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
- Go to "Campaigns" ->"Email" and click "Create new".
- Give your campaign a name, choose the option, For automation, and click Next.
3. Choose your email template. You can pick it up from Layouts, Templates, and Messages.
- Layouts and Templates need to be modified & adjusted to your needs.
- Messages are those created by you previously.
4. If you point your mouse cursor on any template, you will have 3 options:
- Use message
- Edit messages
- Preview message
5. After you decide, which message to choose, click Use message.
6. Now, you are in the Messages section:
- Fill in mandatory fields - Message name & Subject line
- You can easily create another message for the A/B test here - just click Copy a message for A/B testing
- In this step, you still can edit your message, if required.
- On the left side, you will have a preview of your message
7. Shipment settings - in this section, you set SMTP & UTMs for this campaign.
- SMTP settings - choose the SMTP you will send your campaign from. It can be your own domain or custom SMTP. NOTE: Default system SMTP is used only for testing messages.
- Email from - pick up a sender email
- Analytics settings - you can set your own UTMs for the campaign - utm_medium, utm_source, utm_campaign, utm_term. Utm_medium & utm_source - have already default values, but they can be modified by you if needed
8. Summary - here you find a summary of the campaign. You can set it as active or save a draft.
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".
- Give your campaign a name.
- Under Choose campaign, choose the option, Simple, and click Next.
3. Choose your email template. You can pick it up from Layouts, Templates, and Messages.
- Layouts and Templates need to be modified & adjusted to your needs.
- Messages are those created by you previously.
4. If you point your mouse cursor on any template, you will have 3 options:
- Use message
- Edit messages
- Preview message
5. After you decide, which message to choose, click Use message.
6. Now, you are in the Messages section:
- Fill in mandatory fields - Message name & Subject line
- You can easily create another message for the A/B test here - just click Copy a message for A/B testing
- In this step, you still can edit your message, if required
- On the left side, you will have a preview of your message
7. Shipment settings - in this section, you set SMTP & UTMs for this campaign.
- SMTP settings - choose the SMTP you will send your campaign from. It can be your own domain or custom SMTP. NOTE: Default system SMTP is only used for testing messages.
- Email from - pick up a sender email.
- 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.
8. Recipients - here you find a summary of the campaign. You can set it as active or save a draft.
- 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:
-> By Segments
-> By Lists
-> By Advanced - this option allows choosing recipients by the filter. When chosen, a blue filter icon will appear on the right-hand side
9. Time
- you can send the campaign immediately
- or schedule it for the future
10. Summary - here you find a summary of the campaign. You can start a campaign or save a draft.
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.
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.