Select your template
Choose whether you will be sending the personalised invite or reminder message.
Click the pencil icon to edit the invite message.
Click the window to edit the reminder message.
Edit your message
Read through the template copy and make the changes you need to suit your campaign.
Don't forget to check the subject line!
TIP: Use the placeholder text snippets to automatically populate creator and campaign names.
Set your sending criteria
Select the topic(s) to which the creators you want to nudge have access.
TIP: Leave this blank to send to all topics. This is best practice for invites.
Set the email-sending date and time
Engagement name - Give your Engagement a descriptive name.
Select the Topic - This provides the context for your selection criteria.
Select a date - To schedule when you'd like to send the email
Set the 'When contributor has' field' - Click the drop down box and select an option.
'not created an account' - No account has been setup for this user
'created an account' - Active user, has not submitted a story for the selected Topic.
'Submitted a story' - Has submitted a story for the selected Topic.
Click 'Save' in the top right of the editor window to save your changes.
Activate scheduled engagement
For the Personalised invite click the 'X' toggle button so it slides over and displays a green tick.
Reminders are activated by saving them in the editor screen.