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Setting up Email Marketing Journeys

Ready to set up your email marketing journeys? Follow these step by step instructions!

Updated over 2 weeks ago

Step 1: Navigate to the email setup page by going to your Vault clicking on the Comms tab

Step 2: Under Marketing email journeys, select Setup. Click through the next few pages until you land on the page outlined in Step 3.

Step 3: Select your preferred email template.

  1. Choose the email template you prefer - we provide 6 options to select from

  2. View a sample email, and ow this will appear on a computer and mobile device

  3. Once you've selected you template, hit Choose theme to proceed (you can always go back and change this!)

  4. You will notice your AI Recruiter already has access to your school branding - including colors, logos and sample photos. To edit any of these features, navigate toward Edit styles. This will bring you back to the Knowledge base where you can adjust colors/logos under Brand or photos under Photos

    Tips for selecting photos:

    • The AI Recruiter will select photos randomly, so it is best to include photos that can apply to a variety of marketing emails

    • Aspect ratio: Between 1:1 (square) and 10:1 (very short and wide)

    • Minimum width: 600 pixels

    • Recommended width: 600–800 pixels

    • File size: Any (ideally ≤200KB, but larger will be compressed)

    • File type: Horizontal images required

Step 4: Test your emails

Here, you can read through example emails to see how your AI Recruiter personalizes content to each student.

  1. Select Next email to generate a new sample email from the same student profile

  2. Select Random profile to generate a new email based on a new profile

    Reminder: The sample student profiles are primarily high school undergraduate applicants. Accordingly, the email content is tailored to their interests, which may not align with the needs of graduate or non-traditional partners. For those partners, please use the test window primarily to review formatting and sample email generation, rather than to expect content that speaks directly to a graduate or non-traditional audience.

Step 5: Finalize additional email settings

  1. Adjust who your marketing emails will come from by editing the Sent from field. You can leave this as your AI Recruiter's name, or many partners like to put “Office of Admissions,” or their institution’s name.

    Reminder: This will only apply to marketing email journeys. Missions emails will always come from the AI Recruiter's name.

  2. Adjust the email address that marketing emails are coming from by editing the Marketing emails field. You can edit anything before the '@'. Ex: admissions@[school domain] or marketing@[school domain].

  3. Adjust the email address that marketing email replies are coming from by editing the Replies from AI Recruiter field. Many partners leave this as their AI Recruiter's name. Ex: [AI Recruiter name]@[school domain].

  4. Navigate here if you want to re-adjust the email templates you previously selected in Step 3.

  5. Navigate here if you want to adjust the brand/style.

  6. Navigate here if you want to adjust the banner photos.

  7. Navigate here if you want to adjust contact information that will be at the footer of your marketing emails.

  8. Testing

    1. Send a test email to yourself

    2. View sample emails (same as Step 4)

  9. When you are ready to launch, hit Launch to students!

FAQ

  1. When will emails go out to students and how often?

    On average, students will receive an marketing email every 1-2 weeks. If you want to customize the frequency of emails, we recommend leveraging Missions where you can adjust frequency as often as 1x day.

  2. What CTAs are included in email marketing messages? Can I customize these?

    CTAs in email marketing journeys are pulled direct from the vault (here). You can choose which class years can get each CTA (ex: You can guide seniors to apply, vs. you may choose to guide sophomores to visit campus).

    If you want to further customize CTAs based on a particular audience, we recommend leveraging Missions.

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