How to send an email campaign

Creating and sending a campaign only takes a few minutes and consists of three automated steps.

Start by clicking the button “Create a campaign” in the left menu of the service.

Step 1. Add information about the campaign

Fill in all the fields.

Campaign name - this information is only for you. The campaign name will be displayed in the list of sent email campaigns.

Address book - choose the necessary address book among those books you have created before (use a drop-down menu). If you have not download the list of recipients then you can create a new address book.

At this stage, you can use segmentation (see paragraph Send a campaign using segmentation).

"From" email address - choose the necessary sender address from a drop-down list if you have several active "from" addresses.

Sender's name - this is the name you defined when registering a sender email address.  You can change it manually if necessary.

Subject line - interesting subject with call-to-action can really motivate your subscribers to open and read an email message. You are allowed to use a recipient's name in the subject line or any other his personal information. This method is called "personalization".

How do you personalize the subject line?

This service allows you to personalize the subject line by adding information about the client that is specified in the chosen address book.

See the example.

The chosen address book is “My clients”.

There are additional fields in it with information about each client.

The service will offer the choice of necessary variables from the list of all those available during personalization.

Reference by name is used most of the time.

We will also choose the variable “Name”. The result will be as follows.

Important points:

  1. You have to be sure that the name of your client is correct.

    Of course, people have a sense of humor, but no one will open the email with a subject line: “Dear Mr.X, visit us for a cup of coffee”.

    If you are not sure that the names are correct, do not personalize your campaign.

  2. If not all clients specified their names during sign up, there will be a blank space in the place of a variable.
    In this case the subject will look like this “ , visit us for a cup of coffee”.
    Make sure that there are variables available for each client before you add them to the template.

Smart personalization

Smart personalization – is a substitution of personal information about a client into an email. You may not have the same data about all the subscribers, in this case, smart personalization will be to your advantage. Depending on the information you have, every subscriber will receive personal data.

Smart personalization is carried out with the help of variable values:

  • is empty
  • equals
  • doesn't equal
  • contains
  • doesn’t contain
  • starts with
  • ends with
  • more than
  • equals or more than
  • less than
  • equals or less than

For example, you want to send personalized email campaign but you don’t have all the names of your subscribers. In this case, choose variable value “is empty” and put down the text, which will be sent to subscribers, whose names you don’t have.


Thus, every subscriber will receive a personalized email.

Step 2. Choose an email template and add text

Choose a template that you have created before, load it right into the service or create a new template with the help of our new editor.
For how to work with the editor, see paragraph Create your own template.

Email text personalization

Variables in the contact lists allow you to add clients’ personal data to the text of your emails.

The process is very simple. The names of variables match the column names in the address book.
You add the variable to the text of the template. When the recipient opens the message, they will see personal information (from the corresponding column in your address book) in place of the variable.

Technically, it looks like this:

On the screenshot we marked the variables that we used for this email.

As a result we get this text:

When you finally send the campaign, each variable will be substituted with the information from the address book that corresponds to the email of the recipient.

Step 3. Review and send

Before you send the campaign, check the following data:

  • Sender's name
  • Subject line
  • Address book

Each point can be modified if necessary.

The last step allows you to specify the sending time and adjust the tracking of statistics through Google Analytics.

Campaign scheduling

In “Sending time” choose “Send message on:” and set the necessary time and date. The service will automatically send emails at the specified time.

NB! Check if a time zone is set correctly in your account settings.

How do I track campaign statistics through Google Analytics?

For Google Analytics to collect the statistics of your campaign that you sent with the help of our service, you need to specify additional parameters.

  • First, tick “Enable Google Analytics”.
  • Second, check the campaign name (mandatory point).

SendPulse automatically inserts the same name that you specified at the very beginning.

We recommend checking this point every time:

  • Preferably, use Roman letters.
  • Avoid using specific symbols such as “+ ; / * & ?” and so on.

For more information, follow the link “Google Analytics help information”.

Artificial Intelligence (AI)

AI technology allows to increase email open rates due to predictive analysis of a user’s interaction with you web-site. This analysis makes it possible for AI technology to identify time when a client is likely to open emails and a communication channel as well.

It’s easy to apply AI to your email campaign. At the last stage of creating email campaign “Review and sending”, choose “Resend Message with SendPulse AI using WebPush or Email”. Service will determine optimal time for sending and a communication channel.

It is important: you should send not less than 10 emails to every subscriber for AI technology to be really effective. These campaigns will help to identify optimal time and communication channel.

Create a new subject-line and set the time and sending date.


Resend to unreads

If a subscriber didn’t open your email, you can enable resend to unreads and send email once more via email. You need just to create a new subject-line, set the time and sending date.

Test sending

Before you send the message to your clients, you can test it. (Button “Test”).

During a test sending, the message is sent to the email address registered as the "From:" email address in the service.
If you have activated several “From” addresses, you can choose the one you need.

Your campaign is ready!

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