Regular Campaigns

Regular Campaigns are one-time email communications sent to one of your lists. You can use Regular Campaigns to send a promotion, an announcement or one-time offer.

NOTE: While you can use Regular Campaigns for both SMS and email communications, the information provided here focuses on email. To learn more about SMS campaigns, please reach out to your Customer Success Manager.

Getting Started

To create a new campaign:

  1. Go to Communications > Campaigns.
  2. Click Create New from the Campaigns page.
  3. Name your campaign by clicking New Campaign at the top of the page.
    Campaigns 02 - New Campaign Clickable Title
  4. Select the Regular campaign type.

NOTE: For more information on what you can do with campaigns, including all Campaign types and prerequisites, see the Campaign Overview page.

Campaigns 04 - Left Nav of Campaign ed w 'Campaign Type' at top and 'Email' selected
After creating your new campaign and choosing the Regular Campaign type, you’ll see the menu on the left which will guide you through next stepsYou can always use this menu to move to any section if you need to add information in a different order.

Use the following links to jump directly to the sections on this page:

 

 

Audience

In this section, you will choose the audience for your email by setting a target list, and, optionally, a suppression list-users who should be excluded from the send. If you need to use multiple suppression lists, please reach out to your Customer Success Manager to enable this capability. (To read more about how to create, manage, grow, and track lists, see the Lists Creation section of the Audience Overview documentation pages.)

To select your target Audience and Suppression Audience

  1. On the Audience page, set the list that will receive your email by clicking the drop-down under Your Target Audience.
  2. Once you choose Your Target Audience, you will have the option to exclude recipients via the Your Suppressed Audience drop down.
  3. The number of valid emails refers to the number of valid emails on a list, minus hard bounces or optouts. See the User Engagement Levels page for more information. If you’re using a Natural List, Created will show the date it was created.
    Campaigns 05 - Select Your Audience Drop-Downs

Configure 

In this section of the campaign setup, you’ll enter the foundational information for your email, including the template; basic information such as the email’s From Name, Email Subject and Reply-To Email; and choose the Data Feed and/or Ad Plan, if you’re using one.

Select a Template and Enter Campaign Details

On the Configure page, check the Build from Template box and choose your template if you have not already done so.

Campaigns 06 - Build Your Campaign from a Template Checkbox and Drop-Down

Enter the basic information for the campaign including:

  • The From Name and From Email that will display for recipients.
  • Email Subject for the email messages.
  • Reply-To Email to which recipients can respond.

NOTE: Clicking the envelope icon allows you to add a verified email that you have already added to My Sailthru for verification.

Campaigns 07 - Basics fields (from name, from email, email subject, reply-to email)

Add a Data Feed or Ad Plan (Optional)

You also have the choice here to include a Data Feed in your email. Data feeds can supply your email messages with content to display, such as the latest articles or products on your site. Sailthru utilizes the following feed types, which should contain your product or content URLs:

  • Content Feeds are supplied by Sailthru’s Personalization Engine product, which gathers users’ interests based on website activity.
  • You provide URL Data Feeds, which may be generated by your content management system. It is recommended that you add these to your feeds page in My Sailthru so that Sailthru can cache them and make them easy to access within your template or campaign. JSON format is recommended.
  • Merged Feeds contain multiple Content and/or URL data feeds, which Sailthru merges for you into a single feed.

See the Data Feeds Overview documentation page for more information, and note that your template must be coded to support the display of data from a feed (see Code a Template Using a Data Feed).

See the Ad Targeter Setup documentation page for more information on the Ad Plan feature.

Design 

On the Design page, you can create or modify the code and other static content for the body of the email message. If you have selected a template (which is a Sailthru best practice), its code is displayed, and you can choose to make manual edits for this campaign send. If you haven’t selected a template, you can create the body from scratch or paste in HTML that you built outside of Sailthru.

A preview of the email content as it would appear for a selected user is displayed in the right pane. The preview updates based on your code/content changes.

Design or Preview Email Content

On the Design page, you will see Sailthru’s code editor on the left and a preview of the email produced by that code on the right. The preview displays content-both subject line and message body-as it would appear for the user whose email address is entered in the box above. You can modify the HTML as needed. The preview will update automatically, within seconds of each code edit.

  • To preview the content as a different recipient/user, enter a different email address above the preview and click refresh email preview.
  • To edit the subject line, click Screen Shot 2017-03-01 at 1.23.49 PM
  • To send a test email with the current code, click Test Send. You will then be prompted to enter the email address that will receive the test send. Note that optout links will not render in the test email.

Campaigns 08 - Template Code and Preview

Under the Text tab, you can create a plain text version of your email. Click Convert from HTML and the text of your email will render in plain text, along with a preview. You can also choose to make manual edits to this text-only copy.

Campaigns 09 - Text Tab with Convert from HTML button highlighted

Also, above the HTML viewer are your Advanced options:

  • The Zephyr Setup section will run once for every recipient before their email is sent, allowing you to prepare and manage user data, feed content, etc., prior to generation of the message body. This is especially useful for preparing dynamic email, where content differs per user. See the Using Zephyr section below for more information.

Campaigns 10 - Advanced Tab with Zephyr Setup Sub-Tab Highlighted

  • Link Setup allows you to indicate whether you’ll be tracking links and/or using Google Analytics to measure what happens on your site after a user opens and clicks within your email.

Campaigns 11 - Advanced Tab with Link Setup Tab Highlighted

Using Zephyr

For Regular Campaigns, you can use HTML to create static content, and Zephyr for dynamic content that is generated at the time of the campaign send, and may differ for each recipient. Zephyr is Sailthru’s coding language used in email subject lines and campaign Templates to increase customization. For example, Zephyr is used to incorporate data feeds to populate the Template with your latest content and to call variables associated with user’s profiles, such as their geolocation to ensure relevancy for each recipient of the email.

See the For Developers documentations pages for more information on using Zephyr for Sailthru email campaigns. You can also click Zephyr Guide from the Design page in My Sailthru (next to the Advanced tab) to access the Zephyr Syntax Overview documentation.

Note: It is a requirement to give users the ability to opt out of your campaigns. It is recommended that you include an opt-out link by using the {optout_confirm_url} Zephyr snippet, which produces a user-specific link to your opt-out page. If you do not include this snippet, Sailthru will automatically append a link at the end of each message pointing to your optout page. It is also a best practice to track opens through a beacon, an image that helps track email opens.

Viewer Options and Image Library

You can adjust your viewing options by clicking the cog icon at the bottom of the HTML viewer. This is also where the image library is located. Images you upload are available to you for all emails you design. When deleted from an email, they remain in the library for use in other emails.

Campaigns 13 - Viewer Options and Image Library (both buttons highlighted)

You can easily bulk upload images by dragging and dropping from your desktop or a folder into the Image Library.

 Campaigns 14 - Image library with drag and drop section shown

Schedule

When and how your email will send is critical in getting a response from your audience. There are multiple options that let you control the send date and time to reach your audience when your content is most relevant and valuable, including the Personalized Send Time.

Scheduling Your Campaign

On the Schedule page, set up all options around how and when your email will be sent. If you choose to send On Confirmation your email will send once you click Schedule on the next page, which is the Confirmation page. confirm the creation of your email. You can also set a Specific Time, which allows you to schedule an exact time and date in the future.

Choose Personalized Send Time to optimize the open rate by sending emails to individuals when they are most likely to open based on their email-open history. For example, if you choose to send your email starting at 9:00 a.m. with a 16-hour send window, the email will be sent to each user at the time between 9:00 a.m. and 11:00 p.m. when they are most likely to open it within that window. This is based on user open history in their Sailthru profile.

Campaigns 15 - Schedule (Regular)

Confirmation and Seed Emails

Enter the Confirmation Email for the individual(s) who should receive an email when the campaign completes sending, including a confirmation of completion and total emails sent. To enter multiple confirmation email addresses, separate using a comma.

Enter the Seed Emails to which a copy of the campaign email should be sent. Note that this will send to the email address(es) regardless of their opt-in status. If an address is already entered as a Global Seed Email address, you do not need to enter it here.

Campaigns 16 - Confirmation Email and Seed Emails

Confirmation

The Confirmation section provides you with an opportunity to review a summary of the settings you’ve chosen for your campaign prior to scheduling it.

If you have scheduled your campaign to send On Confirmation, a pop up will appear to confirm and give you the option to schedule for a later date.

You can always return to edit any section of your campaign either prior to the send time or while it’s in the process of sending.

If you need to adjust a setting once a campaign has begun sending, you can pause your campaign to do so. To pause a campaign that is currently sending, click Sending Folder, hover over the Campaign and hit the pause button.

TIP: Make it best practice to review all of your campaign details presented on this page prior to clicking Schedule. Try reading this page from the bottom up, or printing to review on paper. Changing the order or method in which you’ve previously reviewed information can help you to find errors or items that need updating.

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