How to Send the Life at Home Newsletter

How to Create and Schedule a Newsletter Campaign in MoxiEngage:

Watch the video tutorial here.

Access Campaigns:

1. Log in to MoxiEngage.
2. Click on “Campaigns.”

Add Newsletter:

1. Click on “Add from Library.”
2. Select “Emails.”
3. Find the “Life at Home [Month] 2024” newsletter.
4. Add the newsletter to your emails.

Edit Email Content:

1. Go to “My Emails.”
2. Click on the email you added.
3. Edit the email content, including buttons, rows, styles, etc.
4. Edit the subject line and preview text if needed.
5. Click “Save.”

Send Test Email (Optional):

1. Click on “Send a Test Email” to preview how the email will look.

Add Campaign:

1. Go to “Add from Library.”
2. Select the “Life at Home Newsletter Buyer 1” campaign.
3. Add this campaign to your campaigns.

Rename Newsletter:

1. Close the campaign.
2. Go to “My Campaigns.”
3. Click into the campaign you just loaded.
4. Rename the campaign using an identifier (e.g., initials + newsletter name).
5. Click “Save.”

Edit Schedule:

1. Click on “Edit Schedule.”
2. Remove the old newsletter from the campaign.
3. Add the edited March 2024 newsletter.
4. Select the date you want the newsletter to go out.
5. Click “Save.”

Add Recipients:

1. Go to “Setup.”
2. Add recipients from your groups or categories.
3. Click “Save.”

Schedule Newsletter:

1. Wait for the recipients to be added (it may take a minute).
2. Once the recipients are added, click “Schedule” to send out the newsletter on the selected date.

Future Newsletters:

For future newsletters, simply add the new newsletter to the existing campaign and set the date for the new newsletter.

You can review and edit the schedule by clicking on the main picture of your campaign.

Please note, when editing future campaigns it’s best to complete it before the default scheduled date.  Best to do it a few days before the day its supposed to be sent out.  If you schedule the date to go out on the same day you create the campaign it will not go out that day.  It will only go out on the future dates you set

How to Create and Schedule a Newsletter Campaign in Rechat:

Watch the video tutorial here.

*Please note for using Non-Redwood emails to send newsletters.  

1. Update your DNS Settings
   • If you own your domain, update your DNS settings to prevent your emails from landing in SPAM.  Instructions are available in your ReChat account under the “Today” tab
2.  If you’re using a free email account you won’t be able to update the DNS settings.  We recommend switching to your Redwood email to avoid any email sending issues.
   • To update your email in Rechat
     1. Log into your ReChat account
     2. Go to your settings and scroll down to the email section
     3. Update to your Redwood email and click SAVE

Log in to ReChat:

1. Visit the rechat.com and enter your credentials to log in.

Access the Marketing Center:

1. After logging in, you’ll be on the main page. Click on the left-hand corner to access the “Marketing” section.
2. In the Marketing Center, locate and click on “Newsletters.”

Select the Newsletter:

1. In the Newsletters section, find the “Life at Home” newsletter.
2. The newest newsletter will be on the left-hand side. Select the newsletter you want to send (e.g., April newsletter).

Preview and Edit the Newsletter:

1. Click on the selected newsletter to preview it.
2. Use the preview to check how it looks on both mobile and desktop.
3. Click “Next” to edit the newsletter content.
4. Make any necessary adjustments to the text, links, or other elements of the newsletter.

Prepare to Send:

1. Once you’re satisfied with the edits, click on the right-hand corner to continue.
2. In the next step, you can add email addresses to BCC (blind carbon copy) the newsletter to specific contacts or lists.
3. Update the subject line (e.g., “April 2024 Life at Home Newsletter”).

Attach Files (Optional):

1. If you want to attach a file, such as a document or image, you can do so using Dropbox or your computer’s files.

Send or Schedule the Email:

1. If you’re ready to send the email immediately, click “Send.”
2. If you want to schedule the email for a later date, click “Schedule Email,” then select the date and time for the email to be sent out.

Review and Confirm:

1. Before sending or scheduling, review all details to ensure accuracy.
2. Click “Save” to schedule or send the email.

View Past Emails:

• After sending, you can go back to Overview to see past emails, including their click-through and open rates

Remember to always check the accuracy of the newsletter content and the recipient list before sending it out. If you have any questions or require any additional support be sure to contact your Agent Support Manager.