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WIP: Add most of instructions for sending emails through Trellis #104

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WIP: Add most of instructions for sending emails through Trellis #104

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74 changes: 55 additions & 19 deletions outreach-communication.qmd
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Expand Up @@ -43,25 +43,61 @@ editor:

## Group Email Listserv {#listserv}

We currently maintain our email list on the Emma platform.
We send out \~quarterly emails, and people can sign up for using this link: <https://app.e2ma.net/app2/audience/signup/1965047/1923145/>\
\
We also add people manually to this mailing list, for example, after registering for a workshop and opting in to the mailing list as one of the registration questions.

How to send out emails:

- Ask Matt Rahr to enable your account on Emma
- Sign in using your UA email address
- Select "Campaigns" tab and click "Create New Campaign" button
- Add relevant campaign name, including year and quarter, and keep default "Regular email" option
- Select most recent template
- Update email text
- Click "Preview" button to see what it will look like to recipients
- Click "Review & send" button to finalize
- Under "Choose recipients", add group called "Group announcements: workshop & other"
- Add subject line and (optional) preheader text
- Leave Sender name and Sender email as is
- Hit "Send now" button to send email
We currently maintain our email list on the **University of Arizona Trellis Marketing Cloud** platform.
We send out \~quarterly emails.
Our current contact for Trellis assistance is Estefania Villasenor.

### Enabling group members to send listserv emails

- Ask Estefania to add someone
- Do training in EDGE

### Adding contacts to campaign

- People can sign up using this link: <https://forms-a.trellis.arizona.edu/f/CampaignSubscription?tfa_4=7016R000001VAlU>\
- When workshop participants opt into the mailing list, we can ask Estefania to add them manually

### Logging into Trellis

- Sign in with your UA credentials at [this link](http://marketing.trellis.arizona.edu/login?_gl=1*ixl4c4*_gcl_au*MzY5MzA2NzQuMTcyODMyMjgwNg..*_ga*MTI1MjI5OTgzOS4xNzI4MzIyODA2*_ga_7PV3540XS3*MTczMzQzMzU4Mi4yNy4xLjE3MzM0MzM4MjguMC4wLjE3MzQxMzc1NDU.*_ga_TVNR46VTDV*MTczMzQzMzU4Mi4xLjEuMTczMzQzMzgyOC4wLjAuMA..)
- Can alternatively go through the Trellis Marketing Cloud link on the [Trellis login page](https://trellis.arizona.edu/login)

### Drafting email

- Draft email in **Content Builder**
- Click Content Builder icon in top bar, then select "Content Builder"
- Find our email template in left-hand window by going to "LOCAL" -\> "Content Builder" folder -\> "Experiment Station Units" subfolder -\> "Emails" subfolder
- See adjacent folders named "Images" and "Logos" for useful email content
- Duplicate the email template by selecting email and hitting "Duplicate" in right hand side dropdown menu
- Edit template by clicking into it, hitting "Edit" button in upper right hand corner, and selecting "Edit Content"
- Click on sections to edit text on left hand side
- Example text shows how much recommended text to include
- Change images by clicking on image and hitting "Replace" in upper left hand side
- Add images to our "Images" folder
- Do not select "scale to fit"
- Email preview doesn't account correctly for images, so send test email
- Drag and drop to add new sections from "Content" -\> "Shared" -\> "Modules"
- Save email draft by hitting blue "Save" button in upper right hand corner

### Testing email

- Do this from draft in "Content Builder"
- Send test email by going to "Preview and Test" in upper left hand corner
- Add individuals to send test email by selecting people icon in far left hand bar to get "Subscriber Preview and Attributes" section
- Go to test campaign by clicking folder icon, then “Salesforce Data Extensions” -\> “Experiment Station Units” -\> “CCT Data Science” and click on "Test Sends"
- Include an individual by clicking on them and hitting blue "Select" button in lower right hand corner
- Select envelope icon in far left hand bar to get to "Test Send" section
- Add email addresses of individuals to email address section
- Click blue "Send Test" button

### Sending email

- Send email through **Email Studio**
- Click Email Studio icon in top bar, then select "Email Studio"
- Click on email to send
- Click "Send" button in upper right hand corner
- Change Sender Profile to "CCT Data Science"
- Click "Next" button in upper right hand corner

## Group Emails

Expand Down