In District Engage, you can send email notifications to participants based on their interests in tags, regions, or projects.
Creating an email and outbound notification
To create a new email and outbound notification:
- In the left-hand menu, click the Emails icon.
- Click on the + icon located on the right hand side of the screen.
- Give the outbound notification a Title.
- Provide a brief Summary.
- Add your Email content. This is the main body of the email. Use the Rich content editor to format your message.
- Include a Call to action (CTA) URL (Note: This must be a full URL starting with "http").
- We recommend you use the CTA to link to project or content to ensure recipients have easy access to information that's relevant to the email.
- In the Recipients section, select from the following criteria:
- Interested in tags: Select from the dropdown list of tags/topics. Users who follow these tags will receive the notification.
- Interested in regions: Specify any relevant regions. Users who follow these regions will receive the notification.
- Follows projects: Enter keywords to search for projects. Users who follow these projects will receive the notification.
- When you have finished, you can either Save as draft, Send for approval or Approve, depending on your user role (Note: 'Approving' will not send the email, this is just a workflow stage and will prepare the content for sending).
Sending an email and outbound notification
To send an email and outbound notification:
- In the left-hand menu, click the Emails icon.
- Navigate to the email you want to send. Ensure that the workflow status has been set to 'Approved'.
- In the Preview tab, under Notify subscribers, click Yes, send to [x] subscribers.
- A confirmation pop-up message will appear. Click Yes, send to officially send the email.
- Once sent, the workflow status will change to 'Sent'.