How do I add, edit, or delete email campaigns?
Email campaigns are great ways to remind your users to complete their user registration and set up multi-factor authentication (MFA).
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 a single email reminder, or multiple.
- From the dashboard, click My Company. Alternatively, click Customers and find the customer in question.
- From the side navigation, click Onboarding.
- Click New Onboarding.
- Select a directory.
- Optionally, enter a description of your email campaign.
- Select the appropriate time zone.
- Select the users to exclude from the communications.
- Select the template for the communication.
- Select the date and time the communication is to be sent.
- Optionally, edit the subject line for the email.
- Optionally, if you’d like to send multiple reminders, click the plus icon to include additional reminders in the campaign. Repeat steps 10 thru 12 for each additional reminder.
- Click Schedule Emails.
Once the campaign has completed it will be moved from In Progress to Completed. For more information on completed campaigns see How do I view, edit, or delete completed email campaigns?
How to edit a campaign
- From the dashboard, click My Company. Alternatively, click Customers and find the customer in question.
- From the side navigation, click Onboarding.
- 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 My Company. Alternatively, click Customers and find the customer in question.
- From the side navigation, click Onboarding.
- 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. If you need to add a new campaign refer to; How do I add, edit, or delete email campaigns?
How do I edit or delete completed campaigns?
How to edit a completed campaign
- From the dashboard, click My Company. Alternatively, click Customers and find the customer in question.
- From the side navigation, click Onboarding.
- Click Completed.
- In the displayed list of email campaigns, find the one you want to edit and click the "pencil" icon.
- Make the edits you want.
- Click Schedule Emails.
How to delete a campaign
- From the dashboard, click My Company. Alternatively, click Customers and find the customer in question.
- From the side navigation, click Onboarding.
- Click Completed.
- In the displayed list of email campaigns, find the one you want to delete and click the "trashcan" icon.
- Click Delete.
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