Service Portal

TABLE OF CONTENTS

• 1) How to create a Manual Mailing
• Adding Content to your Mailing
  • Two column part in Mailing
• 2) How to Test your Mailing
• 3) How to send your mailing to a Query

There are three steps to create a single newsletter/mailing, which we will discuss below. 

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.

Take note!
To request changes to Salutations please open a support ticket in the service portal.

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.

Please note: Media Gallery fields are not used in mailings module. For example: adding a redirect link to an image will not function.

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.

Take note!
Be aware that it only generates this view within the Dashboard; the receiver of the mailing will either see two columns next to one another (if viewed on desktop) or the two big production parts underneath one another (if viewed on mobile)

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):

1. View in browser: Opens email in browser
2. 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.

3) How to send your mailing to a Query

Now it is time to send the mailing.

1. Schedule
   • Send at = Add the date you would like the mailing to be sent
2. 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:

To send your mailing select ‘Send it’, the mailing is added to the queue, ready to be sent:

For more detailed information about the opt-in, please check our manual "How to schedule newsletters with newsletter opt-ins", including some short videos.