Email overview
JourneyCARE allows you to do simple plain text messages as well as beautifully designed campaigns, with tools for reusable templates, content building, delivery, testing, and performance review.
Open the email marketing area
Open Marketing in the left menu and select Emails. The Email Marketing area has two sections: Statistics, which shows the overall performance of emails sent from your account, and Campaigns, where you create, edit, schedule, and manage email campaigns.
Choose how to send your email
Use a simple email for a quick message, or use an email campaign when you need a designed, recipient-based send.
Simple email — compose a short message from Conversations, a contact record, or a Smart List. Read Send a simple email for the available entry points.
Email campaign — create a specific message, choose recipients, and send or schedule it from Marketing → Emails → Email Campaigns. Follow Send or schedule an email campaign for the campaign workflow.
Use templates and campaigns together
Templates hold reusable branding, layout, and design; campaigns hold the specific message, recipients, and delivery settings.
Create or select a template, then use it as the starting point for a campaign. You can create templates from Marketing → Emails → Email Templates and campaigns from Marketing → Emails → Email Campaigns. Learn more in Email templates vs. email campaigns.
Build and review campaign content
The Email Builder is the editor for designing and editing campaign content.
Use the builder to work on the email, then preview it or send a test before delivering it to the full recipient list. The campaign workflow covers the builder stage, and Send a test email explains how to preview a message before delivery.
Add images to a campaign with Add an image to an email campaign.
Choose a campaign delivery method
Campaigns can send immediately, at a scheduled time, in smaller batches, or from an RSS schedule.
Send Now sends to designated recipients all at once.
Schedule sends to designated recipients all at once at a specified date and time based on the account time zone.
Batch Schedule sends to designated recipients in smaller batches beginning at a specified date and time based on the account time zone.
RSS Schedule sends on a schedule using updates from an RSS feed.
Compare the delivery options and their editing capabilities in Email delivery methods.
Review email performance
After a campaign is delivered, review opens, clicks, delivery results, and contact-level statuses such as opened, clicked, and failed.
The Statistics tab provides an overview of your organization's email performance, including emails sent, delivery rates, opens, clicks, and other engagement statistics. Reviewing these metrics periodically helps you monitor the overall health of your email communications.
Open statistics for an individual campaign from Email Campaigns → Actions → Statistics, or review aggregate results from the Email campaign statistics area. Follow Check email statistics for both paths.