Email Campaigns

• Requirements
• Creating Email Campaigns
  • Status
  • Objective
  • Channel
  • Audience
  • Subject & Body
  • Tracking
• Scheduling Email Campaign

Requirements

Before you can send email messages you need to make sure you have already:

• Configured an email channel
• Imported contacts

Jellyreach integrates the most trusted providers like Amazon SES and Mailgun, to ensure your messages get to your contacts.

If these requirements are not satisfied, please make sure you do it and then come back to this article.

Creating Email Campaigns

To start creating email campaigns, go to Campaigns, select the tab Email, and click on the button Create First Email Campaign, name the campaign and save.

Then, you will see something like this.

Let's explain these fields.

Status

Every campaign has its status which is explained in the following table.

Campaign Status	Explanation
Draft	The campaign is in status Draft until you schedule it.
Scheduled	The campaign is ready to start at the time you've set.
Sending	The campaign is in process of sending to the delivery service provider.
Sent	The campaign is sent to the delivery service provider.

Whenever you create a campaign it will be in Draft status.

Objective

Objective allows you to set the campaign's objective and based on that to track the performance. When you create a new campaign, it will have a No Objective but you can select an Event to be your objective.

For example, if you select Order event to be your objective, you will get the list of all contacts who satisfied the objective. Default attribution is 28 Days (Last Click), but there are plans to add more attribution types.

Channel

Jellyreach allows you to switch channels until you schedule the campaign. In this field, you can select the channel (Email and SMS) you want to use.

Again, channel needs to be configured before you can select it. Also, if you change a campaign, Body will be completely removed so be careful.

Audience

Here you can choose if you want to send messages to all your contacts or maybe some specific segment.

You can segment your contacts by any piece of the data you have. Learn more about segmentation.

Subject & Body

This is where you start designing your emails. First, you need to enter the subject, which is a required field. Then, from the Body field, you can start editing the message content.

When creating email messages you can use Drag & Drop, Rich Text Editor, or Plain Text editor. You can create email messages from scratch or choose from a collection of pre-designed templates and basic layouts.

If you click on one of the templates or layouts, you'll be directed to edit email in drag and drop editor where you can adjust the template according to your preferences.

When creating message content, you can embed contact attributes dynamically by using double curly braces - {{...}}.

If you send a message to the contact John Doe, with a text like this - Hello {{contact.first_name}}, he will receive a message looking like this - Hello John.

You can use this both in subject and message content. You can add any contact's attribute.

Tracking

Jellyreach allows you to include UTM tracking parameters to measure visitors behavior on your website in 3rd-party tools such as Google Analytics. When you add UTM tracking parameters to the URLs, you can get information when a user clicks on a referral link.

The process of adding UTM tags is really simple. You just need to toggle Include UTM tracking parameters, and then Jellyreach will append the following values to each link (except unsubscribe link):

UTM Parameter	UTM Value
Source (utm_source)	newsletter
Medium (utm_medium)	email
Campaign (utm_campaign)	[your-campaign-name]

However, if you want to customize it more, you can always toggle Customize UTM Tags and then enter your own values.

Scheduling Email Campaigns

Once you set up all the fields, you're ready to schedule your campaign. Click on the top right button Schedule and select the time when you want to launch your campaign.

You can schedule an email campaign now, in suggested periods, or by setting custom time.

{info} Campaigns will be scheduled according to the time zone in your active workspace. You can read more about setting time zones here.