Email Campaigns

Email campaigns in Percipio provide you with a complete set of tools to enhance your communication and learner marketing strategies leading to increased adoption and engagement. With email campaigns, you can:

  • Create and schedule personalized emails so you can promote learning initiatives and programs important to your organization.
  • Customize layouts and text and add images, links, and attachments.
  • Save time by creating and saving your own templates for different types of messages, ensuring consistency across different learning contexts.
  • Get insights into how your emails are performing with basic analytics so you can make informed decisions to improve learner engagement.

Who can create email campaigns

By default, site admins and domain admins can create, edit, and manage all email campaigns.

Users with the role of learning admin or manager who have the permission can create and send email campaigns to users in audiences that they own. They can only see email campaigns they created.

Content curators and content coordinators who have the permission can manage email campaigns for all users. They can only see email campaigns they created.

Access and manage email campaigns

To access email campaigns, from the left navigation bar, select Learning > Email Campaigns.

The Email Campaigns page displays a list of email campaigns created. From this page, you can:

  • Create new email campaigns.
  • Filter the list by status
  • Perform different actions on each email campaign depending on its status. Possible actions include:
    • View details: For campaigns that have been scheduled or sent, you can view their details to see how they were configured.
    • Edit: For campaigns that are scheduled or in a draft state, you can continue making edits if you need to adjust anything.
    • View analytics:For campaigns that have been sent, you can view how they performed.
    • Delete: For campaigns in a draft state, you can delete them from the list.
  • Manage the list by sorting columns and showing or hiding columns. The columns are:
    • Campaign title: The title of the campaign. We recommend coming up with a naming convention to help other admins recognize what the campaign is trying to do.
    • Created by: The first and last name of the person who created the campaign.
    • Created date:The date the admin created the campaign.
    • Recipients: The number of people who received the campaign. When you select the number you see a list of names or audiences.
    • Send date: The date the campaign was emailed to recipients.
    • Status: The status of the campaign. You can filter your campaigns on this column. A campaign can have a status of either draft, scheduled, or sent.

Statuses of email campaigns

A campaign can have one of the following statuses:

  • Draft: The campaign is not launched.
    • You can edit and delete a draft campaign.
  • Scheduled: The campaign is set to send to learners at a future date that you defined.
    • You can view and edit a campaign that is scheduled.
    • If you edit a scheduled campaign and save it as a draft, you can then delete it.
  • Sent:The campaign has been sent to learners.
    • You cannot edit or delete a campaign that has been sent.
    • You can view details and analytics for a sent campaign.

Important information about email campaigns

  • Scheduled email campaigns are sent from Percipio on the date and time in GMT that you select.
  • Emails will start sending at the scheduled time and might take between 30 minutes and 2 hours to send to all recipients. It could take longer for recipients to receive the email if their email server traffic is high.
  • You can save each email campaign as a template to use later.
  • Once you select a template, you can edit or delete any of the components or add new ones to make it your own.