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This repository was archived by the owner on Aug 27, 2021. It is now read-only.
This section walks you through the four stages of configuring a marketing email. You will:
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- Review & Schedule
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{% anchor h2 %}
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STEP 1: Setup
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STEP 1: Setup
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First define the name of the marketing email, what category or categories it will use for statistical purposes, and which identity you will use to send the marketing email.
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***Split Testing*** introduces a new set of options. This works by defining a percentage of your total recipients as a test group. Whichever variant they like the most gets sent out to the remaining recipients in the list.
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{% info %}
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While it's up to you what criteria you will use to determine success, our personal favorite is Clicks. This speaks to how many people not only opened your marketing email, but were compelled enough by the content to click, as well.
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While it's up to you what criteria you will use to determine success, our personal favorite is Clicks. This speaks to how many people not only opened your marketing email, but were compelled enough by the content to click, as well.
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{% endinfo %}
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STEP 2: Select Recipients
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STEP 2: Select Recipients
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{% endanchor %}
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Here you select who you want to receive your marketing email. You can either select a list of recipients you have already inserted into your account or create a new list.
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STEP 3: Design
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STEP 3: Design
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Text marketing email design is quite straightforward, but if you chose HTML there are some tips that will help you. The graphical editor is very capable, as you can see in the image below.
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There are three distinct areas of the graphical editor, Modules on the left, the editor itself in the center, and the Style/Library section to the right. In Design Mode, you drag and drop Modules from the bin to the left and into the Editor. This functionality makes it easier and quicker to create attractive marketing emails.
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{% info %}
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Only the Style or Library tool can be displayed at one time and the Style tool is shown by default. If you want to access your previously uploaded images, click on the Library icon located underneath the Style tool and it will slide into view.
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Only the Style or Library tool can be displayed at one time and the Style tool is shown by default. If you want to access your previously uploaded images, click on the Library icon located underneath the Style tool and it will slide into view.
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{% endinfo %}
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It is in the Editor that you can now define the content for your marketing email. You can insert all manner or modules in any order you deem appropriate. You can also use all of your substitution tags in either the visual or source mode editors. If you drag in a module that includes text, you can style that text in the Module Editor. You can also add links or just insert pre-formatted HTML.
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{% info %}
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If you selected to send a Split Test, the only difference in the editor that you will see is the addition of the Add Variation button, selector, and trash can. You will note that your first variation is called Variation \#1. Believe me, we were proud as parents the day we came up with that creative freight train! Once you have edited your first variation, click Add Variation to create a new one. You will be asked if you want to start with a clean slate or clone another variation.
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If you selected to send a Split Test, the only difference in the editor that you will see is the addition of the Add Variation button, selector, and trash can. You will note that your first variation is called Variation \#1. Believe me, we were proud as parents the day we came up with that creative freight train! Once you have edited your first variation, click Add Variation to create a new one. You will be asked if you want to start with a clean slate or clone another variation.
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{% endinfo %}
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Adding a module causes the Module Editor to appear, allowing you to set the display parameters, upload an image, configure the Hot Button feature for the module. The available modules are:
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-**Text** - As implied, this just adds a block of text. Clean. Simple. Good.
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{% info %}
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So, you want to add a Library image to a new module, but that darned Module Editor keeps popping up!? No problem. Just close the editor, then drag the image from your library over to the new module. A drop area will appear and, Voila! ...That's it. Just Voila!
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So, you want to add a Library image to a new module, but that darned Module Editor keeps popping up!? No problem. Just close the editor, then drag the image from your library over to the new module. A drop area will appear and, Voila! ...That's it. Just Voila!
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{% endinfo %}
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{% info %}
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All modules include the Style tab that gives you access to defining the overall colors and bordering for each module. For example, if you wanted to send a note to your subscribers that included some important information in the third of five paragraphs, insert the important paragraph as a separate Text module and change it's background color. It will stand out or, as the designers say, pop!
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All modules include the Style tab that gives you access to defining the overall colors and bordering for each module. For example, if you wanted to send a note to your subscribers that included some important information in the third of five paragraphs, insert the important paragraph as a separate Text module and change it's background color. It will stand out or, as the designers say, pop!
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{% endinfo %}
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Once you have added modules, you can edit them in place or move them around. You will know that a module is selected when the dashed line appears around it. The selection indicator moves as you move your mouse pointer, so all you have to do is point at what you want to edit. Once you have selected a module, you will note that it has a bar across the top and some icons, as indicated below.
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Point at the bar and your mouse pointer changes icons to a 4-way arrow. This indicates that you can drag that module into a new position. The other modules will move around as you drag to make room. The three icons to the far right let you open the Module Editor, duplicate the module, and remove the module.
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{% info %}
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Editing HTML source is easy. Just click on the Source Mode tab at the top of the editor. There are buttons that let you insert simple styling code as well as buttons that will insert code for links to viewing the message on the web, subscription management, and to add the Footer module.
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Editing HTML source is easy. Just click on the Source Mode tab at the top of the editor. There are buttons that let you insert simple styling code as well as buttons that will insert code for links to viewing the message on the web, subscription management, and to add the Footer module.
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{% endinfo %}
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STEP 4: Review & Schedule
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STEP 4: Review & Schedule
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Now that you're done with all of the other components of creating a Marketing Email, you are ready to review everything and schedule it for sending. In a nutshell, which is precisely what this page is, you will see how many recipients have been selected, what split there is if you selected Split Testing, a preview of your marketing email or variations as well as links to the text versions, and the ability to send a test to just about anyone you like.
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The only thing you have remaining to do is click the big blue Finish button!
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Manage Marketing Emails
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Manage Marketing Emails
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Overview
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Overview
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Here you can see a list of your previously created marketing emails with the following information:
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- Clicks (numeric and percentage)
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Status
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Status
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Marketing Email status can have multiple values:
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- Sent (the date when the sending process was finished)
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Clone
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Clone
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Clone creates a duplicate of the marketing email with the same characteristics as the old one, except the Name, which gets a [Clone] suffix, so that it can be found easier. The title can later be modified by editing the marketing email.
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View
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View
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View redirects to the last accessed step in the marketing email wizard. If the marketing email is a draft, it can be edited via any steps in the wizard.
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Stats
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Stats
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Stats displays analytics for sent marketing emails. If the marketing email was split tested, the chart will show a column containing each variation including the winning variation (if it was already picked). You can check or uncheck which variation should be displayed on the chart (all variations are selected by default), in order to compare the graphs.
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Stats Listing
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Stats Listing
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Stats analytics in tabular view, both raw numbers and percentages are displayed.
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Download to Excel
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Download to Excel
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Export statistics data into an XLS file saved on your local computer.
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Print View
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Print View
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Displays the marketing emails graph and tabular analytics in a convenient printable format.
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Delete Marketing Email
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Delete Marketing Email
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Deletes the marketing email.
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Pause/Resume/Stop Sending
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Pause/Resume/Stop Sending
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Manages the marketing email sending status by pausing, resuming or even stopping the sending process.
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Choose a browser from the list to see statistics about how your recipients interact with your email based on the application they use to look at the internet.
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The actual statistics included vary depending upon [your account settings]({{root_url}}/User_Guide/Settings/index.html). Emails sent, bounces and spam reports will always get tracked. Unsubscribes, Clicks, and Opens require that the associated settings are enabled.
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The actual statistics included vary depending upon [your account settings]({{root_url}}/User_Guide/Settings/index.html). Emails sent, bounces and spam reports will always get tracked. Unsubscribes, Clicks, and Opens require that the associated settings are enabled.
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You can change which metrics, date, or grouping by adjusting the [statistics filters]({{root_url}}/User_Guide/Statistics/index.html#-Statistics-Filters).
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The figures table gives you all of the specific counts or percentages of each event, according to how you’ve grouped your stats (day, week, or month). For example, if you wanted to see what percentage of the emails you sent were actually opened on the 2nd week of April based on the browser, this is a great place to look.
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This table will refresh with new or adjusted data based on the various filters available at the top of the page. You can also choose to show actual counts or percentages, by clicking the corresponding button above and to the right of the table.
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This table will refresh with new or adjusted data based on the various filters available at the top of the page. You can also choose to show actual counts or percentages, by clicking the corresponding button above and to the right of the table.
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Individual Metrics Comparison
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This graph will show you the browser stats for the selected metric. To change the metric, select it from the button at the top of the page.
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This graph will show you the browser stats for the selected metric. To change the metric, select it from the button at the top of the page.
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You can remove individual browsers from the graph by clicking the button above and to the right of this chart and unchecking the boxes next to the browser name. The graph will refresh, showing only the stats for the selected browser.
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This table will be titled “Figures for Delivered” and will show you the actual delivery numbers over time for each of the compared browsers.
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You can also choose to show actual counts or percentages, by clicking the corresponding button above and to the right of the table.
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You can also choose to show actual counts or percentages, by clicking the corresponding button above and to the right of the table.
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Categories can help organize your email analytics by enabling you to “tag” emails by type. Just as you can view the statistics on all your [email activity]({{root_url}}/User_Guide/email_activity.html), you can go a step further and view the statistics broken down to a particular category.
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The actual statistics included vary depending upon your [account settings]({{root_url}}/User_Guide/Settings/index.html). Emails sent, bounces and spam reports will always get tracked. Unsubscribes, Clicks, and Opens require that the associated settings are enabled.
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The actual statistics included vary depending upon your [account settings]({{root_url}}/User_Guide/Settings/index.html). Emails sent, bounces and spam reports will always get tracked. Unsubscribes, Clicks, and Opens require that the associated settings are enabled.
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In order to see statistics for a category, select the category and the page will show you both a graph and a table of your category’s email statistics.
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Using the API
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[Using Categories with the SMTPAPI]({{root_url}}/API_Reference/SMTP_API/categories.html)
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[Using Categories with the SMTPAPI]({{root_url}}/API_Reference/SMTP_API/categories.html)
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