To create a new email campaign, enter an Event, and click on the link "Invitations" on the main menu on top right.
You'll see all the campaigns that have been created for the event, and you will have two options:
Create a new email (by using the blue button on top right)
Duplicate an existing email (by clicking on the related arrow button on the right)
Duplicating an existing email
You will have 2 options:
Duplicate
Duplicate with recipients
Duplicate
This option will duplicate your invite, keeping the same setup and template, with no selection of recipients, allowing you to on a new list of recipients.
Duplicate with recipients
This option will duplicate your invite, keeping the same setup, template and recipient selection, so that you can update the content inside and send the email to the same group of people.
Managing an email
Creating your email campaign is a 4 step process:
Recipients
Setup
Template
Confirm
1. Recipients
The first step is to select the recipients that will receive your email.
Use the filters on the left, and select the people you want to send the email to.
On the right you'll be able to see how many recipients have been selected:
Please note that you can only select from contacts that have been added to the event and have a valid email address.
2. Setup
The second step is about the information to setup the email:
Name your campaign: the internal name that you will use to distinguish this campaign from others (the recipients won't see this information)
Email Subject
From Name: the name that will appear as Sender, regardless of the email address (i.e. Press office, or Amy Bennet)
From Email address: the email address that will appear in the From field. We strongly recommend to use your own domain here, to increase the chance of avoiding spam filters. To see how to do it, you should set up a custom DKIM authentication for your domain.
Personalize the TO field: choose how you want to display the recipient's name: Name Surname, Surname Name, or just the Name
Event name in calendar and wallet: if you add an .ics calendar file or an Apple Wallet to your invitation, the default event name displayed in those contexts will be "workspace name - event name" (eg "Magnetiq - Christmas dinner"). Use this field, in case you want to customize this option.
3. Template
In Magnetiq you have two template design options:
A. Using the template builder
B. Coding your own HTML
A. The template builder makes it easy to build a quick and beautiful email. You'll be able to customise:
logo
banner image
background color
text of the message (title and body)
Button (for call to action like web pages links or mailto)
RSVP Buttons
QR Code, to scan guest invitation at the check-in
the Footer text
For more advanced customisation of your email, you can use merge tags to:
personalise the message by adding the recipient's name, company and/or assigned Seat
add RSVP Buttons
The template builder is a great option if you can't code your own HTML, and it allows to create a responsive (mobile or desktop compatible) email design very quickly.
B. Coding your own HTML template will allow to have more control over your email design. To give you the maximum flexibility possible, Magnetiq won't add any code to your custom HTML.
As such you'll need to be confident in HTML code to go down this route. Specifically, please make sure that:
Your code is complete with header, footer and any other required to render the page. Again: Magnetiq won't add anything to your code, so it needs to be standalone.
All images need are hosted externally and all links should be set as absolute paths that point directly to that public address.
If you need help customising but aren't confident in HTML you can contact an external developer or just get in touch with us, we can come up with a solution.
If it still sounds like HTML is the right decision for you, simply select the Code Your HTML option in the right sidebar. From there you can paste the HTML code from your file into the text area and, when you're ready, click "Apply".
As with the template builder, you can also use merge tags to:
personalise the message by adding the recipient's name, company and/or assigned Seat
add RSVP Buttons
4. Confirm and send test emails
The system will automatically check if there's any issue with your invitation, eg:
No recipients selected
No email address in the setup
The Title is still the one from the initial example
etc.
And in case it will suggest you what to correct.
Send a test email
You can also send a test email to see how a campaign will appear in your inbox, or to share a draft campaign with a colleague.
If the verifications are all good, the "Send a test email" button will be active, you can click it, and it will open a window where you can type the email address you want to send the test to.