Launching a Campaign
Preview and Send
So, you're creating your first campaign using Concep Send, how exciting!
We'll be going through the creation of a campaign, to importing contacts, adding of recipients and finish on sending options.
Creating a Campaign
First, from the main navigation menu, click Campaign and select Create a Campaign.
You'll be redirected to this screen where you'll be prompted to select a template.
Click Use under the Template of your choice, add a Title to your campaign and select Create.
Once you've chosen a template, you'll be redirected to the Campaign Builder where you will start editing your campaign.
Initially, you're met with the following settings at the top of the builder:
This is the email or name that will appear in your inbox when you receive a campaign. You can always add a profile by clicking Manage Profiles.
From here you can select the sending domain, which is the email address that will show to your recipient the email address that the campaign was sent from.
The subject line of the email that your recipient receives.
From the mail merge option next to the subject line, by clicking the drop down arrow you will be able to pull specific information from your contacts list data.
For example, if you wish to personalise your communication you can use the mail merge option such as [First_name] which will pull data from each individual contact you send to.
Click Show next to the Advanced option to reveal the Reply Management settings.
You can opt to store your replies in Sends reporting section, or you can opt to send replied directly only.
Replies can be sent to either one or multiple email addresses. Tick Do not send replies to my profile email address. Instead send replies to and make sure to separate multiple email addresses with a semicolon.
Alternatively, you can set the replies to go direct to the Profile email that the campaign was sent out from.
Launching a campaign
Any content within the red dotted lines is editable, anything outside of that would have been locked down at template level and isn't accessible in the campaign builder.
Remember to save your progress as you go to avoid losing edits.
Under the Reply Management section you'll see the pages of the campaign including the Print Friendly and Plain Text pages.
Creating a Print Friendly version is discretionary. Many clients create a print and mobile friendly version for those recipients who receive a Campaign on a handheld device.
By clicking on the Print Friendly tab, you can select the content areas that you wish to display on the print friendly version of the Campaign by selecting the ‘Insert Page Content’.
The plain text message will be universal across all accounts and campaigns unless you change it from this screen. This will be sent to recipients if they are set to receive a plain text version of the campaign if they are either on a Blackberry device or their device cannot accept the HTML.
The URL is created and is sent automatically.
We always advise that some basic content to be entered in order to engage the recipient. This can be set up for one User Account or across a full set of client accounts so whenever you create a new campaign you don’t have to edit it each time.
Adding a page
Select the Add Page tab and enter a page name
Click the drop down arrow on the newly created campaign and you see the additional actions available to you. The new page will automatically take the template you have selected for the first page, but you can change this by selecting Change Template.
When finished with editing your campaign, click Save and Continue to Recipients where you can select who will receive your communication.
You can either import contacts at the Recipients stage when creating a campaign or from the
For a more detailed article on importing contacts, please click here.
Preview and Send
Once you've got all of your recipients selected, carry on to Preview and Send. You'll see a preflight report on the right hand side, click into this to see what areas your campaign passes on and what areas may need improving.
This report checks through features of your campaign such as:
- From line
- Subject line
- Plain Text
- External ID
From here you can also view your campaign online, we'd always recommending doing this so you can see how it'll look before you send it out. To view online, click the drop down menu next to the campaign name or click Preview Campaign (this can be done for any in progress, scheduled or sent campaign).
Send a Test
You can send a test campaign to up to five recipients using the Send Test Campaign
button below the campaign preview. We'd always recommend to send tests before you send out a live campaign as mail clients can add their own code into the campaign which can skew the campaigns original look.
You can also add a note for test recipients (which will appear at the top of the campaign in a shaded box) and you can also add a reply email address for the test campaign.
Once a test is sent, the campaign will remain in your In Progress section. No reporting data is recorded for tests and you may send an unlimited number of tests. Please note that any changes made after you send a test campaign will cause links in the campaign to break. Be sure to send another test after you have made any changes to your campaign to ensure the recipients receive the correct version.
From the inbox preview tool, you can preview your campaign in over 30 of the most popular email clients and mobile devices by clicking on the Inbox Preview button under Sending Options.
The fastest, most accurate selections based on your web browser and operating system will be automatically selected. Select (or deselect) desired previews and click the Run Preview button. From there, you will be taken to a third party website, Email on Acid, to view the previews (some of which are interactive).
You also have the ability to schedule your campaign to be sent out at a later date, there is currently no limit on the time you can schedule and you can also set it to repeat send with multiple parameters.
If you wish to learn more about this feature, please click here.
Once you are happy with your campaign and you wish to send it out immediately, select the Send Campaign Now button under Sending Options. The number in brackets beside the Send Campaign Now button is the number of recipients the campaign will be sent to.
Now that your campaign has been sent out, from the reporting section you will be able to view and track your recipients journey and engagement. To learn more, please click here.