To save or schedule a new email for a challenge, the following fields are required.
Challenge
Challenge is used to identify which challenge will be associated with the email you are creating. Since Users can only be associated with one challenge at a time, choose the challenge based on which participants you would like to receive the email. The challenge you choose will determine what information is displayed through a number of the Personalization Tokens you can include in your email.
Email Name
Email Name is used to identify the email in your Admin Account and will only be seen by you or other authorized administrators with an Admin Account. Since email will be your primary mode of communications to participants, expect to create a number of emails, which is why it will be important to create an Email Name that is informative and recognizable (e.g., “Best Challenge Ever – Week 4 Update”) for you at a glance as well as easily searchable.
Subject
Subject is used to populate the subject line of the email you are creating. Since the subject line of an email is a short description of the message, choose language that will encourage email recipients to open the email and inform them of what to expect.
From Name
From Name is the name an email recipient will see as the sender of the email. This customizable feature helps increase email open and click rates by having recipients see the email as coming from a familiar and trusted source. That is, participants are more likely to engage with an email if it comes from a name they recognize. This feature also allows you to further associate emails with your company and/or wellness brand.
From Name will automatically default to the From Name selected during the implementation process. To change the default From Name, please contact your Customer Success Manager.
From Email
From Email is the email address recipients will see and reply to as the sender of the email. This customizable feature helps increase email open and click rates by having recipients see the email as coming from a familiar and trusted source. That is, participants are more likely to engage with an email if it comes from an email address or domain they recognize. This feature also allows you to further associate emails with your company and/or wellness brand.
The From Email will automatically default to the From Email selected during the implementation process. To change the default From Email, please contact your Customer Success Manager.
Recipients
Recipients is used to determine which participants will receive the email, and you can choose between the following options.
- All Users – This option will send the email to all Users in the challenge selected for the email.
- Active Users – This option will send the email to all Users that have earned at least one Wellable Point during the Report Date Range.
- Inactive Users – This option will send the email to all Users that have not earned at least one Wellable Point during the Report Date Range.
- Users On Teams – This option will send the email to all Users that are on a team in the challenge selected for the email.
- Users Not On Teams – This option will send the email to all Users that are not on a team in the challenge selected for the email.
- Custom – This option will create a designated area to create a custom list of Users to send the email to. Enter the email address of each participant that you want to receive the email on a separate line in the designated area.
Please note that you cannot send an email to a participant that is not in the challenge selected for the email, even via the Custom feature.
Report Date Range
Report Date Range allows you to create a date range that will be used to determine what information to include with certain Personalization Tokens. For example, leaderboards, total Wellable Points for Users, and more will be based on this date range. The Report Date Range will default to the Challenge Date Range for the challenge selected for the email.
Rows In Leaderboard
Rows In Leaderboard is used to determine the number of individuals or teams to include in the leaderboard you include in the email (if applicable). It will default to ten rows, and if the number of individuals or teams is less than the option you select, it will show the full leaderboard (all individuals or teams).
Email Body
Every email communication sent from your Admin Account must include an email body, which is the main part of an email message. It contains the message's text, images, and other data.