How to Make Email Engagements

Setting Up Email Engagements in UserIQ (first-time users only)

If you are a new client and would like to try out UserIQ's email engagement feature, you simply have to follow these simple steps to configure:

Setting Up Default Reply-To Address

If you are trying to set up an email engagement in UserIQ for the first time, you are prompted to set-up a default reply-to email address first. Please navigate to https://app.useriq.com/#/site_settings?section=email and enter the Default Reply-To Email Address.

Authorizing MailChimp Account

Once the default reply-to email address is set up, the only step left is for you to Authorize your MailChimp Account with UserIQ. For additional information on setting this up, please contact your respective Customer Success Manager for installation instructions.

You can authorize MailChimp in Site Settings at the link below. https://app.useriq.com/#/site_settings?section=mailchimp

Creating Email Engagements in UserIQ

To: Segment

All email engagements are sent to users with email addresses from a specific segment. Verify that the correct segment is selected or create a new segment that fits your target audience for this email. After a segment is selected, a list of all email addresses in this segment will appear. Double check to verify that the correct emails are listed.

From: Default Reply-To Email Address

The From address being displayed here would be the default reply-to email address that you just set up under Site Settings. If you would like to modify it, all you need to do is navigate to Site Settings -> Email Configuration and update it.

Content

Fill in the appropriate fields with the email subject and the body content of your email engagement. Emails can use HTML, so if the default content editor is lacking, the content’s HTML can be manually edited. You can also set a Preview for your email (less than 50 words) to improve click rates.

Review

Once the email engagement is set up, you can then preview how that looks on the Review tab by clicking on the Review & Finalize button. If everything looks okay, you can go to the next step.

Sending Email Engagements in UserIQ

Once the email is created, you would have to navigate to the Email Engagements page under the engagements drop-down. It can be sent by selecting the SENDING OPTIONS button. If the email is not ready, the email can be edited by clicking the EDIT button. A preview email can be sent by clicking the SEND PREVIEW button and typing an email address to receive the test email.

The number of Opens, Clicks, Bounces, Flagged and Spams and Unsubscribes are tracked in the SENT EMAILS tab once the email engagement is sent.