by default. * **Credit Card and CVV:** Like in page builder, credit card and cvv fields are defaulted to 'token' to align with VGS card processing. #### Peer-to-Peer We are excited to begin including release notes for our new peer-to-peer product, which has been in beta for some time. We now have several clients using it and we recognize the importance of providing clear documentation on the changes and updates being made to this new area of our tools. By sharing release notes moving forward, we aim to increase transparency, keeping our users informed about new features, bug fixes, and enhancements * **Include Goal and Participant Type Items in the PFRP Transaction Row:** Provides additional information on the registration transactions so that CRMs can easily extract goal, goal setting, participant type, participant type id. * **Allow .cookielaw.org as a Third-Party Cookie Management Tool:** Adds support for the use of for cookie management across peer to peer sites * **Locale Improvements to Expose Validators to Non-en-US Clients:** Ensures validators work for clients operating in locales other than en-US. * **Fields with HTML Labels Not Rendering Correctly:**Fixes an issue where HTML field labels were incorrectly rendered as placeholder text instead of above the input field. * **Offer a Class to Override Default Image on Fundraiser Profile Image:** Allows clients to use custom avatars if no profile image is uploaded for fundraisers. * **Offer a Class to Override Default Image on Leaderboards and Search Results:**Similar functionality as the fundraiser profile image override, but for leaderboards and search results. * **Organizations at the Site Level Are Not Unique for Teams:** Fixes an issue where organizations were not correctly associated with teams at the site level. * **Leaderboard Gadget 'Search' Link Points to the Incorrect Place on Site Creation:** Fixes a bug where the leaderboard gadget links to the wrong page on new site creation. ### Bug Fixes #### Marketing Tools * **Split test winner** : There was an issue with [++sending a split test++](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-split-tests) winner based on win criteria set at the campaign level if automatic sending wasn't enabled at the account level, in Email Settings. This has been resolved. * **Custom Date Marketing Automation:** The automation settings have been updated to allow client admins to define whether imported records will be included as an audience for the Marketing Automation. This setting can be adjusted by selecting the checkbox on the automation's 'Supporters' tab. * **Tab characters**: Added better handling of pasting a tab character in Marketing Tools and Email Classic. #### Segments * **Improved Automation Status Filters:**The Automation Status filter has been updated to correctly handle "Jumped" and "Unsubscribed" statuses, ensuring accurate targeting in automation journeys. * **Checkbox Options Greyed Out When "Sent" is Selected:**In the Automation Messages filter, when the "Sent" option is selected, all other checkboxes are now disabled to provide consistency with Broadcast Messages. #### Data * **Survey report:**Non tagged data fields were previously not included in the downloadable survey report. This has been resolved. * **External reference data:**There was an issue with exported files for transactions where only External Reference 7 was enabled at the account level. This has now been fixed. * **Supporter lookup:** In the transactional history gadget on a supporter record, ECS and FRU transactions were displayed using incorrect transaction codes. This has been resolved. * **SMS webhook**: We now check the supporter's phone number based on starting with or without a '+' symbol when tracking SMS webhook events. * **Keyword report modal:**The keyword report modal was rendering at 100% width. That has been reduced to look better. #### DAF * **Custom notification filter:**When a custom notification email was configured with a donation amount filter, the email notification was sent regardless of donation amount when Chariot DAF was the payment type. This has been resolved. * **Notification email:**The donation amount listed in the notification email for Chariot DAF transactions omitted the decimal (5.00 was shown as 500, for example). This has been resolved. *** ** * ** *** ## August 2024 - 5.9.1 This release deployed on August 30, 2024 at 3pm ET ### Notable Updates Segments is available to use to build audiences for your Marketing Tools messages. Segments can be found under **Data \& Reports.** [Supportal documentation here](https://knowledge.engagingnetworks.net/datareports/segments.md). [Academy course available here.](https://client.engagingnetworks.academy/courses/segments-producttraining) *** ** * ** *** ## August 2024 - 5.9.0 This release deployed on August 9, 2024 at 3pm ET ### Notable Updates Get excited - Segments is arriving in your Engaging Networks account soon! We will have a brand new course in the Academy and documentation in the Supportal to help familiarize you with how Segments works. We hope you are looking forward to checking it out in a few weeks! ### Improvements #### Gateways * **WorldPay**: We have migrated from "Pay as Order" to a tokenization solution due to the decommissioning of "Pay as Order" coming in October 2024. Only WorldPay (not Vantiv) clients who are processing recurring payments and/or using the "one click" functionality must contact WorldPay to enable tokenization in their accounts. Once this happens, they must inform Engaging Networks to turn on this new solution, as otherwise, transactions will start failing in October 2024. * **Deleting a gateway**: clients can now delete a gateway even if there are live pages, recurring schedules, or events dependent on it. Those pages and recurring gifts will not be affected. * **Moneris**: we are now passing these additional fields when processing a transaction: cardholder email and browser IP. #### Account Management * [**Deleting Supporters**](https://knowledge.engagingnetworks.net/datareports/deleting-supporters-from-your-account): We have added an icon to the file selection screen in Delete User Data to more easily differentiate it from the Import User Data screen. * [**Account logs**](https://knowledge.engagingnetworks.net/pagebuilder/account-logs-audit-trails) will now be generated if an Engaging Networks User creates or deletes a page from an account. Account logs are available to Super Admins under Hello \> Account Settings \> Account Logs. #### Data * [**Credit Card Update transactions (FRU)**](https://knowledge.engagingnetworks.net/fundraising/fundraising-recurring-update-fru) will now include additional information to reflect where the change was made. * `Change [new card]` will be inserted into Campaign Data 21 column. * `hub-$SupporterId` will be inserted into Campaign Data 22 column if the update has been made via the Supporter Hub. * The email address of the User who made the change will be inserted into Campaign Data 22 column if the update has been made via the Supporter's record. #### Marketing Tools A Next Suggested Gift (NSG) value can now be inserted into Marketing Tools broadcast email messages as either a text value or page link. When inserting page links, additional options will be available to add the NSG value into the link text if the selected page has NSG configured. To learn more, [++check out a brand new course in our Academy on Next Suggested Gift.++](https://client.engagingnetworks.academy/courses/nsg-producttraining) You are only able to insert a NSG value once in a single email broadcast (including either the value on its own or within the link). Any additional inserted values will not work properly. ### Bug Fixes #### Data Import Importing supporter data without [Send Offset](https://knowledge.engagingnetworks.net/marketingtools/marketing-tools-broadcast-sending-a-message#MarketingTools%E2%80%93Broadcast%E2%80%93SendingaMessage-SendTimeOptimization) was clearing out any values stored for that supporter in the Send Offset fields. This has been fixed. *** ** * ** *** ## July 2024 - 5.8.1 This hotfix was deployed on July 12, 2024 at 3pm ET. ### Fundraising * When a user tried to update a recurring payment in the hub, the update failed if the credit card field type was token. This was fixed. * Processing webhooks for Stripe ACH charge events failed. This was fixed. ### Export * Exporting a finance report failed if the report was too large. This was fixed. ### Low volume pages * Only allow a Super Admin to view the results. * Excluded pages from the report that were created within the last 30 days. * Added additional warning when deleting pages. ### Marketing Tools * There was an issue with duplicating broadcast messages when dashes were used in message names. This has been fixed. *** ** * ** *** ## June 2024 - 5.8.0 This release deployed June 28, 2024 at 3pm ET ### Notable Updates #### Fundraising **Support added for ACH Vantiv as a secondary gateway:** In this release we have added the ability to include the Vantiv gateway to process ACH transactions as a secondary gateway ("Vantiv ACH"). This can be used in combination with Payflow Pro to process credit card transactions on the same donation page. For more information, please check the supportal page: [Vantiv Gateway](https://knowledge.engagingnetworks.net/fundraising/vantiv-gateway-now-owned-by-worldpay#VantivGateway(nowownedbyWorldpay)-AddingVantivACHasasecondarygateway). #### Marketing Tools We continue to improve our Marketing Tools functionality with each release to include additional features and provide a better experience. * **Marketing Tools split test win criteria, now available at campaign level**: Going forward, split test win criteria will also be available at the individual broadcast level. If a broadcast message includes a split test, then on the sending screen of the campaign, users will now be able to select the preferred way to identify the winner. The default selection from Email Settings will be shown and the user can update it to be unique for the individual broadcast that is being sent. * **Marketing Tools - Account Logs:** We are adding audit logs for Marketing Tools broadcasts. The following events will now be available under Account Settings \> Account Logs: Broadcast updated, Broadcast audience updated, Email message updated, and Broadcast sent. ### Improvements #### Gateways * **iDEAL upgraded to version 2.0**: iDEAL is an alternative payment method that Netherlands based shoppers can use to make online payments. We updated its API to allow shoppers to use a QR code to process a payment instead of choosing their bank. * **Replaced "Chariot ID" with "Tracking ID"**: Updated the Chariot Donor Advised Fund (DAF) implementation to use the "Tracking ID" instead of the deprecated "Chariot ID". #### Fundraising - page builder * **Payment type added to custom auto responder filters**: An additional filter has been added to help with creating customized autoresponder content. It is now possible to create a conditional autoresponder based on the payment type used on the fundraising page. #### Fundraising - Hub * Improved the handling of old recurring donations in Payflow by referencing the previous transaction when initiating a Hub card update. #### Marketing Tools * **Update message name when duplicating a marketing tools broadcast:** Improvements have been made to provide a better naming framework for broadcasts created by duplicating others. Going forward the message name will automatically pre-fill with the broadcast name. * **Free and flexible email template - fix 2-column sample block**: We have updated the sample block 'Two column text with buttons' to improve the performance in Outlook. #### Vulnerability Due to a recent supply chain attack on [Polyfill.io](http://polyfill.io/), we have enabled Cloudflare's automatic JavaScript URL rewriting to replace polyfill.io links with a secure mirror hosted on cdnjs.cloudflare.com. ### Bug Fixes #### Data \& Reporting * There was an issue running data imports when updating a saved mapping format. This has been resolved. * There was an issue opening marketing tools broadcast reports under visual reports. This has been fixed. #### Marketing Tools * There was an issue with displaying query detail when the payment type filter (one time/ recurring) was used when building a query for Marketing Tools. This has been fixed. #### Pages * Identified an issue where, in specific scenarios, the template ownership gets changed if edited. This has been fixed. * Page quick reports were previously missing email conversion numbers for messages sent from the Marketing Tools. This has been resolved. #### Fundraising * Additional zeros were previously added to the donation amount when processing RWF currency in Stripe. This has been fixed. * When using the Direct Gift field with the Stripe gateway, we identified an issue where the field's value gets duplicated. This has been fixed. * The Donor Advised Fund (DAF) payment type was showing incorrectly in live transactions. This has been fixed. #### REST API * Page processing calls for donation pages using an API User with the "Page Processing should respect Remote Address" setting enabled were sporadically failing with an 'unauthorized' error even if the IPs were whitelisted. This has been fixed. *** ** * ** *** ## May 2024 - 5.7.1 This hotfix deployed May 31, 2024 at 3pm ET. ### Events Event reminder email functionality has been changed so that the most recently updated content of the reminder is sent to supporters. Previously supporters would receive the reminder content that was configured at the time they submitted the page. The functionality has also been updated so refunding supporter's event tickets and setting the page status to Closed will prevent the reminder emails from sending. *** ** * ** *** ## May 2024 - 5.7.0 This release deployed May 17, 2024 at 5pm ET. ### Notable Updates #### Email Classic access * The top level navigation access for Email Classic has now been removed. Please note email classic can still be accessed via the Marketing Tools drop-down. ![Screenshot-2024-05-01-at-1.59.17-PM-1024x990.png](https://knowledge.engagingnetworks.net/__attachments/a_0c28b7210b4ca36eccf6022b268b4a935e23e0634c840f33bf8eed8302e16ddc/Screenshot-2024-05-01-at-1.59.17-PM-1024x990.png?cb=a14fc044e0ab96306b0e8dc949148a2b) #### VGS Tokenization * Test credit cards can now be used in ENS API when the chosen gateway is in test mode, and with the standard non-payment endpoints: * [https://ca.engagingnetworks.app](https://ca.engagingnetworks.app/) * [https://us.engagingnetworks.app](https://us.engagingnetworks.app/) * The payment type field is now disabled under supporter lookup, as it will be auto-populated based on the credit card entered by user. **For more details, please visit this page about VGS tokenization.** #### Marketing Tools -- free and flexible email templates We continue to improve our sample template and sample blocks to address client needs and facilitate migration to the Marketing Tools. *Updates*: * Body text block -- fixed padding issue seen on some iPhones. * Two column layouts -- fixed issue affecting some versions of Outlook on Mac (eg Outlook Office 365 macOS 12). * Image size now maintained when larger images are uploaded. * Buttons no longer use VML, which was causing duplication issues when emails were forwarded from Outlook. * Full width banner logos can now be added. * Improvement: Image block with optional caption. *New sample blocks* * New sample block for signature photo and text. * New sample block for displaying a progress bar. Note: the progress is not displayed dynamically. ### Improvements #### Gateways -- Stripe * [**Added a new Stripe webhook event**](https://knowledge.engagingnetworks.net/youraccount/the-stripe-payment-gateway.md) to better handle ACH disputes and keep the transaction status up-to-date. charge.dispute.closed * Additional metadata will be passed to the Stripe gateway to reflect values submitted into tagged transactional data fields : tax deductible, other 1-4 and appeal code. #### Fundraising * Annual Receipt emails will now be signed with whatever the "From" address of the email is for DKIM. #### Marketing Tools * We have added an additional confirmation overlay when sending a new broadcast or changing a schedule of an existing one. ![Screenshot-2024-05-14-at-5.52.06-PM-1024x428.png](https://knowledge.engagingnetworks.net/__attachments/a_0078610015706b9565ca55f34859597358fb51de0eaac7951c5088c0a9fbc077/Screenshot-2024-05-14-at-5.52.06-PM-1024x428.png?cb=1fe62039842fdc82f7b6e5d43416d291) ### Bugs #### Marketing Tools * There was an issue with the correct display of replacement sections when using 'select' type replacements in Marketing tools templates. This has been fixed. * Marketing tools reporting has been updated to show correct subject lines for conditional and split test messages. * There was an issue creating custom URL parameters in Marketing Tools under certain conditions. This has been fixed. * It wasn't possible to add an email sender before authenticating a domain. This has been fixed. #### Email Classic * Source button is now available again for legacy template based emails. #### Fundraising * There was an issue with FCR transactions not showing correctly in ENS export. This has been fixed. *** ** * ** *** ## April 2024 - 5.6.0 This release deployed on April 5, 2024 at 3pm ET. ### Notable Updates #### **Chariot Payment Gateway** Updated to the latest API to support automatic grant status updates. After this release, there is no need to manually update the grant status from the Engaging Networks lookup supporter page. Note that this will update the existing transaction. #### **VGS Tokenization** * Enhanced compatibility for older browsers. * Better support for browser autofill: this includes support for FireFox and Safari browsers. * VGS has been deployed to the P2P (v2) product. * Add the ability to rename the VGS iframe title. [**For more details, please visit this page about VGS tokenization.**](https://www.engagingnetworks.support/knowledge-base/enhancing-security-at-engaging-networks/) ### Improvements #### **Stripe PDD** Updated advance notice messages can now be sent to a donor if their PDD mandate is updated via Supporter Lookup or Supporter Hub. Using a new setting in the gateway set up, you can now choose an alternative message to be fired off when an update is made to the PDD mandate. [**Read more about Advance Notice Messages here.**](https://knowledge.engagingnetworks.net/youraccount/stripe-bacs-direct-debit-uk-advance-notice-message.md) ![Screenshot-2024-03-21-at-4.32.14-PM.png](https://knowledge.engagingnetworks.net/__attachments/a_1cdb30b67b224f258a9da4ef592d97fc6fa1b37b2383f019521381f2ba667acc/Screenshot-2024-03-21-at-4.32.14-PM.png?cb=86ccd8339a5a8aa1cc72866f249dd489) #### **Advocacy** A [**new downloadable report**](https://knowledge.engagingnetworks.net/pages/quick-reports.md)is now available to provide a tally of messages sent to target contacts on a specific page. The report can be accessed when you click on the page name in 'Manage Pages' 'and will include the following data: Contact First Name, Contact Last name, Constituency, Messages Count. #### **Page Builder** * We have added an additional validation to prevent unauthenticated autoresponder senders from being selected on the page. [**You can read more about domain authentication here**.](https://knowledge.engagingnetworks.net/marketingtools/domain-authentication.md) * We have implemented an additional warning message when removing a field used in a form block dependency. #### **Marketing Tools** We have made improvements to click through reporting for values lower than 1%. We will now display CTR values between 0-1% in the email broadcast report in Marketing Tools. #### **Admin** Previously, blueprint templates required modification to be utilized effectively on default web pages such as One-click Unsubscribe, Closed, and One-click Donation. We've integrated support for blueprint templates directly into web pages, streamlining the template management process. #### **Symbolic giving** * Locale support has been added to product display inside featured list. #### **P2P (v2)** * Receipt Inclusion as a Global Setting: Organizations can now control whether offline donors will receive an email acknowledgment and receipt. The new global setting can be toggled from Options \> Fundraising. * Addition of Text size tool for fundraisers: Added a font size tool for fundraisers editing their page story. * Disable ability to remove Credit Card and CVV from P2P Forms: The remove button is no longer available. * Check for VGS Tokenized fields added to go live checklist: When first taking a site from testing to live mode, the checklist will now prompt you to tokenize the credit card and cvv fields. ### Bugs #### Page-Builder * Page builder: No warning was shown when removing a field used in a form block dependency. This has been fixed. #### Marketing Tools * There was an issue with reporting on Marketing Tools broadcasts when long names were used in inner conditional content profiles. This has been resolved. * SMS handling webhooks have been updated to write opt out responses for phone formats without + in front (i.e. 16199999999). * New dynamic subject line did not populate data in test emails. This has been fixed. #### Email Classic * There was an issue when scheduling messages in Email Classic where the timezone was defaulting to 'North America -- Pacific Time'. This has been fixed. #### P2P (v2) * Exporting a report was ignoring the second column. This has been fixed. * Adding an "other" field with the type checkbox to a p2p site would not save the value and clicking it would cause the donation to fail. This has been fixed. * Ability to use a test gateway: Since the VGS release, P2P users could no longer process test transactions when pointing to a test gateway. This has been fixed. * WYSIWYG adding extra \\ tags: When editing an email, the editor was adding extra paragraph tags where blank spaces occurred. * Single Step Donation Form error: Since the VGS release, Single step donation pages were throwing errors. This has been fixed. * Use of site name merge tag in password update email: Use of \[\[site.site_name\]\] merge tag in the subject of the password updated email was not working. This has been fixed. * Send email from registration confirmation page was not responding: From the registration confirmation screen, the send email window was opening too small for any action to take place. This has been fixed. #### Fundraising * There was an issue with accepting some pre-paid cards on Vantiv/WP. This has been fixed. * There was an issue when processing some Mastercard \ and \ combinations on Vantiv/WP. This has been fixed. *** ** * ** *** ## February 2024 - 5.5.0 This release deployed on February 26, 2024 at 3pm ET. [https://www.youtube.com/watch?v=r_4AyoWWyi0\&t=2s](https://www.youtube.com/watch?v=r_4AyoWWyi0&t=2s) ### Notable Updates #### Security **Enhanced Checkout -- Secured by VGS:** With this release we are implementing the final update to limit the field type used for Credit Card Number and CVV fields to "token" only. We have sent separate communication regarding the deadline to update the Credit Card Number and CVV fields on your donation pages to the new "token" field type. Please reach out to your Account Success Manager if you have any questions. If you use the ENS API to process transactions that include card details (credit card number / CVV), you will be required to use these new API endpoints after this release: * [https://ca-vault.engagingnetworks.app](https://ca-vault.engagingnetworks.app/) * [https://us-vault.engagingnetworks.app](https://us-vault.engagingnetworks.app/) These are for **credit card data only**. All other data should continue to use our other API endpoints. If you haven't done so already, please take the time to read through the page on our Supportal about these updates. #### Marketing Tools We continue to enhance our Marketing Tools with each release, improving the experience for our clients. * **Rescheduling broadcast emails:** This new feature enables users to view and update the send time of scheduled emails. Additionally, users can now cancel or send the scheduled broadcast directly from the broadcasts list. ![MarketingTools_reschedule.png](https://knowledge.engagingnetworks.net/__attachments/a_1f2bdd6b9bfc4c5428d9fad4d75afd5f4ab497bc633e602aa2401e486f5f3b17/MarketingTools_reschedule.png?cb=711ccde984cd8264ca78795a685f5f7d) * **Subject line customisation:** New dynamic fields are now available when editing email subject lines, providing enhanced flexibility for crafting personalized content. ![MarketingTools_subjectLine.png](https://knowledge.engagingnetworks.net/__attachments/a_70eab46a697e602bd3521eec9133a22eb8f1cff1d2e389ca36d3578031c17373/MarketingTools_subjectLine.png?cb=460f9dd83eea12be9dacebcf036bb206) ### Improvements #### Gateways * **Moneris 3DS 2.2:** We have updated to the latest version of Moneris API to comply with Moneris requirements. * **Donor Advised Fund (DAF) processing (US only):** The look and feel of DAF pay buttons have been updated to the latest version. #### Admin **Allowed Domains:** It is now required to update the "Allowed Domains" section under "Account Preferences" with your custom domains. ### Bugs #### Page-Builder **Events:** An issue had been discovered when using radio buttons to edit attendee information on event pages. This has been fixed. #### Query Builder **Marketing Tools:** Marketing Tools broadcasts were not available under the multi-select feature in the query builder. This has been addressed. **Send time optimization:**Emails were sent earlier than scheduled for some supporters without timezone configured in Engaging Networks when send time optimization was enabled for email sending. This has been resolved. **VGS**: Added support which will allow older browsers to use token fields. *** ** * ** *** ## January 2024 - 5.4.0 This release deployed on January 12, 2024 at 3pm ET. ### Notable Updates #### Security **Enhanced Checkout -- Secured by VGS:** we are deploying new security enhancements as part of our commitment to protect donor information and maintain the highest standards of data security. Clients can now start updating pages that process credit card transactions to take advantage of these updates using a new tokenization method. Starting with this release, Engaging Networks will auto-select the card type (Visa, Mastercard, etc.) and will show the credit card logo out-of-the-box, so that no further customization will be needed. In addition, the CVV field will automatically be limited to either 3-digits or 4-digits, depending on the card type. For more information, please refer to our Supportal page. #### Page Builder **Shared Domain Deprecation**: with this release, clients can no longer use the following shared domains in their pages: \*.netdonor.net, \*.e-activist.com, and \*.engagingnetworks.app. Moving forward, clients need to start using their own custom subdomains. #### Improvements #### Fundraising * **Stripe PDD (UK only)**: additional API calls have been implemented to retrieve updates to Paperless Direct Debit Mandate. Also, an additional transaction will be written alongside the respective donor record, when PDD payment is canceled via their bank. #### Marketing Tools * Following Google and Yahoo's recent announcement of plans to make changes to how they manage email security on their platforms, we have implemented a series of updates to email sent via Engaging Networks servers to comply with the new requirements and assure maximum deliverability of clients emails. * **Marketing Automation:**A new Engagement Marketing Automation has been added to allow clients to trigger email series based on a custom date field. This type of automation can be used to send a reminder a number of days before a custom date present on the supporter record. Please note: supporters will be able to reenter the automation. * Improvements have been made to the text editor toolbar to make it always visible at the top of the screen when editing longer text blocks. ### Bug Fixes #### Fundraising * **Donor Advised Fund (DAF) processing (US only):** An issue has been discovered where Captcha is being ignored when using DAF as a payment method, this has been fixed. * **Stripe Digital Wallets:**When processing payment using Apple Pay, the phone number wasn't populated correctly from the digital wallet settings, this has been resolved. * **Double the Donation:** Under certain conditions, the company was not appearing on the thank you page on initial selection. This did not affect the storing of the company but a fix had been applied to load the widget in the correct order, fixing the display on the thank you page. * **PayPal One Touch**: An issue has been discovered where some PayPal One Touch transactions weren't recorded, this has been fixed. #### Export * **Membership Report:** An issue has been discovered where the Campaign Status column shows blank values when exporting data, this has been fixed now. [Next Page](https://knowledge.engagingnetworks.net/llms-full.txt/1)