Checklist

  1. In Content Builder, create a new email:
    • Select create email from:
      1. Template: select if you have a prebuilt template
      2. Existing Email: select if you want to start with an email previously built and sent
    • Follow the steps to create the email
      1. Define properties
      2. Add content (including subject line, header, email body and footer)
      3. Preview and test (preview the look of the email and send a test email)
  2. Once email tested and approved, prepare email to send
    • Follow the steps to send the email
      1. Define properties
      2. Select the audience: the CRM report created for your team
      3. Configure delivery (immediate or scheduled)
      4. Review and send
  3. In Email Studio, go to Tracking to review email send results
    • Click on Tracking, then Sends
    • Find and select the email name
    • Review tracking results (including delivery rate, opens, clicks, unsubscribes…)
    • Export or email tracking results
  4. For more reports, go to Analytics Builder and click on Reports
    • View all available reports in the catalog
    • Select the report you want to run and follow instructions

 

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