To create an email campaign, head to Marketing > Email marketing and click the New campaign button.
Fill in the items in the tab Set up campaign as described below. In the Design campaign tab you can select a campaign layout and adjust the design. Read more about designing your email campaign here.
Start out by giving your campaign a name. This name will not show anywhere on the actual email going out to customers - it's the name only you will see on your overview of email campaigns in the Editor. Make sure to give your campaign a distinct name to make it easy for you to identify it later on.
Select who should receive your campaign. The campaign is sent out to customers that you have already created in Customers in the Editor.
You can choose to either send out your campaign to every customer in your database or to specific groups.
By toggling Send to all customers, the campaign will be sent to everyone in your Customers database.
Some customers may be filtered out
Any customers who have not opted in to receiving emails from you will be filtered out and won't receive email. Customers are only able to receive email if The customer has opted in to receive email marketing is ticked on their profile in Customers.
Website visitors who have signed up using the Email signup form module or the On-Site Engagement type Sign up to a newsletter will automatically have Email marketing opt-in enabled. You can also manually tick and untick the box on the customer's profile page if you have received either written or oral consent from them.
In Select group(s), you can choose which specific groups you wish to send the campaign to. You define and manage your groups in Customers.
Recipients belonging to multiple groups
Please note that if a recipient belongs to more than one group, they will only receive the email once.
While selecting groups, you can always see on the counter how many recipients are going to receive the email. The number updates dynamically as you add or remove groups. You can also see how many sends you have left in your monthly subscription quota.
Out of sends?
If you need more sends in the current period, please reach out to your digital services provider to enquire about the possibility of upgrading your subscription to get more sends. Alternatively, you can wait for your email sends quota to restock at the beginning of a new subscription period.
Define the email address and name that should show as the sender of the campaign. A recognizable name and email address help build trust and credibility with the recipient.
If you have previously added a default sender email and name in Marketing settings, they will automatically show as the sender of the campaign. If you wish to use a different email or name, simply delete the default values and type in something else.
Using a "noreply" sender email address
It may be a good idea to carefully consider which email address you put as the sender of campaign emails. If you use your own business email, for example email@example.com, customers can reply directly to you on all campaign emails sent to them. Alternatively, you can select to use a "noreply" email address, for example firstname.lastname@example.org, to indicate to customers that they are not supposed to reply to the campaign message.
Email subject text
The email subject line is the title of your email and the first thing a recipient sees when browsing through emails in their inbox. This one line of text can often determine whether an email is opened or deleted straight away.
Make sure to keep the subject line short, ideally around 5-10 words.