Send an Email from OneMob



How does it work?

You can email videos, documents, images, and URLs directly from our website.
  1. Your email will include a thumbnail image of your video with a play button. **If Feature Video is turned OFF no thumbnail image will be provided**
  2. When the thumbnail image or link is clicked, a webpage containing your content will be opened in the viewer's browser 
  3. The viewer can watch your video and click on other content without having to download any files or plugins

Send Content Directly from Library

  1. Go to Library and select 1 or more pieces of content you'd like to email

  2. Click Send Email from the sidebar on the right side of your screen
  3. Page
    • Feature Video ON/OFF - This option will give you the chance to feature a video as the main piece of content on your page with a larger thumbnail. We will also include the thumbnail image from your video in the email with a play button if Feature Video is On.
    • Content Order - Drag and drop pieces of content in the list to reorder how they will appear on your page
    • Change Theme - Select from available branding options
  4. Subject and Body Text
    • Insert from Template - Select from email templates you've prewritten or that others on your team have shared with you. Choosing an email template will only insert the subject and body text in to the new email
    • Edit - Clicking this will open the full email composer font options, merge fields, and other features to help you customize your email.
  5. Recipients
    • Enter an email address to search OneMob contacts and CRM contacts (if connected). Select the right contact or create a new one if there is no match by clicking that option from the dropdown that appears.
    • Each recipient entered will be sent a unique email and track separately from other recipients.
    • The limit for amount of recipients is set per group. If you want to send emails to more recipients at once please request the change with your OneMob Admin.
  6. Settings
    • ​​Email Notifications - Receive notifications via email the instant activity occurs
    • Require Email to View - This option will enable each viewer to enter their email address upon clicking the link in the email to view your content. The first viewer to click will not be asked to enter their email address and will be tracked as the recipient of the email.
    • Internal Use Only - Turning this option on will force all viewers to login to a valid OneMob account in your same Group to view the content. This ensures only those who have access to your company's OneMob group can view the content.
    • Set Expiration Date - Use this option to pick a date and time for when the link to your content will become invalid. Time zone is displayed according to what your browser is set to. 
    • Set Password - Create a unique password for viewers to be able to access your content
    • Tracking to Opportunity - Turn this on and search Salesforce for the right Opportunity where we will write all the activity that happens from your email and content link. Only available if you have already connected to Salesforce.
  7. Test
    • Type an email address and click "Send Test" for us to send an exact copy of the email with link to your content for your review
  8. Send Now or Later
    • Send Now - Click this to send the email for immediate delivery
    • Schedule to Send Later - Click the clock icon next to "Send Now" to pick an exact date and time for the email to be scheduled. Time zone is set according to the time zone on your browser.



 

Send Content From Emails Section

You can also send emails directly from the Emails section in OneMob. This allows you to reuse a pre-created page of content rather than picking content from the Library and having a new page created.
 
  1. Click "Emails" form the navigation bar on the left side of your screen
  2. Click "New" from the additional options that appear under "Emails"
  3. Pick an Email Template if you choose to do so (optional). You can create email templates here.
  4. Select the video you wish to send by clicking Change in the space labeled "Video Message"

     
  5. Select a landing page by clicking Change in the space labeled "Landing Page"
    • A default landing page will be selected automatically
       
  6. In the "Recipients" field, type in the email address of your video recipient(s)
     
  7. Fill out the email Subject and Email Body.
  8. Click Send Now

Once you’ve sent your video email, you can track its analytics.

If you would like to learn more about the email composer, continue reading below. Or learn how you can send email blasts to a group of contacts.


Detailed Description of the Email Composer



 
  1. Email Template (Optional)
    • If you have prepared an email template, apply the template by clicking the blue “Choose” button.
       
    • Applying an email template will discard all of your current progress.
       
    • When an email template is in effect, you can remove it by clicking the “X” next to your email template's name.
      • Removing a template will reset your email composer to default.
         
  2. Video Message
    • Select the video you wish to send by clicking Change in the space labeled "Video Message"

       
    • Once a video has been selected, the video’s thumbnail will appear in the body of your email. Please note that deleting this thumbnail will prevent you from sending your email.
      • If you have accidentally removed the thumbnail, return here and select your video again.
         
  3. Landing Page
    • Select a landing page by clicking Change in the space labeled "Landing Page"
      • Your default landing page is always automatically selected. If you wish to use a different landing page, click Change.
         
  4. Preview
    • Click the Preview button to preview your selected video & landing page.
       
  5. Recipients
    • This is whom you'll be sending your video to.
       
    • Enter the email address of your recipient(s).
       
  6. Subject
  7. Insert Merge Field
    • Merge fields automatically fills out specific information for you.
       
    • Ex: If Sally Smith sends, “I look forward to see you {{recipient_first_name}}! Until then, {{sender_first_name}} {{sender_last_name}}.”, it will be read by John Doe as “I look forward to see you John! Until then, Sally Smith.”
       
    • Note: This information is taken from your Contacts information. If there isn't a name associated with an email in your Contacts list, the merge field will be replaced by blanks.
       
    • Read more about merge fields here.
       
  8. Email Body
    • Since your video should cover the core of your message, use this space to direct your readers to click on the video thumbnail.
       
    • Note: The merge field "{{Watch Video}}" will be replaced by a clickable text, "Watch Video", which will take your recipients to your landing page. This is here in case your thumbnail is prevented from displaying.
       
    • Click here for tips regarding email subject and body.
       
  9. Email Notification
  10. Require Email to View
  11. Internal Only
  12. Send Me a Test
    • Send yourself a preview of the email. We will use your profile information to fill out any missing information.
       
  13. Setup Signature Button
    • Click to create an email signature! You can copy and paste your email signature from gmail, outlook, etc. Be sure to click Save to confirm any changes.
  14. Discard Button
    • Click this button to remove all changes (Reset everything to blank/default).

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