Creating e-mail campaigns

NOTE: Before sending your campaign, make sure that your account has at least one sign-out page template (Email -> Campaigns -> Settings -> Sign-out pages). If not, create one. In addition, authorize the sending domain and add at least one sending address in the E-mail -> Common Settings -> Sender Authorization tab.

1. After logging into the panel, select the email tab, then click Email Campaigns and go to the Campaigns section.

2. Launching a new campaign:

a. In the upper right corner, press the plus sign (+) to start creating a new campaign.

b. Give your campaign a name so you can easily identify it later.

Step 1: Email creation:

Choose a template that will be the basis of your e-mail message. You have a choice of:

• Theme templates

• Your templates

• Templates from sent campaigns

• Custom HTML code (if you have a ready-made creative)

• After selecting a template or uploading your own design, proceed to the next step.

Step 2: Basic Data:

1. Complete the key information:

• Message Subject: You can use personalization, such as the recipient’s first name, by inserting the appropriate tags. You can also use the AI-powered title generation option.

  • Click Generate title.

  

  • Choose either Generate based on email content or Generate based on description, then click Generate.

  

  • If you select Generate based on description, fill in the following fields:

    • Campaign type: promotion, announcement, newsletter, event invitation, feedback or survey, re-engagement, other

      • Message tone: natural, formal, catchy, friendly, persuasive, professional, urgent

      • Keywords: the most important words to include in the subject line, e.g. 40% off sports accessories

• From address and From name: Choose from which address and under which name the message will be sent.

1. Additional options (to the right):

• Campaign name

• Campaign description: visible only to you in the panel.

• Progress notification (e-mail): enter the address to which a notification will be sent about the progress of the shipment.

• Return address: you can modify the address to which recipients will be able to respond.

Step 3: Recipients:

1. Select the group to which you want to send the campaign. You can select one group from those available in your database.

Step 4: Summary:

1. Review campaign details:

• Verify the sender, message subject, and recipient group.

• Check the message preview using the email preview option.

• Send a message test.

Step 5: Testing an email campaign

Email campaign testing is a test send of selected campaigns to selected email addresses. We recommend conducting tests before sending any email campaign.

1. Go to the Email tab → Campaigns, and click the Select campaigns to test button.

1. Select the campaigns you want to test by checking the appropriate boxes. You can only choose from campaigns that haven't been sent yet.

1. Once selected, click the Send tests button.

1. In the pop-up window, enter the test email addresses. If any selected campaign uses personalization, a Personalization section will appear. Choose the email address to simulate personalization.

Step 6: Sending an email campaign

1. Set the date and time of shipment:

   • If you want to send the campaign immediately, check Send immediately and click Save and Send.

   • To set the campaign for a later date, select the date and time, click Approve, and then Save and Send.

   • If you want to save the campaign for further editing, select Save.