DealCloud University

Navigating the Course Player

Learning Objectives: Using Dispatch for Email Campaigns

Link to Dispatch Quick Reference Cards

Introduction to Dispatch

Which Template Builder Version Does my Firm Use?

Templates Introduction

Selecting a Template Layout

Template Navigation

Adding Content Blocks and Formatting

Preview and Save a Template

Import a Template From Another Source

Edit or Delete a Saved Template

Copy a Template as a Foundation for a New Template

Legacy Dispatch Template Builder HTML Import Rulebook

Which Template Builder Version Does my Firm Use?

Dispatch Email Template Builder Quick Start Guide (Template Builder 2.0)

Templates 2.0 Introduction

Selecting a Template Layout

Template Creation Part 1

Template Creation Part 2

Using Wildcards in Campaign Templates

Dispatch Template Mobile Settings

Edit or Delete Templates

Copy a Dispatch Template as a Foundation for a New Template

Creating and Distributing Campaigns Introduction

Establishing Campaign Basic Details

Dispatch Select Campaign Recipients

Viewing Contacts that are Removed from a Campaign Due to Email List Cleanup

What is an Unresponsive Contact?

Selecting the Campaign Template

Add Content to a Campaign

Finalize, Preview and Send a Campaign

Cancelling a Scheduled Campaign

Viewing Draft Campaigns

Introduction

Creating Campaign Footers

Establishing a Default “Delay on Send” for Campaigns

Campaign Groups

Saved Email Addresses

BCC Settings

Styles – Setting the Color Palette and Available Fonts

Creating Exclusion Lists

Email List Cleanup

Dispatch File Library Introduction

Create Folders and Add Images

Viewing Sent Campaign Data

Campaign Dashboards

Quiz

Course Feedback

Dispatch Reference Material