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How to: Send a Regular Campaign

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ShippingEasy makes it easy to send a regular email marketing Campaign to a specific set of customers. This is great when you have a message that you need to communicate just once to a selected list of customers.

NOTE: if you prefer to send an recurring email to your customers after their orders download or are shipped, setup an Automated Campaign instead. Learn more about Automated Campaigns.
Before sending a Regular Campaign, prep the following:
  1. Create a Campaign template. Learn more.
  2. Compile a Customer List. Learn more.

These are the elements you can customize in a Regular Campaign:

  • Body of the email
  • Subject line for the email
  • List of customer contacts
  • Name to display in the email's From field
  • Reply-to email address

To send a Regular Campaign:

  1. Navigate to the Campaign Detail page - from the template editor or from the CAMPAIGNS page.
    From the template editor:
    1. Finish up any editing on your template.
    2. Click the blue Send Now button.
      send_now_button.png
    From the CAMPAIGNS page:
    1. From the blue navigation menu, expand the MARKETING tab and select EMAIL CAMPAIGNS.
      marketing_email_campaigns.png
    2. Click the blue "Create Campaign" button to the left of the page.
      create_campaign_button.PNG
    3. Select Regular in the Campaign Template modal.
      select_campaign_type_regular.PNG
    4. Give your campaign a name, then select Continue.
      Give_your_campaign_a_name.PNG
    5. On the CAMPAIGNS page, locate the template you will use for the Regular Campaign. You'll find four choices to use as a starting point for the email message you want your customers to receive.
      regular_template_types.PNG 
      • Themed Templates: these are ready-to-customize templates that our team at ShippingEasy has prepared for you. These provide a variety of options, with different colors and layouts, in the following categories:
        • All
        • Sales & Discounts
        • Newsletter
        • Seasonal & Holiday
        • Welcome & Follow-Ups

        Each is designed to look good regardless of whether your customer views the email on a desktop, tablet, or phone. Making it your own is easy - just replace the images, text, and links. Use an option from the Campaign Gallery as a launching point for your next big idea!

      • Layouts: These templates are already formatted with well-placed text and images boxes that make it easy for you to customize the content.
      • My Campaigns: these are your saved Campaigns. Select one of these to build on one of your earlier Campaigns.
      • Blank Email: there's nothing quite like starting with a blank slate. Use the simple drag and drop editor to build the Campaign template to fit your precise vision.
    6. Select the tab that best describes where you want to start.
      • When starting from a template: select one of the campaign template tabs or the "My Campaigns" tab. Then locate the template you want to build on. Clicking the template will show you a preview of the template. Click the blue Select button to get started.
        select_preview_regular_campaign.PNG
      • When starting from scratch: on the "Blank Email" tab
        blank_email_tab.PNG
        click the blue Start Editing button to get started.
        start_editing.PNG

    7. On the Campaign Editor page, customize the campaign to fit your specific brand. Learn more about how to customize a campaign.
      regular_campaign_editor.PNG
    8. When you are finished, click Save & Continue.
      save___continue_button.png
      NOTE: Selecting Save allows you to save your work periodically without leaving the editor.
    9. On the Audience Page, select an Existing customer list by clicking the List Name to send the Regular Campaign.
      configure_audience_regular_campaign.PNG

      TIP: if you have not created a Customer List yet, choose the option to +Create a list.

      This will direct you to the ALL CUSTOMERS page. Learn more about creating a Customer List. Once you have created the list, click the return to your campaign link on the ALL CUSTOMERS page to navigate back to your Campaign.

      Return_to_campaign.PNG

    10. On the Regular Campaign Confirmation page, you will see you customer list indicated in the Send To field.
      Specify a Reply To Email address, a From Display Name to show in the email's From field, and the Subject Line for the email.
      • Reply To Email: this is the email address where any of your customer responses will be sent
      • From Display Name: this is what your customers will see as the sender of the email. You can customize the name, but the sender email address will always be messages@customers.shippingeasyemail.com
      • Subject Line: this will be the first thing your customers see when they receive your email. Keep it short and attention grabbing!
      confirm_regular_campaign_page.PNG

    11. The Campaign can be sent immediately or delayed until later.
      To send the emails for the Campaign right now:
      • Click the Send Immediate radio dial and then click the Send Now button.
        NOTE: the actual sending of the emails will take some time.
        delivery_time_regular_campaign.png
      To send the emails for the Campaign at a specific date and time in the future:
      1. Click the Send at a specific time radio dial and .
        send_at_a_specific_time_dial.PNG
      2. Select a Delivery Date and Delivery Time. The date and time can be anytime in the future. As long as Customer Marketing is active on your subscription at that time, your Campaign will be sent.
        schedule_modal.PNG
      3. Click the Schedule button.

    Once your email has been sent, you'll want to monitor the results of the Regular Campaign. Learn more.

     


    Related articles:

    About Campaign Delivery Rates
    How to: Monitor the results of a Regular Campaign
    How to: Create a Campaign template
    What is a Campaign?
    Quick Start: Building a Regular Campaign

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