Send an Email Campaign
Regularly engage with your audience and drive revenue with newsletters.
Newsletters are a powerful tool for any e-commerce business. The messages sent through this channel can communicate important information, establish your brand’s reputation, strengthen your relationship with customers, and help move recipients through your sales funnel.
With campaigns you can:
- Customize email templates with our drag-and-drop editor.
- Send one-time emails to all of your contacts, or a segment of your audience.
- Select the specific date and time you want your message to send.
Create a new campaign
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Navigate to Campaigns.
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Click New email in the upper right.
Customize your template
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To start designing your template, click Choose a template.
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You’ll be able to browse our Basic Templates, Privy Templates, Seasonal Templates, or your own Saved Templates folder. Choose which template you want to start with and click Select.
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Once you select your template, you can use our drag and drop editor to customize the design.
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After you’re finished designing your email, make sure you click Save to save all changes, and click Next to edit your campaign’s settings.
Edit your campaign details
The final step before sending or scheduling your campaign is to edit your campaign’s details, including your email’s name, recipients, sender details, subject line and preview text, and coupon. After you make changes to these details, make sure you Save your work.
Email Name
This is internal only. Your customers will not see this name, it is for you to keep organized. This name is also important because it will appear in your reporting and your email segmentation.
Recipients
Under the “To” section, click the ‘edit’ icon to select which contacts you’d like to send your campaign to.
You can send to All Contacts, or you can select a Custom or Smart Segment to target your email to a specific group of your list. You also have the option to exclude a segment from receiving your email under “Don’t send to”.
Click Done to save your changes.
Sender Details
Under the “From” section, click the ‘edit’ icon to edit or confirm your sender details, including your sending domain and your reply-to address. Click Done to save your changes.
Note: To update the default From Name and Address used for your emails, navigate to the Sender Options section of your account settings. Additionally, consider updating your sending domain so you can use custom addresses associated with your domain and improve your deliverability.
Subject Line and Preview Text
Under the “Subject” section, click the ‘edit’ icon to edit your Subject Line and Preview Text. It’s important to use unique, eye-catching Subject Lines for each of your emails. Your Preview Text is the text that follows immediately after your Subject Line in most email programs. Click Done to save your changes.
Coupon
If you’re using a Coupon merge tag in your Campaign, make sure that you attach your coupon code here. Click the ‘edit’ icon, select the desired coupon from the dropdown menu, and click Done to save your changes.
Preview and test your campaign
Whether you’re on your Campaign’s details page or in the email editor, you can Preview your email on desktop and mobile, or Send a test email by selecting these options at the top of the page.
Note: When sending a test email, you can choose up to 5 Privy users. To manage your account’s users, follow this guide.
Send or Schedule your campaign
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To send your campaign immediately, press the Send button and Confirm your decision.
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To schedule your campaign, press the Schedule button, specify the day and time you’d like your email to send, and Confirm.
Yes! Head to Campaigns and click the menu to the right of the desired campaign. Select Unschedule Campaign and confirm your decision.
Managing Campaigns
As you create and send campaigns in Privy, you may have drafts that you want to delete, or emails that you want to duplicate.
Duplicate a campaign
To duplicate a campaign:
- From your Campaigns table, click the dropdown menu to the right of the draft you want to copy. Select the Duplicate option.
Privy only recommends duplicating campaigns when necessary. It’s a best practice to save templates and start from a fresh template each time you create a new campaign.
Deleting a draft
To delete a draft:
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From your Campaigns table, click the dropdown menu to the right of the draft you want to delete. Select the Delete option.
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If you’re on your campaign’s details page, you can also click on the menu beside the Save button. Select the Delete option.