Introduction

This document provides a guide on how to build a manual mailing. It covers steps such as creating a manual mailing, adding content, testing the mailing, sending it to a query, and troubleshooting common issues. The document also includes screenshots and additional tips for each step.

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This document has been updated to reflect updates in Mailings Version 4

There are three steps to create a single newsletter/mailing, which we outline below.

1. How to create a Manual Mailing

Go to Dashboard > Mailings > Manual Mailings > Add

Screenshot of Manual Mailings screen, to add general information about your mailing

Title = Name your Mailing, to easily find the newsletter in the dashboard.

Subject = Fill out the subject of your newsletter (this is not visible in the mailing itself).

Preheader = This is a description of the e-mail and is displayed in most customer emails beneath the subject in overviews (this is not visible in the mailing itself, but in Outlook, Gmail, etc.)

Payoff = Adds text next to the logo in the heading of your mailing. Payoff is optional.

Campaign = This links your mailing to Google Analytics campaigns. If the field is left empty all mails automatically have a utm_campaign based on the title of the mailing. You can adjust the UTM code, so that you can, for example, create multiple mailings for a campaign that share the same utm_campaign .

Salutation = Add a Salutation if you want to address the email to the visitor receiving the mail.

Informal begins with "Dear <first name>".

Formal begins with "Dear Sir / Madam <last name>".

Screenshot of Salutation drop-down field with available options.

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Take note! To request changes to Salutations please open a support ticket in the service portal.

Once you are done with this first step, you can click on "Save" and go on.

Adding Content to your Mailing

Use different Parts to fill your newsletter with content.

With the drag and drop in the last column on the right you can change the order of the different parts.

📽 Self-uploaded videos are not supported yet but they are coming soon 👀 Please use a third party video provider such as Youtube, Wistia or Vimeo in the meantime.

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Take note! Media Gallery fields are not used in the mailings module. For example: adding a redirect link to an image will not function.

Two column part in Mailing

2. How to Test your Mailing

Once you have added your content, click on the button "Test and send".

On the next page you will see two test options (bottom of the page):

View in browser: Opens email in browser

Send test mailing: You can add in any email address in the field as shown in the picture below and select ‘Send test mailing’

If you are writing a lot of your own content or change the content of pre-generated content like productions or stories, it is always a good idea to look at your test mail in a number of different email providers e.g. Outlook and Google, as there can be quite large differences between them.

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Tool Tip! We regularly use the free tool Email on Acid to test and view emails on different mailing systems.

3. How to send your mailing to a Query

Now it is time to send the mailing.

Schedule

Send at = Add the date you would like the mailing to be sent

Select Query from Query Builder

If you have already built your Query Search for and select the query you would like to send your mailing to. The drop down will list all Queries that have the toggle “Use in mailings” switched on.