DealCloud University

Learning Objectives: Using Dispatch for Email Campaigns

Introduction to Dispatch Campaigns

Campaign Process

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

Creating Image Folders and Uploading Images

Quiz: Dispatch Campaigns

Learning Objectives: Using Dispatch Sequences to Automate Campaigns

Sequences Overview

Sequence: Continuous Example

Sequence: Fixed Example

Planning for Sequences

Create a New Sequence and Establish the Sequence Properties

Continuous Sequence Contact Identification: Who are you Emailing?

Fixed Sequence Contact Identification: Who are you Emailing?

Add a Wait Period to a Sequence

Add a Filter to a Sequence

Add an Alert to a Sequence

Activating a Sequence and Follow Up

Pause, Resume, and Copy a Sequence

Workspace Tips and Shortcuts

Dispatch Sequences Quiz

Dispatch Pages Introduction

Overview of the Pages Process

Creating Web Forms Using DealCloud Dispatch Pages Learning Objectives

Introduction to Page Templates

Create a Page Template Part 1

Create a Page Template Part 2

Control Column Width in Rows

Adding a Form to a Page Template

Configuring Page Design Settings

Setting up the Submission Form to Auto Populate the Contact Field (2.0)

Saving Row Content for Reuse (Headers, Footers, Other)

Edit or Delete a Template

Copy a Dispatch Template as a Foundation for a New Template

Establish Page Details and Select the Template

Add Content to the Page

Preview and Publish

Preview the Page Visitor Submission Process

Review Page Submissions

Edit or Pause a Published Page

Copy a Page

Match Fields to Update Existing Submissions

Quiz: Dispatch Pages

Reference Material

Searching Course Lessons

Brief Course Completion Survey

Verification of Course and Successful Quiz Completion