Sending an Email Campaign can swiftly announce future sales, a new collection, a seasonal promotion, etc. The data you collect through segmentation can be used to customize and target your email content for specific audience groups.
Contents
Settings Step
Template Step
Content Step
Recipients Step
Send Step
Before you begin
To create an Email Campaign, proceed to the Campaign tab -> click on the + New Campaign button -> choose to create the Email Campaign.
Settings
During the Email Campaign settings setup, you can customize how it appears in your contacts' inboxes, including:
Subject line — the introduction your contacts will see in the mailbox, even before opening the email. You can look for recommendations in our Blog articles and use the Subject liner tester.
Preheader — a short text that follows the subject line of your emails; it can help you clarify the content and capture more attention.
Sender's email address — the email address your recipients will see in the FROM field. Make sure it looks professional and represents your business; for example, you can use [email protected], [email protected], etc.
You may also check how your Email Campaign will look in your recipients' inboxes in the inbox preview section.
💡 Add a checkmark to Boost your newsletter in 48 hours after the initial sending.
On the same page, you can choose the newsletter's internal name and pick the language for default texts.
Note! The internal campaign name will affect the UTM tag "utm_campaign." So, if you're using Google Analytics, keep that in mind.
By enabling the Facebook auto-post option, you will post this newsletter along with the link to its web version to your Facebook page.
Once you finish with the General settings, scroll down to the end of the page and click on the Next Step button -> select Use new Email builder.
Template
Choosing a suitable template is the first step in creating the campaign's visuals.
In the beginning, you can choose from numerous Templates with designs and items. But personalization doesn't stop there. The design is simply a starting point for additional customization, as you may change the color and style of each Item to create an email that stands out.
You can filter templates by their goals and design a custom template tailoring your email according to your needs.
Content
On the Content stage, you can change your newsletter design or add content using Drag & Drop functionality.
Email settings
Under email settings, you'll find some advanced features, enabling you to change the width of the content in the template, theme settings including email default colors, and button design.
To access the Email settings tab click on the Email background as shown in the screenshot below.
⚠️ Please, be aware that the width might not be supported with specific devices, and your email might look distorted; we recommend testing it before sending your campaign.
Newsletter content
On the left-hand sidebar, you can find different Items that, with the drag & drop functionality, can be added to the newsletter content with ease.
After you add the Item to the content of the message, you can change the content and layout using the panel on the right.
Like the newsletter, every Item has two tabs — Content (i.e., Image/Discount/Text/etc. - depends on the Item you added) and Layout.
Learn more about different Items here.
Saving template
If you would like to reuse the created template for your future campaigns and automations, please go through the following steps:
Go to your draft campaign or automation email, which you want to save as a template.
Click on the arrow sign on the top right corner.
Choose Save as a template:
Once your email is ready to be sent, click Finish editing to proceed to the next step,
Recipients
On the Recipients stage, you can choose to send the newsletter to the whole list of contacts or selected Segments only.
Only one email will be sent if you have the same contact added to a few chosen Segments. If you don't want to send emails to contacts in a specific segment and the one you're sending to, you can do that using the 'exclude segment' option.
For example, you want to send an email to US customers, but not to those who didn't open previous emails.
Note the newsletter will be sent to subscribed contacts only. Contacts with other statuses (non-subscribed or unsubscribed) will be omitted.
💬 If you are starting with Omnisend, follow the warm-up plan and start by sending your emails to the most active contacts and then gradually increasing the recipients' count.
Send
On the Send stage of the newsletter design, you can send your campaign now or schedule it for later. Your recipients' lists refresh automatically based on Segment rules. If you opt to send the newsletter to new contacts, even those added recently will receive it.
💬Learn more about the newsletter scheduling in the corresponding article.
Once you hit send, your email will be sent to all selected recipients within 5 minutes. If this is your first newsletter, it will need to pass the verification process and will be sent to all of your contacts with the delay. You can find more information on this process here.
Timezone optimization
If you have a list of subscribers in different time zones and want to schedule your message at a specific time based on where the contact is located, you can use the TZO optimization feature.
TZO identifies customers' time zone by IP address. The IP addresses can be collected only via Omnisend signup forms. So, even if you import country property for your contacts, TZO won't work in this case. If your contacts are missing IP addresses, emails will be sent based on your store time zone.
Note! Once the campaign is scheduled with TZO, 12 hours before the scheduled time - the status will become 'Started.' If the campaign has 'Started' status, it's not possible to cancel it anymore. Then, we will hold the campaign and slowly start sending across timezones. Once all the recipients get their emails, the status will automatically change to "Sent."
If you have any questions or assistance, do not hesitate to contact our support team at [email protected].
