Email Burst

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Overview

Email Burst, a feature in our Sales Engagement package, enables you to send personalized mass emails to your targeted audience. With this tool, you can access detailed analytics to see which recipients opened your emails, clicked on links, and more.

Creating and Sending an Email Burst

There are several ways to start creating an Email Burst:

  1. From Composing an Email in Outlook:

    • Click on "Create Email Burst" from the "Actions" tab in Riva Insight.
  2. From Email Read View in Outlook:

    • Click on "View Email Burst" and then click on the "+ Email Burst" button.

Drafting an Email Burst:

  1. Start by filling in the contents of the email burst by entering in the details in the Outlook subject field as well as the email body. There are tools to assist in drafting up the email:

    1. Apply an Email Template

      1. Use an existing template to streamline the drafting process.

    2. Insert Booking Link

      1. Add your booking link from Riva Bookings to allow recipients to schedule meetings.

    3. Insert Merge Fields

      1. Personalize the email by including recipient-specific details like first name, last name, or any default fields from Salesforce Contact or Lead objects.

    4. Adding attachments - you can add attachments to an Email Burst just like any other Outlook email
  2. Send on Behalf of Someone Else
    1. Select a user from the "Send on Behalf of" dropdown if you wish to send the email on behalf of another person. Note: You can only access users who have added you to their "Delegation Permissions" setting in the Riva Portal.
  3. Schedule the Email Burst
    1. Use the "Schedule Email Burst" option to send the email at the most opportune time.
  4. Sync Email Engagement Information
    1. Check "Salesforce Email Analytics" to sync information on who opened or clicked on links, which emails bounced, and which were responded to.
  5. Send a Test Email
    1. Validate the email burst by sending a test email to yourself or a selected recipient. The recipient's details will populate the merge fields. Note: You need to add some recipients first to use this feature.

 

 

Adding Recipients

There are several ways to add recipients to an email burst

  1. Using To, CC, BCC Fields in Outlook

    1. Riva can extract individual emails from distribution lists or contact groups.

  2. Manually Adding Recipients

    1. Enter the names, email addresses, and any merge field values of the recipients.

  3. Importing Recipients via CSV

    1. Add recipients in bulk by importing a CSV file. You can download a CSV template to see how the columns should be structured.

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  4. Import with Salesforce

    1. Search for contacts and leads in Salesforce by adding fields to filter or selecting different list views.

 

Sending the Email Burst

Once the Email Burst is ready, click "Send." Ensure you click the "Send" button from Email Burst, not from Outlook.

 

Viewing Analytics

Once some time has passed since sending an Email Burst, now it's time to look at how the Email Burst performed. 

Click "View Email Burst" under the "Actions" tab. You will see three tabs:

  1. Sent: Displays the Email Bursts you have sent out.
  2. Scheduled: Shows the Email Bursts that are scheduled to be sent.
  3. Shared: Contains Email Bursts that others have sent on your behalf.

To view analytics information, select any Email Burst from the Sent or Shared tab and click on "Manage." You will be able to see detailed engagement metrics, including email opens, link clicks, bounces, and replies.

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