Email Campaigns Overview 🎦

Use email campaigns to communicate with multiple community members. Email campaigns promote available research and engagement activities by sending emails to all members or a segment of members. Keep a record of all email correspondence with your members and measure the effectiveness of each email campaign.

Email Campaigns use the community's name as the name associated with the email address that sends the campaigns. If your community is blinded, make sure that your Fuel Cycle representative uses the blinded name for your community during your initial set-up.

To manage your campaigns, click the Communications icon in the left navigation bar.

Add New Email Campaign

Click the + Create Campaign button to begin a new campaign. 

Campaign List

This table shows all active campaigns by default, including drafts, scheduled, and sent campaigns. Click on a column header (other than Sent, Bounced, Delivered, and Opens) to reorder the list in ascending or descending order.

• Name
• Recipient
• Status
• Scheduled Start
• Requester
• Total Recipients
• Sent—Total number of members in the recipient list (remember, this number does not include members who have opted out/unsubscribed from emails. Those members will never receive campaign emails, even if you include them in the recipient list).
• Bounced—Total number and percentage of undeliverable emails. When a member's email bounces, we will no longer send emails to that member until they update their email.
• Delivered—Total number and percentage of people who received the email.
• Opens—Total number and percentage of unique members who opened the email.
  Clicks—Total number and percentage of those who clicked links in the email of those who opened the email.

Note: corporate email servers increasingly are scanning links in emails to ensure that those links are not malicious. This may cause reporting to identify that every link is clicked for every email sent. Because of this, email clicks are not a very reliable metric.

Filter Campaigns

Filters on listing pages stay active even after refreshing the page. Set your filters, and the platform will save them automatically. They remain until you refresh again. However, saved filters are cleared when you log out or when your session expires.

Filter your activities by the following statuses:

• Status
  • Active
  • Archived
• Send Status
  • Draft
  • Scheduled
  • Terminated
  • Failed
  • Completed
  • Processing

Campaign Actions

Preview—This action displays a preview of the email body in a new browser tab.

Edit—If the campaign is in Draft or Scheduled mode, you can click the name in the list to edit it. If the campaign is Terminated or Completed, you will not be able to edit the details.

Duplicate—This action copies an existing campaign to a new campaign. If the original campaign is terminated, scheduled, or completed, the new campaign will be in Draft mode.

Archive—Archived email campaigns are removed from the Active list of campaigns. You cannot export archived email campaigns.

Export—Exported email campaigns are delivered to you as a ZIP file (with a randomized name) that contains an Excel file, described below.

Delete—This permanently deletes your email campaign. You will need to confirm deletion. This information cannot be recovered.

Email Campaign Export

The export includes five tabs:

1. Summary tab—Summarizes all activity.
   • Campaign Title
   • Recruitment Title
   • Delivery Start Date
   • Sent
   • Delivered
   • Bounced
   • Opens

   • Clicks

     Note: corporate email servers are increasingly scanning links in emails to ensure that those links are not malicious. This may cause reporting to identify that every link is clicked for every email sent. Because of this, email clicks are not very reliable as metrics any more.

   • Complaints
   • Unsubscribes
2. emailTrackings tab—Summarizes recruitment status.
   • Email
   • Status
   • Status Reason
   • Sent
   • Recruitment Link
   • Recruitment Code
   • Recruitment Status
   • Complaint—Count of users/members who marked the email as spam/junk/ or reported the email.
   • Unsubscribed
   • First Open
   • Last Open
   • Total Open
   • First Click
   • Last Click
   • Total Click
3. emailOpens tab—Summarizes who opened emails and when.
   • Email
   • Sent Date
   • Open Date
   • User Agent
   • IP Address
4. emailClicks tab—Summarizes who clicked links in emails and when.
   • Email
   • Sent Date
   • Click Date
   • Link
   • Tag
   • User Agent
   • IP Address

5. Members tab—Summarizes who received the email.
   • User ID
   • User Role
   • Username
   • Email
   • FirstName
   • LastName
   • Status
   • Erased
   • Activated
   • Email Valid
   • Test Account
   • Birthdate
   • Age
   • Gender