Email Campaigns for Onboarding Users
Email campaigns are great ways to remind your users to complete their user registration and set up multi-factor authentication (MFA).
The Email Campaign is located at the bottom left of your Tenant Menu in the portal.
How to add a new campaign
There are currently three email templates you can select from.
- Welcome Email: Send the welcome email to welcome all new users to Evo.
- Reminder Email: Send the reminder email to remind your new users to setup MFA.
- Final Reminder: Send a final reminder email to your users to setup MFA.
When adding a new email campaign, you can set it up to send three email reminders to help remind your users to set up their accounts.
- From the dashboard, click into your intended Tenant
- From the side navigation, click Email Campaign in your desired tenant.
- Click New+ on top right
- Select your Tenant, Directory, & Description if desired
- Select the appropriate time zone.
- Select the users to Exclude from the communications if you wish to exclude any.
- Select the template for the communication.
- Select the date and time the communication is to be sent.
- Optionally, edit the subject line & body for the email if you wish to change anything within them.( this might be beneficial if using a directory source of On-Prem Active Directory since they would not need to set a password they would use the one from the On-Prem AD )
- Ensure you Select a Date & Time for All 3 Templates Welcome Email, Reminder Email & Final Reminder Email
- Click Schedule Emails.
Once the campaign has completed it will be moved from Active to Completed.
How to edit a campaign
- From the dashboard, click into your intended Tenant
- From the side navigation, click Email Campaign in your desired tenant.
- In the displayed list of email campaigns, find the one you want to edit and click the "pencil" icon at the end of the row.
- Make the edits you want.
- Click Schedule Emails.
How to delete a campaign
- From the dashboard, click into your intended Tenant
- From the side navigation, click Email Campaign in your desired tenant.
- In the displayed list of email campaigns, find the one you want to delete and click the "trashcan" icon at the end of the row.
- Click Delete.
Completed email campaigns can be reused for the same set of users, or a new group of users.
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