Step 1: Navigate in your account to Campaigns - Email Campaigns. From here, you will click on the green circle with the '+' symbol.
You can either create a regular campaign to send one email with one template and one subject line.
OR you can select an A/B campaign to try out multiple templates and subject lines. More information on that here.
For this example we will be setting up a 'regular campaign.'
Step 2: Overview - Add general information to the campaign like name and subject line.
2a: Campaign Name: This is for internal use only, your end-users will not be able to see this.
2b: 'From' Email: This will be the email address that your end-users see the email coming into their inbox from, so make sure you select the email you have designated for this purpose.
Responses to this email will go to the email you select as the 'from' email. If you want responses to go to a different email address, click on 'Add a Reply to' and select an email address from the drop-down to re-route responses to a different inbox.
2c: Subject: This is the subject line that your end-users will first see when they receive your email, so you will want to make sure this is eye-catching and follows email marketing best practices.
If you want to further personalized your email subject line, click on the button that says 'Personalize' to add merge tags to the subject line. For instance, by adding {first_name}, it will add the recipients' first name to the subject line of the email when sent through campaigns.
2d: Tags: For internal use to organize your campaigns. End-users will not see tags.
Click on 'Continue' when you are done to move forward.
Step 3: Design - Select a template to use for this campaign.
3a: Once the template is selected, you can make edits to the template before saving for this campaign.
*Keep in mind that the template will only save for this one campaign. Any changes made at this stage will not be reflected on the original template.*
Hit 'Save' on the template to continue.
Step 4: Audience - Select who you want to send the email to.
4a: Click on the 'select' dropdown in the left-most box from this page to view the attributes you can use to create a segment. This will be from information you have manually uploaded into Gleantap or from your integration with a third party.
While you can make a segment here like 'Last visit is in the last 30 days,' we recommend making segments ahead of time so that you can scroll down to 'Segments,' which will open up a 'Is in segment' option from the middle box and a dropdown of options in the right-most box.
More information on segmentation can be found here.
4b: Calculate your audience by clicking the blue 'Calculate' button. This will tell you how large your potential audience is. We always recommend calculating before sending to make sure it sends to the correct audience.
Step 5: Timing/Trigger - This is where you can select when your email will send.
5a: Send ASAP: If selected, once you confirm the campaign, it will begin sending right away.
5b: Specific Date & Time: If selected, the campaign will begin sending at the time specified.
5c: Ongoing (Automated Campaign): If selected, the campaign will send once confirmed to the current audience + anyone added to the audience moving forward.
For example, if I make an audience of people on the 'Intro' membership plan, each time a new person signs up for the 'Intro' membership plan, this email will send.
When selecting an 'Ongoing campaign,' you have 2 options: once/day or multiple times/day.
Once/day will send the campaign each day to new audience members at the same time every day. You can specify that under the 'Once a Day at' box.
Multiple Times/day will send the campaign as soon as the new information is added to the audience, within normal business hours.
Step 6: Confirm - If everything looks correct, you can confirm your campaign and finish up the process by clicking on the button that says 'Confirm.'