How to Create and Send an Email Campaign

Last updated on January 08, 2025

Begin from your iJoin Advisor Dashboard
Go to the left hand sidebar and select “messaging.”
Click “create a new campaign.”
1. Enter your desired name for the campaign
2. Select the targeting criteria, either predetermined or custom.
3. Aelect the plans you wish to target with the email.
4. Notate whether the email is intended to deliver a required annual notice to participants with the slide toggle.
5. Click continue
Select your campaign template
1. Click continue
In the Add Message screen:
1. Enter in details for the email, including:
  1. the sender name
  2. the reply-to email address
  3. the email subject
  4. Schedule when you would like the email to be sent
2. Modify the email template
  1. Fit your needs and voice
  2. If needed, update the CTA to redirect to a URL of your choice.
3. Save the message.
In the Campaign Messages screen:
1. Click the “add message” button if you want your campaign to consist of more than one email with different content and/or delivery dates for each message.
2. Click continue
On the Confirm Campaign screen:
1. Review campaign scheduling details
2. Review recipients, if needed
3. Click “confirm and activate”

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