Tutorial №5. Creating and setting up an email campaign

In the previous tutorial, you have learnt how to create a corporate email and set it up so that all your campaigns reach their recipients. Now it’s time to send your first email to your subscribers. You can easily do that following our four steps.

Step 1. Create an email

Before sending a campaign, we need to create one. Choose Create a campaign and click Email in the dropdown menu.

Buttons for creating a campaign in your personal account

You can also create a campaign under Campaigns > Messages. Click on the Email button:

Button for creating a campaign under Campaigns > Messages

You can create an email:

  • based on a ready-to-use a Selzy template;
  • based on your own template;
  • from scratch.

Choose a template or start from scratch

All Selzy templates are grouped by theme and provided with a note indicating which graphic editor they were created in.

Selzy campaign templates

Create a campaign with a template in Email Builder
Create a campaign with an HTML template by Selzy 

You can create a campaign from scratch in Email Builder or HTML Editor.

Tools for creating a campaign from scratch

Create an email with Email Builder
Create an email with your own HTML template

If you prefer to use your own HTML code without changing it, go to Your HTML.

Your HTML section where you can insert your own HTML code

Insert your HTML code

Create an email using any of the suggested methods and click Save (in Email Builder) or Continue (in HTML Editor) to proceed to the next step.

 

If you are not sure what to write on the button, or which topic to choose from several options to make it work, or if you want to choose an email version for the maximum conversion, take your time! Create several drafts and launch A/B testing.

Conduct A/B Tests

Save your email and proceed to the next step

 

If it’s your first campaign, we advise you to study the Tutorial №8 Mailing List Posting Rules before you begin.

Step 2. Add subject and address

Fill in the required fields:

  • From (sender’s address);
  • Sender name;
  • Subject.

Enter email subject, sender’s address and name

You can use Emojis in the subject line, as well as variables to add custom fields to personalize the subject.

Enter and personalize subject line

Personalize Email Content with Merge Tags

Check out the preview to see what the subject line and sender name will look like in the recipient’s mailbox.

Preview of the subject line, sender name and address

To proceed to the next step, click Continue.

Step 3. Choose recipients

Choose the list of recipients for your campaign.

Choose the list of contacts to send the campaign email to

At this step, you can also import contacts or segment the list of recipients.

Import and segmentation options for the selected list of recipients

Segmenting contacts

Select the contacts you would like to target and click Continue.

Step 4. Send campaign

Double-check all the data. If anything should be adjusted, return to the previous step at the top of the page or click on the edit icon next to the respective box.

Buttons for editing the campaign at the final step of campaign set-up

 

At this step, the subscribers to the Standard Plan can get advice from the service on how to boost the campaign. To take a look at the recommendations, click on the Improve Your Email button before sending your email.

To take a look at the recommendations

Improve Your Campaign With Recommendations

You can now specify when exactly the campaign should be sent. By default, the campaign is sent right away.

Setting sending time for the campaign

If you need to schedule your campaign for a specific day/time, select Send later. Specify the date and time and click Schedule email.

Selecting sending date and time for the campaign

You can change the Unsubscribe block language to make sure it matches the campaign language in Additional settings.

You can also specify the method of inserting images in the email and the address to which the recipients’ responses will be sent if they choose to reply to your campaign here.

Selecting additional campaign settings

The campaign statistics collection settings are also found under Additional settings. You can enable or disable the tracking of reads and conversion in Selzy here, as well as specify UTM tags for collecting statistics by Google Analytics.

How to set up Google Analytics for email campaigns

 

If you disable reads and conversion tracking, this data will not be shown in the campaign report.

Additional settings of campaign statistics collection

You can attach files to your campaign email if necessary. However, it is considered better practice to upload materials to the cloud storage and include the links in the email. Read more in our blog article Attach files to the campaign email.

Add file button at the last step of campaign set-up

Before sending your campaign, make sure to check what the email looks like in the mailbox and whether all buttons and links work properly.

To send a test email, click Send a test, enter your email and click Send campaign.

Sending test email at the last step of campaign set-up

 

The test email functionality is designed to check the appearance of the message and is not linked to contact lists. Therefore, the variables in the test email are inactive.

After adjusting the settings and testing the campaign, go ahead and click Send campaign.

Sending campaign

Your subscribers will receive your campaign email, while you will be able to track the campaign performance in the Campaign history section under Campaigns.

How to view general report on recent campaigns

Q&A

My campaigns end up in the spam box. What should I do?

The email provider or individual spam filters of the recipients may block your campaigns.

If your campaign fails to reach only several emails of a particular email service (like Gmail or Yahoo), it has to do with individual spam filters. In this case, advise your subscribers to add your email to their address book and mark the email that ended up in the spam box as “not spam”. After they have done this, the email will automatically move to the inbox.

Your campaign may also be blocked by the email provider. It can happen due to different reasons: the email content, the sender’s settings, the subscribers’ reaction to the email, the quality of your mailing list.

If such a thing has happened, first check whether your campaign corresponds to the requirements of the email service that blocked it (Gmail). Nevertheless, if your campaign still meets all the requirements, please, contact our support team.

Why is my email under moderation and when will it be sent? 

Your campaign may be under moderation due to the following reasons:

  • there are a lot of new contacts on your mailing list that haven’t been your recipients yet;
  • low quality of your mailing list;
  • the email doesn’t meet service requirements (mailing list posting rules and antispam policy).

As a rule, the moderation process lasts from several minutes to half an hour. If moderation results in your campaign rejection, you will receive a message in Selzy, as well as an email to your account email describing the reasons for the rejection and recommendations to resolve the issue. As soon as you make the needed corrections, your email will be sent.

How soon will my campaign reach the recipients?

The speed of your campaign delivery depends on lots of factors, including the number of recipients and the size of your email. The minimal speed of delivery is 150 thousand emails per hour. We can guarantee it, notwithstanding the circumstances.

Useful links:

Design an Email From a Template in the Builder
Create an Email From HTML Template in Selzy
Create an Email From Your HTML Template
Personalize Email Content with Merge Tags
Schedule an Email Campaign for a Specific Time
Set up Google Analytics for Email Campaigns

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