Email Campaigns
Email campaigns let you send a designed, branded email to many people at once, such as a newsletter, an announcement or an invitation. A campaign uses one of your email templates for its design and builds its recipient list from a messaging topic, a smart list, or people, groups and filter rules you choose.
For one-off emails to a few people, see Sending Emails instead.
Where campaigns live
Campaigns are in the Comms section of the sidebar. The Communications page shows:
- a New campaign button at the top
- a notice listing any campaigns that are ready to send, with Review all
- Recent campaigns, showing when each one was sent or is due to send
- Email templates, the designs campaigns are built from
- your Messaging Topics and Smart Lists, each with a Message menu
Creating a campaign
Step 1: Start the campaign
Do one of the following:
- Click New campaign on the Communications page.
- On a messaging topic or smart list row, open Message ▾ and choose New campaign. The campaign is created already targeted at that topic's subscribers or that smart list.
In the dialog, enter:
- Sender First Name and Sender Last Name: the name shown in the "from" field. These default to your own name.
- Sender Email Address: replies from recipients go here. It defaults to your email address. To send from your own domain rather than a Qik system address, see Custom Email Sending Domains.
- Email Type: the email template that sets the design and layout.
- The scope to store the campaign in.
Step 2: Basic Info and Details
The campaign editor has these tabs:
- Basic Info: the campaign's title (for your reference), Subject (the subject line recipients see, defaulting to the title) and sender details.
- Details: the content fields your email template asks for, such as a heading, body text or images. Click Save and preview to see the result alongside.
Step 3: Choose recipients
On the Recipients tab, choose one of these sources:
- Topic: send to everyone subscribed to a messaging topic. See Messaging Topics and Subscriptions.
- Smart List: send to everyone in a smart list. Only smart lists of people can be used.
- Build your audience manually: combine People you pick, Groups, and Filter rules. Everyone matched by any of them is merged into one list, with duplicates removed.
A topic and a smart list are each a complete audience on their own. Choosing one replaces the manual options, and you can't use a topic and a smart list together.
Below the selector, the Preflight check shows who the campaign will reach and flags anyone who can't receive it. Click Recheck recipients after making changes.
Step 4: Test it
On the Testflight tab, choose one or more testers and click Send Test. Check the design, links and merge fields in a real inbox before sending to everyone.
Step 5: Send or schedule
Open the campaign's Send & Publish tab. It shows a live preview and the preflight results. Then either:
- click Send now, or
- click Schedule to send later and choose a date and time.
A scheduled campaign shows a countdown and an Abort Send button. Aborting returns it to Ready so you can change it and send again later.
Campaign states
| State | Meaning |
|---|---|
| Ready | Set up but not yet sent or scheduled. New campaigns start here. |
| Scheduled | Due to send automatically at its publish date. |
| Sent | Published. Its emails have been created and are being, or have been, delivered. |
A campaign can only be published once. To send to someone you missed, use Push another recipient (see below).
Who is left out automatically
- People with no email address. Campaigns go to the first (primary) email address on each profile.
- Email addresses on your organisation's unsubscribe list.
- People who have already been sent this campaign.
Campaigns are sent as marketing email, so bounce and spam-complaint suppression also applies. See Unsubscribes and Suppressions for the full rules, and make sure your template includes an unsubscribe link.
Results
Once a campaign is sent, the Results tab shows Emails sent, the percentage Opened and Clicked, and a searchable list of every email with its state. The list refreshes while delivery is in progress.
To add someone after sending, click Push another recipient and pick the people. Tick Ignore duplicates only if you want to resend to someone who has already received it.
Stopping a send in progress
If a campaign was sent to the wrong audience, make the campaign inactive or delete it. Emails still waiting to go out for that campaign are then stopped.
Other ways to reach people
- Sending SMS: text messages to people, groups, smart lists or topics.
- Push Notifications: in-app, email, SMS and phone notifications.
- Conversations and Messaging: Qik's team messenger.
Tips
- Always send a test before publishing.
- Use clear campaign titles so you can find past campaigns easily.
- Build smart lists or topics for audiences you send to often.
- Check the sender email address, because replies go there.