How to: Send an email campaign?
All you need to know about email campaigns, both automated and one-time.
What are email campaigns?
Email campaigns are most commonly used channel in communication with users. You might want to send a "one-time" email or send emails automatically based on the user's behavior. In this tutorial, we will go through the entire process. In User.com Email Campaigns are understood as a combination of content and settings which allows you to send email.
Sending a campaign to your current contacts (Simple campaign)
In other cases, you might want to send an email campaign (for example, a weekly newsletter) to your current contacts.
Here's how:
Go to "Campaigns" -> "Email" and click "Create new campaign".
Give your campaign a name.
Under Choose campaign, choose the option, Single, and click Next.
4. Choose your email template. You can pick it up from Layouts, Templates, and Messages.
Layouts and Templates are pre-made and need to be modified & adjusted to your needs
Messages are ones created by you previously, this category also includes messages that were already sent
5. If you point your mouse cursor on any template, you will have 3 options:
Use layout - let's you use & modify current Layout/Template/Message
Copy & edit layout - creates a copy of selected content which you can use and edit to your own needs (we will select that for next steps)
Preview layout
6. Now selected Layout/Template/Message opens in Drag & Drop Editor. Congratulations - you've just created new message! Here you can preview your email content it and make any changes you need. You can also "Test email" message to your mailbox to confirm if it displays properly there.
Let's Close it for now and go to Messages section.
7. Now, you are in the Messages section:
Fill in mandatory fields - Message name (Your freshly created created Message content system name visible only in User.com) and Subject line (Subject of your email message which receivers of campaign will see)
In this step, you still can edit your message, if required
On the right side, you will have a preview of your message
You can easily create another message for the A/B test here - just click Make a copy of this message for A/B testing purposes (but we won't cover that here)
8. Shipment settings - in this section, you set your Sender Server Settings & UTMs for this campaign.
SMTP settings - choose the SMTP you will send your campaign from. It can be your own domain or custom SMTP.
Email from - pick up a sender email. Remember to set your Domain Sender(s) beforehand if you would use Custom Domain Option!
Analytics settings - you can set your own UTMs for the campaign - utm_medium, utm_source, utm_campaign, utm_term. Utm_medium & utm_source - has already default values, but they can be modified by you if needed.
9. Recipients - here you will set up who can receive your message:
Only active recipients - can be switched on and off. An active recipient is a user who has opened at least 1 out of the last 10 sent emails. For more information about this function go to Information (blue icon).
Recipients can be selected in 3 ways:
-> using Segments
-> using Lists
-> using Advanced (Filters) - this option allows choosing recipients by the filter. When chosen, a blue filter icon will appear on the right-hand side
10. Time
you can send the campaign immediately
or schedule it for the future
11. Summary - here you find a summary of the campaign. You can either Publish Campaign or Save as a draft.
Campaigns for automation
Go to "Campaigns" ->"Email" and click "Create new".
Give your campaign a name,
Under Choose campaign, choose the option For automation, and click Next.
4. Choose your email template. You can pick it up from Layouts, Templates, and Messages.
Layouts and Templates are pre-made and need to be modified & adjusted to your needs
Messages are ones created by you previously, this category also includes messages that were already sent
5. If you point your mouse cursor on any template, you will have 3 options:
Use layout - let's you use & modify current Layout/Template/Message
Copy & edit layout - creates a copy of selected content which you can use and edit to your own needs (we will select that for next steps)
Preview layout
6. Now selected Layout/Template/Message opens in Drag & Drop Editor. Congratulations - you've just created new message! Here you can preview your email content it and make any changes you need. You can also "Test email" message to your mailbox to confirm if it displays properly there.
Let's Close it for now and go to Messages section.
7. Now, you are in the Messages section:
Fill in mandatory fields - Message name (Your freshly created created Message content system name visible only in User.com) and Subject line (Subject of your email message which receivers of campaign will see)
In this step, you still can edit your message, if required
On the right side, you will have a preview of your message
You can easily create another message for the A/B test here - just click Make a copy of this message for A/B testing purposes (but we won't cover that here)
8. Shipment settings - in this section, you set your Sender Server Settings & UTMs for this campaign.
SMTP settings - choose the SMTP you will send your campaign from. It can be your own domain or custom SMTP.
Email from - pick up a sender email. Remember to set your Domain Sender(s) beforehand if you would use Custom Domain Option!
11. Summary - here you find a summary of the campaign. You can either Publish Campaign or Save as a draft.
Active vs Draft
when Saved as draft - everything we just set up can be edited later.
when Published - campaign is ready to go, but if needed you can edit only it's content.
Remember
It is always a good practice to test your email by sending it to yourself just like you would send it to your users. This way you can check any styling or code mistakes that might have been overlooked in the creation process.
Create a new Email Campaign
Choose an already created email, prepared for your users
Send it only to yourself or your Team to have full knowledge on how your message will behave on different email clients.