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Michael Wertenberg
Written by Michael Wertenberg

Send an email campaign

All you need to know about email campaigns, both by automation and by manual dispatch


What are email campaigns?

Email campaigns let you send email messages to your 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.

Campaigns for automation

  1. Go to "Campaigns" ->"Email" and click "Create new".
  2. Give your campaign a name, choose the option, For automation, and click Next. 
  3. Click Add email message.
  4. If you have previously created messages, you can select them from the menu on the left. (To learn about creating emails from a template, read this article.) If you select more than one email, the campaign will A/B test the messages. The results of this test will be available in the campaign's page. There are four options you can use: 
  • Add previously created message 
  • Copy and edit existing message
  • Create one from existing layouts or templates 
  • Create message by pasting code

5. Once you've created/added your message, you'll be redirected back to the previous step, so you can add the second message for your A/B test (should you wish to). When you're done adding messages, click Next.

6. In the last step, you simply need to decide which SMTP this email should be sent from. You can use the Default system SMTP, but we strongly suggest choosing your own SMTP as it will certainly have a higher deliverability rate (or acceptance rate). Remember that if you use Gmail, for example, there is a daily limit of emails you can send (currently set at 500 emails).

7. You can set the sender name, but it's not obligatory. When you've checked everything, click Save as active.

Now that it's done, you can go to "Automations" and use the action module, Send an email campaign, with the newly created campaign in it.

Sending a campaign to your current contacts

In other cases, you might want to send an email campaign (for example, a weekly newsletter) to your current contacts.

Here's how:

  1. Go to "Campaigns" -> "Email" and click "Create new".
  2. Give your campaign a name.
  3. Under Choose campaign, choose the option, Simple, and click Next. 
  4. Click Add email message.
  5. In the next step, add the email messages you want to include in the campaign. If you select more than one email, the campaign will A/B test the messages. The results of this test will be available in the campaign's page. There are four options you can use: 
  • Add previously created message
  • Copy and edit existing message
  • Create one from existing layouts or templates
  • Create message by pasting code

5. Once you've created/added your message, you'll be redirected back to the previous step, so you can add a second message for an A/B test (should you wish to do so). When you're done adding messages, click Next.6. In the next step, select the recipients of your email campaign. There are two ways: simply check the check boxes near their names, or use the tab, Filters, on the right, as in the image below. When you're finished, click Next.7. The final step is where you select the SMTP that you will use to send the emails and select if the emails should be sent immediately or in a specified number of days. You can use the Default system SMTP, but we strongly suggest using your own SMTP, as it will certainly have a higher deliverability rate (or acceptance rate). Remember that if you use Gmail, for example, there is a daily limit of emails you can send (currently set at 500 emails). When everything is ready, click "Save" and "Send".

Active vs Draft

Please, remember that if the email campaign was saved as "Active", it is not possible to edit it. If it is saved as ,"Draft", you can still edit it. 

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