How to: Select the Contacts for a Regular Campaign
When preparing to send a Regular Campaign, you will select a list of customers who will receive the email. This is your target audience.
Creating a specific target audience is all about segmentation. Within ShippingEasy, here are many ways that you can segment your customers. For example:
- New customers
- Repeat customers
- Spent over a certain dollar amount
- Bought a specific SKU
- Live in a specific geographic area
While not an exhaustive list, this gives a flavor for how you can define your Contacts Lists. With a carefully selected Contacts List, you're able to tailor your marketing message to be most relevant to their personal preferences and buying experience.
NOTE: if you are setting up an Automated Campaign and need help configuring the rules, take a look at our guide to selecting customers for an Automated Campaign.
To select the Customers for a Regular Campaign:
- Begin by creating or updating a Customer List. From the blue navigation bar, expand the MARKETING tab and select CONTACTS.
- Select the customers you want to include on the list.
TIP: use the filters to refine your list of customers, then select all at once. Learn more.
If you want to update an existing list:
- Click the Add to Lists button and click + Create New List.
- Enter the name of the list and a brief description. Then, click the blue Create List button.
If you want to update an existing list:
- Click the Add to Lists button and click the name of the list you would like to add contacts to.
- Click the Add to Lists button and click the name of the list you would like to add contacts to.
- Now you're ready to use this Contact List to send a Regular Campaign. From the blue navigation menu, expand the MARKETING tab and select EMAIL CAMPAIGNS.
- On the CAMPAIGNS page, use the filters to the left to select campaigns still in draft.
- Locate the template you will use for the Regular campaign. Click the template name.
- Click the "Audience" tab at the top to navigate to see your available lists
- Choose the Customer List you just saved.
NOTE: if you do not see the List field then you may be setting up an Automated Campaign instead. Learn more about Automated Campaigns.
- Check the rest of your Campaign configuration. Then opt to Save or Send it. Learn more.
That's it! For more tips on building a Regular Campaign, check out the links below.
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