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Before you start creating your campaign messages, keep in mind remember when they're set to hit recipients' inboxes. Check if it's recurring, an instant delivery, or if it's planned for a specific date. Keep this in mind when you're putting together your messages. Think about time zones too, especially if your audience is spread out. Try to hit them when they're most likely to pay attention.
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The Email Setup page within a campaign’s configurations is the go-to spot for customizing the contents of the email communications, the cadence of the automatic reminder emails, and the recipients of email replies (from recipients).
Dynamic Fields
You Based on the data source and mapped fields, you can find all the dynamic fields available for your campaign on the right side of the page, based on the data source and mapped fields. To copy a dynamic field, simply click on its grey box. Scroll to view dynamic fields alphabetically or use the search bar to look for a specific value.
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Within the configuration for each email, you have the option to designate a specific email address as the 'reply-to' address. This means that when When recipients click reply, their responses will be directed to that chosen email. 
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Notably, the dynamic field [AgentEmail] can be employed in this context. Utilizing [AgentEmail] ensures that any replies to the email will be automatically directed to the email address associated with the agent linked to the respective transaction. This functionality streamlines communication by ensuring that responses are efficiently routed to the relevant agent without additional manual intervention.
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Similar to the customization of the reply-to address, you can tailor the subject line of each email. This customization can be enhanced by incorporating available dynamic fields. Remember, clarity and relevance are key.
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Best Practice for Campaign Email Subject Lines Include a sense of urgency, personalization, or a clear benefit in your subject line. For example, using dynamic fields like [RecipientName] or [AgentName] can make the email feel more personalized. Additionally, creating a sense of urgency or highlighting a specific benefit in the subject line can capture the recipient's attention and encourage them to open the email promptly. |
Editing the Email Body
You have the flexibility to fully customize your email content according to your preferences. If you're comfortable with HTML, you can make intricate changes. Alternatively, for basic edits, you can use the visual editor, which is the default view.
To switch to the HTML editor, click the code button in the formatting toolbar. This allows you to work directly with the HTML code if you have specific formatting requirements. 
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If you prefer a simpler approach, the visual editor provides basic formatting tools like bold, italics, underline, and alignment, making it easy to create visually appealing and well-structured email content.
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Automated Reminder Emails
When you expand the submenu for campaign email 2, you'll notice an option to enable campaign emails 3 and 4. 
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These additional emails serve as automated reminders and can be configured to trigger automatically for recipients who haven't completed their survey after a specified number of days.
To activate a reminder email, use the toggle switch to turn it on. Proceed to customize the email just as you would with any other. In the dropdown field labeled "Send auto-reminder after (x) days," choose the number of days after the initial survey request that the automated reminder should be sent.
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If you've enabled email 3 or 4, you'll be determining how many days after the previous reminder the next automated reminder should be triggered, as long as the survey remains incomplete. This sequential approach allows you to set up a series of up to three reminders, increasing the chances of engagement from recipients who may have initially missed the survey request.
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