Setting up campaigns for sending is a process that would take few steps to complete. But before we start the process, one should have the following prerequisites of scheduling an email campaign completed.
- You Should have List
- List Should have Contacts to Receive the Campaigns
- You Should have a Sending Domain Setup
- SMTP/Mail Service to Send Campaign from
If you have all the above mentioned prerequisites completed, let’s t start scheduling a campaign.
Navigate to Schedule a Campaign
Main Navigation -> Campaigns -> Schedule a Campaign
The process of scheduling an email campaign is collection of more mandatory and less optional selections/fields. Therefore, we’ll discuss it how the process proceeds following the sequence, instead of discussing mandatory and optional selections/fields separately.
First Step of the Process
You assign a schedule label every campaign you need to process for sending. When the campaign is in scheduled campaigns queue, label helps identifying particular campaign in the queue.
Following are the types of campaigns between which you can select the preferred one for this schedule label.
- Regular- Regular refers to the general onetime send email campaign. A campaign that you schedule, process initiate sending on the set schedule, contacts of the selected list(s) receive the campaign and the process finishes.
- Evergreen- Unlike regular version of campaign, Evergreen campaign has the tendency to repeat the sending process on preset frequency.
Note: CampaignsPlus offers an adaptable process of scheduling an email campaign, if you select to send a regular campaign, you will select the time for onetime sending. However, in case of Evergreen type of campaign, you select frequency to repeat the sending process.
Select one of the suitable options from the following
- Contact List- Select the contacts of one or multiple contact lists to receive the campaign you are scheduling.
- Segment- Select one or multiple segments to send this campaign to the contacts separated out from the list(s) in the result of segmentation. The box will remain empty unless you apply create a new segment by applying certain filters to separate out records.
Split test offers you a way to test different variant of your campaign and find out one that performs the best according to the set criteria. If you already have setup criteria for the split test, then make your selection. Otherwise, setup split test first to make this option work.
Click Continue to Move to the 2nd Step
Second Step of the Process
The 2nd step adapts the structure according to the selections you have made during first step of the process.
In case of both, selecting to send to the contacts of a contact list or contacts that belong to a segment, the second step of the process will show the list of all available campaigns to select one or multiple of your choice. You can even select the whole group. In case of selecting multiple campaigns, system would apply Cyclic Rotation to send first campaign in the sequence to the first contact, second to the second, third to the third contact in the list and then repeating the process from the first campaign (If 3 campaigns selected).
In case of selecting the Split Test from the first step of the process, the second step will show the list of available contact lists to send different variants of split tests. Campaigns are something that you already have selected for the split test while setting its criteria, it is the time to select the contacts that would receive the different variants of the campaign and their response will evaluate the results.
Click to Continue to 3rd Step
Third Step of the Process
No matter what were your selections during the first two steps, 3rd step stays the same. Third step of the process is about selecting the sending preferences. Here are the options.
A list of SMTP servers and mailing services you have configured you system with. Select one or multiple among the available to send your campaign from. The specific part is just about the selection, if you would need to learn more about connecting to the SMTP server or Mail Service, click the following link.
How do you want to sequence selected SMTP(s)? Application offers two options. Once you select your preferred option for the SMTP sequence, application will then behave according to your preference. The two available options are.
Batches-(Persistent SMTP Connection)
If selected, system will automatically create a batch by dividing number of emails to send on the number of SMTPs selected. The maximum size would be batch of 500 emails per SMTP. Take a look at the following two examples to learn it more closely.
- Example- If the selected campaign has scheduled for 5000 contact, and 4 SMTPs are being selected to send the campaign from. System will conclude that the sending amount is larger than the maximum batch size the SMTP can handle. Therefore, each one of the 4 SMTPs will start sending maximum batch of 500 emails.
- Example- If the selected campaign has less amount of contacts, like 300, and 2 SMTPs are being given this task to complete sending process for these 300 emails. It shows that the sending volume is less than the maximum size one SMTP can handle. So, it will divide the number of contacts on the selected SMTPs (300/2), and will conclude that each one of the 2 selected SMTPs will be sending the equal batch size of 150 emails.
Note-Batch sending is convenient and fast, as once the connection with one SMTP is established, it doesn't close, until the SMTP completes its batch size. This way, a good number of emails are sent before switching to the new SMTP.
Loop-(One by One)
Select this option if you want sending to be performed within a cyclic loop. The following example will further help to understand loop operation.
- Example- If the selected campaign has scheduled for 500 subscribers, and 5 SMTP accounts are being selected to the campaign from. 1st email will be sent from 1st SMTP, and to send the 2nd application will select the second SMTP in the sequence, the process continues. Cycle repeats from the 6th subscriber, and until the campaign finishes sending to 500 contacts, it keeps the same behavior of rotating the SMTP accounts within a loop.
Note: The loop sending switches the SMTP accounts too frequently that it prolongs the sending process. But it is a helpful option in few cases, like, when you are warming up your new IPs; you may need to select this sending pattern, in order to avoid demonstrating bulk sending behavior from one IP.
Sending Domain Options
Adding a sending domain is a mandatory process, before you are able to actually complete the scheduling process. If you haven’t added a sending domain yet, go ahead and add one to proceed. If already have some sending domains, you are given these two options to select one appropriate.
- Domains Setup with SMTP- When you connect to the mail services or configure your SMTP server with CampaignsPlus, you are being offered the way to add a sending domain with every SMTP you connect. The passage here just discusses that you can select to send from the domain you have made part of the SMTP account you have selected. In case multiple SMTPs are selected, system will automatically apply cyclic rotation to process the sending.
- Custom Domain Selection-All the sending domains are listed here and you have the ability to select one or multiple sending domains. If you select multiple sending domains, system has a rotation mechanism in place. SMTPs and eventually the IPs will rotate in case of selecting multiple.
Fourth Step of the Process
Like the 2nd step of the process, 4th step is also adaptive. If you have selected to send it as a Regular campaign during the first step of the process, fourth step will let you select to time slot to initiate onetime send. But if during the first step of the process you have selected Evergreen as type of campaign, fourth step adapts its structure and would offer the ability to define frequency to repeat the sending process.
Send Campaign (Regular)
Select a sending time for the regular onetime campaign, radio button options appear next to the label and here is how each one affects the sending time.
- Send Now- Select initiate sending with an immediate effect, soon after the process of scheduling finishes. The maximum delay that can occur is the time interval of next cron. Let’s say if the cron is set for 5 minutes, the maximum delay wouldn’t be more than 5 minutes then.
- Send Later- If you don’t want to send it now, schedule it for the later date and time. Both date field and time field appear beside the label to make an easy selection.
Sending Frequency (Evergreen)
Unlike the onetime regular campaign, system would repeat the sending process according to the frequency you define. Make a selection how often you want to resend the campaign.
It moreover asks you to further narrow down the repetition frequency be selecting,
- Which day of the month and on what time
- Which day of the week and on what time
- What time daily
- After how many hours in case of selecting Hours
- After how many minutes in case of selecting Minutes
Rest of the process would remain the same for both regular and evergreen campaign. Here are the other options you select during the fourth step.
Select the number of threads you want to use while sending of the email campaign. You can select the same number of threads you have proposed while applying the general settings for "Multi-Threading", or you can select differently than what you have proposed in the general settings. Learn more about multithreading by clicking the link below.
Hourly Speed Limit
An On/Off toggle button option that you can select according to your convenience. If you want to set a hourly sending limit, then switch it on. By default system keeps it off.
A Yes/No toggle button to make a selection. Switching it off will turn the selection to No, by default it is selected as “Yes” to add an unsubscribe link to the follow-up email, keeping the importance of unsubscribe link in consideration.
Both these options are provided in case you want to stop the default tracking. By default system keeps it selected as Yes. For the majority, tracking the opens and clicks is important part to draw an analysis of the success rate.
Sender information is the set of information that will go along with the email campaign. CampaignsPlus offers the flexibility to control it on different levels. Sender information batch in CampaignsPlus comprises of the following.
- From Name
- From Email
- Bounce Email
- Reply to Email
Before you finalize the sending process, you can select which Sender Information batch you want to use to send this campaign from.
- From List- A sender information batch saved with the contact list(s) that you have selected. Sender Information is the mandatory part of adding a list to a system; therefore, every single contact list has it stored.
- From SMTP/Sending Node- The second option next to “From List” is intended to select the sender ID batch stored with the selected SMTP. If you have selected to send campaign from multiple SMTPs, system will apply rotation in this case.
- Custom- If you don’t want to use the earlier mentioned sender information batches, create new one to send this campaign from.
This additional toggle appears for both From List and From SMTP. It asks that do you want to use from name that was stored with the List(s) and SMTP(s) or you want to provide a separate from name for this campaign. If you want to use a separate from name, then switch it off and a field to provide From Name appears underneath. If you use this additional from name field, system will ignore the from name field value saved within the sender information batch of Lists or SMTP. Rest of the information such as “Reply Email” or Bounce Email will remain the same as saved in the List or SMTP.
Put forward an email in this field to get notified when the scheduled activity is successfully completed (Scheduled Campaign Sent Successfully).
Click Submit to save your preferences, once saved, you can see your campaign in the schedule email queue.