Looking for a way to keep your program top-of-mind for ambassadors or inform them of a limited-time only offer or event? With Engagement, you can send emails to nurture your ambassadors directly from the Ambassador platform! You’ll have the option of customizing emails, segments, and tracking analytics for your engagements.
Targeted Engagement
This type of engagement is sent as a single email to a segment of your enrolled contacts, such as all enrolled contacts or just those who enrolled since a certain date.
How do I set-up an engagement?
Step 1: In the navigation menu on the left, click “Engagement.”
Step 2: Click on the “Create New Engagement” button at the top right corner of the screen.
Step 3: Under “Select Engagement Type,” choose “Targeted” and click the “Start” button.
Step 4: A new page will load allowing you to add a name and description for your engagement. Write something that will allow you to distinguish between engagements.
Step 5: You'll want to determine if you want to include the ambassador's share link.
Step 6: Decide who you want to send the engagement to by creating a segment.
Additional Information: How do I create a new segment?
Follow the steps below to create a new segment within the “Segment Editor” modal.
Name = Name this segment, such as "Q2-24 Engagement Reminder"
Segment Description = Describe who is in this segment and/or the purpose of this engagement email. the purpose of this engagement
Conditions =
If you include the campaign link, you must first choose the campaign this engagement is for.
Then, if you'd like, select additional conditions to filter the contacts you want to send this email to.
Click “Save Segment” when complete.
Step 7: Once completed, click “Save and Continue” at the bottom of the page to move on to the next step of building your email(s).
Step 8: You will begin customizing your email(s) with your copy, design and email settings (such as the From Name, From Email, Subject Line and more).
Tip: Want to see a preview? Utilize the “Send Test Email” option at the bottom of the “Email Setting” section to send yourself an email.
Step 9: When complete, click “Save and Continue” in the top-right corner to move on to the next step of determining your workflow.
Step 10: In the “Summary” section you will find a recap of your selections. Your final option is to continue to the Engagement Profile and run your engagement or to schedule it to begin on a later date.
Step 12: To save, click “Take me to the Engagement Profile” if you’ve selected to start the engagement now or “Schedule” if you have selected a date for the future.
Step 13: After scheduling your email, you will be directed to the “Engagement Profile” to view all of your stats and most importantly, to run your engagement! When you are ready, click the green “Run” button, located at the top-right corner of the Engagement Profile.
Your engagement is now complete!
How do I manage my engagement(s)?
You can manage your engagement by selecting from one of the options in the top right-hand corner of the screen of the Engagement Profile.
Below are more details on buttons that may be available for your use.
Run: Allows your engagement to begin using your predetermined sequence.
End: Ends the engagement and any contacts who are currently in the middle of a workflow will stop receiving emails. Please note, once an engagement has ended, it cannot be resumed.
Edit: Used to edit the current engagement. The engagement will be paused (if running) prior to being able to edit.
Delete: Allows your engagement to be removed. Please note, once deleted, all associated historical engagement data will be lost. We recommend keeping all engagements for historical recording purposes.
Engagement Profile Overview
Engagement Profile
The Engagement Profile allows you to see a holistic view of your engagements. Each engagement will have its own profile to display stats on the performance.
To get to the Engagement Profile, you’ll want to click on a specific engagement from the Engagement Table.
What is included in the Engagement Profile?
Open Rate: Percentage of emails that were opened at least once.
Unique Opens: Total number of emails opened at least once.
Opens: Total number of emails opened.
Delivery Rate: Percentage of emails successfully delivered.
Delivered: Total number of emails successfully delivered.
Bounced: Total number of emails rejected by the recipients’ server.
Unique Clicks: Total number of emails where a link was clicked at least once.
Click Rate: Percentage of emails with at least one click.
Clicks: Total number of all link clicks from the email.
Unsubscribes: Number of unsubscribes that resulted from the referenced email.
Repeat Unsubscribes: Number of attempts to send a message to an address of a recipient who previously unsubscribed.
Blocked: Total number of emails blocked by ISP or network provider.
Please note, once deleted, all associated historical engagement data will be lost. We recommend keeping all engagements for record keeping purposes.
How do I customize my Engagement emails?
When sending engagement emails within Ambassador, you have the ability to customize your emails to speak in your brand tone and voice. From adding supported merge tags to plugging in your own HTML, there are many tools at your discretion to further customize your engagements.
Step 1: Fill out the information in the right panel under “Email Settings.”
Tip: By clicking on the green merge button to the right of the field, you are able to use merge tags to pull in corresponding information into your subject line and preview text fields.
Step 2: Customize the body of your emails using the sample template and utilizing the toolbar located at the top of the template. In this toolbar, you will find the ability to add emphasis to your copy, import files, add HTML and much more. Please note, make sure you customize the footer to include your own address and social links!
Step 3 (Optional): If you would like to utilize the engagement email direct social share, proceed with the remaining steps. Please note, the direct social share feature is only available when the engagement is using a campaign audience. It is not available when using a segment audience.
What is the engagement email direct social share?
Once you’ve created an engagement, an Engagement Email Refer-a-Friend (RAF) module will appear in your Visual Editor. With this feature, you are able to direct users from the email to a RAF module, allowing them to share to a channel once clicked.
Step 4: To locate, you will want to go to your “Visual Editor”in your navigation bar. Please note, even if you choose not to use this feature, the RAF module will appear in your Visual Editor and cannot be deleted.
Step 5: Once you’ve selected the Engagement Email RAF from the navigation bar, you will have the option to customize your RAF module copy under “Widget” > “Channels.”
The Engagement Email RAF module will have settings that are already configured for you and cannot be changed. Specifically, the “Settings” tab will already be configured to bypass the email screen (using the ambassador’s email address from the engagement email) and gives the ambassador immediate access to share to a variety of channels.