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 >>
  • Create from HTML template, 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


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

1. Choose an email to send

Sending the final message looks similar to sending the test ones. First, you have to go to the Email Marketing tab → Email List. Next, from the panel, choose the email message that interests you and click “Send”.

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.

2. Sending settings

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

[2] Email subject – displayed in the Subject field. There’s a possibility of adding emoticons.

[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] Select contacts – in this field you can specify the group of message recipients. In addition to the option of sending mass mailing after entering the name, email address, or telephone number, you can add contacts to the list of recipients also using the following selectors: You can find more information here >>

  • Insert tags – you can select individual tags with which contacts are marked;
  • Insert funnels – you can select contacts that are at a particular stage in the sales funnel;
  • Insert mailings – you can select mailings from which you want to add contacts as message recipients;
  • Insert defined addressees – select a defined group of contacts as message recipients.

However, if there are exceptions among the marked contacts that you do not want to send messages to, you can use the following options:

[5] Exclude contacts – You can do it the same way you select contacts to send, including additional selectors.

  • Insert tags – you can select tags that you want to exclude from the group of message recipients;
  • Insert funnels – select a funnel from which you want to exclude contacts from message recipients;
  • Insert mailings – you can select mailings from which you want to exclude contacts from the recipients of the message;
  • Insert defined addresses – select a defined group of contacts to exclude them from the recipients of the message.

[6] Custom filtering – use the custom filtering option that allows you to filter contacts by:

  • details – enter the name of the detail and its value using mathematical operators;

IMPORTANT: Here, select the detail name and then one value for that detail. For numeric values, you can select a range, e.g.> 20 <40 to filter values ​​from 21 to 39 (then you use two fields).

  • scoring – specify from what (or to what) numerical value the contacts will be filtered;
  • number of email messages – specify the numerical value of sent, opened, and clicked messages;
  • tags – specify the time period in which the tag was created, specify all tag names by which the contact is to be searched for, and specify any tag name from the previously provided;
  • tags scoring – enter the tag name and define its scoring using mathematical operators;
  • phone number – select the option ”available” or “not available”;
  • date of birth – select the option ”available” or “not available”;
  • date – specify the time period in which the contact was added to the system, when it was modified and when was its last activity;
  • domain – enter domains; you can enter several of them separated by commas;
  • age – specify the age range;
  • external events – enter the name of external events details;
  • name – select the option ”available” or “not available”.

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 [1] field, then select the date of birth option in the advanced filtering and check the “does not have” option.

[7] Total recipients – this ratio shows the total number of recipients to which the message was addressed. By clicking the Count button you can refresh this number if changes have been made to the selection of sending filters.

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

[9] 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, calendar, periodic, and birthday emails are automatically scheduled at the time of sending.

[10] 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.

[11] For monitored contacts adjust the best sending time automatically to – thanks to this option, the message will be sent to the contact on the day and/or time when the contact is most active (website visits, email clickability, activity on the website, external events). The system automatically calculates the optimal sending time for a given contact. When creating a message, you can choose on the basis of what activity is to be determined. You can select day and hour, day of the week, or hour.

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

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

[B] 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.

[A] 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).

[B] 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 (eg name and surname).

[C] 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.

[D] 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]



[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: +1 800 960 0640