Using the QuickHelp Communications Tab to create email campaigns is a great way to encourage, inform and engage your end users.


A QuickHelp Communication Administrator can use the Communications Tab within the Admin Portal to direct end users to Skill Paths, upcoming Events, a targeted asset, and more. (Click here for a breakdown of Admin Roles).


This document provides the basics on effectively using the Communications Tab.


In the Communications Tab you can either:


You will also learn how to do the following:



Duplicate and Edit an existing template


NOTES:

  • Duplicating a template is BrainStorm’s best practice!
  • Duplicating the template allows you to always have the original to refer to
  • After you duplicate a template, notice that the LAST MODIFIED BY now has your company’s name


  1. Communications > Communication Types > Categories > Emails
  2. Click the checkbox to the left of the email you wish to duplicate
  3. Select Duplicate from the Action Bar on the bottom of the screen
  4. Rename the Title so that it is easy to find
    1. Make any additional changes to other fields in the communication as needed (Subject Line, Headline, Body, Call To Action, etc. For more information about different fields, hover over theicon next to the field name)
  5. Select who to Send From
    • QuickHelp – no-reply@quickhelp.com
    • Your email – Admin that is currently logged in to the Admin Portal
    • Other – no-reply@ one of your approved QuickHelp domains
      • Note: this option is not available if you did not select “Duplicate”
  6. Save changes



Use an Existing Template


  1. Communications > Communication Types > Categories > Emails
  2. Click the checkbox to the left of the email you wish to use
  3. Select Edit from the Action Bar on the bottom of the screen
  4. Make changes as needed to the communication
  5. Select who to Send From
    1. QuickHelp – no-reply@quickhelp.com
    2. Your email – Admin that currently logged in to the Admin Portal
  6. Save Changes


NOTE: When you change an email without duplicating it, a pencil icon will appear next to the title



Create Your Own Template


For any communications not already based in an existing template, you can create your own.


  1. Select NEW in the action bar
  2. Select Communications > Email
    NOTE: You can create new Communication Types and Categories, if needed
  3. Follow the Wizard to create the email.
    Information you will need:



Schedule an email from the Communications Tab


To schedule an existing Email in the Communications Tab:


  1. Communications > Communication Types > Categories > Emails
  2. Click the checkbox to the left of the email you wish to schedule
  3. Select Schedule from the Action Bar on the bottom of the screenNOTE: If email is already scheduled to go out a Confirm Schedule message will appear.
  4. Select Specified Recipients
    1. System Groups, User Groups, and/or Specific end users
  5. Select the Next arrow
  6. Select a Date/Time and Time Zone
  7. Click the Finish checkmark


NOTE: To “unschedule” an email, edit the Email and change the Delivery method to Send Manually.

When you Save the changes, you will be asked if you want to remove the schedule - if yes, click OK.



Other Ways to Send/View an Email


Email Me

Immediately sends the selected email to the email of the logged in user.


Send To

Immediately sends the selected email to specified System Groups, User Groups, or individual emails.


Email All Users

Immediately sends the selected email to all licensed QuickHelp users in your organization.


Preview the email

In any of the methods described above, you can preview the email before sending it, right within the Admin Portal.