How do I add, edit, or delete email campaigns?

Email campaigns are great ways to remind your users to complete their user registration and set up multi-factor authentication (MFA).

How to add a new campaign

There are currently three email templates you can select from.

• Welcome Email: Send the welcome email to welcome all new users to Evo.
• Reminder Email: Send the reminder email to remind your new users to setup MFA.
• Final Reminder: Send a final reminder email to your users to setup MFA.

When adding a new email campaign, you can set it up to send a single email reminder, or multiple.

1. From the dashboard, click My Company. Alternatively, click Customers and find the customer in question.
2. From the side navigation, click Onboarding.
3. Click New Onboarding.
4. Select a directory.
5. Optionally, enter a description of your email campaign.
6. Select the appropriate time zone.
7. Select the users to exclude from the communications.
8. Select the template for the communication. 
9. Select the date and time the communication is to be sent.
10. Optionally, edit the subject line for the email.
11. Optionally, if you’d like to send multiple reminders, click the plus icon to include additional reminders in the campaign. Repeat steps 10 thru 12 for each additional reminder.
12. Click Schedule Emails.

Once the campaign has completed it will be moved from In Progress to Completed. For more information on completed campaigns see How do I view, edit, or delete completed email campaigns?

How to edit a campaign

1. From the dashboard, click My Company. Alternatively, click Customers and find the customer in question.
2. From the side navigation, click Onboarding.
3. In the displayed list of email campaigns, find the one you want to edit and click the "pencil" icon at the end of the row.
4. Make the edits you want.
5. Click Schedule Emails.

How to delete a campaign

1. From the dashboard, click My Company. Alternatively, click Customers and find the customer in question.
2. From the side navigation, click Onboarding.
3. In the displayed list of email campaigns, find the one you want to delete and click the "trashcan" icon at the end of the row.
4. Click Delete.