Understanding Coaching Email Express

With Coaching Email Express, your event managers can create coaching email messages using a streamlined approach involving entering details about the message, composing it, adding style and images, and sending it based on a template and campaign you have created in the Administrator interface. In the Event Management Center, event managers can also create and save drafts in advance as well as review the statistics about the success of their sent messages.

Note: The Coaching Email Express product must be enabled on your site and the F2F_EMC_EMAIL_EXPRESS_ENABLED option must be set to TRUE, and

Creating templates helps provide a consistent structure and makes it easier for these volunteers to author and send optimum messaging that fits with the goals of your organization as well as deliver them in your preferred branding. You can define the way the content will look in the email message as well as provide static (or boilerplate) content that can be locked down so no changes can occur.

You can create a Coaching Email Express Template from a blank form or by copying an existing template to use as a model. In either method, creating a Coaching Email Express template involves the following steps:

• Identifying the template by name and description, who can work with it, and if the layout can be changed

• Editing the default address fields and email type, including determining if they can be changed

• Selecting the Stationery that controls the elements to display around the top, bottom, and sides of the message. (Note: You must prepare the stationery in advance.)

• Selecting the content layout of the panels and their size

• Adding content blocks and selecting the layout for the message text, images, and personalized information

• Previewing and sending out the template to test email accounts and reviewers within your organization to be sure it looks like it should (Note: You should have test email accounts to different email service providers, like MS Outlook and Yahoo Mail!, created in advance.

• Uploading an image as a thumbnail to help identify the template. (Note: The image should be prepared in advance and available in the Image Library, or on your personal computer or a shared network resource you can access.)

• Publishing the template to make it available or leaving it in Draft form for publishing later

From the Messages List, you can edit an existing draft to make changes to it and publish a draft to make it available in the Event Management Center. You can also archive a template to remove it from the list (which makes it unavailable) as well as restore an archived draft of an email message to make it available again.