Email Campaigns

To create and send email campaigns, navigate to Notification > Email.

When creating an email campaign, it requires some essential details. To simplify the process, we have divided it into three stages.

WHO

In this stage, you'll choose the audience that will receive your message. You can select a segment, add an audience/segment, or upload a CSV file containing your targeted audience.

WHAT

This stage enables you to customise your email in different ways where the campaign name is a mandatory field in all scenarios.

You can use a pre-defined template. You can create an email layout and add content.

You can create a simple email with a subject line and email body.

OVERVIEW

This is the final stage of sending your email notification. However, it allows you to edit any details without restarting the entire process.

WHO (Add Audience)

Step 1:

Select the “New Campaign” option to start creating the email notification.

To create and send email notifications, you must configure email settings.
Learn how to configure email

Step 2:

Before creating the campaign, select the user segment that will receive the email. You can any of these scenarios:

• Choose a segment from the provided list (these are your existing user segments).
• Create a new segment or add an audience (add a new audience or segment to the existing segment lists).
• Upload the CSV file directly (if targeted users are not segmented).

Explore these scenarios here:

Scenario 1: When using a existing segment of targeted users

Advantus simplifies sending notifications to your targeted users.

In this scenario, you're presented with the lists of existing user segments or audiences. If any of the segments fits your requirement, select it from here.

For instance, if you're running a promotion for new users, you might choose the “Active users” segment from the list.

Scenario 2: When adding a new audience or segment

If none of the existing segments fit your requirements, you have the option to create a new segment or add an audience to the existing segments.

For instance, you might create a segment called "High-Spending Customers" based on users who have made multiple purchases above a certain amount. Or, you can add new audiences in any of the existing segments.

Scenario 3: When uploading a CSV file directly

In cases where targeted users are not segmented within the platform or system, you can upload a CSV (Comma Separated Values) file directly.

This method allows for targeting specific audience who may not be part of any predefined segments.

Please ensure your CSV file is properly formatted with the necessary contact information. Typically, this includes columns for email addresses and other relevant data like names or demographics.

What (Create Email)

Provide the following detils to create an email.

Campaign name

Provide a campaign name associated with your emails. A campaign name is a specific and identifiable name given to a marketing or advertising campaign.

For example, a campaign name could be "Spring Sale 2024" or "Product Launch Event."

Message

Select how you wish to compose your email.

Selecting a pre-defined template from your collections:

Use your pre-defined templates for emails for quick email campaigns.

Create email message:

The essential details required for cretaing an email message are:

Field	Description
Subject	The subject of the campaign name serves as the subject, which is the initial point of contact for the user.
Email body	Enter the email message that aims to convey information, promote products or services, and build a relationship with the recipient.
Add attachment	Add an attatchment(s). Add : Click on the add button to add multiple attachments. Supporting file types, including PDF, ZIP, PNG, JPEG, and more. Remove: Click on the remove button to remove an attachment.

Design email

The HTML email design builder is an easy-to-use tool where you can simply drag and drop elements to customise your email layout such as fonts, colours, headings, add images, content, and much more with ease.

Overview (Send Email)

You can edit your details without going back from this window. For that select the “Edit” button for a specific section.

Once you are ready, select the “Confirm & Send Notification” button to send your email.

🏆You've successfully created and sent an email.
Head to Delivery to see the delivery status of your email campaign.