Sending emails

SALESmanago system enables you to reach your customer via email. You can create such a message in the system in three ways:

After you create an email, make sure it displays correctly, links attached to the email redirect to the websites of your choice and the email will not go SPAM. If everything is checked, you can send the message.

NOTE: Every message sent from the system must contain a mandatory opt-out link. If there is no such link – make sure to add it More information



  1. Choose an email to send
  2. Send a test email.
  3. Send an email.

1. Choose an email to send

Sending emails reminds sending test emails. First, you need to go to Email Marketing => Email list. Then, select an email from the list and click Send button.

Sending the final message is quite similar to the message testing.

[1] Click on the Email Marketing ->Email list
[2] Next, select required email from the displayed list and click “Send”.

After you click the button, you will be redirected to the settings of the email. The screen will be divided into two parts. On your left-hand side you can find settings of the message, and on the right-hand side – its preview.

2. Email settings


[1] Email name – it’s is the subject of an email that will display in the contact’s inbox.
[2] Email Subject AI Grader – it is a feature which enables the system to measure the effectiveness of an email subject. It is presented on the scale from 0 to 10 (0 for least effective subjects and 10 for the most effective ones). More information

[3] Select contacts – in this field you can determine the group of recipients of the mailing. Apart from sending mass email you can add contacts to the group by means of

  • insert tag – you can select specific tags assigned to contacts
  • insert funnel – you can select contacts which happen to be on a specific stage in a specific sales funnel
  • insert mailing – you can select mailings from which you want add contacts as recipients of the email.
  • insert defined addressees – choose defined group as the recipient of the email.

[4] Exclude contacts – use this option if among contacts you have chosen there are exceptions.

  • insert tag – select tags which you would like to exclude from the recipients of the mailing.
  • insert funnel – select funnel from which you would like to exclude contacts from the recipients of the mailing.
  • insert mailing – you can select mailings from which you want to exclude contacts from the recipients of the mailing.
  • insert defined addresses – choose defined addresses to exclude them from the recipients of the mailing.

[5] Custom filtering – use this advanced way of filtering which will allow you to filter the contacts by means of:

  • details filtering – enter the name of the details and its value by means of mathematical symbols.
  • scoring filtering – determine from which (to which) numerical value the contacts will be filtered.
  • emails filtering – determine the numerical value of sent, opened and clicked emails.
  • tags filtering – determine the time when the tag was created, enter the names of the tags among which the contact will be searched and enter any name of the following tags.
  • tags scoring filtering – enter the name of the tag and determine its numerical value.
  • phone number – select one of two options: available or not available.
  • date of birth – select one of two options: available or not available.
  • date filtering – determine the time when the contact appeared in the system, when it was modified and when it was active recently.
  • domain filtering – enter the domains of the email addresses.
  • age filtering – determine the age range.
  • external events filtering – enter the name of details of the external events.
  • name – select one of two options: available or not available.

Example: If you want to send an email to people who haven’t confirmed their date of birth, you need to select “All” in Select contacts and then in Custom filtering choose the date of birth and tick not available.

[6] Total recipients – this rate shows the total amount of the recipients of the email. Clicking the button you can refresh the rate after you made some changes.

[7] Send on – by means of a calendar choose the exact date of sending the mailing.

[8] This email ignores filters – when you mark this option, filter settings (Settings → Other → Email and SMS settings) will be ignored.

[9] Automatically determine the best time to send to active contacts – thanks to this option the message will be sent to the contact precisely on the day or time when the contact demonstrates the highest activity (visits on the website, click through rate, activity on the website, external events). The system automatically calculates the best time to send the email to each contact. While you create the message you can choose what parameter of activity will be taken into account. It can be either date and hour, day or hour.

[10] Coupons – when you want to send an email with a coupon, first, make sure that you have enough coupons (i.e. number of addressees is smaller or the same as the number of coupons). In case you do not have enough coupons, you can decide to check one of the following options:

  • don’t send email when there are no enough coupons
  • send the number of emails corresponding to the number of coupons to contacts selected by the system at random
  • send email despite an unsufficient number of coupons

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

[12] Optional settings –

  • send message to x % of selected contacts – choose this option to send an email to the selected percentage of the recipients (e.g. if the defined group of recipients amounts to 100 contacts and you choose to send it to 20% of contacts, it means that you will send it to 20 contacts from this group chosen at random).
  • personalize the sender field with details taken from contact cards – you can personalize the content of the message with details you can find on the contact card (e.g. name, date of birth).
  • send a performance report to – select this option if you want to receive a raport with the statistics of the email

[13] Campaign name (for Google Analytics monitoring) – when creating the final email you can still modify campaign parameter, which will be added to the link as one oh the UTM parameters .

[14] Attachment – choose this option when you want to have an email with attachment.

3. Sending emails

After choosing all parameters, go to the last stage which is sending email.

[1] Edit – choose this option when you want to make some changes
[2] Send a test – choose this option when you want to make sure if the message displays correctly
[3] Send – choose this option when your email is ready and you want to send it

IMPORTANT: The message will be processed and prepared for delivery. The whole process may take up to several minutes (if you selected the advanced filtering option or if the message is to be delivered for many tags or with multiple exclusions). This must be taken into account when planning your campaigns – if you would like a campaign featuring advanced filtering to be sent at a particular time, it is recommended to assume a reasonable time buffer prior to the actual sending time, which you can define in the ‘Send date’ dialog. With campaigns sent from your own mailing account, any deliveries to more than 1000 contacts must be approved by SALESmanago team.

On a queuing completion, a mailing delivery report will be generated in the EMAIL MARKETING => Sent Emailings Analytics, with regularly updated progress facts and statistics regarding the campaign.

IMPORTANT: Ideally, data relating to opens, clicks, OR and CTR should be verified several days after the mailing. Recipients of the message will not always open and read it immediately after it has been delivered to their mailbox.

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