To create a new campaign, simply click the sub-section link in the header or the “Create a new campaign” button at the right of the Saved Drafts sub-section page.
There are 3 options when arriving at the create page. They are as listed:
- Regular Campaign
- A/B Split Campaign
- Recurring RSS Campaign
You will be using the Regular Campaign option the most often but here is a quick explanation of the other 2 options.
This is the main option you will be using when sending out an email campaign.
Define the Campaign and Sender
The first field you will see is titled, “Campaign Name”. This is for your records so for the future you can come back and edit and/or view the campaign. I suggest being as descriptive as possible in this field as well as the date in which you are running this campaign. This again, is to make it as easy as possible in the future to identify this campaign if you have multiples.
The next field is the subject of the email that will be sent out to your subscribers. You will notice it is auto-populated with the Campaign Name from above. I suggest changing this to something that will catch the readers eye. The general rule of thumb in email marketing is to keep your subject line to 50 characters or less.
The third field area on this page is where you will input the name you want to display the email from and email address. The email doesn’t necessarily have to exist but in case people want to reply to your email, we suggest using an email that people can communicate to you with.
Select the format for this campaign
This page you will choose the look for your template. We will have created a template to match your website, so you can choose that as your template for your campaign. The second option on the page is the Plain text only. This is if you want to send a plain text email. We don’t suggest doing this since if the subscribers email client only allows text emails, then the template design will default to text. So it is safe to choose and use your template.
Add your email content
This is the page where you will edit/add content to your email template.
To edit/add/remove an editable area, you will see these icons. Click the appropriate button.
When editing an area, you will see a text edit area appear to the left of your screen.
First thing you will do is enter a title for your text area. You edit this area by clicking the gear icon to the right. Explanation of the options are below.
You can add in the text here you will to put in your email. There are several options to edit your text if you see fit.
- Bold – this will bold your text.
- Italics – this will italicize your text.
- Align Left – this will align your text to the left.
- Align Center – this will align your text to the center.
- Align Right – this will align your text to the right.
- 1. Ordered List – This will create an ordered list.
- – Unordered List – This will create an unordered/bulleted list (Just like this list).
- Text Color – This will change the color of your text. We suggest using this at a minimum.
- Text Size – This will change the size of your text.
You will also see a dropdown button titled, “Insert”. This allows you to insert several different custom options as seen in the image below.
Link – This allows you to insert a hyperlink to your content.
Personalization – This allows you to insert personalized code into the post. Such as adding the first name, last name, email of the subscriber.
Quick Links – This allows you to add in a quick link such as Forward this email to a friend, Preference Center (Which will take subscribers to update/edit their profile), an Unsubscribe link and a link to a Web version for people who can’t view the email properly. you should not have to worry about these though as the template for your emails will by default, have these already included.
Social Sharing – This allows you to link to your Facebook and/or Twitter account (If applicable).
The last button is the “< > Source” button. This allows you to edit the HTML source. This is only recommended for people who know HTML code. If you don’t then we suggest not worrying about this button
Once you have completed your email, you can preview it before you send it out by clicking the green “Preview ?” button in the top right corner of your screen.
Who will receive this campaign?
This page allows you to select the subscribers who have signed up through your website (which is what we recommend) or adding your own subscribers. Select the first option, “My recipients are from an existing subscriber list” and select your subscribers below. We highly recommend using the list from your site since those people have wilfulingly signed up for your email newsletter. If you do have a personal list in which you wish to add aside from the subscribers from your site, then you can select the “I’ll add my own subscribers” list. Here you can import a list of people that may have signed up at an event that you had or at your office (If an email sign-up sheet was/is present).
Snapshot for Campaign Name Here
This is the final page before your main delivery page where you can view a snapshot of your campaign you are about to send out. Make sure everything is good and click the button “Test and define delivery”.
Test your campaign
This page allows you to test your campaign and send it to your email address (or others) to make sure everything looks good through the email client. You also have the option for a Complete Design and Spam Test. This option will take a screenshot of your email in all major email clients (Outlook, Yahoo, Gmail, etc…) so you know how it will appear. It will also test for spam filters. Instead of just scanning your content for “spammy words”, they’ll pass your email through real spam filters and tell you exactly why you failed, if you failed.
If all is good, you can move on to the final page.
Schedule campaign delivery
This page will send out your campaign immediately or at a later date/time if you wish. Please input an email that will receive a confirmation after your campaign has been sent.
If your subscriber list is over 1000 users, it will need to be verified before it can be sent. This is necessary to ensure compliance with anti-spamming legislation. We will assist with this process.
A/B Split Campaign
A/B testing (also called split testing) is a way of working out which of two different options will be the most effective. When used for your email campaigns, that means A/B testing can help you decide which email will the best one to send to your subscriber list from two different options which are labeled A and B.
The basic idea is that you send Version A to a small number of your subscribers, and Version B to another small group. The results (opens or clicks) are measured, and a winner is chosen. Then that winning version is sent out to all the remaining subscribers.
Recurring RSS Campaign
Recurring RSS campaigns (also known as RSS-to-email) allow you to automatically send an email to your subscribers whenever you update your website or blog with fresh content. If you think that your subscribers will find this useful, then this option may work for you.