How to work with SendPulse?

There is a brief guide on how to work with SendPulse.

Service toolbar consists of the upper standard menu and left menu that belongs to SendPulse only and contains the next items:

  • Mailing lists – adding, editing and deleting address books
  • My campaigns - here you can create a new email campaign, view mailing history and statistics
  • Reports - here you will find all the statistics.
  • Email templates – personal and integrated email templates.
  • Automations – creating and editing autoresponders.
  • A/B tests – split-testing creation.
  • Subscription forms - create a new form or subscribe page here.
  • Pricing plans - check and add your funds, see the billing history.
  • Service settings - custom unsubscribe links and log reviews.

SendPulse Service

Before starting an email campaign creation you should upload mailing lists to the Mailing List and activate sender email address(es).

Sender Address

Let's start from the sender address. Select "Service settings".

Sender address

SendPulse allows loading unlimited number of "From:" sender addresses (and only 5 addresses on free plan) and it is a good opportunity to use several private and business email addresses.

Enter your email address and sender name and the server will take it as a default "From:" address.

Each sender address should be activated beforehand. This is a one-time operation for a single email address. You can edit sender name only, but not an email address. Add and activate another one if you want to have more "From:" addresses.

Mailing List

We will talk over how to load recipients’ email addresses and create a mailing list. The option is available in "Mailing lists" menu item.

Add new mailing list

Select "New mailing list" item and enter its name. Then you need to choose the way to upload mailing list: manually or by loading file with necessary emails. SendPulse supports such file formats as following *.xls, *.xlsx, *.txt, *.csv.

You are not limited in the number of mailing lists to load but you must activate every mailing list you create. Make it a rule to activate recipients email addresses before sending emails out, as this operation can take several minutes. You have an opportunity to create your own personalized mailing lists. They will contain the columns with a recipient’s personal information. You can also simplify the variable insertion into email message by renaming the columns under lists loading.

You have created a mailing list and activated "From:" addresses. Now it's time to create an email message itself.

How to create a campaign

Select "Create a campaign" and go through four main steps.

Step 1. Add information about the campaign

Select a mailing list, choose an active sender email address, specify the sender's name and subject line.

Information about Campaign

Step 2. Choose an email template and add text

At this stage, you choose the method of email creation: select an existing template, or construct a new one or import it from the archive, the link, HTML code.

Template Selection

Personalization

SendPulse inserts recipients’ personal information into each email message. You can insert data that was loaded to the Mailing List only. It may be the information on the recipient's name, post, customer discount number, etc. that is placed in the corresponding columns of the mailing list.

The personalization is done by inserting the variables of {{name}} type into the email message body. The variable names correspond to the column names where the additional information is placed. All the variables are available in the variables drop-down list.

We recommend using personalization on the creation of the email campaigns to get the recipients’ loyalty and pay special attention to their individuality.

Step 3. Set up additional campaign parameters

Collect statistics

Configure the options to collect statistics by the recipients’ actions, opens or clicks.

The statistics are collected on every campaign sent. But only after delivery finishes and all the email messages are resent (48 hours as a rule), you'll get the valid statistics data.

The statistics are displayed in "My campaigns" menu item by 3 chart types: campaign statistics, opens by location, devices and error statistics.

Track email campaign statistics

The chart displays the percentage of sent (delivered, failed, etc.) email messages to the total amount of recipients. You have an opportunity to review the detailed information on every delivery error.

Unsubscribe page

If you have created a custom unsubscribe page, you can link it to the email. Otherwise, the email will be sent with the default unsubscribe page. Also, it’s important to set up the unsubscribe form language according to the language of your target audience.

The number of unsubscribe links you can create is unlimited, but only one of them can be specified as a default link.

What are the benefits of custom unsubscribe links? For example, it is useful and even necessary if you redirect the recipient to your web site page with the unsubscribe forms. Anyway, your individual links may improve your email campaign.

All the recipient addresses that have unsubscribed from your emails are blocked by the server automatically. You can review the list of blocked recipients in "Unsubscribe reasons" menu item.

Subscription category

Add categories for your subscriptions, so your clients have an opportunity to unsubscribe from one subscription, but not from all of them at once. To create subscription categories go to "Unsubscribe pages" tab in "Service settings", and click "Email campaign categories".

Adding Subscription Caregories

Email archiving

There is an opportunity to add the email campaign to an archive. Thus, you will have access to the emails you sent even after deleting the data from your account.

Automation 360

Enable automated sending email series upon trigger actions of customers. For this, you need to have an Automation 360 flow set up.

Campaign Parameters

Step 4. Review and send

Service displays total information about the created campaign: mailing list, category, sender email address, and subject line. Besides, you can preview how the email will look in the customers’ inboxes.

Email Preview

Resend to unreads

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

Resend to Unreads Option

Scheduler

SendPulse has the option to schedule the campaign. You just specify the necessary date and time by the needed time zome, and the server will start the campaign at a certain time automatically.

Email Campaign Scheduler

If all the data is correct, press "Start" to start the campaign.

You may have noticed that I told nothing about service settings. That is because you do not need to find and set up SMTP server or customize other settings on using SendPulse. The server copes perfectly with all the necessary settings.

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