To create a Targeted Email (new Mass Email tool) please follow these instructions:
Workflow
- Switch to the Targeted Email view using the Enable button in the Targeted Email banner, learn more about how to switch to the Targeted Email tool here
- Choose a Layout, a previously sent email or a Handshake Template!
- You’ll be able to customize this email in the next step
- Enter an Email Name
- Click Next
- Edit the content of the email, descriptions of the different content elements are included below
- Click Next
- Choose your student or contact recipients
- Note: At least one filter must be selected on this page
- Note: At least one filter must be selected on this page
- Click Next
- Finalize email details
- Campaign Name
- Email Subject
- Note: use students and contacts first name to increase open rates!
- Send Date
- From Name
- Reply To
- Carbon Copy
- Note: this will only send you one copy of the email
- Send email!
- Review analytics
Primary Color
- This will set the button and Handshake Content icon color in your email
- Note: use your school Hex code here to create consistency!
- Note: use your school Hex code here to create consistency!
Basic Content
- Text
- Use the text content to add basic text to the email
- Note: Add variables to the email to make it personal, Preferred Name will use a student's preferred name or first name if they don't have a preferred name set
- Heading
- Image
- Note: use the cropping tool when adding a banner to change the height of the image
- Note: use the cropping tool when adding a banner to change the height of the image
- Button - Great for Surveys!
- Spacer/Divider
Handshake Content
- Career Fair
- Select an approved career fair
- Handshake will add the following fields to the email:
- Fair Name
- Date
- Location
- Register button
- See Details button
- Event
- Select an approved event
- Handshake will add the following event fields to the email:
- Name
- Date
- Location
- Register button
- See Details button
- Job
- Select an approved job
- Handshake will add the following job details to the email:
- Title
- Employer name
- Job Type
- Employment Type
- Location
- Expiration Date
- Job Role
- Select a job role
- Handshake will add a description of the job role and a link to that page to the Targeted Email
Attachments
- Files that will be attached to the email, most file types will be accepted but we recommend that you attach PDFs
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