Create and Edit Content Emails

Paul Tucker
Paul Tucker
  • Updated

You can send Content Emails with social content specifically curated for each user. These emails contain the original post in your Workspace, a link to the content, and links to Share or Engage, depending on the post’s settings. Content Emails can be used to highlight accomplishments, engage inactive users, boost adoption, re-engage past users, and increase engagement.

🔹 This is available on the Teams and Enterprise plans.

🔸 This feature is accessible to Admin.

Create Content Emails

  1. Go to Admin > Content Emails.
  2. Click 📧  New Email.
  3. Input information to customize the email.
  4. Click Preview to preview a sample of the delivered email.
  5. Click Save Email.

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Content Emails Customization

Content Emails have many customizable fields that can be defined to fit your use case. This list includes all customizable fields and how they might be used.

Essentials

  • Email Title
    • Only admins see Content Email titles; they are used for admin reference only. Dates and campaign names are often used in Email Title names.
  • Recipients
    • Users who’ll receive the Content Email. You can designate a user group using Segments if you don’t want the email sent to all users. 
  • When
    • Frequency for the Content Email to be sent.
      • Select the date to start sending the email.
      • Choose a frequency.
      • Check Delivery Auto Pilot to send the email when the recipient is most likely to open the email OR check Custom Delivery Time to specify the time.
  • From Address
    • The "From" address that the recipient sees as the email sender. Everything before the @ symbol may be customized. To enable a custom domain, contact your CSM. 
  • Reply-To Address
    • If the recipient replies to the Content Email, the emails will be directed to this email address. 

Message

    • Subject
      • The subject line your email recipients will see when they receive the email.

    • Optional — Apply a custom banner image

      • You may add a custom image to the top of your email. The ideal size is 580x200 pixels. Images smaller than 580px are automatically centered, and images larger than 580px are automatically resized to 580px with an aspect-ratio preserved height.

    • Banner Image URL (optional)

      • If you upload a custom banner, this optional field appears. You may add a URL to the field, converting your banner image into a clickable, hyperlinked image. 
    • Intro Message
      • The intro message appears at the top of your email and serves as an email summary.
    • Footer Message
      • The footer message appears after your Content Email Posts and is center-justified.

Content

    • Position
      • Place your content in order of viewer importance. The lower the number, the closer to the top the content will appear in the Content Email.
      • The first block appears just below the intro message toward the top of the email body, and the other blocks fall in sequence with the tenth block appearing at the bottom of the email, above the footer. 
    • Type
      • Featured
        • Featured-type items are always included, even if the user has interacted with the content previously—perfect for reminders and important campaigns! 
        • To add a featured Post, find the Post you'd like to use, select the three-dots menu, and select Copy Link. Paste the Link into the Source field and press Enter. A blue checkmark appears. 
      • Group
        • Group-type items are engagement-specific. If Group content exists that the recipient has not already viewed, that content will appear here. If all Group content has been viewed, the position block will be left blank (indiscernible to the recipient). 
        • Typing a Group name will suggest matches. We'll automatically include the newest and most engaging Posts from the Group selected. 
      • Timeline
        • Timeline-type items are engagement-specific, and the content will differ based on the Group memberships of the recipient. In contrast to the Group type items where unengaged content from a specific Group is displayed, Timeline type items present unengaged content from across all groups for which the recipient is a member. 
        • If your email is structured to send out to any non-registered users, these recipients will not be sent Timeline content as they don't have an account and therefore do not have a Timeline. 

Edit Content Emails

Sometimes you’ll want to update the email to make corrections, update banner images, or keep content fresh for recurring emails. Here’s how you can make that happen.

  1. Go to Admin > Content Emails.
  2. Click the applicable Content Email status tab.
  3. Hover over the email title and click ✏️  Edit.
  4. Edit or input information to customize the email.
  5. Click Preview to preview a sample of the delivered email.
  6. Click Save Email.

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Disable Content Emails

Enabled Emails will be viewable in the Recurring tab. You can stop sending an email to recipients by disabling the Content Email.

  1. Go to Admin > Content Emails.
  2. Hover over the email title.
  3. Click the toggle to Disable.

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Content Email states

There are three states available to view on the Content Email management tab.

  • Recurring—sent at regular designated intervals.
  • Non-recurring—Emails being sent on a singular basis.
  • Sent—Recurring and Non-recurring emails sent to recipients.

You’ll see two sub-states within the Recurring Content Emails.

  • Enabled—Emails actively sent at designated times.
  • Disabled—Emails that are not sent for future cycles.

You now have all the tools available to send customized messages to your users. Check out our other Content Email articles to learn more about this feature.

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