Anatomy of an Email Campaign

An email campaign consists of the following steps:

• Recipients
• Design
• Launch

First, you should navigate to the Email product.

Navigating to Email

1. Go to Experience > Message > Email to go to the Email campaigns page.

2. To create an email campaign, click the Create button and follow these steps.

3. Once you create your campaign, you can configure the Recipients, Design, and Launch steps.

Recipients

This tab helps you configure the following details of your recipients:

Include/Exclude Recipients

Include/exclude recipients with the contact list(s) and static segments to decide who will or will not receive the respective email campaign.

Target Audience

You can see the target, estimated, and exact audience in your contact list(s) or static segments based on your segmentation, if any. Click the Get Exact Audience button to see the exact count of your recipients. Depending on your segment size, it might take a while to load.

Add Segments

Add the segments based on which you want your email lists to be sent. For further details, refer to Email Segments. 

Once you create your segment, you can click the Save as New Segment button to save your current segmentation as a Dynamic Segment to apply and target users for your future campaigns.

Click the Save and Continue button to proceed to the Design step.

Design

This step helps you configure the following details of your email campaign:

Add a New Variant

To add a new variant to your email campaign, refer to Experiment (A/B) Campaigns.

Set Email Header

Select your From and Reply-to email addresses. To add these options or edit the existing ones, refer to Sender Management.

Insider cannot receive the emails users send as replies to the reply-to email address. To receive the replies, you can register your customer service center email address and use it as the reply-to address.

Set Subject & Preheader

Enter your email subject and a summary message inside the preheader field.

If you want to add white space after the preheader and prevent the email HTML text from appearing in the preheader, you can enable the Add White Space After Preheader toggle.

You can personalize the email subject and preheader with dynamic content (e.g., name, last name, gender, birthday, age, etc.). If a contact does not have any value for any attribute, you can enter a fallback text that will be displayed instead.

If you want to be inspired or need assistance when creating your subject and preheader, you can always use the Generate Text option.

To use an AI-generated text:

1. Click the Generate Text button to see the side modal.
2. Enter a prompt you want to generate text about.
3. The language option will be the default selected language of your panel.
4. Select your industry and use case to define the context for the text to be generated.
5. Click the Generate Copy button.

If you want to include emojis in your copy, you can check the "Include Emojis" box.

The modal displays five suggestions. To see more, you can click the Generate More Suggestions button.

To use any suggestion, you can select it and click the Apply button, or copy it via the Copy button against the suggestion you want to use.

Once you click the Apply button, the copy will be added to the respective field.

Design your Email

Design your email with one of the following options:

• Drag & Drop Editor
• HTML Editor
• RSS
• Choose Template

When deciding if you should use the Drag & Drop Editor or HTML editor, you can also consider their design capabilities listed below. 

Inbox and Email Preview

 Once you complete designing your email, you can see it inbox preview and email preview on the right side of your screen.

Configure UTM Settings

Specify the UTM Settings like UTM source, medium, campaign, term, and content. 

Spam Test & Email Preview

You can preview your email before sending it and update your design if necessary. For further information, refer to Conducting a Spam Test and Inbox Preview.

Launch

Finalize your email campaign setup. 

Panel time zone warning

Activation Status

Activation Status decides when you need to send your emails. The statuses are as follows:

While setting up the recurring campaigns, specify the recurrence timeline as follows:

A/B Test Settings

A/B Test Settings lets you determine the basics of the testing scenario for your variants. You can set how often each variant and the winner will be displayed, how the winner will be chosen, and how long your test will last. You can choose the winner based on two aspects: Highest unique open rates and highest unique click rates.

You can also specify the duration of running these tests. 

Email Throttling

You can limit the frequency of emails and manage configurations under the Settings tab.

Send Time Optimized

Time-optimized emails are sent at the user's best time to contact in the 24-hour range. Users whose best time is not defined yet will receive the email immediately. To use this feature, select Enable.

Coupon Settings

You can manage your coupons that you use in your campaigns.

Re-Eligibility Duration for Revenue

You can set a re-eligibility duration until when you want the revenue to be measured for this campaign.

Unsubscribe Groups

You can set an unsubscribe group to be mapped with the Unsubscribe link in your email design. Enable this to unsubscribe recipients from this particular group.

Frequency Capping

You can limit the number of emails a user receives using Channel Frequency Capping.

Campaign Tags

Campaign tags let you create and assign shorter names to your campaigns to organize and manage them conveniently. You can add up to 6 tags to your campaign.

Test Message

Once you complete configuring your settings, you are ready to see your emails in your users' inboxes.
Click the Test Message button in the bottom right corner to see your email campaign in the inbox.