Set up an email campaign

Before you set up your first campaign, ensure you have at least one mailing list with subscribers. If you don't have a mailing list, you can start by "creating a new contact mailing list". Then, "add new contact subscriber to mailing list" or "bulk import contacts into mailing list" through any supported methods.

Go to "Campaigns" --> "All Campaigns" --> "Create new" from the sidebar menu

If a field has an asterisk "*", consider it mandatory. The number of features Deploia has may seem overwhelming, but you do not need to use them all. You only need to consider the fields with an asterisk.

Details (Step #1)

• Campaign name - A unique identifier for the email campaign (e.g.,"Weekly digest subscribers")

• Type - The category of the campaign being created (e.g., Regular/Autoresponder)

• List - The subscriber list to which the campaign will be sent

• Segment - An optional subset of the chosen list for more targeted sending

• Group - A way to organise campaigns for better management

• Send group - An option to schedule or group the sending of the campaign

Most options you see below are similar between a "Regular" campaign and an "Autoresponder" except the step four. For an Autoresponder campaign type, you get a few other options for step four. Please take a look below for more details.

Set up (Step #2)

Campaign Setup

• From name - The sender's name that will appear in recipients'inboxes

• From email - The email address from which the campaign will be sent

• Reply to - The email address where replies to the campaign will be directed

• To name - The recipient's name, often using a personalisation tag like [EMAIL]

• Subject - The email subject line, with options for AI suggestions and scoring

Campaign Options

• Plain text email - Option to include a plain text version of the email

• Tracking domain - The domain used for tracking links in the email

• Max. subscribers - The maximum number of subscribers to send the campaign to

• Randomize subscribers - Option to randomise the order of recipients

• Email stats delay days - Number of days to delay collecting email statistics

• Email stats - Additional settings for email statistics collection

• Preheader - The short summary text following the subject line in email previews

• Forward friend subject - Subject line for forwarded emails

Campaign Tracking Options

• Open tracking - Option to track when emails are opened

• Url tracking - Option to track clicks on links within the email

• Open tracking from url tracking - Track opens based on URL clicks

• Open tracking - Exclude crawlers - Option to exclude bot activity from open rates

• Url tracking - Exclude crawlers - Option to exclude bot activity from click rates

• Smart open tracking - Advanced open tracking features

• Smart click tracking - Advanced click tracking features

A/B Tests

• Enabled - Option to enable A/B testing for the campaign

• Winner criteria - Opens count - Number of opens to determine the winning version

• Winner criteria - Operator - Logical operator for combining criteria (e.g., OR)

• Winner criteria - Days count - Number of days to run the test

• Test subject lines - Feature to test multiple subject lines

Advanced campaign options

These are shown when you click the "Show more options" button.

• Change subscriber custom field value upon campaign open - Update a specific field in the subscriber's profile when they open the email

• Field - The custom field to be updated

• Field value - The new value to be set for the chosen field

• Change subscriber custom field value upon campaign sent - Update a specific field in the subscriber's profile when the campaign is sent

• Field - The custom field to be updated

• Field value - The new value to be set for the chosen field

• Actions against subscribers upon campaign open - Perform actions on subscribers when they open the email

• Action - The type of action to perform (Move or Copy)

• To list - The destination list for the action

• Actions against subscribers upon campaign sent - Perform actions on subscribers when the campaign is sent

• Action - The type of action to perform (Move or Copy)

• To list - The destination list for the action

• Subscribers webhooks upon campaign open - Trigger a webhook when subscribers open the email

• Webhook url - The URL to be called when the webhook is triggered

• Extra tags - Add custom tags to the campaign for organisation or tracking purposes

• Tag - The name of the custom tag

• Content - The value or content of the custom tag

• Campaign delivery servers - Select the server(s) to use for sending the campaign. Learn on how to "add a new delivery server" and the "email delivery service providers we support".

• Campaign suppression lists - Exclude certain lists from receiving the campaign

• Campaign attachments - Add files to be attached to the email campaign

Campaign template (Step #3)

• Template name - A unique identifier for the email template

• Only plain text - Option to create a text-only email without HTML formatting

• Auto plain text - Automatically generate a plain text version of the HTML email

• Content - The main body of the email, with rich text editing options

• Import html from url - Import an HTML template from a specified web address

• Upload template - Upload a pre-designed HTML template file

• Change/Select template - Choose from existing templates or modify the current one

Random Content Blocks

• Name - Unique identifier for a content block that can be randomly inserted

• Content - The text or HTML content of the random block

• Random content(n) - Button to add or manage multiple random content blocks

Subscriber's Interactions

• Change subscriber custom field on link click - Update a subscriber's custom field when they click a specific link

• Url - The specific link to trigger the field change

• Field - The custom field to be updated

• Field value - The new value to be set for the chosen field

• Actions against subscriber on link click - Perform actions when a subscriber clicks a specific link

• Url - The link that triggers the action

• Action - The type of action to perform (Copy or Move)

• To list - The destination list for the action

• Subscribers webhooks on link click - Trigger a webhook when subscribers click a specific link

• Url - The link that triggers the webhook

• Webhook url - The endpoint to be called when the webhook is triggered

Additional Features

• UTM tags - Set up UTM parameters for link tracking in the email

• Show plain text version - Display the plain text version of the email for review

• Save content - Save the current state of the email template

Google UTM Tags Pattern

• Insert your pattern - Input field for custom UTM tag patterns

• Parse links and set pattern - Apply the specified UTM pattern to all links in the email

Confirmation (Step #4 - Regular type)

• Send at - The specific date and time when the campaign should be sent

• Advanced recurring - Option to set up complex recurring schedules for the campaign

• Daily sending window - Start hour - The beginning hour of the daily timeframe for sending emails

• Daily sending window - Interval - The duration of the daily sending window

• Enable timewarp - Option to activate the timewarp feature for time zone-based sending

• Timewarp hour - The hour component for timewarp sending

• Timewarp minute - The minute component for timewarp sending

• Reset selection - Button to clear all selected timing options and start over

Confirmation (Step #4 - Autoresponder type)

• Activate at - The date and time when the autoresponder campaign should become active

• Daily sending window - Start hour - The beginning hour of the daily timeframe for sending autoresponder emails

• Daily sending window - Interval - The duration of the daily sending window

• Autoresponder event - The trigger event for sending the autoresponder email

• AFTER-SUBSCRIBE: Send after a new subscription

• AFTER-PROFILE-UPDATE: Send after a subscriber updates their profile

• AFTER-CAMPAIGN-OPEN: Send after a subscriber opens a specific campaign

• AFTER-CAMPAIGN-SENT: Send after a specific campaign has been sent to the subscriber

• Autoresponder time value - The numeric value for the delay before sending the autoresponder

• Autoresponder time unit - The unit of time (e.g., Day) for the autoresponder delay

• Send only at/after this time - Option to restrict sending to a specific time of day

• Hour - The hour component of the send time restriction

• Minute - The minute component of the send time restriction

• Incl. imported subscribers - Option to include or exclude subscribers who were imported into the list

• Incl. current subscribers - Option to include or exclude existing subscribers

• Reset selection - Button to clear all selected timing options and start over

What's next?

• "Set up A/B testing in email campaigns"

• "Add a countdown timer to email campaigns"

• "Receive webhook events for opens and clicks"

• "Embed JSON feeds into your campaign"

• "Embed XML (RSS) feeds into your campaign"

• "Add attachments to your campaign"

• "Send email based on subscriber's time zone"

• "Setup recurring campaigns"

• "Link to subscription page for potential subscribers"

• "Customise email list pages (subscribe, unsubscribe, profile page etc.)"

• "Redirect subscriber to a custom 'Thank You' page after subscribing"