Auto-responders and Segments for Email Marketing
Description: Learn how to set up Email Marketing Autoresponders, Contact Groups and start sending mass mail.
Things We Cover:
- Creating new Contact Group
- Adding new Autoresponder (campaign)
- Adding new Message to a campaign
- Connecting contacts and campaigns
Email campaigns inside our application consist of Contact Groups (former Segments) and Auto-responders.
Lets start with a Contact Group. Go to Email Marketing > Contact Groups
Hit New Segment and type a name for it
Now we have to add some rules for filtering customers.
For example, we want to create a group of customers who have abandoned cart and checkout on the website.
So inside the Rules section we click on New Rule > Products > Abandon Cart
Now, same steps for Abandon Checkout:
Note:In this case we need to rules to work separately (customers be added to the list if they have OR abandoned cart, OR abandoned checkout), so the Logical Operator is OR:
Save the group by pressing Save
You can check the list of contacts on the Output tab:
The next part is creating an Autoresponder that will contain messages to send.
Open Email Marketing > Autoresponders
Open Responders tab and click New
When youre ready to approve the request click Approve For Refund button. You can also Switch to Exchange or Reject the request.
If you wish to have an unsubscribe link for the campaign messages, mark the appropriate checkbox on the Unsubscribe tab
Save the responder by clicking Save button
As mentioned before, responders are campaigns, that should include some messages. Lets take a look at responder messages.
Pick a responder and click New Message > Email Message
Choose Send Type and Send On date
Go to Email tab, put the message Subject, Body Text, choose time to Send At and press OK
Now the system is ready and set, so lets connect contact group with the responder and start the campaign.
Open Email Marketing > Contact Groups again
Pick a segment and check a checkbox next to the responder you want to assign the group to
Go back to Email Marketing > Autoresponders
Open Responders tab, highlight the responder you want to start and press Resume
Note:You can test the responder by clicking Test Responder button. You will have to enter your mailbox to send test messages to.