The below steps will walk you through the process of creating your first message, but it's important to note that we won't cover every available option and setting that Listrak offers. This article serves as a beginner's guide for getting up and running quickly.

1. Make sure you are on the list from which you want to send your email. Select the list from the list navigation on the left-hand side of the home screen.
2. Navigate from the home menu to Authoring.
3. Go to New Message.
4. Next, fill out the various settings

Message Settings

  • From Name: This field defaults to what you have already listed in the "From Name" field in your List Settings, but can be changed here. It is most likely your company name but can be anything you choose.

  • From Email: This field also defaults to the email address you listed in the "From Email" field in your List Settings, but can be changed here.

    • To stay in compliance with CAN-SPAM, include a working return email address.

    • Replies will be sent to the from address unless you specify otherwise in the Reply-To Email field below.

  • Reply-To Email: This field designates an email address for recipients to respond to that is different from the "From Email."

    • This field is not required. Also, the suggested example text (example@domain.com) will not appear in the sent message if the field is blank.

  • Subject: Subject is a required field. The watermark (required) will disappear when a subject line is entered. Listrak will not allow the message to deploy without a subject line. It will be visible to recipients in most email clients prior to opening the message. It is helpful if your subject line contains a brief, yet interesting, relevant, and persuasive description of the message. 

    • Click the heart icon to add symbols to the subject line. Symbols render differently depending on the email client your contacts open the message with. You can read more about symbols and how they render in various email clients in the Listrak Symbols Guide.

      💡 Don't know where to begin writing a subject line? Check out our blog post Inboxes are Where the Opens Happen for more insights and ideas.

  • Preheader: This field helps eliminate adding preheader copy within messages. The text that is entered here will appear in the inbox to support the subject line, but won't display in the message.

  • Campaign: This field groups related messages together. You have several options for this field:

    • Add a new campaign by typing the name of the campaign in the text field.

    • To add your message to an existing campaign, select the campaign name from the drop-down list.

    • Choose "Non-Campaign" if you have a stand-alone message that doesn't need to be associated with any other messages.

      💡 All Non-Campaign messages will be grouped together for analytics purposes in a group labeled "Non-Campaign.

  • Test Email: This field defaults to the email address of the user of the account. You can change the address here, however, you are limited to only one email address at a time. By clicking Send Test, you can deploy a test version of your message to the email address in this field. Your test email will explicitly contain "TEST" in the subject line so you can easily identify them. 

    • Use this feature to test how your message will render or look, in different email clients such as Google, Yahoo, or Outlook. 

    • To send a test message to multiple recipients, use the review group setting. Read more about how to send a test in the Send Test Message to Multiple Recipients article.


When to Send

  • Once: The message will be sent one time only.

  • Immediately: The message will be sent as soon as you click Send To List on the confirmation page.

  • Daily: The message will send every "X" number of days, as determined by you. 

  • Weekly: The message will send every "X" number of weeks, and on certain days of the week, as determined by you. 

  • Monthly: The message will send every "X" number of months, and on certain days, as determined by you. 

  • Scheduled: The message will be sent once, on the date and time you specify. 

  • Send Time Optimization: This feature allows you to customize your message send time based on time zone and activity. By toggling Send Time Optimization to "yes," you will see two options to send based on either of these two criteria.

For examples of message send schedules and options, read Scheduled and Recurring Messages.


Advanced Message Settings

Advanced settings include rarely used features such as Soft Bounce Resend, Tracking, External Tracking, Pass-Along, HTML Compression or Frequency Cap Override. To learn more about advanced settings, read Advanced Message Settings.


Analytics Integration

Learn more about how to enable these settings and best practices on how to use these in your marketing messages.


Filtering

Here you have the option of sending to a segment of your list or to the entire list. If you do not modify these settings, you'll send your message to your full list. 

Read the following articles to learn more about using these different options:


Personalization Control Panel

This is optional but allows you to do things like including each contact's first name in the subject line or body of the message.

  • Click on the personalization field you want to use in your email.

  • The code for the field will appear on the right-hand side of the screen.

  • Copy this code and paste it wherever you want to add the specific attribute. Since this is an HTML code snippet, you can paste it anywhere within the subject line or body of the message. 

To learn more about using personalization fields and how to use the advanced settings, read Personalize Content with Segmentation Fields


Template

Select from the dropdown list of templates that have been created in the template library. Click load to apply the template to the authoring section.

To create a new one go to Authoring > Content & Media > Templates.

⚠️ This feature must be enabled in the list settings page to display on the message authoring page.


Dynamic Content

Use this feature to add dynamic content to your HTML messages. Learn more by reading the Adding Dynamic Content to emails article.

⚠️ This feature must be enabled in the list settings page to display on the message authoring page.


Email Composition

You have the option of using Composer, HTML, and/or plain text editors. If a template was selected in the above section it will be applied to this section.

Read the following articles to get a closer look at each of these options for design:


Saved Messages

The message name defaults to the subject line, but you can rename it by typing in the field. To save a new message click Save As.

Once it has been saved you have to option to continue to Save your work or Save As, which allows you to save this message as another version.


Review and Sending

  • Send Review: Send a test message to every internal contact that is listed in the Review group. 💡 This needs to be configured on the List Settings page.

  • Spam Score: Select an email to show the spam details related to the contact. Learn more about Spam details here. 💡 This needs to be configured on the List Settings page.

  • Send Test: Deploy a test version of your message to the email address in this field. Your test email will explicitly contain "TEST" in the subject line so you can easily identify them.

  • Preview: Get a preview of the desktop or mobile design of the email. You can also show or hide images or select a contact to view the preview from their perspective, which is valuable when using any of the personalization features when building an email.

There are two options for sending the message:

  1. If the When To Send is set to Immediately, you have the option to Send To List. which will send the message to the ⚠️ entire list.

  2. If you schedule the message to send in the future, the button changes to Schedule To Send. Clicking this will direct you to a confirmation page to review the settings, give you the option to schedule a multi-pass, or cancel. Then you can schedule the message to send in the future.

Congratulations! You've just created your first email message. 

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