Engage+ Content Marketing: Emails

Overview

Emails are pre-written campaigns designed to be sent to clients and prospects using the Email Marketing feature in AMS+.

Unlike newsletters, which are typically used for informational or marketing updates, emails support a wider range of campaign types, including referral outreach, engagement campaigns, and announcements.

IN THIS ARTICLE

Find emails in Engage+ Content Marketing

You can locate emails in the following areas:

• Homepage
  • Monthly Highlights
    

• Left navigation menu

  • Collections
  • Content Type
  • Topics

  

Preview an email in Engage+ Content Marketing

The email view in Engage+ Content Marketing is a preview, not an editor. You can’t make changes to the email in this view.

To edit the email:

• Follow these instructions to send it to AMS+.
• Then customize it using the email editor.

Access additional details

• Select the Help tab to view additional information about the email.
  
• Check the summary panel on the right for audience details and other key data.
  

Send an email through AMS+

Follow these steps to customize and send an email.

1. Select an email

Select an email from one of the following:

• Engage+ Home
• Collections
• Content Type: Email
• Topic areas (for example: "Medicare", "Group Business", "Everyday Living")

2. Continue to sender settings

Select the Continue button.

A pop-up window will prompt you to select sender information.

• From Name: The name shown in the "From" field
• Reply To: The email address that receives replies

Also, the email's recipient type will display in the pop-up window heading.

Recipient type defines the category of contacts who will receive the email (for example: "Individuals", "Primary Contacts", "Agents").

3. Edit the email in AMS+

A new tab opens in AMS+ with the email loaded in the email editor.

Review the email content, and make any necessary personalizations. See the Enhanced Email Editor article for more information.

To add a signature:

• Go to Rows > Signature Templates.
• Add a signature row.
• Customize it with your agency's:
  • Business information
  • Branding

See the signature row article for full instructions.

4. Save, test, and schedule

Save and/or test the email. When ready, follow Steps 12–17 in this article to:

• Create the recipient list
• Schedule the campaign

Write your own email in AMS+

If you want to create an email from scratch:

• Select the Write your own email link in the left-hand navigation.
• This opens a new tab with the Email Marketing tool.
• Build, customize, and schedule the email campaign.
• Follow the instructions in this article.

Tips and best practices

Adjust spacing using hard and soft returns

Spacing directly impacts the readability and visual structure of the email. During Step 3 (editing in AMS+), review formatting carefully to ensure consistency with your agency's branding, tone, and readability standards.

Use the following keyboard shortcuts to adjust spacing:

• Hard return: Used to separate distinct ideas.
  • Press "Enter" or "Return"
    
• Soft return: Used to group closely related content (for example, within a signature).
  • Hold "Shift" and press "Enter" or "Return"