Email Campaigns
Created by: Emma Johnston
Last Updated: January 13, 2025
Dashboard / Folders / Create a Campaign / Adding Elements / Managing Elements / Send & Schedule / Resend to Unopened / Visibility / AB Testing / Stats
Email Campaigns and Newsletters
If you want to send or schedule a newsletter type emails, then you would use Email Campaigns. If you want to use an email in a workflow or in an automated nurture, then you would use Email Templates.
Email Campaigns Dashboard
EMAIL CAMPAIGNS DASHBOARD
Click on Marketing > Emails > Campaigns to view existing campaigns. You can search forms by name using the Search Box. You can change page in the bottom right corner. You can also toggle between List view or Recent view by clicking the options to the left of the search box.
You can see the scheduled date and execution date and view the status of the campaign (sent, draft, or failed). You can also click Filters to filter by status. Once a campaign has been sent, it can not be edited. If a campaign is still Draft, you can click the pencil icon to make changes.
PREVIEW A CAMPAIGN
To preview an email campaign, click on the ellipsis menu (three vertical dots) and select Preview Campaign. You can also preview template from within the email editor page.
CLONE A CAMPAIGN
To clone a campaign, click on the ellipsis menu (three vertical dots) and select Clone.
ARCHIVE A CAMPAIGN
To archive (hide) a campaign, click on the ellipsis menu (three vertical dots) and select Archive Campaign. Press the green Archive button on the pop-up window to confirm. To toggle between active and archived templates, click on the dropdown menu next to the search box.
DELETE A CAMPAIGN
To delete a campaign, click on the ellipsis menu (three vertical dots) and select Delete. In the popup window, press Delete (or cancel).
Email Campaign Folders
EMAIL CAMPAIGN FOLDERS
You can use folders to keep your email campaigns organized.
1. From the email campaign dashboard, click Create Folder.
2. Give the folder a name and press Create.
MOVE A EMAIL CAMPAIGN TO A FOLDER
To move a template to a folder, click on the ellipsis menu (three vertical dots) and select Move to Folder. Select the folder that you want to move the template to and press Move.
RENAME A FOLDER
To rename a folder, click on the ellipsis menu (three vertical dots) and select Edit. Edit the folder name and press Confirm (or cancel).
DELETE A FOLDER
To delete a folder, click on the ellipsis menu (three vertical dots) and select Delete. In the popup window, press Delete (or cancel).
ARCHIEVE A FOLDER
To archive a folder, click on the ellipsis menu (three vertical dots) and select Archive. In the popup window, press Archive (or cancel). To toggle between active and archived folder, click on the Filters menu next to the search box.
Create an Email Campaign
CREATE A NEW CAMPAIGN
1. To create a new email campaign, click on the + New button in the top right corner of the dashboard and select Blank Template (to design a blank email from scratch) or Your Templates to select one your existing email templates.
If you have selected Your Templates, on the next screen, select the require template from the list (or search for a specific template name using the search box). Hover over a template to bring up options to preview or select the template.
CAMPAIGN FROM TEMPLATE
You can also click Marketing > Emails > Templates and click on the ellipsis menu (three vertical dots) and select Create Campaign.
Settings, Preview and Test
RENAME THE CAMPAIGN
Once you are within the email editing screen, click the pencil icon to rename the email.
EMAIL CAMPAIGN OPTIONS MENU
Once the email editor is open, click on the ellipsis menu (three vertical dots) in the top right-hand corner for further options to Test Email, Preview Template, See Version History, and access File Attachments.
FILE ATTACHMENTS
To attach a file to an email campaign, click on the ellipsis menu (the three vertical dots) and select File Attachments. Upload the file(s) and press Save. The maximum total file size for attachments is 10MB.
PREVIEW TEMPLATE
To preview the email, clicking the ellipsis menu (three vertical dots) in the top-right corner of the email editor and select Preview Template.
TEST THE EMAIL
Even though previewing does give you a good idea of what the email will look like, we do still recommend that you send yourself a test email to check the appearance of the final email. To send a test email, click the ellipsis menu (three vertical dots) in the top-right corner of the email editor and select Test Email.
If you use the same email address each time to test, you can toggle on Set These Emails as Default to save them. You can also send test emails to up to 5 recipients simultaneously by separating the email addresses with a comma.
Adding Elements
ADD NEW ELEMENTS
Click the Add Elements icon in the top menu bar and drag and drop the required elements into the middle. You can choose from elements such as a text box, image, button, logo, divider, video, image slider, FAQs and countdown. You can also choose from a range of layouts including text and image, one column, and two column.
Whenever you are adding images to an email, define the width attribute only (and delete the height). This will prevent images from distorting on mobile.
EDITING ELEMENTS
Clicking on a section or element will bring up the settings menu on the left-hand side, allowing to completing customize that element. You could also hover over that section or element and click the Edit (pencil) icon. Depending on what has been selected, there will be will give you customization options for size, alignment, padding, color, fonts, and more.
TEXT ELEMENTS
You can add text to emails using the Text element. Clicking on the text will bring up an additional toolbar with text formatting options. If you are adding text, we recommend using 1.5 for line height.
CUSTOM VALUES
You can use Custom Values to personalize emails. Click here for more information about custom values.
IMAGE SLIDER
You can add an image carousel to you emails but using the Image Slider element. You can add images (with the option of adding a hyperlink). Press the trashcan icon to remove images and the + Add Item button to add additional image. You can choose whether to enable the thumbnail (and customize the appearance) and whether to include arrows.
LOGO ELEMENT
You can add your logo to emails using the Logo element. Initially, this will pull the image from Settings > Business Info > Business Logo. If you want to change the image, you can click the pencil icon. After this, the system will automatically populate the Logo element with this new image. Once added, change the sizing and alignment as necessary.
Managing Elements
ADD SAVED ELEMENTS AND SECTIONS
To add a saved element or section, click the Saved Items icon in the top menu bar and drag and drop the required elements into the middle. To rename or delete saved items, click on the ellipsis menu (three vertical dots).
REARRANGE SECTIONS OR ELEMENTS
To rearrange sections or elements, hover over that section or element, hold down the grip bar on the left and side and drag the object to its new location.
CLONE SECTIONS OR ELEMENTS
To clone sections or elements, hover over that section or element and click on the Clone icon.
DESKTOP/MOBILE OPTIMIZATION
You can hide certain sections or elements on desktop or mobile. To hide sections or elements, hover over that section or element and click on the Mobile or Desktop icon.
SAVE AN ELEMENT OR SECTION
To save an an element/section to use in other emails, hover over that element/section and click the Save (floppy disk) icon.
DELETE SECTIONS OR ELEMENTS
To delete unwanted sections or elements, hover over that section or element and click on the Trashcan icon.
MANAGE ELEMENTS
You can also click on the Manage Elements icon in the menu bar to edit, rearrange, clone, delete and hide elements.
Sending an Campaign Email
SEND OR SCHEDULE A CAMPAIGN
1. Click on the blue Send or Schedule in the top-right corner of the email editor.
2. On the left-hand side, choose the required Sending Options.
- To send immediately, choose Send Now (note: this will be an immediate action you cannot undo or stop).
- To schedule the email to send later, choose Schedule for later. Select the date and time you wish to have the email sent.
- To drip send the email, choose Batch Schedule. Choose the start date. Enter a batch quantity and choose how often you want that to repeat. You can also define a time window.
3. On the right-hand side, choose who you want to send the email to - individual contacts, a saved smart list, or contacts with a specific tag. If you select Send to Smart List, you choose whether to send then email to contacts added to that smart list between the email being scheduled and the email sending.
Click here for information about smart lists.
4. The sender and email subject information will be pre-populated from the Email Template Settings. If required, you can change this on the right-hand side.
5. When you have finished, click Send (or Schedule) in the bottom right corner.
SCHEDULED CAMPAIGN
You can edit the content or reschedule an email one hour before the scheduled campaign is due to send from the Campaigns dashboard. After this time, the servers start preparing it for delivery.
Scheduled actions also appear in your bulk actions section. To edit or delete the scheduled action, go to Contacts > Bulk Actions. Under your list of scheduled actions, you can click the X to delete an action or the pencil icon to edit.
IMPORTANT: No more than 24 email campaigns can be queued up at any one time. Having 25 campaigns scheduled will block you from being able to send any further campaigns. You can have an unlimited number of campaigns saved as draft.
EMAIL COMPLIANCE
If you are sending a newsletter email or marketing email, you must add an unsubscribe click to your emails. We also recommend adding social icons and your company details (such as address and phone number). We have already created a complaint email footer for you, which you can find in your Saved Items.
Resend to Unopened
RESEND EMAIL TO UNOPENED
To resend your email campaign to people who didn't open it, click on the ellipsis menu (three vertical dots) and select Resend Email to Unopened. Select a date and time, enter a new subject line and press Confirm to finish. Emails can be sent to non-openers 12 hours - 10 days after the original send date.
Content AI
CONTENT AI COSTS
Content AI is a premium feature that is charged based on words generated. Click here for pricing.
Our Content AI is contextually aware so it knows you want to create an email.
CONTENT AI POSTS
1. In the email editor, click on the robot icon on the right of the toolbar.
2. In the popup window, select a context for the email and add a title and brief description.
3. Add keywords, pressing enter between each word (or phrase).
4. Select a writing tone from the dropdown menu and the number of variations you want the AI to generate (from 1 to 5).
5. Select the length of the content (small is around 150 words, medium is around 400 words, large is around 600 words, or custom is up to 900 words).
6. Click Generate.
7. On the next window, press copy to add a variation to the Chosen Content box on the right hand side, and edit as required.
8. Press Continue. You can then continue editing the email as normal.
To access previously generated content, go to Automation > Content AI to learn more details and see the various content generated.
A/B Testing
A/B TESTING
Once your campaign has been created, if you want to, you have the option to test email subject titles or click rates. This option is only available for Send Now and Schedule (not Batch Schedule or RSS Schedule).
1. Click on the A/B Testing tab in the left-hand panel and toggle on Enable A/B Testing.
2. Under the Test Type Settings, choose either Email Subject Lines or Email Content.
Email Subject Line (Optimize Open Rates) - Email subject lines are the first thing the recipients will see when receiving an email campaign since subject lines are visible to them before they even open your campaign. Factors you could adjust include changing the length of the subject, the copy or adding personalization.
Email Content (Optimize Click Rates) - You can test different elements in the campaign content that could influence the conversion or action from the recipients, such as different section titles, article length, call-to-action buttons, images, videos, and more.
3. In the left-hand panel, edit the test duration time, number of variations, test size and winning criteria.
Test duration time - Choose from 30mins to 24 hours. Consider how long it will take for customers to recognize, read, and act on emails when determining the duration time frame, as this can impact your results.
Number of variations - You can test up to six variations for each (called A - F).
Test Size - This is the sample size of recipients for the test. A minimum of 10 contacts are needed for each variation.
Wining Criteria - Choose from open rate or click rate.
4. For Email Subject, add the subject variations in the left-hand panel. For Email Content, toggle between the variations in the top panel.
Email Statistics
EMAIL DETAILS
You can see overall sending statistics for an email by looking at the email statistics.
1. Click on Marketing > Emails > Campaigns.
2. Either click on the ellipsis menu (three vertical dots) and select Statistics or click on the name of the campaign. A pop-up window appears on the right with details about that email.
3. In the bottom sections, you will see an overview of the emails sent. You can toggle between showing these statistics in terms of percentages or as raw numbers.
4. Click on Load More Statistics to see a list of contacts for each statistic type (with additional information for A/B Testing). You will see a more detailed breakdown of the email statistics, as well as a graph. You can toggle between Show Statistics in Number and there is also an option to export that data.
Note that, by default, the date range for statistics is set to 5 days, but you can change that as needed (up to 60 days).
EMAIL STATS
You can also see statistics for a specific 'round' of emails by looking at the Bulk Actions information.
1. Go to Contacts > Bulk Actions.
2. Click on Show Stats in the Statistics column.
3. The row will expand to show a quick overview of the emails sent. Click on the purple/blue colored number above Successful to open a popup window showing you more in-depth stats of open rate and click rate, etc.
4. You can click on the tab at the top of the window to see a list of contacts for each statistic type. There is also an option to export that data.
EMAIL SUMMARY
You can also see a summary for all emails that you have sent. Go to Settings > Email Services > Email Analytics. You can filter this information by date by clicking on the boxes in the top right corner. To view more information, click on the tiles.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
The support desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
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