Sending email messages

SALESmanago system enables you to reach your customer via email. Managing the sending process using SALESmanago gives you, for example, the possibility to specify when and which individual customers, or groups of customers, will receive your email messages, based on a wide range of parameters you can choose from (contact’s activity, tags assigned, etc.) You can create such messages in the Email Marketing tab, by clicking + New Email button on the Dashboard, or in the Email List tab. There are two options:

  • Drag & Drop Creator, allows you to create attractive-looking, personalized email messages by creating your own layout, thanks to dynamic widgets; You can find more information here >>
  • HTML Creator, allows you to create a message framework, using fixed parts such as layout, logo, footer, etc. This process does not require extensive knowledge of HTML; You can find more information here >>

IMPORTANT: Each message sent from the system must have a link to unsubscribe from mailings – the opt-out link. If your message doesn’t have it, you need to add it; You can find more information here >>

To send an email go to

Email Marketing → Email List → Send


Contents

  1. Choose an email to send
  2. Mailing settings
  3. Send a message
  4. Send a coupon

1. Choose an email to send

Sending the final message resembles sending test emails. To get started, go to Email Marketing → Email List. Then, from the panel, select the email of interest and click the “Send” button.

After clicking the “Send” button, you’ll be redirected to a message sending settings window. The screen will be divided into two parts. On the right side, you can see the preview of the message, and on the left, you can change the sending settings and see the email’s Tour (a brief guide).


2. Mailing settings

[1] Email name – the name of the message, under which it will be searchable in the Email List.

[2] Email subject – displayed in the Subject field. You can add emoticons [A].

[3] Email Subject AI Grader – functionality that allows the system to evaluate the effectiveness of the selected email subject. It is defined on a scale from 0 (for the lowest effectiveness) to 10 (for the highest effectiveness); You can find more information here >>

[4] Send on – specify the exact date and time of sending the mailing.

[B] Schedule emails before sending – selecting this option means that the group of recipients will be counted about an hour before the scheduled sending of the email. Otherwise, it will happen automatically when you click the “Send” button.

For example, if the checkbox for scheduling is checked and the sending is scheduled for Wednesday at 12:00 p.m., for Friday at 3:00 p.m., the scheduling process will begin around 2:00 p.m. on Friday. This ensures that the message will only reach contacts that meet the criteria set in the contacts selection section at the moment of sending the message.

Let’s assume that the number of contacts with a given tag has changed from the moment of scheduling the message sending, to the very moment of sending the message – the group of recipients will be updated accordingly. It means that if on Wednesday we had 50 contacts with the CAMPAIGN tag, and on Friday at 2 p.m. there were 100 more, the number of contacts to which a given mailing will be sent increases to 150.

NOTE: Emails sent from A / B tests, API tests, periodic, and birthday emails are automatically scheduled at the time of sending.

[5] Select segment – from the drop-down list of ready-made segments you can choose the one you are interested in by typing the name in the search box or by browsing the list. To select the right group of recipients click its name on the list. Choosing a particular segment will cause selectors defining this segment to appear in the Select Contacts and Exclude Contacts windows. Below you will also see a list of filters applied to the group. All items will be displayed in editable form.

[6] Select contacts – in this field you can specify the group of message recipients. Apart from the option of sending mass mailings after entering the name, email address or telephone number, you can also add contacts to the list of recipients using predefined segments.

For more information and a complete list of predefined segments, click here >>

If there are exceptions among the marked contacts to whom you do not want to send messages, you can use the option:

[7] Exclude contacts – you can do it the same way you select contacts for mailing, including additional selectors.

[8] Advanced criteria – use the advanced filtering option, which allows you to filter contacts by:

  • age –indicate the age range;
  • birth date – tick the has or has not option;
  • date – specify the time period in which the contact was included in the system, when it was modified and performed its most recent activity;
  • details –enter the name of the detail and its value using mathematical operators;
  • number of emails – enter the numeric value of emails sent, opened and clicked;
  • email address domain – enter the domain; you can enter several domains, separating them with commas;
  • external events – enter the name of the external event details;
  • name –select has or has not option;
  • phone number – select has or has not option;
  • scoring – specify from which (or to which) numerical value contacts will be filtered;
  • tags – you can specify the time period in which the tag was created, specify all the names of tags by which the contact will be searched and specify any tag name from the previously entered;
  • tag scoring – enter a tag name and specify its scoring using mathematical operators;
  • dictionary detail – select a detail name from the dictionary and define its value using mathematical operators;

Example: If you want to send an email to people who have not yet confirmed their date of birth, it is enough to select all addresses in the [6] field, then select the date of birth option in the advanced filtering and check the “has not” option.

You can find more information on advanced filtering options here >>

[9] Total contacts – this indicator shows the total number of recipients to whom the message was addressed. The number of recipients is updated in real time if changes are made to the segment or filter selection.

[10] Schedule emails before sending – selecting this option means that the group of recipients will be counted about an hour before the scheduled sending of the email. Otherwise, it will happen automatically when you click the “Send” button.

For example, if the checkbox for scheduling is checked and the sending is scheduled for Wednesday at 12:00 p.m., for Friday at 3:00 p.m., the scheduling process will begin around 2:00 p.m. on Friday. This ensures that the message will only reach contacts that meet the criteria set in the contacts selection section at the moment of sending the message.

Let’s assume that the number of contacts with a given tag has changed from the moment of scheduling the message sending, to the very moment of sending the message – the group of recipients will be updated accordingly. It means that if on Wednesday you had 50 contacts with the CAMPAIGN tag, and on Friday at 2 p.m. there were 100 more, the number of mailing recipients will increase to 150.

NOTE: Emails sent from A / B tests, API tests, periodic, and birthday emails are automatically scheduled at the time of sending.

[11] This email ignores filters – selecting this option will result in ignoring message filters that have been set in the Settings → Other → Email and SMS settings tab.

[12] Change sender – in this field you can change the mailing account from which the mailing will be sent.

[C] Own email account – allows you to use your own email account as a sending account.

[D] New sending account – allows you to add a new account by entering the account name, displayed sender name, displayed sender email address. You can also select the option that allows redirecting the replies to another email address. You can find more information here>>

[13] Optional settings – it allows you to select several additional options regarding the sender, recipient, and the messages themselves.

[E] Send a message to x% of selected contacts – by selecting this option, you can select the percentage of contacts to which the message will be sent (e.g. if the defined group of recipients contains 100 contacts, in this option you choose 20%, then the system will send a message to 20 contacts selected randomly from this group).

[F] Personalize the sender field with details taken from contact cards – by selecting this option, you can personalize the message, thanks to the details on the contact card (e.g. name and surname).

[G] Send a performance report to – by selecting this option, you will receive a report with the statistics of this message to the selected email address.

[H] Mailing parameters – enter additional variables for the Freemarker. We add parameters after the decimal point. They can be accessed through the params array. For example:

[#list params as param]

${param}

[/#list]

[14] Campaign name (for Google Analytics monitoring) – when creating the final message, you can change the campaign parameter again, which will be added to the link as one of the UTM parameters.

[15] Attachment – an option that allows you to attach files to the created email message by dropping it in the indicated field or selecting content from Content Repository.


3. Send a message

After adjusting all parameters, go to the last step which is sending an email.

[1] Preview – clicking the appropriate icon allows you to preview the finished email on desktop, tablet, and mobile view.

[2] Edit – this option allows you to make additional changes to the email if you decide on them at the stage of adjusting sending settings (moving elements, adding widgets, etc.).

[3] Send test – select this option if you want to make sure that the message is displayed correctly (you must select contacts for it to work).

[4] Send email – switching to the email sending only.

IMPORTANT: The message sending process may take from several to several dozen minutes when using custom filtering, sending to a large number of tags, or excluding them. This must be taken into account when planning to send a message – if you want the email sending with custom addressing to come out at a specific time, it is worth setting it earlier, e.g. one hour before the scheduled sending date, by entering this data in the “Send on” field. For emails sent from your own email account and from an Email marketing account, the sending to a group of more than 1000 contacts must be approved by a SALESmanago employee.

After completing the scheduling, the report on the sent message will appear in the Email Marketing → Email Analytics tab, where information about the progress and sending statistics will be successively refreshed.

IMPORTANT: It is advisable to verify the data related to OR and CTR a few days after sending the message. It should be taken into account that the recipients do not have to open it and read its content immediately after receiving the message.


4. Send a coupon

If you choose to send emails containing coupons, additional options will appear in the sending setup stage. When sending a message with coupons, it is worth making sure that there are enough of them, i.e. that the number of recipients is less than or equal to the number of coupons. However, if you do not have enough coupons, you can use one of the options:

  • Don’t send an email if there is not enough coupons – the message will not be sent if the number of recipients is greater than the number of coupons;
  • Send the number of emails corresponding to the number of coupons to randomly chosen contacts – all the coupons you have will be sent by the system to randomly selected contacts;
  • Send email despite an insufficient number of coupons – selecting this option will result in the fact that after sending all available coupons, other contacts will receive a message, but the coupon will not be displayed to them.
If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640