Nectar's Internal Communications platform is a place to create dynamic communications to be sent to your teams! Below is a walkthrough on how to create a campaign and setting information.
When you want to create a new communication you will go to Communications and click Create Communication.
Then select a Template option:
Workspace Templates: Are existing templates that your team has already created and saved in the Communications tool. You can use this article to learn how to create a Workspace Template.
Template Library: Are general templates provided to you to select from as a jumping off point. You can customize these and turn them into Workspace Templates as well.
Skip and build your own: Allows you to bypass selecting a template and to build as you go.
Creating the communication:
❗ Please Note: for any pictures you include in your communication, SVG. images aren't supported by most email providers and may not show up when the email sent. We would recommend opting for PNG. images!
Once you select your template option, you will go to the Create stage. In the Create stage you will be able to do all your customizing.
All fields are customizable! As you hover over them you can see the boxes. You can click to edit or drag and drop new content to add.
Content tab
When you click on the element you want to edit, the Content tab on the right hand side lets you select how you can edit that element. Including, but not limited to, options such as:
Coloring
Font
Alignment
Spacing
Text
Links
You can also drag and drop new Content elements that will be inserted into existing content rows.
Using AI to help write your text options:
If you are struggling to come up with ideas of what to put into your large text sections and need some help, you can use the AI assistant to help! Simply click on the text box and then on the Content tab click the Write with AI button.
Then, give the AI writer a prompt that you'd like to include in the communication and click Generate.
Once it generates the writing from your given prompt, you can either Apply the given text to your communication page or Regenerate a new one.
Once you Apply the text to your communication page, you can customize it to adjust the wording or add any additional elements you'd like to include!
Rows tab
The Rows tab allows you to insert new rows into the Communication and add new Content that you want to have included in that row.
As you customize rows how you'd like, you can save those portions to use in later campaigns. Just click on the save file icon as you hover over the row, then give it a detailed title and click save.
Where to find saved rows
To access your saved rows, go to the rows tab and select the drop down and select saved rows.
Then, select (or search) from the option of saved rows and drag and drop it where you want it.
Settings tab
The Settings tab are general settings for the whole communication template.
Communication Settings
The Communication Settings lets select which communication channel you want to send the communication through. You can send through:
Email
Microsoft Teams
or SMS
Once you toggle the selected Notification Channel on you will fill out the required information.
Send or Schedule
Sending a Test Communication
To confirm your communication looks they way you want, you can send a test email to yourself or any other users you want to include.
Once you are ready to send your Communication, you have two options for how you can do that.
Send Immediately
When sending immediately, you will get a final chance to review the communication to confirm it is all ready to go.
Start by click Review & Send.
You will see the Subject line, Estimated Delivery Date & Time, Total # of recipients sending to and the Email Preview.
Once you confirmed it is good to go, you can click Send Email.
Schedule to Send
You can also choose to schedule send the communication for a later date.
You will select the Date and Time of day you want the communication to send.
The time of day field is based on Mountain Time.
Then you will click Review & Schedule.
You will see the Subject line, Estimated Delivery Date & Time, Total # of recipients sending to and the Email Preview.
Once you confirmed it is good to go, you can click Schedule Email.
PLEASE NOTE: If you decide you need to adjust the communication send date, you MUST go into the campaign send or schedule settings and update the scheduled date or else it will send as originally scheduled.