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.
There are three steps to create a single newsletter/mailing, which we outline below.
Step 1: How to create a Manual Mailing
Go to Dashboard > Mailings > Manual Mailings > Add
- 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>".
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.
Note about Two column part in Mailing
When creating a two columns part in Mailing, it will automatically generate two Production Parts underneath it as well. These are the parts that will be shown on mobile, the two columns will be shown on Desktop.
Step 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.
Step 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.
- Or select Create / edit quotes to build a new query. For more information on building your queries, see our Query Builder Article.
The number of visitors in the query will be shown as an extra check:
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To send your mailing select ‘Send it’, the mailing is added to the queue, ready to be sent:
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Mailing Analysis
After the mail has been sent, the reporting will be extended with extra statistics:
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Troubleshooting: Why hasn’t my Mailing been sent/received
- 3 bounce rule: if an email bounces 3 or more times that visitor will not be included in mailings this
- Invalid email address: The email address doesn't exist, is incorrect, or is not real
- Full inbox: The recipient's mailbox is full
- Server issues: The recipient's email server is temporarily unavailable, overloaded, or crashed
- Sender reputation: The sender's reputation is poor due to spam complaints
- Flagged content: The message content includes flagged content
- DMARC record: The sending domain has a restrictive DMARC record
- Out-of-office reply: The recipient has an out-of-office reply set up
- Blocked sender: The subscriber has blocked the sender
Emails bounce when a mail server rejects them for a variety of reasons, including:
You can find out more about how to improve sender reputation, including DMARC set up in our Webinar Making Emails Successful.
- Mailing stuck: If mailing is stuck in Queued for a long period of time please open a Service Ticket.
- Has it gone to the Visitors Junk/Spam folder.
- The user has opted out of receiving mailings
Video Manual: Mailings
Language: English Captioned: Yes (English) Duration: 10 minutes, 12 seconds
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