Quick Send Emails from Library

  • Updated

How does it work?
You can email videos, documents, images, URLs, or body text directly from our website.

  1. Your email will include a thumbnail image of your content. The option to send an email with no content is also available, read the next section below to learn more. 
  2. If a thumbnail image is present and clicked, a webpage containing your content will be opened in the viewer's browser.
  3. The viewer can watch your video or click on other content without having to download any files or plugins.

Send an Email Directly from Library

  1. Go to Library and select 1 or more pieces of content you'd like to email.
    **TIP: To send an email with solely body text continue on to Step 2 and follow the steps on the second option or click here for more information.**

  2. Either (1) click the Email button from the sidebar on the right side of your screen or (2) click the Email button at the top of your screen.
    **NOTE: Whether content has been selected or not you will be directed to the same Email pop-up.**

    Screen_Shot_2020-03-29_at_3.20.02_PM.png OR Screen_Shot_2020-03-29_at_3.23.44_PM.png

  3. Content
    Screen_Shot_2020-03-29_at_3.30.28_PM.png
    • Featured 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. A thumbnail image of your content will still be provided if Featured Video is OFF. 
    • Preview - A preview page of your content will open in a new window.
    • Screen_Shot_2020-03-29_at_3.38.34_PM.png - Change the featured video in your email from the videos in your Library. 
    • Screen_Shot_2020-03-29_at_3.37.05_PM.png - Remove content from the email. Hover over content and click the "Remove" button to accomplish the same task. Note: If Featured Video is ON the video will remain in the email unless removed individually.
    • Screen_Shot_2020-03-29_at_3.37.11_PM.png - Upload content directly from your device to the email. Follow the directions that appear.
      **TIP: It is recommended to upload PDFs of content. The content will be able to be viewed within the browser instead of needing to be downloaded. This also allows for activities to be tracked for the uploaded content. Click here for more information.
    • Screen_Shot_2020-03-29_at_3.37.19_PM.png - Add content to the email from your Library. Click the Screen_Shot_2020-03-29_at_3.44.15_PM.png button on the right pop-up screen once desired content has been selected. 
    • Content Order - Drag and drop pieces of content in the list to reorder how they will appear on your page.

  4. Subject and Body Text
    Screen_Shot_2020-03-29_at_3.58.46_PM.png
    • Use Email 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 - You can use full email composer font options, merge fields, and other features to help you customize your email by clicking directly into the title or body text box.

  5. Recipients
    Screen_Shot_2020-03-29_at_4.00.32_PM.png
    • 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 be tracked 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
    Screen_Shot_2020-03-29_at_4.01.40_PM.png
    • Theme - Select from available branding options.
    • Email Notifications - You will receive email notifications when your content generates activity. Turn "OFF" to not receive notifications. Note: You will always be notified when people Reply to your content.
    • Require Email to View - Turn on to know who your OneMob has been forwarded to. This will prompt any viewer to enter their email before viewing your content and landing page. 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 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.
    • 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.
      **Click here for information on how to connect OneMob to Salesforce.**
    • 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.

  7. Test
    Screen_Shot_2020-03-29_at_4.14.28_PM.png
    • Type an email address and click "Send" for us to send an exact copy of the email with link to your content for your review.

  8. Send Now or Later
    Screen_Shot_2020-03-29_at_4.16.19_PM.png
    • Send Email - Click this to send the email for immediate delivery.
    • Schedule to Send Later - Click the clock icon next to "Send Email" 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.

Once you’ve sent your email, you can track its analytics. If you have further questions about sending an email from OneMob look here for an answer. 

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