Campaigns

Campaigns are a marketing tool used to send out one-time (broadcast style) emails to your audience.

In this article, we will explore the following topics:

Plus, you'll also learn about Campaign Statuses and Statistics!


Before Getting Started

In order to send a campaign, you will need to have a sender profile set up as well as a list to send to.


Creating Campaigns

  1. Click New Campaign inside of the Campaigns tab
  2. Enter your Campaign Information:
    • Namethis the title of your campaign which will be used internally; your audience will not see this
    • Email Subject - use a captivating subject line to entice your contacts to open the message
    • Settings - (optional) toggle Track Clicks and Google Analytics either on or off 
  3. In the Send To section, choose Lists/Segments or Tags from the drop down

    Please Note

    You cannot send a campaign to lists/segments and tags at the same time. You must choose one or the other.

  4. Click the pink Add + button to include or exclude specific Lists/Segments or Tags (if you select tags, you will also need to select a Sender Profile to use for your campaign) 

    Please Note

    Exclude will overwrite Include. This means if a contact is both on the Exclude list and the Include list, they will not receive your campaign.

  5. Click the pink Save button
  6. Next, choose from Sendlane's pre-designed templates, create your own custom template, or start from scratch to design your campaign
  7. Build out the email you want to send
  8. Click Save and Continue once you're done!

Scheduling and Rescheduling Campaigns

After designing your campaign and saving, you will be brought to the confirmation page.

1. Click the pink Schedule button in the upper right corner

2. Choose from the following options to schedule or send out your campaign right away

  • Save as Draft – save the campaign as is and come back to it at a later point to schedule
  • Now – send to selected contacts immediately
  • On a Given Date and Time – select a future date and time to send the email
  • Machine Learning Open Predictability – send your message over a 24 hour period, delivering to each contact when they are most likely to see and interact with your message (based on their previous behavior)Sendlane-knowledge-base-how-to-use-email-campaigns-prepare-for-launch.png

3. Click the pink Save button to return to the main campaign area, where you can verify the current status and send settings

If you would like to reschedule a campaign simply select the drop-down arrow next to Edit and select Unschedule.

This will allow you to select Edit and return to the scheduling window again.


Viewing Previously Sent Campaigns

  1. Start by heading to the Campaigns tab
  2. Locate the Campaign you would like to view
  3. Select View Report Sendlane-knowledge-base-how-to-use-email-campaigns-view-report.png

This will take you to the reporting and preview area of this specific campaign. Data that you will see include:

  • Opens - Total number of opens
  • Clicks - Total number of clicks based on opens
  • Bounced - Total number of bounced emails
  • Unsubscribed - Total number of unsubscribed contacts 
  • Spam - Total number of contacts who marked the emails as spam


Deleting Campaigns

For account reputation management purposes you cannot delete Campaigns that have been successfully sent. You can only delete campaigns that are in another status such as Draft, Pending or Scheduled.

To delete an email Campaign:

  1. Start by heading to the Campaigns tab
  2. Locate the Campaign you would like to delete
  3. Select Delete from the drop-down menu arrow on the right of Edit Sendlane-knowledge-base-how-to-use-email-campaigns-edit-delete.png


Duplicating Campaigns

  1. Start by heading to the Campaigns tab
  2. Locate the Campaign you would like to make a copy of
  3. Select Duplicate from the drop-down arrow on the right of Edit/View Report Sendlane-knowledge-base-how-to-use-email-campaigns-duplicate.png
Please Note

Clicking Duplicate will not automatically resend the campaign, you will still need to edit, schedule, and confirm the campaign in order for it to be sent out.


Campaign Statuses

There a few different statuses you'll see for your campaigns:

  • Completed - This indicates that your email campaign has finished sending. We suggest giving the analytics 24 hours before reviewing your email’s engagement.
  • Draft - This indicates that your email has not been sent out yet. The message should be edited, scheduled, and confirmed in order to be sent out.
  • Pending Compliance Review - This campaign is awaiting review. Some accounts need manual approval until a probation period has passed. Most campaigns are approved within 24 hours by the Compliance department. If after 24 hours your Campaign has not been approved, please reach out to our Support Team.
  • Rejected - This campaign has been rejected by our compliance team or stopped mid-send. If you have questions about a campaign in this status please reach out to our Support Team.
  • Sending - This indicates that your email is currently being sent. Your email may remain in this status for a while if you have a larger list, or if you used Machine Learning Open Predictability.  
  • Scheduled - Your email is scheduled to send out at a certain day and time.sendlane-knowledge-base-how-to-create-email-campaigns-campaign-list.png

Campaign Statistics

Once a campaigns has been sent, you can view the stats for that

To view a Campaign’s statistics, start by navigating to the 'Campaigns' tab. Select the 'View Report' button to the right of the campaign’s title you would like to view the stats of.

There you'll see 6 different sections:

  1. Revenue & Engagements – A daily/monthly/weekly graph of opens, clicks, and revenue generated from your campaign.
  2. Total/Unique Engagements – A Pie chart which breaks down the number of unique and total opens/clicks from your email, as well as unsubscribes and spam complaints.
  3. Preview – On the far right of your reports you will see a snippet of your email content. You can click this to see a full preview of your campaign.
  4. Conversions – If applicable, the bottom left of your campaign will list out each conversion generated from your email and the dollar amount of each purchase.
  5. Events – If you use Beacon tools, a list of triggered Custom Events will be listed here.
  6. Links Clicked/Email Clients – Shows which links were clicked most in your emails, and how many times they were clicked. Email clients let you know what percentage of your audience is using different ESPS (Gmail, Yahoo, Hotmail, etc.)

TL;DR

Create: New Campaign → Fill in Campaign Information → Send To: Add + → Select Lists/Segments or Tags → Toggle on/off → Save → Next → Choose: Pre-designed | Custom | Start from scratch → Create design → Save and continue

Schedule: Schedule → Choose settings → Save

Duplicate: Campaign tab → Find campaign → Click drop down → Select Duplicate

Delete: Campaign tab → Find campaign → Click drop down → Select Delete


Troubleshooting

Blank Emails

If your contacts report they are receiving blank emails, you are likely using one image as the entire email. The contacts may be seeing this because they have not downloaded or allowed images in their email client settings or they are receiving the plain-text-only format of an email which has no text inside.

Status = Pending Compliance Review

Typically you will see a Pending Compliance Review status for your campaigns when you are still going through a compliance check. Usually, this happens when you import or migrate a list over from a file or another platform. 

The compliance team will manually approve your emails until they’ve checked their content. Once you have had a few emails approved the compliance team will switch you over to auto-approval but will still check from time to time to make sure you pass intermediate compliance checks.

Here are some of the most common reasons why emails do not get approved:

  • Spam like or misleading content
  • Broken, unmasked, or untrusted URLs
  • Poor image to text ratio (i.e. single large image with hardly any text)
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