Campaigns

After setting up your smart list, distributing your newsletter will be a smooth and efficient process: 1. Navigate to the Marketing Dashboard: On the left sidebar, click on 'Marketing,' then select 'Email Templates'. 2. Customize Your Newsletter: Here, you can preview, modify, and duplicate your newsletter template. To start a campaign, go to 'Actions' and choose 'Create Campaign'. 3. Set Up Your Newsletter Dispatch: Click 'Send or Schedule' in the top-right corner. Choose your preferred send time, then fill in the sender details, email subject, and recipient list. For 'Recipient,' select 'Send to Smart List' and choose the smart list you’ve created. 4. Send Directly from Your Smart List: Alternatively, you can dispatch the email directly from your smart list by selecting 'Send Email'. Here, you can import your newsletter template, complete the required fields, and set the send time. Common Issues and Solutions Smart List Not Updating: Check that tags are applied correctly to your contacts. Sometimes, a quick refresh or a short wait can fix syncing problems. Sending to Multiple Smart Lists: You can indeed select multiple smart lists when setting up your campaign, provided they are appropriate for the content you are sending.

Key Advantages of Utilizing the Email ROI Feature Before diving into the feature's details, let's highlight some key benefits: Accurate Revenue Attribution: Understand precisely how much revenue each email campaign brings in, enabling better decisions and strategy adjustments. Improved Client Transparency: Present clear financial outcomes from email campaigns, building trust and enhancing client satisfaction. Adjustable Attribution Window: Customize the period for tracking conversions to align with diverse marketing goals and better understand customer behavior. Detailed Instructions for Using the Email ROI Feature Follow these steps to effectively leverage the Email ROI feature: How to Access the Feature: 1. Open the Marketing section from the left-side menu. 2. Click on Emails, then navigate to Campaigns. 3. Press the three-dot icon next to the campaign you'd like to analyze. Viewing Campaign Performance Data: 1. Open the Statistics option under your selected campaign. 2. Click on Load more statistics to see additional performance metrics. Analyzing Revenue and Conversion Metrics: The Conversion section displays key indicators like Total Revenue Generated and Revenue per Receipt, giving a financial overview of your campaign's impact. For more details, explore the Ordered tab, which shows specific order information tied to your email contacts. Customizing the Conversion Attribution Period: The standard attribution window is 5 days, but you can modify this to a maximum of 60 days. Head to the Settings menu to change the attribution window and track conversions over a more suitable period. Attribution Model Overview: The CRM employs a Last Touch Attribution Model, meaning the most recent email interaction is credited with the sale before an order is made. Real-Life Scenarios and Applications Suppose you're launching a promotional email for a new product. By using the Email ROI feature, you can directly tie sales back to specific emails, providing a clear understanding of the campaign’s success. This knowledge allows you to refine your approach, ensuring improved ROI in future campaigns through optimized messaging and timing. Common Issues and Frequently Asked Questions Q: Why is my revenue data missing? A: Check that your campaign is properly linked to your product sales and that the attribution window aligns with your sales timeline. Q: Can I monitor revenue across different campaigns? A: Yes, the CRM supports tracking revenue across multiple campaigns, but keep in mind that the Last Touch Model will assign the conversion to the most recent campaign interaction.

Why Sending Unopened Emails Again Benefits Your Business Boosted Engagement Rates: By resending email campaigns to contacts who missed the original email, you increase the chances of engaging more recipients. This method can significantly improve your overall email open rates and enhance your campaign's reach. Improved Campaign Flexibility: This feature provides customizable options for resending, including adjustments to the subject line and scheduling. With these tools, you can ensure your emails are sent at the best time and with the most compelling message. Simplified Performance Tracking: Monitoring the results of both the original and resent emails gives you valuable insights. Analyzing this data helps you evaluate the success of your email marketing efforts and make data-driven adjustments for future campaigns. How to Utilize the Resend to Unopened Emails Feature Accessing the Resend Option: 1. From the left-hand menu, navigate to the Marketing section. 2. Select Emails > Campaigns. Setting Up Your Resend Campaign: 1. Click on the three-dot menu next to the email campaign you want to resend. 2. Set the resend time and modify the subject line to make it more engaging for recipients. 3. Confirm the changes to schedule the resend with the same content. A Practical Use Case Consider a small online shop preparing for a weekend promotion. After sending the first round of emails, they notice that not all recipients opened the email. By utilizing the Resend to Unopened Emails feature, they can target those unopened contacts, greatly increasing the chances of driving more traffic to their site and boosting their sales. Common Issues & Frequently Asked Questions What if the second email also remains unopened? Test different subject lines or experiment with the time you send the emails to see what resonates better with your audience. How frequently should I resend emails? Use this feature in moderation to avoid overwhelming your audience. Reviewing engagement data will help you determine the most effective frequency for resends.

Efficiently managing email campaigns is essential for nurturing customer relationships and promoting business success. The reply management feature offers improved tools for handling responses, enhancing communication, and optimizing marketing efforts. Below are frequently asked questions and troubleshooting advice to ensure smooth operation. Setting Up Reply Management To get started, access the Marketing > Emails > Campaigns section. Here, you can create a new campaign or modify an existing one. Once you're satisfied with the email content and design, proceed to send or schedule the email. If the default sender or reply-to address isn’t suitable, choose the option to "Set a custom reply-to address for this campaign." Next, input your preferred reply-to address or assign a custom value using the tag icon. Hierarchy of Reply-to Email Addresses 1. Custom Reply-To Email: Defined in the Send or Schedule stage of your campaign. 2. Location-Specific Address: Found under Location Settings > Email Service > Reply & Forwarding. 3. Default Email Address: This is the system-wide default setting. Frequently Asked Questions Q: What is the advantage of using enhanced reply management? The enhanced reply management system lets users customize the reply-to address for individual campaigns, enabling responses to be routed to the appropriate team members. This feature is particularly helpful when managing different replies for specific campaigns, such as marketing outreach or customer support. Q: How can I assign a custom reply-to address to a campaign? Go to the Email Marketing section. Choose your campaign, then select "Send" or "Schedule." If the default reply-to address isn’t ideal, select "Set a custom reply-to address for this campaign." Enter the email address you want replies to be directed to. Q: How are reply-to addresses prioritized? Custom reply-to address set during the campaign configuration. Reply-to address from Location Settings (under Email Service > Reply & Forwarding). The default reply-to email set in your system. Troubleshooting Common Issues The custom reply-to address isn’t working: Ensure the custom reply-to address was correctly configured during the campaign setup. Review the prioritization settings to make sure no conflicting reply-to addresses are overriding your preferences.

The Product Element offers a streamlined way to showcase products directly within emails, enhancing the overall user experience and increasing engagement. By utilizing this feature, businesses can present their products more effectively, encouraging customers to take action in a natural and impactful way. Key Advantages of the Product Element Effortless Shopping: Customers can explore a handpicked collection of products without leaving their inbox, saving time and simplifying the shopping process. Boost in Conversion Rates: Emails that include product catalogs often lead to higher purchase rates by making the transition from browsing to buying more seamless. Spotlight on New Releases and Promotions: Effortlessly highlight fresh products, limited-time offers, and special promotions, drawing attention and prompting immediate engagement. Actionable Customer Insights: Monitor how customers interact with specific products to gather insights and adjust your marketing approach accordingly. Before using the Product Element, ensure that your products are uploaded under the "Payments" > "Products" section. Each product listing should include a title, description, and images. How to Incorporate the Product Element 1. Go to the "Marketing" tab and select "Emails," then click on "Campaigns."  2. Either start a new campaign or modify an existing draft. 3. Within the email editor, drag and drop the Product Element. 4. Select the products you wish to feature in the campaign. 6. Personalize how the product catalog appears by adjusting design options. You can choose to display product titles, descriptions, prices, and modify button text. 7. Add URLs to direct customers to specific landing pages, such as sales funnels, your website, or product pages. 9. Alternatively, enable the direct checkout feature to generate payment links for each product. Customize the checkout page by clicking the link icon next to the product and remember to save your changes. By offering a more convenient shopping experience, increasing conversions, and providing actionable data insights, the Product Element is a valuable tool for any business seeking to enhance its email marketing strategy. Properly configuring and tailoring this feature allows you to craft compelling campaigns that not only showcase your products but also simplify the path to purchase for customers.

A Comprehensive Overview of Managing Files Across Your Account Account-Wide File Management is an essential tool within the CRM that simplifies storing, organizing, and reusing files across multiple sections of the platform. This functionality not only enhances workflow efficiency but also ensures that key documents, images, and other files are easily accessible and consistently used. Key Functions and Advantages 1. Centralized File Storage: Keep all your files in one location, making them easily accessible from any CRM feature. 2. Folder Organization: Create folders and subfolders to categorize and find files efficiently. 3. Powerful Search Tool: The integrated search option helps you locate files quickly, eliminating the need to browse through numerous directories. 4. CRM Integration: Files stored can be smoothly embedded into emails, landing pages, and other marketing campaigns. Utilizing File Management within the Email Composer One of the most common ways to use Account-Wide File Management is within the Email Composer. Here’s a guide on how to do so: 1. Open the Email Composer: Begin by accessing the Email Composer from the CRM’s dashboard. 2. Start or Modify an Email: You can either start a new email campaign or modify an existing one. 3. Insert an Image: Find the option to include an image in your email design and select it. 4. Replace the Image: Once the image element is added, click on “Replace” to open the file management interface. 5. Manage Your Files: In the popup, you can upload new files, search through existing ones, or organize files into folders for easier access. Example: Organizing Files for a New Product Launch Imagine you’re planning to launch a new product and need to send out an email campaign. You can create a folder titled “Product Launch” and upload all relevant assets, such as images and documents. When crafting your email, simply go to this folder to find everything you need in one place. Frequently Asked Questions and Troubleshooting Tips Q: What should I do if I can’t find a file I uploaded? A: Use the search bar with keywords associated with the file. If that doesn’t work, ensure you’ve checked all relevant folders or subfolders where the file might be stored. Q: Can files be deleted from the CRM? A: Yes, you can delete files, but be cautious as removing a file will also delete it from any ongoing campaigns or materials where it’s in use.

Navigating to Marketing Campaigns Begin by accessing the marketing section from your CRM dashboard. Then, click on "Campaigns" to view the complete list of your marketing initiatives. Choosing a Campaign You can either select an existing campaign or start a new one. For the sake of this example, we will be using a sample campaign. Adding Video Elements In the campaign editor, find the video block and drag it into your campaign's design. When prompted to choose a video format, select "Loom" from the options, which also include HTML, Wistia, Vimeo, and YouTube. Embedding a Loom Video Paste the Loom video URL into the field provided. You can also customize the thumbnail by entering the URL for a custom image, if desired. Integrating Loom Videos on Websites Embedding Loom videos on websites built with your CRM is straightforward. Just select Loom as the video format and input the video URL. This feature enables you to add personalized content to your website, enhancing the user experience and making it more engaging. Common Issues and Solutions Issue: My video isn’t showing correctly. Solution: Verify that the video URL is accurate and that the Loom video is either public or shared with the appropriate audience. Question: Can I use videos from other platforms besides Loom? Answer: Yes, your CRM supports videos from HTML, Wistia, Vimeo, and YouTube.

The email section in the CRM offers comprehensive insights into the performance of each user's email campaigns. It provides detailed statistics, such as the total number of emails sent and recipient engagement metrics like Sent, Opened, Clicked, and Replied rates. These data points are essential for evaluating your campaign's success and refining future outreach strategies. Steps to Access Email Campaign Analytics: 1. Navigate to the Marketing tab on the left-hand sidebar. 2. Select Emails, then click on Campaigns. 3. Choose your desired campaign and click the three dots next to it. How to View Campaign Performance Metrics: 1. Inside the campaign, click on the Statistics tab. 2. Scroll down to access a snapshot of your campaign's performance, including the total number of contacts targeted, emails successfully sent, and emails skipped. Attempted: Definition: The total number of contacts the system attempted to send emails to, including successful sends, bounces, and skips. Significance: This metric provides an overview of the campaign's reach and helps in planning resource allocation for future campaigns. Sent: Definition: The total number of emails successfully dispatched during a specific period. Significance: Tracking this metric offers insights into the overall scale of your campaign. Skipped: Definition: The number of emails that were not delivered to recipients. Significance: A high number of skipped emails might indicate problems with your contact list and can negatively affect your sender reputation. To view more details, click Load More Statistics. Important Email Campaign Metrics Explained: Delivery Success: This represents the emails that were successfully accepted by the recipient's email server. A high delivery rate increases the chances of recipient engagement. Opened: This shows the percentage of recipients who opened the email, offering insights into how effective your subject lines are. Clicked: This metric tracks how many recipients clicked on links in the email, indicating how engaging your email content is. Conversion: The number of recipients who completed a specific action after interacting with the email, providing a clear indicator of your campaign's return on investment. Soft Bounce: Emails that were returned due to temporary issues. Reviewing this helps you identify areas for improvement, such as reducing email size. Hard Bounce: Emails that were permanently undeliverable. Monitoring hard bounces helps maintain compliance with email marketing standards. Unsubscribed: Tracks how many recipients opted out of receiving further emails, which provides feedback on the relevance and frequency of your campaigns. Spam Reports: Tracks the number of recipients who marked your email as spam. Keeping this rate low is crucial for maintaining inbox deliverability. Additional Reporting Tools: Use the date filter to customize your data view. You can download a line graph as a PNG file for reporting purposes. Each section of the "Details" tab can be exported as a CSV by clicking the Export button. Practical Applications for Campaign Data: Marketing Optimization: Analyzing Opened and Clicked rates can help you refine your email content and subject lines, leading to better future performance. Customer Insights: The Replied metric is a valuable indicator of customer interest or concerns, which can inform product improvements and customer service adjustments. Sales Strategy: Assessing the Sent and Opened rates can guide your sales team's email outreach efforts, helping them engage at the right time for optimal results. Common Issues and Solutions: Why Are My Open Rates Low?: Low open rates could be due to ineffective subject lines or poor timing. Experiment with different headlines and send times to see what works best. How Do I Increase Click-Through Rates?: Boost click-through rates by ensuring your content is relevant and engaging, with clear and compelling calls-to-action.

Overview RSS, which stands for Really Simple Syndication, is a valuable resource for business owners who want to deliver updates and blog content efficiently through email. Instead of sending individual emails for every new post, RSS lets you compile updates into regular newsletters. This guide provides step-by-step instructions on how to set up and automate RSS email campaigns for optimal effectiveness. What is RSS in Email Marketing? Really Simple Syndication (RSS) is a method that streamlines the way users receive updates from websites. In email campaigns, RSS allows you to design your content using templates and schedule its delivery based on your preferred timing—whether it’s daily, weekly, or another interval. Getting Ready for RSS Campaigns Before you begin, ensure that: Your email template is designed and ready to go. Your domain has been verified for sending emails. How to Build an RSS Email Campaign 1. Initiate a New Campaign Access the Emails section under Marketing in your CRM. From there, click on the "New" option at the top right.  2. Pick a Template Select a template for your email campaign. You can use the preview function to make sure it fits your needs.  3. Customize Your Email Design Enter the email builder to create your content. Add images, text, and design elements to make the email visually engaging and informative.  4. Set Up Delivery or Scheduling Once your email is ready, hit the “Send or Schedule” button to move forward.  Checklist Before Sending Ensure the following are complete before launching your campaign: RSS Feed URL: Enter your RSS feed’s URL. Delivery Schedule: Select the frequency—daily, weekly, or monthly. Time Settings: Set the time for sending the email, and exclude any days you don’t want the campaign sent.  Adding Sender Details and Subject To finalize your setup: Input the email address that will appear as the sender. Enter the display name for your recipients to see. Create a subject line that will grab attention (AI tools can help with this). Write a short preview text to give a glimpse of the email content. Finalize Audience and Schedule Select the contacts or segment you want to send the campaign to. If using a dynamic list, you can choose to include new contacts that join before the scheduled send time. Once everything looks good, click Schedule to queue the email for delivery.  Key Considerations: Double-check all details, including time zone, date, and time, before scheduling. Options are available to pause, reschedule, or delete your campaign, but changes must be made at least one hour before the scheduled send time. 

Are you tired of switching between different platforms to create email templates? Or perhaps you have a collection of reliable templates you wish to simplify? The HTML Email Builder offers a seamless way to import your existing templates from various platforms with ease. This time-saving tool allows you to handle all your email campaigns within a single, unified platform while leveraging your most effective templates. Importing Email Templates Steps to Build a New Template Click the "New" button to start creating your template. Select a Blank Template From the dropdown menu, pick the "Blank Template" option. Choose the Editing Mode A pop-up window will prompt you to choose between "Design Editor" (drag-and-drop) or "Code Editor" (HTML-based). Opt for "Code Editor." Insert HTML Code In the Code Editor, paste your HTML code into the provided field to preview the template. Importing Campaigns Start a New Campaign Click on the "New" button to initiate a new campaign. Select a Campaign Template Choose "Blank Campaign" from the available templates. Pick the Code Editor In the following window, select "Code Editor" to proceed. Paste HTML for Campaign Insert your campaign's HTML code into the Code Editor to preview the result. Major Advantages Time-Saving: Eliminate the need for manually recreating templates. Importing simplifies the process and saves time. Centralized Control: Manage all your email campaigns from a single, organized platform. High Performance: Leverage your best templates to ensure consistent, effective email marketing.

Introduction to Video Proposals A video proposal offers a fresh and engaging approach to presenting your services and recommendations to potential clients. This method stands apart from conventional document or email-based proposals by providing a more interactive and customized experience. Key Features and Benefits Customized Messaging: With video proposals, you can craft messages that directly address the unique goals and challenges of each client. Enhanced Visuals: By visually demonstrating your services, clients gain a clearer understanding of the benefits you offer. Increased Client Engagement: The interactive nature of video grabs attention, making clients more likely to stay engaged and take further action. Using Video Proposals Within a CRM Steps for Crafting an Effective Video Proposal 1. Client Consultation: Conduct an initial meeting to gather insights into the client’s challenges and objectives. 2. Creating the Content: Develop tailored recommendations and solutions based on the consultation. 3. Recording the Presentation: Utilize screen-sharing tools like Loom or Screencast-O-Matic to create a video showcasing how your services will address the client’s specific needs. 4. Integrating with CRM: Upload and embed the video on a custom CRM page that’s easily accessible for the client. Optimizing Your Proposal Presentation Personalized Branding: Add your company’s logo and the client’s business name to create a more personalized experience. Call to Action: Include a direct call to action, such as scheduling a follow-up meeting, using an appointment scheduling tool. Clear Pricing Information: Offer transparent pricing options to help pre-qualify leads based on their budget. Addressing Common Issues Video Playback Problems: Ensure proper video embedding and check for any platform restrictions that might prevent playback. Improving Client Response: If the client isn’t responding, consider following up with a direct call or email to confirm receipt and encourage engagement.

To strengthen your brand’s security and maintain trust, we require that your "From" email address be verified before it can be used for email campaigns. This process guarantees that only authorized email addresses are utilized, reducing the risks of spoofing and unauthorized use. This guide explains the importance of email verification, the steps involved in the process, and provides answers to frequently asked questions, along with troubleshooting tips. Situations Where Verification is Not Needed There are specific circumstances where email verification is not required, such as: Domains offered through LC email services. Admin emails that have already been set up in the system. Step-by-Step Guide to Verifying Your Email To verify your email address for sending campaigns, follow these instructions: 1. Head to the Email Marketing tab, then either start a new campaign or choose an existing one. 2. Once you’ve finalized your email design and content, either send it immediately or schedule it for later. 3. In the sender section, enter the email address you intend to use for the campaign. 4. Click Verify Now to initiate the email verification process. 5. A One-Time Password (OTP) will be sent to the email address you provided. Check your inbox and input the 6-digit code into the verification box. Once verification is successful, your email address will be approved for future campaigns. You can also complete this process via the Campaign settings page by selecting the gear icon from the Campaign overview screen. Within the Sender Email Verification section, click Verify an Email, enter the necessary address, and submit the OTP.   Complete the process by clicking Verify! Common Questions About Email Verification Why is verifying email addresses important? This process ensures that only approved users can send emails from your domain, thereby reducing unauthorized activity and protecting your brand’s credibility. Are there situations where verification isn’t necessary? Yes, verification is not required for custom LC email domains or for location admin email addresses already configured in your settings. Solutions for Common Issues Check Spam/Junk Folders: If you don’t receive the OTP, look for it in your spam or junk folder. Resend OTP: If the OTP doesn’t show up after some time, use the resend option. By implementing these verification steps, you can ensure the security of your email campaigns, strengthen recipient trust, and uphold your brand’s reputation.

Email Campaign StatisticsUnderstanding how well your email campaigns are performing is key to refining your marketing strategies and meeting your business objectives. The Statistics feature delivers in-depth analysis of several metrics, allowing you to assess actions like clicks, purchases, and other engagements over a chosen period. This guide will help you effectively use these insights to make smarter decisions and enhance your campaign outcomes. Navigating to Email Campaign Insights Start by visiting the Marketing section, hover over Emails, and select Campaigns. Then, choose the Statistics option from the available choices. Selecting a Custom Date Range From the calendar dropdown, pick the desired date range to view the statistics for that particular period. Exploring Detailed Metrics Sales Performance Overview This section gives you quick access to key data like the total number of orders, revenue, conversion rate, and average order value, helping you gauge how effectively your campaigns are driving sales. Email Interaction Summary Review how your audience engages with your emails by tracking the number of emails sent, opened, clicked, and the resulting purchases. This visual funnel illustrates where users are dropping off and taking action, with unique clicks and opens counted separately, regardless of multiple interactions by the same recipient. Campaign Trend Analysis Track the progress of key metrics over time, including sent, opened, clicked emails, and unsubscribes. By understanding these trends, you can identify areas for improvement and monitor the success of your campaigns. Use the dropdown to toggle between various metrics to examine their evolution over your selected time frame. High-Earning Email Campaigns Pinpoint the top five revenue-generating emails, helping you learn from successful campaigns to replicate their strategies in future efforts. Evaluation of Recent Email Campaigns Assess the performance of your 10 most recent email campaigns to stay informed of your latest efforts and make timely adjustments for better results. Common Questions What can I evaluate in the Campaign Trend Analysis section? You can review metrics like emails sent, opened, clicked, and unsubscribed by selecting from the dropdown menu. How do I find my most successful emails? The High-Earning Email Campaigns section highlights the top five emails that have generated the most revenue, giving you valuable insights to reproduce their success. Tips for Troubleshooting Enabling the Statistics Feature If you can’t find the Statistics option, make sure the feature is activated in the Beta settings. Ensuring Data Accuracy Double-check that the correct date range and metric are selected in the Campaign Trend Analysis section for precise data reporting. Analyzing Engagement Data If your engagement stats seem inconsistent, check the unique clicks and opens to confirm that repeated interactions by the same recipient aren’t affecting the results. Reviewing the Latest Campaigns Regularly reviewing the Evaluation of Recent Email Campaigns section will help you stay up to date on your performance and make timely adjustments to improve future campaigns. By taking advantage of the comprehensive insights available through the Statistics tool, you’ll be able to enhance your email marketing strategy, improve engagement, and drive better results from your campaigns.

This guide outlines four main approaches for sending or delivering emails through a system, showcasing their distinctive characteristics and optimal usage scenarios. Immediate Dispatch/Send Now The "Immediate Dispatch" feature lets you send an email campaign to your audience instantly, ensuring timely delivery by adjusting for each recipient's local time and location. Configuration Guide: Refer to the configuration guide for detailed instructions on effectively using the "Immediate Dispatch" function. Timed Campaign Launch/Schedule Choose "Timed Campaign Launch" when you want to plan your email campaign for a specific date and hour. The delivery will occur according to the recipient's time zone. Configuration Guide: See the configuration guide for an in-depth look at how to set up and operate the "Timed Campaign Launch" feature.   Grouped Email Dispatch/Batch Schedule "Grouped Email Dispatch" allows for the distribution of your campaign in smaller, timed batches. This method is particularly useful when managing larger email lists. For example, if you have 1,000 contacts and set the batch size to 100, the campaign will be sent in 10 groups. Configuration Guide: Consult the guide to understand how to configure the "Grouped Email Dispatch" feature for staggered delivery.  Scheduled RSS Campaigns/RSS Schedule "Scheduled RSS Campaigns" are ideal for sending content that updates dynamically through RSS feeds, such as new blog posts or product releases. The email will be sent at the scheduled time, adjusted for the recipient’s local time zone. Configuration Guide: Refer to the guide for comprehensive steps on setting up "Scheduled RSS Campaigns" for content-rich, timely email campaigns. 

Click tracking is a vital aspect of modern email marketing, offering crucial insights into how recipients interact with the links within your emails. Through click tracking, marketers can better understand engagement patterns, optimize content, and improve campaign success. This guide will help you grasp the fundamentals of click tracking, its advantages, and how to use it effectively in your email strategies. Defining Click Tracking Click tracking is a tool that helps monitor how recipients interact with the hyperlinks in your emails. When you activate click tracking, you can: Identify which recipients are interacting with your content. Understand the number of times each link is clicked, giving you a sense of what interests your audience the most and allowing you to customize your content accordingly. Determine the most clicked links, enabling you to enhance your email design and content focus based on the most engaging elements. Default Configuration In our system, click tracking is not enabled by default. You will need to turn it on manually for each campaign you want to track. Steps to Activate Click Tracking 1. Access the Email Marketing Tools: Begin by going to the Marketing > Emails section of your platform. 2. Start or Edit a Campaign: Create a new email campaign or modify an existing one to prepare for sending. 3. Turn on Click Tracking: Before sending, make sure to enable click tracking by toggling the appropriate option. 4. Send or Set a Future Send Time: After configuring the settings, you can either send your email immediately or schedule it for later. 5. Review Campaign Data: Once your campaign has been sent, click the three dots next to your campaign name to access detailed performance reports. 6. Examine Click Performance: Select the ‘Click Performance’ option to analyze how each link in your email has performed. 7. View Contact-Level Insights: Click on individual links in the report to see details about which recipients clicked on them and how many times. Common Questions About Click Tracking Q: Is Click Tracking Available for All Campaign Types? A: Click tracking is not currently supported for RSS and A/B testing campaigns. However, we are actively working on bringing this feature to these campaign types. Q: Are Custom Values and Trigger Links Supported with Click Tracking? A: While custom values are compatible with click tracking, trigger links are not supported at this time. Q: Will Workflow-Based Campaigns Display Click Data? A: Unfortunately, click tracking is not available for campaigns sent via workflows. It is only available for traditional email marketing campaigns at the moment. Tips and Solutions for Click Tracking Issues Double-Check Click Tracking Is Active: Always ensure click tracking is turned on before sending your campaign, as it cannot track data retrospectively. Ensure You're Using the Right Campaign Type: Click tracking does not function with RSS feeds, A/B testing, or automated workflows. Make sure you’re running a standard email campaign. Revise Non-Performing Links: If specific links are not being clicked, try modifying the email content or layout to highlight these links more effectively. Adjust Send Times and Frequency: The timing and frequency of your emails can have a big impact on click engagement. Test different sending times to find what works best for your audience. By utilizing click tracking, you can gain valuable insights into your email campaigns, adjust your content to better suit your audience’s preferences, and ultimately increase subscriber engagement. Follow this guide to ensure you’re leveraging click tracking to its full potential, and troubleshoot any challenges that arise for more effective email marketing.

The Batch Delivery (Drip Mode) feature is a key strategy in email marketing that enables you to send campaigns in scheduled segments rather than blasting your entire audience simultaneously. This approach helps balance web traffic and prevents potential server overload. Pre-Setup Requirements Before setting up your batch email campaign, make sure to: Have an email template ready for the campaign. Verify the domain to ensure smooth email delivery. How to Create a Batch Email Campaign Follow these steps to successfully set up a batch email campaign: Step 1: Initiate Your Campaign Navigate to the Marketing > Emails > Campaigns section, and click "New" to start a fresh campaign.  Step 2: Choose Your Email Template Select the template for your campaign. You can preview the template to ensure it's suitable before proceeding.  Step 3: Customize Your Content Enter the email builder to craft the content of your campaign. The tool is designed to be intuitive, offering features that are suitable for both beginners and experienced users.  Step 4: Send or Schedule Your Email Once your email is ready, click the "Send or Schedule" button to continue.  Step 5: Configure Sending Options Set a start date for the campaign. Specify the number of emails to be sent in each batch. Define the intervals for sending (in days, hours, minutes, or seconds). Deselect any days when emails should not be sent. Set specific start and end times.   Step 6: Add Sender and Subject Details Enter the sender email address. Specify the sender name, which will be visible to recipients. Create a compelling subject line (use AI suggestions if needed). Add a preview text for recipients to see alongside the subject line. Step 7: Select Your Audience Choose the contacts to whom you want to send the campaign. You can target specific groups using Smart Lists or Tags. Additionally, you can decide whether to include contacts added after the campaign is scheduled.  Step 8: Enable Click and UTM Tracking Activate click tracking to monitor which links in your email are clicked and how frequently. You can also enable UTM tracking to apply UTM parameters automatically to your links, which helps in tracking your campaign’s performance.  Once all configurations are complete, click "Schedule" to finalize the campaign. Key Considerations Double-check all campaign settings, including date, time, and time zone, before confirming. You can delete or reschedule the campaign up to one hour before the scheduled time. Utilizing batch sending helps manage web traffic efficiently, ensuring smooth email delivery while reducing server strain. By following this guide, you can effectively create and schedule batch email campaigns, enhancing both the timing and performance of your email marketing efforts.

Sending an email campaign is a crucial method for engaging with your audience. This guide will walk you through the different options available for setting up your audience information and selecting the most appropriate sending method. Let’s explore the steps together! Setting Up Audience Information and Sending Options In this section, you'll configure your audience information and decide on the best sending options for your campaign. Sending Options Overview The Send or Schedule button provides flexibility in determining when and how your email campaign will be delivered. You can choose from several options to best suit your needs: Send Now: Dispatch your campaign immediately to your selected recipients. Schedule: Set a specific date and time for your campaign to be sent. Batch Schedule: Distribute your campaign in batches, controlling the number of emails sent per day or week. RSS Schedule: Automate sending your blog posts or updates to your email list using an RSS feed. Send Now If you choose Send Now, your email campaign will be sent to your recipients immediately. You'll need to provide the following details: Sender (From): Enter the email address and name that will appear as the sender. Email Subject: Craft a compelling subject line to grab your recipients’ attention. Recipient (To): Select your recipients. Schedule The Schedule option allows you to select the exact date and time your campaign will be sent. To schedule your campaign, provide the following: Sender (From): Enter the sender's email address and name. Email Subject: Write an engaging subject line. Recipient (To): Choose the recipients for your campaign. Batch Schedule With the Batch Schedule feature, you can send your campaign to recipients in batches, allowing you to manage the number of emails sent each day or week. When setting up a batch schedule, you’ll need to provide: Sender (From) Email Subject Recipient (To) Additionally, you’ll configure the following: Start On: Set the date and time for the first batch to be sent. No. of Recipients: View the total number of recipients selected for the batch schedule. Batch Quantity: Specify the number of recipients for each batch. Repeat After: Set the time interval between each batch. Send On: Choose the days of the week for sending emails. Specify Start and End Time: Define the exact start and end times for each day. RSS Schedule The RSS Schedule feature allows you to automate the sending of blog posts or updates from your RSS feed to your email list. For this option, you’ll need to enter: Sender (From) Email Subject Recipient (To) Sender (From) When setting up an email campaign, it’s important to fill in the Sender (From) section with the email address and name that will appear as the sender in the recipient's inbox. This step is essential for establishing a clear point of contact and maintaining professionalism. Email Subject Next, locate the Email Subject section to input your subject line. Additionally, provide preview text that will display in certain email clients. A well-crafted subject line and preview text can significantly enhance your open rates and overall campaign effectiveness. Recipient (To) In the Recipient (To) section, you’ll input the details of your intended recipients. You can select them from existing contacts, smart lists, or tags within your CRM. This allows you to target specific individuals or groups, ensuring your email reaches the right audience. Choose Contacts: Select recipients directly from your existing contacts. Use the search bar to quickly find specific individuals. Send to Smart List: Target a specific smart list you’ve created within your CRM. Advanced Conditions: If you’ve scheduled your campaign and new contacts are added to the smart list, decide whether to include these new contacts or stick with the original list. Make your choice using the dropdown menu in the Advanced Conditions option. Choose Contacts from Tags: Send your email campaign to contacts associated with specific tags by selecting the relevant tag from your CRM’s dropdown menu. Advanced Conditions: If new contacts are added to a tag after you’ve scheduled your campaign, decide whether to include them using the Advanced Conditions option. Action Menu During the email campaign creation process, you’ll encounter these options: Cancel: Discard any changes and return to the previous menu. Save: Save your changes, including sending options, scheduling, and audience targeting. Send: Once your email campaign is fully designed and ready, use this option to send your campaign immediately or according to the schedule you’ve set.

Introduction Email marketing is a powerful tool that leverages various elements like layouts, designs, and messaging to communicate with your audience effectively. However, understanding the distinction between Email Templates and Email Campaigns is crucial to maximizing the impact of your efforts. This guide demystifies these concepts, providing a clear overview of how to utilize both templates and campaigns to streamline your email marketing strategy. Understanding Email Templates Definition: An email template serves as a pre-set layout that acts as the foundation for your email campaigns. Templates are designed to be reusable, allowing you to efficiently duplicate and adapt existing layouts for different campaigns. Reusability: Templates are ideal for creating consistent email designs across various campaigns. They allow you to replicate and reuse layouts that incorporate regularly used elements such as logos, images, videos, and specific branding elements. Customization: Templates can be customized to align with your brand identity, ensuring that each campaign reflects your brand's look and feel. You can create bespoke templates that include standard elements your audience expects, making it easier to maintain consistency while saving time on design. Navigating Email Campaigns Definition: An email campaign is a finalized message tailored for specific contacts or a smartlist. Unlike templates, campaigns are unique to the messaging and objectives of each specific outreach effort. Design Process: Once you’ve selected a template, you can begin crafting your email campaign. The template provides the layout foundation, allowing you to focus on the content specific to the campaign. This process includes tailoring messages, adding personalized elements, and ensuring that the campaign meets the goals of your outreach. Flexibility: The Email Builder offers robust features that enable you to duplicate, delete, and rearrange various element blocks within your campaigns. This flexibility ensures that each campaign can be easily customized while maintaining consistency with your brand's template. Campaign Overview and Management In addition to understanding templates and campaigns, it's essential to manage and track your campaigns effectively. Here's a quick overview of the key elements involved: Name: Displays the name of your campaign or any folders created to organize your campaigns. Schedule Date: Indicates the date when the campaign was created or scheduled. Execution Date: Shows when the campaign is set to be executed. Status: Reflects whether the campaign is in draft mode or scheduled for sending. Editing Campaign Content You can modify the content of an email within a campaign by clicking on the Edit Email Content icon. This allows you to make necessary changes to the email before it’s sent. Previewing a Campaign To ensure everything is in order before sending out your campaign, use the Preview Campaign option. This feature allows you to review the content and layout of the campaign. Campaign Action Menu The Campaign Action Menu offers various options for managing your campaigns: Move to Folder: Organize your campaigns by moving them into specific folders. Statistics: View detailed statistics for each campaign to assess its performance. Clone: Quickly create a copy of the campaign, which you can modify and reuse. Archive Campaign: Archive campaigns that you no longer need active, keeping them stored but out of the active list. Delete: Permanently remove a campaign from your CRM. Note that once deleted, it cannot be recovered. Best Practices Template Usage: Use templates for layouts and content that will be consistent across multiple campaigns. This ensures branding consistency and saves time. Campaign Composition: Focus on creating unique content for each campaign. Avoid duplicating reusable elements within individual messages to keep the communication fresh and relevant.