Sending one-off communications

Quickly compose one-off messages that don’t fit in a series.

One-offs work very similar to sending out a series edition, only without much of the up-front series set-up work involved. Think of important one-time announcements or a quick note on breaking news that don’t need a full series treatment.

Table of Contents:

1. Creating a One-off
2. One-off collaborators
3. One-0ff settings
4. Sending a One-0ff
5. FAQs

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1. Creating a One-off

🛠️ How it works: 

• Open One-offs tab in the left side panel.
• Create a one-off by clicking "New edition" then "Blank edition" or "Create one-off" then "One-off send."
• Your draft will look stripped down compared to series editions — with no intro or outro cards. You can add intro and outro cards if desired. 

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2. One-off collaborators

🛠️ How it works: 

• To add collaborators, click on the avatar icons in the header navigation menu of your one-off workspace and type their email address.
• You can change their sender permissions when you initially add them and/or you can change them after from the drop down.
• To change "Edition rundown", switch the toggle in the collaborators drown down for the specific collaborator.
• To remove collaborators, click on the avatar icons in the header navigation menu of your one-off workspace and select the collaborator. Click "Remove collaborator."

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3. One-off Settings

🛠️ How it works: 

• Navigate to the gear icon in the top right corner of your One-off workspace.
• The Share page will give you the option to change Sender name, Reply-to email address, and Send-from email address.
   
• The Strategy page will give you the option to set up reminders/email notifications.
• The Design page will give you the option to add a logo/banner, change the colors, a custom footer.
  • Note: you will have to add an intro card to your One-off so that you can see your banner/logo.

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4. Sending a One-off

🛠️ How it works: 

• Click "Review and send" in the top right corner of the editor when you are done with your One-off.
• Select your send time (Send now or Schedule for later).
• Confirm/edit your Sender name, Send-from email address, and Reply-to email address.
• Select your audience. You can choose directory groups (if you have access to a connected directory), an audience from an existing series, segments, upload a CSV, and/or, type in manual email addresses.
• Click "Review" in the top right.
• Then click "Send" in the top right after reviewing your settings one last time!

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5. FAQs

Who can see my one-offs? 

Admins and owners can see all drafts and sent one-offs. 

Do I need to set up an audience on my one-offs?

No. You will add your audience when you select the “Send” modal when you are ready to send. You have the option to add audience members via directory sync, an audience from an existing series, CSV upload, or manually add emails.

How many recipients can I upload via CSV for one-offs?

You can use a CSV upload for 100,000 recipients or less. 

What series features won’t be available for one-offs?

One-offs do not support private links, edition feedback, or audience sign-up/unsubscribe. 

Can I add collaborators and assign cards/sections in my one-offs?

Yes, one-off sends have the same collaborator/assignment functionality as a series.

Will I still be able to see analytics for one-offs?

Yes, the analytics functionality is the same as a series. They will live in the “Sent” page of your One-offs dashboard in the Status bar.

Can I add an intro and outro card to my one-off?

Yes! When entering the editor for a one-off draft the intro and outro cards will be hidden but if you would like to add them, simply hover over the space above and below the initial card to add those in. 

Can I send a one-off to an audience list/segment from one of my existing series? 

You can send a one-off to an audience list from an existing series and segment!

What format should the CSV file be in? 

You can use the same format as a CSV upload for a series audience or you use a CSV with one column of email addresses saved in UTF-8 format.  

Can I schedule a one-off send?

Yes! You can sent at a scheduled date and time. When you select the "Send" modal, hit "Schedule send" and input your send time and date.