Getting Started

Staffbase (formerly Bananatag) is an email tracking solution ideal for internal communications that makes it easier to create engaging and targeted messaging. Staffbase offers many features to users including templates as well as analytics to track open rates and real-time insights about your communications.

NOTE: Staffbase is releasing some updates to this service that cannot be used in the Desktop Outlook client. It is advised to use Staffbase on Outlook Web App on Google Chrome, Microsoft Edge, or Safari.

To assist with using Staffbase in your work, review the Staffbase Lunch and Learn (video) and supporting documentation. 

• How Staffbase Works (Video)
• Email Designer (Video)
• Signing into Staffbase Email
• Search FAQs

Using the Staffbase add-in in Microsoft Outlook

• Installing Add-Ins for Outlook
• Using Add-ins in Outlook Web App

NOTE: For more information about using Staffbase, consult the Staffbase Academy. To access the courses in the Staffbase Academy, you will need to create a separate login.

Email Designer

The Staffbase Email Designer is considered the most advanced internal email designer to create impactful employee communications. Learn more Creating and Organizing Templates (Video).

• Accessing Your Email Designer Drafts and Templates
• Creating and Deleting/ Deactivating Email Drafts and Templates
• Building Custom Blocks in Your Email Design
• Adding and Formatting Text in Your Email Design

Plan Your Content

By planning your content, you will be able to bring your users a tailored experience that will result in greater impact and engagement with your messaging.

• Overview of Spaces
• Overview and Creation of Campaigns
• Journeys Overview
• Creating a Journey

Accessibility

When designing your communications, attention should be paid to make sure that the email is accessible for users with disabilities.

• Creating Accessibility-Friendly Emails

Tracking and Sending

Tracking your emails will let you know how your recipients are interacting with messages after they are sent. Internal communications sent from Staffbase will let you know when emails are opened, and when links within them are clicked. Learn more about Email Tracking.

1. Sending Test Emails
2. Scheduling Your Email Drafts to Send Later
3. Sending to Your Outlook Distribution Lists
4. Enabling Email Tracking in Outlook
5. Changing Your Notification Settings for Tracked Emails

NOTE: Staffbase integrates with Outlook. Learn more about how to View, Manage, and Install add-ins in Office programs.

Metrics and Reporting

Measure the impact of your emails and understand what your results mean. Learn more about the information obtained from a tracked email.

1. Overview of the Data Analytics Dashboard (Video)
2. Reading and Interpreting Your Email Metrics
3. Exporting Analytics Data to CSV
4. Seeing when Tracked Emails are Opened or Clicked
5. How to Test the Email Open and Click Notifications

NOTE: For more detailed information regarding metrics and reporting, review this learning module: Creating Reports to Communicate Your Wins. You will need to create a separate login to access courses in the Staffbase Academy.