How to Use Email Campaigns

Campaigns are a marketing tool used to send out a one-time bulk email to members of your audience.

Here are the different features of using Email Campaigns inside of Sendlane:

Creating Campaigns

Scheduling and Rescheduling Campaigns

Campaign Statuses

Viewing Previously Sent Campaigns

Deleting Campaigns

Duplicating Campaigns

Creating Campaigns

  1. Click on New Campaign inside of the Campaigns tab
  2. Enter your Campaign Information:
    • Name - this is just for your own internal organization, customers will not see it at all
    • 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 of your Audience (if you select tags, you will also need to select a Sender Profile to use for 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.

Campaign Statuses

There a few different statuses of 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. And will need to be edited, scheduled, and confirmed in order to be sent out.

  • Pending - This campaign is awaiting review or for its scheduled time to come. Some accounts need manual approval until a probation period has passed. Most campaigns are approved within 24 hours from 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 as with larger list it may take a little longer to avoid looking like Spam

  • Scheduled - Your email is scheduled to send out at a certain time and day and is waiting to depart.sendlane-knowledge-base-how-to-create-email-campaigns-campaign-list.png

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.

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 remove
  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.

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

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