Automated email campaigns makes it easy to celebrate birthdays and anniversaries, send reminders, email newsletters and more!
Before you create an automated email campaign there are two things you must do:
Go to Email > Email Automation and click the 'Create New' tab. You will not see the 'Create New' tab until you have created at least one email list in your Address Book and one email template.
Based on what automated campaign type you select, as you go through the setup process you will be presented with different options. (The full description of campaign types and how each works is detailed in the next section, Automation Campaign Types & Rules.)
Birthday - Sends annually on each contact's birth date. Birthday campaigns automatically repeat each year.
Anniversary - Select whether to use your contact's anniversary date or their start date. Anniversary campaigns automatically repeat each year.
Holiday - Select a holiday from the drop-down list. Then choose whether to send ON the holiday, or up to 7 days prior. Holiday campaigns repeat each year and adjust to annual holiday date changes.
Interval - Select an interval frequency – how many times a year you want the campaign to send. If you select "custom frequency then you can enter any number of days (7 - 999) to wait in between sends.
Select a date for the campaign to start sending by clicking either 'Set Start Date' and choosing any date in the future, or by selecting the option to Use Contact's Start Date".
Interval campaigns 'end' – i.e. stop sending – when each recipient in the campaign has received every design template assigned to the campaign. You have the option to override this and "Repeat when done". (This option is on the last page of the campaign setup process.)
Click "Save / Next" when done.
When you are finished selecting all of your email templates, click "Save / Next". (If you have only one template in your campaign, then your campaign will be saved and started when you click the button.)
Click "Save" to save your automated email campaign, and to schedule the first emails for sending.
Automated emails will display intermixed with your other sent emails. They are identified by this icon
To view aggregate statistics for a specific email campaign
To view statistics for specific emails within an automated campaign
While on the screen described above:
To download aggregate statistics for a specific automated email campaign:
While on the View Related Email search results screen described above:
To view all emails sent by all automated email campaigns
Automated email campaigns can be edited or viewed at any time, whether or not they have started sending. There are limits to what you can edit, as follows.
To view or edit a campaign, Go to Email > Email Automation and search or sort to find the active email campaign you are looking for. Campaigns that were marked 'Inactive' are archived, and can be viewed but not edited. When you have found the campaign you want, click the Edit or View icon.
You can change the following information while a campaign is active:
Click "Save / Next" to continue
Note: If your campaign uses a contact's birthday, anniversary or start date, and you have selected an email list with people that are missing the required date information, you'll see a warning message. The campaign can remain active, but individuals without the necessary dates will not receive your campaign email until you update their address book record with the missing dates.
Click Save / Next to continue
Click Save / Next to continue
Click Save to complete your edit and activate the campaign with the new changes.
Click the view icon next to an automated email campaign to see a summary of your campaign settings. You can also view future scheduled activity. Different data is displayed depending on the type of campaign:
You can view the full technical details about how the different automated email campaign types work, and what happens when you make changes to active campaigns, in the next tutorial sections.
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