Sending a Teamgage Email Campaign

Sending a Teamgage Email Campaign

You must have an Admin profile to access the campaigns feature of Teamgage. If you cannot see the 'Campaigns' section after logging into Teamgage, please contact our support team at support@teamgage.com.

What is the campaigns tool?

If you need to get a message out to your team, you can use the Campaigns feature to send a fully-customisable email to any of your staff who use Teamgage, while also allowing you to filter by team and type (manager or team member).

How to create and send a campaign

  1. Login into Teamgage.
  2. Select Campaigns from the left-hand-side navigation.
  3. Click the New Campaign button to create a new campaign (you can also see your previously sent campaigns using the Past Campaigns button).
  4. Complete the Design tab by choosing a name for the campaign, then choosing a subject line and filling in the contents of the email you wish to send.
  5. Switch to the Recipients tab then apply the desired filters to team-member type and teams. You can use the table at the bottom of the page to see a preview of who will receive the email.
  6. Switch to the Test and Send tab
  7. Using the Send widget choose to send the campaign now or schedule it to be sent at a later time & date. Note that the Test widget allows you to select up to 5 users, then click Send to Test recipients to get a preview of your campaign before actually sending it. This preview will only be sent to the selected users.
  8. Once you have clicked Send Now or Schedule Campaign (depending on whether you are sending the campaign now or later), you will be taken a page where you can view the campaign and the team members who received the message.
  9. If you have scheduled the campaign in error, you can click the Cancel button to stop the campaign from being sent.


FAQ

  1. Q: Can I cancel a campaign?
    1. A: Yes, a campaign can be cancelled until it’s scheduled time has been passed in all timezones (even if some users have already received the message).
  2. Q: What are the 'user type filters'?
    1. A: They are a convenient way to filter your recipients to a subset of users. Here are the definitions of each user:
      1. Admin: Anyone listed as a HR admin for your organisation.
      2. Manager: Anyone who is a manger of at least one report.
      3. Submitter: Anyone who submits into at least one team.
  3. Q: Can I attach images and other media to my email?
    1. A: Yes you can! Just use the insert image button on the email editor to add an image. Unfotunately videos cannot be embedded into an email, but you can still add a link to a place where your video can be viewed (youtube, Vimeo, Sharepoint, etc.)

Here's what it looks like

An example email which we wish to send using the Teamgage campaigns tool
An example of filtering recipients to only managers and team members within a particular team

The final tab where we can choose to test our message or send now


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