An email campaign is a way to market your company and its services by sending a message, or series of messages about your company and/or its services to multiple recipients at once. Upsales allows you to create an email campaign, select the recipients, compose the email, schedule and send the email, and then, to track the responses.

This article covers:

• Creating an email campaign
• Setting up the email campaign
• 1. Design an Email Campaign
• 2. Select Recipients
• 3. Update settings and send the email
• Finding an email campaign

Creating an email campaign

To create a new email campaign, complete the following steps:

1. Click the Marketing tab → Email campaigns sub-tab.
   
   
   
   
2. Click the + New email campaign button.
   
   The “Let’s send some great emails” window displays.
   
   
   
3. Internal email campaign name = your choice
   Note: The Internal email campaign name will help you identify the campaign later and will be visible only to Upsales users at your company. It will also be copied as the Subject for the resulting emails; but, that can be changed before you send it out.
   
   Naming conventions: We recommend devising a naming convention that will allow easy retrieval. Example: Webinar - Product Release - 2020-Q3.

1. Part 1 describes the campaign type such as a Webinar / Product Release / Newsletter.
2. Part 2 describes the feature discussed.
3. Part 3 lists the year-month-day (YYYY-MMDD) or year-quarter (YYYY-Q#). This format allows text to be sorted by date.
4. What type of email is this = your choice
   Note: The email type is a subscription type. The email will have a link on the footer to unsubscribe. This link will bring the receiver to a page with a list of the Email types from which they can choose to unsubscribe.
   
   
5. Click the Next: Templates & design button.
   
   
   
   The Select a template to start with page displays.
   
   
   

Setting up the email campaign

Setting up the new email campaign is divided into three steps: Design, Recipients, and Settings & Send. You can easily switch between steps by clicking on the tabs at the top of the screen.

1. Design an Email Campaign

You can easily design beautiful emails from scratch, from emails you have already created or from Upsales templates. 

To design a new email, complete the following steps:

1. Select a template to start with = your choice
   
1. My templates: Select from email designs created by you and your team.
   Note: If there are no templates, you will have to use an Upsales template, Start with an empty template, or use the Simple text editor.
   
   
   
   
2. Recent email campaigns: Use emails you have sent as a starting point to create your next email marketing campaign.
   
   
   
   
3. Upsales templates: Select from preformatted email designs.
   
   
   
   
4. Start with an empty template: Use an empty template.
    
   
   1. The Are we missing a template? window displays.
      
      Click the Start with an empty template button.
      
      
   2. The blank template displays.
      
      
      
   3. Continue to Step 2 below.
1. Simple text editor: Use word processing tools to create an email.
   The text editor window displays.
   Continue to Step 2 below.
   
2. Use the Template Editor to create or modify the content.
   
   
3. Review the email design. You can either preview the email in a browser, or you can send yourself a test email.
   
   Previewing the email in a browser:
1. Click the Preview in browser button.
   
   The preview browser window displays.
   
   
   
2. Review the email.
3. Close the Preview email browser window.

Sending a test email:

1. Click the Send test button.
   The Test recipients window displays.
   
   
2. Verify the email address, or change it to the address where you wish.
3. Click the Send test button.
4. Review the email from your email client.

2. Select Recipients

There are three ways of selecting your recipients:

1. Use a segment
2. Use a sales campaign
3. Select contacts with the contact list

Use a segment to choose email recipients

Segments allow you to split your contacts into groups, based on their information and behavior.

To send an email campaign to a segment, complete the following steps:

1. Click the 2 Recipients tab.
   
   
   
2. Click in the Select segment field.
   
   
   The field expands with instructions.
   
   
   
3. Type the first few characters of the desired segment.
   
   
4. Select the desired segment.
   
   
5. If the segment you need does not exist, click the Create new link.
   
   
   
6. Follow the instructions to create a segment.
   
   
7. A window displaying the health of the list you chose displays.
   
   
   
8. Make the necessary adjustments.
   
   
9. Click the Continue button.

Use a sales campaign to choose email recipients

To send an email campaign to a list of recipients from a sales campaign, complete the following steps:

1. Click in the Select a campaign field.
   
   
   
   
   
2. Type the first few characters of the desired sales campaign.
   
   
   
   
3. Select the desired sales campaign list.
   
   
4. If the sales campaign you need does not exist, click the Create new link.
   
   
5. Follow the instructions to create a sales campaign.
   
   
6. A window displaying the health of the list you chose displays.
   
   
   
7. Make the necessary adjustments.
   
   
8. Click the Continue button.

Use the contact list to choose email recipients

To send an email campaign to a list of recipients from the contact list, complete the following steps:

1. Click in the Open contact list button.
   
   The My contacts window displays.
   
   
2. The list automatically includes all contacts. Limit the contacts by:
   1. Hover over the name to exclude.
      
   2. Click the Exclude link.
      The row will display the text "Excluded."
      
      
   3. Repeat steps 1 - 2 until all names are excluded.
1. Using filters to limit the contacts.
   
   
2. Excluding specific names.
3. Review the list to ensure the correct contacts are selected to receive the email.
4. Click the Add as a selection button.
   
   A window displaying the health of the list you chose displays.
   
   
5. Make the necessary adjustments.
6. Click the Continue button.

3. Update settings and send the email

Once you are satisfied that your email content is set, and the right group of people will receive the email, you can review the details before sending. You can update:

1. Internal email campaign name
   
   
2. The sender
   
   
3. Subject line
   
   
4. Pre-header text
   
   
5. What type of email list (subscription/unsubscription list)
   
6. Change recipients
   
   
7. Edit email
   
   
8. Add attachments
   
   
9. Send email
   1. Send email now
   2. Schedule send
      
      

Finding an email campaign

Once you draft an email campaign, you may need to come back to it before you finalize and send it. 

To find email campaign drafts, follow these steps.

1. Click the Marketing tab → Email campaigns sub-tab.
2. Click the My email campaign drop-down.
   
   
3. Select one of the following:
   • My email campaigns: Email campaigns you have created.
   • All email campaigns: Email campaigns created by anyone in your organization
     
4. Status = your choice [Sent & scheduled] or [Draft]
   
5. Sort by columns with arrows.
   
6. Quick search: Type part of the Internal name or Subject to return a list of campaign results.
   
7. Use the Filters.
   
8. Customize the columns shown for the list.