Sending a Teamgage Email Campaign

Sending a Teamgage Email Campaign

The Campaigns feature allows Teamgage Administrators to send customised email communications to users within their organisation.

Unlike Huddle or Survey notifications, Campaigns are designed for one-off communications and announcements. They can be targeted to specific teams, leaders, team members or administrators, making them a flexible way to communicate with your workforce.

Common uses for Campaigns include:
  1. Promoting upcoming Teamgage activities or surveys
  2. Sharing organisational updates
  3. Encouraging leaders to review and discuss results
  4. Reminding employees to complete feedback
  5. Communicating changes to internal processes or initiatives
  6. Promoting new Teamgage features and enhancements

How to Create and Send a Campaign

  1. Log into the Teamgage platform
  2. Go to Advanced > Campaigns from the left hand side navigation
  3. Click New Campaign

Step 1 - Design Your Campaign

Complete the Design tab by:
  1. Entering a Campaign Name
  2. Adding an Email Subject
  3. Creating your email content
You can format text and include images within your campaign.

Here's What It Looks Like


Step 2 - Select Your Recipients

Open the Recipients tab and:
  1. Choose the relevant Recipient types
  2. Select the teams you wish to target
  3. Review the recipient preview table
This allows you to confirm exactly who will receive the campaign before sending.

Here's What It Looks Like


Step 3 - Test and Send

Open the Test and Send tab, before sending, we recommend using the Test option to preview the email. You can send a test version to up to five users.
Once you're satisfied:
  1. Select Send Now to send immediately, or
  2. Select Schedule for later to send at a future date and time

Here's What It Looks Like


User Type Filters Explained

User Type filters help you target specific groups of people within Teamgage.
  1. Admin - Users who have administrative access within Teamgage.
  2. Manager - Users who manage one or more teams and can access team results.
  3. Submitter - Users who provide feedback into one or more teams.
You can combine User Types with Team filters to create highly targeted communications.

Best Practice

Before sending a campaign:
  1. Use the recipient preview to confirm your audience
  2. Send a test email to yourself and other stakeholders
  3. Keep messages concise and action-oriented
  4. Include clear next steps where applicable
  5. Schedule communications during normal business hours where possible

FAQs

Can I cancel a campaign?
Yes. Scheduled campaigns can be cancelled before their scheduled send time.

Can I attach images?
Yes. Images can be inserted directly into your campaign using the email editor.

Can I embed videos?
No. Videos cannot be embedded directly into emails. Instead, include a link to the video hosted on platforms such as YouTube, Vimeo, SharePoint or your organisation's intranet.

Can I see previously sent campaigns?
Yes. Select Past Campaigns from the Campaigns page to view campaigns that have already been sent.

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