Create an Email Template

Email templates can be created through-out Compass-360. Most commonly you will want to create your email template from the Content Management Module. From the Content Management Module...

Send an Email

Compass-360 has several locations where an email can be sent. All will result in using the Email Broadcaster. The Email Broadcaster is a tool to manage the...

Email Types & Unsubscribing

Every email must be designated by usage/type, essentially selecting what type of communication is being sent by. The usage/type is selected when creating an email asset. If a...

Email Address Clean-Up

When sending out email messages from Compass, you may notice that you consistently see destinations failing to send. From the Message Management Module, you can view failed...

Removing ‘On Behalf’ Email Masks

You can remove the “On Behalf of…” that appears in front of your organization’s name when sending an email to your constituents. First, navigate to the Site...

Using Merge Fields in Emails

Merge Fields allow you to use unique data in your email templates that pertain to the constituent you are sending the email to, personalizing each communication. They...

Buttons & Images

Site Buttons You can use the Insert Site Button option to access pre-loaded button icons for various activities being managed in Compass. These buttons will appear in...

Extended Actions

Use Extended Actions to access pre-existing email templates if you are just starting out, don’t have your own, or just need a push in the right direction....

Email Broadcaster

The email broadcaster is a multi-faceted tool used to send communications to your constituents via email. Every email sent from Compass-360 utilizes the broadcaster, but you can...

Email Template Organization

As you continue to use Compass-360 to send bulk and auto email communications to constituents, your library of templates will grow over time. In order to stay...

Review Progress on Sent Emails

Once you have sent emails in Compass-360, you can track the progress of the delivery of those email messages through the Message Management Module, giving you valuable...