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Email Campaigns Overview

Complete email marketing and campaign management

Email Campaigns

The Email Campaigns module provides complete email marketing capabilities for proactive customer communication, including list management, campaign creation, and engagement tracking.

Overview

Email Campaigns helps you stay connected with customers through targeted email communications. Whether you're sending newsletters, product updates, or customer success check-ins, this module provides everything you need to create, send, and track effective email campaigns.

Key Features

List Management

Organize your contacts effectively:

  • Create Lists: Segment customers by criteria
  • Import Contacts: Bulk upload from CSV
  • Manage Subscribers: Track active, unsubscribed, inactive
  • Smart Segmentation: Filter by engagement, product, or custom fields

Campaign Creation

Build and send email campaigns:

  • Rich Text Editor: Create professional emails
  • Email Templates: Reusable designs for consistency
  • Personalization: Insert customer-specific data
  • Preview & Test: Send test emails before launch
  • Schedule: Send immediately or schedule for later

Read Tracking

Measure campaign effectiveness:

  • Open Rates: See who opened your emails
  • Click Tracking: Monitor link engagement
  • Engagement Metrics: Time to open, repeat opens
  • Individual Tracking: Per-recipient engagement data

Newsletter Management

Public signup and subscription:

  • Signup Forms: Embeddable forms for your website
  • Double Opt-in: Confirm subscriptions
  • Easy Unsubscribe: One-click unsubscribe links
  • Subscription Preferences: Let subscribers choose frequency

Campaign Analytics

Understand performance:

  • Campaign summary statistics
  • Delivery and bounce rates
  • Engagement trends over time
  • Compare campaign performance

Getting Started

Setting Up Email Provider

Configure your email sending:

  1. Go to Settings > Integrations
  2. Choose email provider (Resend, SMTP, etc.)
  3. Add API key or SMTP credentials
  4. Verify sending domain

Creating Your First Campaign

Step 1: Build Your Contact List

  1. Navigate to Email Campaign > Lists
  2. Click "Create New List"
  3. Name your list and add description
  4. Import contacts or add manually

Step 2: Create Campaign

  1. Go to Email Campaign > Campaigns
  2. Click "Create Campaign"
  3. Choose template or start from scratch
  4. Write subject line and email content

Step 3: Select Recipients

Choose who receives the campaign:

  • Select one or more contact lists
  • Filter by subscription status
  • Preview recipient count

Step 4: Preview and Test

Before sending:

  • Preview email appearance
  • Send test to your email
  • Check links and personalization
  • Verify mobile rendering

Step 5: Send or Schedule

Launch your campaign:

  • Send immediately to all recipients
  • Schedule for specific date/time
  • Save as draft for later

Working with Contact Lists

Creating Lists

Organize contacts into lists:

  • Product-based: Group by product usage
  • Segment-based: Enterprise, mid-market, SMB
  • Engagement-based: Active, at-risk, new customers
  • Custom: Any criteria that matches your needs

Importing Contacts

Bulk add contacts from CSV:

  1. Prepare CSV with email, name, and custom fields
  2. Go to list and click "Import"
  3. Map CSV columns to contact fields
  4. Review and confirm import

Managing Subscriptions

Handle subscriber preferences:

  • View subscription status (active, unsubscribed, bounced)
  • Manually update status if needed
  • Respect unsubscribe requests
  • Maintain clean, engaged lists

Email Templates

Using Templates

Save time with reusable designs:

  • Browse template library
  • Select template for campaign
  • Customize content while keeping design
  • Save your own templates

Creating Templates

Build reusable email designs:

  1. Go to Email Campaign > Templates
  2. Click "Create Template"
  3. Design email with rich text editor
  4. Add placeholders for personalization
  5. Save for future campaigns

Template Best Practices

  • Keep design mobile-friendly
  • Use clear call-to-action buttons
  • Include unsubscribe link
  • Test across email clients
  • Maintain brand consistency

Campaign Types

Newsletters

Regular updates to subscribers:

  • Company news and updates
  • Product releases and features
  • Community highlights
  • Industry insights

Product Updates

Announce new features or changes:

  • Target specific product users
  • Include screenshots or demos
  • Drive adoption of new capabilities
  • Gather feedback

Customer Success Check-ins

Proactive outreach:

  • Share customer-specific insights
  • Highlight usage trends
  • Offer assistance or resources
  • Strengthen relationships

Re-engagement Campaigns

Win back inactive users:

  • Target users with low engagement
  • Offer incentives or highlights
  • Remind of platform value
  • Measure re-activation success

Tracking and Analytics

Campaign Metrics

Monitor campaign performance:

  • Sent: Total emails delivered
  • Opened: Number and percentage of opens
  • Clicked: Link engagement
  • Bounced: Failed deliveries
  • Unsubscribed: Opt-outs from campaign

Individual Recipient Tracking

See engagement per contact:

  • Who opened and when
  • Which links they clicked
  • Multiple opens indicate high interest
  • Use data to prioritize follow-up

Performance Comparison

Compare campaigns:

  • Which subject lines perform best
  • Optimal send times
  • Most engaging content types
  • List performance differences

Newsletter Signup Forms

Creating Public Forms

Enable customer self-subscription:

  1. Go to Email Campaign > Newsletter
  2. Create or select newsletter form
  3. Customize form fields and design
  4. Copy embed code or share link

Form Features

Public signup forms include:

  • Email address collection
  • Optional name and custom fields
  • Double opt-in confirmation
  • Automatic list assignment
  • Thank you message customization

Embedding Forms

Add forms to your website:

  • Copy provided embed code
  • Paste into your website HTML
  • Or share direct link to hosted form
  • Forms are mobile-responsive

Managing Newsletter Subscribers

Handle newsletter subscriptions:

  • View all newsletter subscribers
  • See subscription date and source
  • Manage unsubscribes
  • Send welcome campaigns to new subscribers

Best Practices

List Hygiene

Maintain healthy contact lists:

  • Remove hard bounces immediately
  • Honor unsubscribe requests
  • Regularly clean inactive contacts
  • Verify email addresses

Engagement Optimization

Improve campaign performance:

  • Test subject lines (A/B testing)
  • Optimize send times
  • Segment for relevance
  • Keep emails concise and actionable

Compliance

Follow email marketing best practices:

  • Include clear unsubscribe links
  • Respect subscription preferences
  • Don't buy email lists
  • Follow CAN-SPAM and GDPR guidelines

Content Strategy

Create valuable emails:

  • Focus on customer value
  • Avoid over-sending
  • Personalize when possible
  • Include clear call-to-action

Integration with Other Modules

Using Signals Data

Inform email campaigns:

  • Identify inactive community users for re-engagement
  • Segment by engagement level
  • Reference community metrics in emails

Coordinating with Case Reports

Support-informed communication:

  • Send proactive updates to customers with open cases
  • Follow up after major issues resolved
  • Gather feedback post-resolution

Deck Studio Coordination

Include presentation links:

  • Reference generated business reviews
  • Link to community insights
  • Drive engagement with data stories

Next, learn about Team Management and collaboration features.