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Setting up your first campaign with EmailConnect

Article ID: 607
Last updated: 04 Oct, 2013
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A new email campaign can be created by using an campaign template or an existing campaign or from complete scratch using HTML code editor.

Creating a new campaign using Template Gallery

There are two ways in which anyone can start creating a new campaign irrespective of the method they use. You can use Campaigns tab or if you are on the Dashboard or you can click on the Create New Campaign link under the Quick Links.

  • click on the "Campaigns" tab

  • click on the "Create New campaign" under the campaign browser


If you look at the campaign browser screenshot above you will realize that it gives you the ability to browse through the campaigns within your account. You will also be able to track all the campaigns which are sent, are in outbox, are being created and in draft mode, are scheduled, are paused and are pending approval.

You can manage tags which can allow you to categorize your campaigns.


Campaign Settings

Campaign Name

Enter the name of your campaign

Recipients

Select the mailing list or a segment for your campaign. You can select single or multiple lists of segments.

Apply A/B Split Testing

By applying A/B split testing you can test different versions of your campaign settings or content. You can set the test size, duration and how to determine the winner.

This helps you optimize your campaign in a better manner.

Publish this campaign to RSS Feed

When you check this box, your subscribers will be able to see this campaign in their list's rss feeds.

Google Analytics Integration

Oempro integrates seamlessly with the Google Analytics web service to help you track recipient activities on your website coming from your campaign.

  • When you are done populating these fields hit the "Create Campaign and Edit Campaign Email".

  • This will bring up the create new campaign selection screen.


  • Click on the second option "Template Gallery" - this will take you to the step 1 of the campaign email.


Campaign Email Creation Step 1

Name

Enter the name which will be used for the from field of your campaign email

Email address

enter the email address which will be used for the from email field of your campaign email.

Reply to Information

You can use the same reply to information defined the name and email address fields above or use the new one by un-checking the option and entering the different reply-to information

  • Click on the "Next" button to go to the Template Gallery and choose the template


  • Now select the template and click "Next" to go to the content editor


Campaign Email Creation Step 3 / Content

Embed images to email content

You can tick this option if you wish to embed the images within your campaign, although this can increase the size of the email if there are many images within the email content.

Content Type

Select the content type - whether you are going to send an HTML email or Text. You can also send a multi-part email which will carry HTML as well TEXT based content and render it at the end-users end according to their email reader.

Subject

Define the subject line for your campaign email.

Attachments

You can attach one or more files to the campaign email you are going to send.

  • Now Click on the "Open Email Content Builder" and customize your newsletter content

The above email content builder will help you add your own content within the available editable regions. Oempro has an advanced template engine which allows you to easily edit your content within the pre-defined campaign template. In order to edit the content you just have to place your mouse on the content box and click your left mouse key once - if the area is editable it will give you the "Edit" menu as shown in the below screenshot.


In the above screenshot we can see "Edit" as well "Duplicate" - this means the region we clicked on can be edited with custom content and you can also duplicate the block of text as well.

When you click the edit button it will give you the editor which can be seen in the below screen shot.


If you take a look at the screenshot you will see that the Good News title can be edited in the shown box. You can change it to anything you wish.

Similarly there are editable regions which can also accept the html content, the above editable region is a text only region.

Once your content is populated you can simply hit the "Save" button and save the content and get out of the content editing screen. Now click on the "Next" button found on the campaign email creation wizard to go to the final "Review" of your campaign email.


The last step of campaign email creation is the preview of your campaign's content. You can verify how does it look by sending an email to a designated email address or on your browser.

The review screen will also give you the details of the content analysis and spam testing.

Once you verify the preview and satisfied with the campaign email content click on the "Next" button to go to the campaign scheduling screen.


  • Use the drop down menu "send" to schedule the campaign

  • There are four scheduling options available for every campaign

  • (1) Now

  • If this option is selected the campaign will start sending immediately.

  • (2) On given date and time

  • if you select this option then you will have to set the date and time for the campaign to start sending emails to your mailing lists.

  • (3) Repeatedly

  • If this option is selected you will be allowed to set the time and date along with the repeat frequency of your campaign.

  • (4) Never

  • If this option is selected then the campaign will be saved under the drafts folder and will never start.


Creating a new campaign using HTML Code

There are two ways in which anyone can start creating a new campaign irrespective of the method they use. You can use "Campaigns" tab or if you are on the Dashboard you can click on the "Create New Campaign" link under the Quick Links.

  • click on the "Campaigns" tab

  • click on the "Create New campaign" under the campaign browser


If you look at the campaign browser screenshot above you will realize that it gives you the ability to browse through the campaigns within your account. You will also be able to track all the campaigns which are sent, are in outbox, are being created and in draft mode, are scheduled, are paused and are pending approval.

You can manage tags which can allow you to categorize your campaigns.


Campaign Settings

Campaign Name

Enter the name of your campaign

Recipients

Select the mailing list or a segment for your campaign.You can select single or multiple lists of segments.

Apply A/B Split Testing

By applying A/B split testing you can test different versions of your campaign settings or content. You can set the test size, duration and how to determine the winner. This helps you optimize your campaign in a better manner.

Publish this campaign to RSS Feed

When you check this box, your subscribers will be able to see this campaign in their list's rss feeds.

Google Analytics Integration

Oempro integrates seamlessly with the Google Analytics web service to help you track recipient activities on your website coming from your campaign.

  • When you are done populating these fields hit the "Create Campaign and Edit Campaign Email".

  • This will bring up the create new campaign selection screen.

  • Click on the first option "From Scratch" - this will take you to the step 1 of the campaign email.


Campaign Email Creation Step 1

Name

Enter the name which will be used for the from field of your campaign email

Email address

Enter the email address which will be used for the from email field of your campaign email.

Reply to Information

You can use the same reply to information defined the name and email address fields above or use the new one by un-checking the option and entering the different reply-to information

  • Click on the "Next" button to go to the Content part of the campaign email creation.


Campaign Email Creation Step 2

Embed images to email content

You can tick this option if you wish to embed the images within your campaign, although this can increase the size of the email if there are many images within the email content.

Content Type

Select the content type - whether you are going to send an HTML email or Text. You can also send a multi-part email which will carry HTML as well TEXT based content and render it at the end-users end according to their email reader.

Subject

Define the subject line for your campaign email.

HTML Content

Add the custom html content you created for your newsletter or you can directly create the custom content using the editor available.

Please note that you must add "unsubscription" link within your content to comply with the policy.

You can do that by clicking on "%" icon within the content editor and then selecting the un-subscription link.

Save Draft

This button lets you save the content you have written without proceeding to the next step. This way you can continue your writing without any distractions and loosing any changes.

Attachments

You can attach one or more files to the campaign email you are going to send.

  • Click on the "Next" button to go to the last step of the campaign email creation


The last step of campaign email creation is the preview of your campaign's content. You can verify how does it look by sending an email to a designated email address or on your browser.

The review screen will also give you the details of the content analysis and spam testing.

Once you verify the preview and satisfied with the campaign email content click on the "Next" button to go to the campaign scheduling screen.


Use the drop down menu "send" to schedule the campaign

There are four scheduling options available for every campaign

  1. Now

  2. If this option is selected the campaign will start sending immediately.

  3. On given date and time

  4. If you select this option then you will have to set the date and time for the campaign to start sending emails to your mailing lists.

  5. Repeatedly

  6. If this option is selected you will be allowed to set the time and date along with the repeat frequency of your campaign.

  7. Never

  8. If this option is selected then the campaign will be saved under the drafts folder and will never start.

       


Creating new campaign from previously sent Campaign

There are two ways in which anyone can start creating a new campaign irrespective of the method they use. You can use "Campaigns" tab or if you are on the Dashboard you can click on the "Create New Campaign" link under the Quick Links.

  • click on the "Campaigns" tab

  • click on the "Create New campaign" under the campaign browser


If you look at the campaign browser screenshot above you will realize that it gives you the ability to browse through the campaigns within your account. You will also be able to track all the campaigns which are sent, are in outbox, are being created and in draft mode, are scheduled, are paused and are pending approval.

You can manage tags which can allow you to categorize your campaigns.


Campaign Settings

Campaign Name

Enter the name of your campaign

Recipients

Select the mailing list or a segment for your campaign.You can select single or multiple lists of segments.

Apply A/B Split Testing

By applying A/B split testing you can test different versions of your campaign settings or content. You can set the test size, duration and how to determine the winner. This helps you optimize your campaign in a better manner.

Publish this campaign to RSS Feed

When you check this box, your subscribers will be able to see this campaign in their list's rss feeds.

Google Analytics Integration

Oempro integrates seamlessly with the Google Analytics web service to help you track recipient activities on your website coming from your campaign.

  • When you are done populating these fields hit the "Create Campaign and Edit Campaign Email".

  • This will bring up the create new campaign selection screen.

  • Click on the third option "Previous Campaign" - this will take you to the step 1 of the campaign email.


  • Select the campaign from the drop down and hit the "Next" button.


Sender Settings

Name

Enter the name which will be used for the from field of your campaign email

Email address

Enter the email address which will be used for the from email field of your campaign email.

Reply to Information

You can use the same reply to information defined the name and email address fields above or use the new one by un-checking the option and entering the different reply-to information


  • Make the necessary changes to the content of the campaign and hit the "Next" button to proceed further


  • Review your campaign by sending a preview email or preview it on browser and hit the "Next" button to go to the scheduling options of the campaign.


Use the drop down menu "send" to schedule the campaign

There are four scheduling options available for every campaign

  1. Now

  2. If this option is selected the campaign will start sending immediately.

  3. On given date and time

  4. If you select this option then you will have to set the date and time for the campaign to start sending emails to your mailing lists.

  5. Repeatedly

  6. If this option is selected you will be allowed to set the time and date along with the repeat frequency of your campaign.

  7. Never

  8. If this option is selected then the campaign will be saved under the drafts folder and will never start.

        


New Campaign using a Web URL

There are two ways in which anyone can start creating a new campaign irrespective of the method they use. You can use "Campaigns" tab or if you are on the Dashboard you can click on the "Create New Campaign" link under the Quick Links.

  • click on the "Campaigns" tab

  • click on the "Create New campaign" under the campaign browser


If you look at the campaign browser screenshot above you will realize that it gives you the ability to browse through the campaigns within your account. You will also be able to track all the campaigns which are sent, are in outbox, are being created and in draft mode, are scheduled, are paused and are pending approval.

You can manage tags which can allow you to categorize your campaigns.


Campaign Settings

Campaign Name

Enter the name of your campaign

Recipients

Select the mailing list or a segment for your campaign.You can select single or multiple lists of segments.

Apply A/B Split Testing

By applying A/B split testing you can test different versions of your campaign settings or content. You can set the test size, duration and how to determine the winner. This helps you optimize your campaign in a better manner.

Publish this campaign to RSS Feed

When you check this box, your subscribers will be able to see this campaign in their list's rss feeds.

Google Analytics Integration

Oempro integrates seamlessly with the Google Analytics web service to help you track recipient activities on your website coming from your campaign.

  • When you are done populating these fields hit the "Create Campaign and Edit Campaign Email".

  • This will bring up the create new campaign selection screen.

  • Click on the forth option "Fetch URL" - this will take you to the step 1 of the campaign email.


Sender Settings

Name

Enter the name which will be used for the from field of your campaign email

Email address

Enter the email address which will be used for the from email field of your campaign email.

Reply to Information

You can use the same reply to information defined the name and email address fields above or use the new one by un-checking the option and entering the different reply-to information

  • Click the "Next" button to proceed further.


Fetch Content

Embed images to email content

You can tick this option if you wish to embed the images within your campaign, although this can increase the size of the email if there are many images within the email content.

Content Type

Select the content type - whether you are going to send an HTML email or Text. You can also send a multi-part email which will carry HTML as well TEXT based content and render it at the end-users end according to their email reader.

Subject

Define the subject line for your campaign email.

HTML Content URL

Enter the URL where the content is uploaded.

Attachments

You can attach one or more files to the campaign email you are going to send.

  • Hit the "Next" button to proceed further.


  • Review your campaign by sending a preview email or preview it on browser and hit the "Next" button to go to the scheduling options of the campaign.


Use the drop down menu "send" to schedule the campaign

There are four scheduling options available for every campaign

  1. Now

  2. If this option is selected the campaign will start sending immediately.

  3. On given date and time

  4. If you select this option then you will have to set the date and time for the campaign to start sending emails to your mailing lists.

  5. Repeatedly

  6. If this option is selected you will be allowed to set the time and date along with the repeat frequency of your campaign.

  7. Never

  8. If this option is selected then the campaign will be saved under the drafts folder and will never start.

        

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