How to set up an email campaign

In this article, you will learn how to set up an email campaign.

Creating a campaign

Navigate to the Campaigns section under the Emails tab (1).

Click Create (2), then, in the Create campaign popup that appears, add a name, choose a sender email address, and a description for the campaign.

Finally, click Save to complete the campaign creation process (3).

A notification will appear once your campaign has been created successfully.

Creating campaign emails

First, access your campaign by clicking on its name, then click the Create button to create the first email of your campaign (4).

In the pop-up that appears, fill in the following email details:

Subject
Sender name
Sender email address
Editor type (Classic editor or Visual editor)

Then click Save (5).

You have two options to edit your emails: A classic editor to write a simple email, and a new visual editor with additional features to improve your email's style and layout.

Note: If you change editors while working on an email, the content you have been working on will be lost.

1. Classic editor

Once inside the editor, you can change the information you added in the first step.

In the panel located on the right side of the editor, you can:

Add an attachment
Add substitute variables to replace information automatically

Note: You can turn these variables into clickable links by highlighting the link anchor (the text), clicking on Create a link in the editor toolbar, and then pasting the variable into the URL field.

Configuring sending delays:

This email will be sent after
Delay before sending email
Times when email should be sent
Days of the week when this email should be sent

Note: For an email from a campaign to be sent, all the delays you have configured must be met.

Saving, and testing your email campaign

Once the email campaign is completed and configured, you can:

Save: to save your email campaign
Save and test: to save your email campaign and receive a test email
Exit: to exit your email campaign

2. Visual editor

The visual editor is similar to the funnel page editor and provides a drag-and-drop canvas to visually add elements and structure the layout. As with the funnel page editor, you can add content elements such as images, text, and buttons. Additionally, you can lay out the content using sections and columns.

Note: As with the page editor, you can click on any element to edit it.

Configuring elements

As with the page editor, clicking on any element allows you to configure its options.

Go to the Settings to adjust the font size and set background colors, content, or links.

You can also increase or decrease the width of your content area.

Finally, you have the option to optimize your email for mobile devices by clicking on the phone icon.

After you have completed your email content, it is necessary to save the changes, then click on Exit and go to the next step.

Configuring sending delays

After returning to the email, click on Save and configure your email's sending delays.

After making your changes, click Save and test to receive a test email, allowing you to preview its appearance. Once satisfied, save the changes and proceed to prepare for sending.

Example campaign

Below is an example of a campaign configuration with 5 emails, each having distinct delays before sending:

Mail 1 is configured to be sent one hour after a contact is registered to the campaign, specifically at 7 pm, and on a Sunday only
Mail 2 is configured to be sent at 7:00 am and one hour after the first mail.
Mail 3 is configured to be sent at 8:00 am, one day after the second mail, and on a Friday only
Mail 4 is configured to be sent at 8:00 pm and on Thursday only
Mail 5 is configured to be sent at 6:00 am and 15 hours after the fourth mail

If a contact signs up on Saturday, January 01 at 11:00 am, they will receive:

The first email on Jan 02 at 7:00 pm
The second email on Jan 03 at 7:00 am
The third email on Friday, Jan 07 at 8:00 am, since only at this time all conditions are met (the 3 conditions)
The fourth email on Thursday, Jan 13 at 8:00 am
The fifth email on Wednesday, Jan 15 at 6:00 am, because on Jan 14 at 6:00 am the condition of 15 hours after the fourth email will not yet be met

Conclusion: for an email from a campaign to be sent, it is imperative that all conditions are met.

(We recommend avoiding setting up several delays at the same time, to avoid confusion)

Notes

The order of emails in a campaign is sequentially from top to bottom; therefore, if an email is at the top, it means that it will be sent first, except for new emails you have created for your campaign. Indeed, when adding a new email to a campaign and it is not activated (it remains grayed out), it appears at the top of the list of emails in the campaign because it has not yet been activated and therefore configured to be sent.
When you add a new email to your email campaign, if it is configured to be in the first position or in the middle, please note that it will only be sent to contacts who have not yet reached that step. Contacts who have already passed that step will not receive it.
A campaign email will not be sent unless all the delays configured for it have been satisfied.
The elements used in an email, such as text, fonts, font colors, images, emoticons, and layouts, are coded in HTML. When overused, these elements can weigh down an email, compromising its deliverability. Receiving servers may find it difficult to deliver emails that are too heavy, which can lead to them being marked as spam or rejected by anti-spam filters. It is therefore essential to design emails in such a way as to limit their file size, avoiding excessive use of these elements and focusing on light, relevant content to improve deliverability.