DealCloud University

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Learning Objectives: Using Dispatch for Email Campaigns

Introduction to Dispatch Campaigns

Campaign Process

Which Template Builder Version Does my Firm Use? Original

Introduction to Templates

Select the Template Layout

Edit, Preview and Test the Template

Creating Campaign Footers

Which Template Builder Version Does my Firm Use? 2.0

Introduction to Templates

Select the Template Layout

Edit, Preview and Test the Template

Saving Row Content for Reuse

Do Not Stack on Mobile Setting

Hide on Desktop/Mobile Setting

Edit or Delete a Template

Copy a Dispatch Template as a Foundation for a New Template

Using Wildcards in Templates or Campaigns

Send a Test Email

Campaign Basic Details

Select Campaign Recipients - Inclusions

Select Campaign Recipients – Copy or BCC Multiple Recipients in One Email

Select Campaign Recipients – Exclusions

Select the Campaign Template and Add Content

Working with Wildcards When “Multiple Emails Per Recipient” Was Selected for a Contact Field

Finalize, Preview and Send a Campaign

Cancel or Edit a Scheduled Campaign

Sent Campaign Analysis

Add Recipients to Sent Campaigns

Introduction

Establishing a Default “Delay on Send” for Campaigns

Campaign Groups

Saved Email Addresses

Use the BCC Feature to Maintain an Internal Copy of a Campaign

Establishing a Color Palette and Available Fonts for Use

Creating Lists to Exclude Contacts from Campaigns

Create a Watermark for Use in Campaign Attachments

Creating Image Folders and Uploading Images

Links to Dispatch Campaigns Documentation

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