How to Create a New Engagement

  1. CUR8
  2. Organization - Account
  3. CUR8 Connect
Erika
Erika
  • Updated

1. Select Create a New Engagement 

From the CUR8 Connect Dashboard, click Create New Engagement in the top right corner.

 

2. Select Your Recipients

You’ll need to choose who the engagement will be sent to:

  • Attendees: People who purchased a ticket to a past project or event.
  • Participants: Logged-in CUR8 users.

Once you've selected a recipient type, a secondary filter will appear allowing even more granular control over who you'd like to send an engagement to.

Important: Only attendees and participants who have opted into receiving marketing emails will be eligible to receive your Engagement.

 

3. Check Available CUR8 Credits

  • To send an engagement, you'll need CUR8 Credits.
  • On the right side, you’ll see how many CUR8 credits are available.
  • When you select a recipient type and apply any secondary filters, the number of recipients and the cost of the engagement will update accordingly.

Note: The credit box will turn red if your organization doesn’t have enough credits to send.

 

4. Engagement Details

  • Engagement Title: This is for internal reference only, helping you keep track of your engagements.
  • Engagement Subject: This subject line will appear in your recipients' inboxes.
  • Schedule: You can choose to send the engagement immediately or schedule it for a later date and time.
    • If an engagement is scheduled for a later time, you’ll receive a reminder email 24 hours before it’s sent.

5. Create Engagement Content

Under Your Content, you can create a custom engagement or modify an existing template.

 

            Custom Content            

The drag-and-drop content builder is designed to make engagement creation simple and intuitive, even for those without coding experience. Whether you're starting from scratch or customizing an existing template, this builder allows you to create visually stunning, professional marketing engagements quickly and easily.

 

            Looking for an Engagement Template?            

Not ready to start from a blank canvas? No worries - CUR8 is ready with a variety of template types.

 

Organization Templates: Templates you or your organization have used.

CUR8 Templates: Templates provided by CUR8. We are always adding new templates here, so check in occasionally to see what is new.

Shared Templates: Templates shared directly with your organization from another organization.

Community Templates: Open resource for templates shared by various organizations across CUR8. Sharing templates within the community strengthens our collective resources. The more templates everyone shares, the larger the library becomes for everyone to use and build from.

 

            Choosing a Engagement Template            

  • When you find a template you like, select Use Template on the left-hand side.
  • Connect will automatically load the template into Your Content for editing.
  • Changed your mind about that template? Click Clear All in the upper right corner of Your Content.
  • Navigate back to templates to keep looking.

 

Learn more about the Connect Builder

Learn more about templates.

 

6. Save or Test Your Engagement

You can save a draft at any time.

  • Save as Draft: If you want to save your progress and come back to it later.
  • Send a Test Engagement:
    • Preview your email by sending a test to one person at a time
    • The subject will include the word "Preview"

7. Send your Engagement

When you’re ready to send the engagement, click Send to preview it one last time in a pop-up. Confirm the recipients, credits, and details, then click Send again to finalize your engagement.