NB - As part of our product development, Agility currently provides two versions of our targeting platform. If the screenshots below do not match the appearance of your Agility account, please use this collection for the correct help articles http://help.agilitypr.com/en/collections/753051-discover. Please ask Agility Support if you have any questions.

To begin an email distribution in Agility, go to Amplify > Email distributions. If you have previous distributions or drafts they will be shown on the left hand panel. To begin a new distribution, click the orange button at the top of the panel.

You can use an Agility Template or use a Past Distribution if you want to re-use a layout or resend a distribution.

There are currently four templates, blank and three samples which suggests ways of organising your content. Further templates will be released very soon.

If you create a new email from a blank template, you will be presented with a series of components that enable you to build and customize your email. Most of these are optional, only the Distribution Details at the top and the Footer at the bottom are not.

Distribution Details

  • Subject of your email

  • Any preview text you wish recipients to see prior to opening your email

  • The name of the person or organisation sending the email

  • The address that any replies will go to

Agility's Quick Tips will help you to complete these fields:

Footer Settings

  • Optional customizable pretext (e.g. This email was sent from)

  • Company name and full postal address (mandatory)

  • Email address or phone number of sender (mandatory)

  • Unsubscribe link (mandatory), with optional pretext (e.g. If you would like to opt out of future emails, please...)

Email components

The other components are available to help you create exactly the design you are looking for. Each of these is heavily customizable.

Key points to note are:

  • Text: This field will be used to display the majority of your written content. We recommend creating content directly within the text field, which allows for a wide range of formatting choices. Copying and pasting from Word generally works fine, albeit with some minor tidying up and reformatting required. It is important to be wary of using Word, as it uses non-standard HTML which isn’t supported by many email clients.

  • Images: Any multimedia content such as photos or logos should either be sent as attachments or included in the email using an image box. Images should not be included in a text field.

  • Title components can be used if you have several sections within your email and want to include a heading for each.

  • Dividers allow you to clearly separate and define sections of your email.

  • Buttons allow you to create calls to action within your emails, and are customizable by colour, size and shape

By moving to the Content Validation tab you are able to preview your content on a variety of devices, and to send a test email to several addresses. This should enable you to ensure that your email looks exactly as you want it before you distribute it.

Once you are happy with your content, you can specify the recipients. Agility allows you to send to several targeted lists and/or save searches at once, and also to add any other recipients ad-hoc (e.g. colleagues of yours).

The confirmation notification will inform the specified person once the email has gone out.

The combined file size limit for each email is 5MB. This includes the email text, all images, and attachments. Please note that the more files you add, the more SPAM-like your communications appear to email clients. Any attachments over 600KB may be marked as SPAM by a recipient server.

You can schedule your email for immediate distribution or for any date in the future. If the release is scheduled for a future date, you can cancel it before it goes out if you need to. This will revert the email distribution to a draft status.

Once your email is delivered to your recipients, you will be able to see the available reporting.

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