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  4. Email to Target Step By Step

Email to Target Step By Step

You use an ‘email to target’ action when you want to get your supporters to send message(s) to politicians or campaign targets. We maintain a list of databases that you can use. Based on the postcode entered by your supporters, the relevant target(s) will be listed as recipients for them to email. Alternatively, you can also enter your own targets into the system and set them as the recipients of the action.

In each case, when your supporters send off their message, the emails the target(s) receive come ‘from’ your supporter’s email address (but obviously we generate them).

Summary of the steps

Here is a summary of the steps we’ll be going through, which you can also use as a reminder if you have created one before. Click Next at the bottom of this page to get a detailed explanation of each step.

  • Create your email to target page. Create from scratch or duplicate an existing page
  • Select your targets. Custom targets, Postal Code database, or Custom database
  • Update your page settings. Determine what template to use
  • Add the content of your page. Add text, form fields, buttons and a target block.
  • Test and launch your campaign!

Create your email to target page

To create a new campaign, you can either duplicate or create a new one from scratch.

To create a brand new page, click . You will be shown a variety of different pages you can make:

Click on “Email to target” and click Next. You will be taken to the settings page which you can read about on the next step.

Duplicating an existing campaign instead

Alternatively you can duplicate an existing page you have previously created. To do this, go to your list of campaigns (by clicking on Pages > Manage Pages in the menu) and next to the one you wish to duplicate, click the button under the “Dup” column . It will ask you for a new name (the box may further down the screen so you might need to scroll). Enter this and click Duplicate.

Click the settings icon in the toolbar and go to the next step.

Select your targets

The first step is to decide on the target, or targets, of your campaign. 

You have three options:

Custom targets

This option allows you add your own targets for your action. You can choose from targets you have added previously, or create new ones. You can also select from a group of contacts, as well as contacts that cannot be emailed but have their own web form that we can connect to. 

Note: It is advisable to warn the targets that they will receive emails from your supporters, in case they block them should a lot of messages arrive .

Postal Code Database

This option allows you to use one of our post code databases, such as Senators or MPs, which will select target(s) according to where the supporter lives. You can use up to two postal code databases on one page.

Custom Databases

This allows you to upload your own database for use on your campaign. Targets are selected according to a matched field within the database. For example on Page 1 you could ask who their electricity supplier is, and then on Page 2 it would look at your custom database for the supplier and return the target information such as email address so the supporter can email them. 

For more on target settings, click here

CC and BCC

After selecting your targets, you will be shown a CC and BCC screen. This is optional, but allows you to add additional targets (or yourself) to be copied into emails sent out by your campaign. BCCing yourself can be useful if you wish to see what your supporters have written (if the message is editable) since this is not stored in the database.

Click Next to advance to the next step of creating your campaign – updating the settings.

Update the page settings

You can also access this screen later on via the settings icon . This screen is just like other page’s admin screens. 

The following fields can be completed:

  • Name: This is the reference name of your page for your own purposes (the supporter won’t see this). It is a good idea to come up with a naming convention so you can keep track of your campaigns, which is especially useful when using the query builder. For example, “2017-01 Ocean MP action”
  • Public title: This field is the public name of your page. You can reveal this by using page tags.
  • Status: By default, pages are “New” until you are ready to launch them. New means that the live URL is not available until you set the status to “Live”. You can also close pages here.
  • Base URL: The Base URL is the first part of the address of your page (the domain). Unless you have changed the default Base URL in your account preferences, this will be https://e-activist.com. For more about the Base URL, click here.
  • Notes: Any notes you want to add, type in here. This is for internal use and isn’t visible to supporters.
  • Closed landing page and Error landing pageread more here.
  • Address lookup: US Only – this allows you to validate addresses using postal code mapping. 
  • Language: You can optionally add the ability to have different locales for your page, so that text blocks, forms and so on show different versions depending on the browser language. 
  • Template: The template determines how your page looks – the header and footer, as well as fonts, colours and so on. For more about templates, click here.
  • Attributes: You can optionally catergorise your page according to Attributes.

Once you click next, you can optionally set notification settings which will can send you an email when a supporter completes the page. Click Save and the admin screen will close, showing you the Page Builder itself.

Add the content of your pages

The next step is to add the content of your pages. Email to target campaigns are unique in that they require a “Target block“, which contains the contact details and message to send to the target, or targets. For postcode-lookup targets, such as MPs, then it can only display the contact name if the postcode field is on Page 1 and the target block on Page 2.

You would normally have a minimum of two pages – the first page for the supporter details and the second the thanks page. But for reasons explained before, email-to-target campaigns are often three pages long.

A common set-up

A common set-up for email-to-target pages is:

Page 1

  • Two-column row
  • Left column – a Text block explaining what the campaign is about
  • Right column – a form for the supporter to add their name and address, including an opt-in question and button

Page 2

  • One-column row
  • A target block that displays the target name, and editable subject and message for the supporter to amend
  • A form block containing the button the send the email
Page 3
  • One-column row
  • Text block saying thanks to the supporter
  • Social share buttons

Adding components

By hovering over the toolbar on the right you have access to the types of content you can add. For more about the Toolbar click here You can drag in rows to hold your text, form and target blocks.

To add a block to your page layout, click on the name of the tool to show which items are available. Once you have identified the item you’d like to add to your page, click and drag it into the layout. A common component is the “text block”, for example, which allows you to add formatted text to your page, and a “form block” that allows you to add form fields and questions, such as email address or an opt-in checkbox, as well as the submit button. For more about components, click here. 

Note that email-to-target campaigns require adding a “target block” – usually to Page 2 – which displays the contact(s) that will be emailed, along with the email that will be sent. For more on target blocks, click here.

You may also want to include social sharing buttons, allowing the supporter to share your campaign by Facebook, Twitter or Google+. 

Also consider whether you wish to add an automated thank you email – to do this, go to auto responders in the toolbar.

Save, Save, Save! Remember to continually Save your page as you add components and edit them using this button .

You can lose your amendments if you close your browser tab or the editor itself.

Test and launch your campaign!

Test your pages

Click the orange “Done” button to validate the page once you have saved the page and are ready to test it. This button reports on any missing elements, and reminds you about other things you may want to think about.

You can then view the page as if it were live by clicking the Preview button. The page is shown in a new tab in “DEMO” mode (which you can confirm by viewing the URL – it will end with “?mode=DEMO”). 

When the page is in demo mode, it means you can complete it without it emailing your targets. Instead it will email the supporter email address you enter in the form. So if you are testing for yourself, you should receive two emails – one as if you were the supporter receiving the auto-responder, and one as if you were the target, receiving the email from the supporter.

In this way you can confirm that the action is working exactly how you want it to.

If you have created versions for different locales or profiles, you will be able to view them via the preview button.

Make it live

Once you are happy it is working correctly, you can change the status from New to Live. To do this, click the admin button and change Status from New to Live, then click Save.

In the Page Builder list of pages, you can then click on the name of your page to view the live URL. 

Under “Published URLs” you can see the URL of your page. Click “Add tracking” to add different versions of this URL for use on other channels, such as your website, in emails, or on Facebook. Then you can easily see how people come to see your page.

Once it has been running for a while, you can click “View quick report” to see how your action is doing, or look at the visual reporting for more details.

Updated on July 15, 2019

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