Fundraising & Compliance

Email 101

Build, send, and optimize your first email campaigns in Targeted Email. This introductory session covers everything from setting up your audience to designing messages with the drag-and-drop editor—all while following best practices that boost deliverability and engagement.

Course description 

New to Targeted Email? This training is your guide to creating, sending, and managing email communications effectively. You’ll learn how to navigate the Targeted Email dashboard, build an audience, design professional messages using the drag-and-drop editor, and apply best practices to ensure your emails reach supporters’ inboxes. 

Join us for a practical walkthrough of everything you need to know to launch successful email campaigns—from audience setup to improving open and click rates. 

What you’ll learn: 

  • Access and navigate Targeted Email: Understand the dashboard layout, manage drafts, and track performance metrics for sent and scheduled emails. 
  • Select your audience: Learn how to build, include, and exclude recipient lists strategically to improve targeting and engagement. 
  • Create messages with the drag-and-drop editor: Design clean, branded emails, add images and content blocks, and use merge fields and Smart Links for personalization. 
  • Review and send confidently: Test, preview, and schedule emails while using built-in tools to check for errors and ensure accuracy. 
  • Email deliverability best practices: Get an overview of deliverability essentials—like domain authentication, positive engagement, and list hygiene—to keep your emails out of spam and in front of your audience. 

By the end of this session, you’ll have the tools and know-how to create and send compelling emails that drive results and maintain a healthy sender reputation. 

Who this is for: Beginner users who want to start sending emails with Targeted Email and those who want to make sure they have a firm grasp on the basics. 

Course duration: 60 minutes