creating and sending an email blast step 1: select the package · creating an email blast is a...

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Creating and Sending an Email Blast Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified targets. Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified targets. If, during the creation of your email, you need to exit and later return to finish the blast, your saved blast will remain in your email list. You can later click the "Details" link from this list to return to and edit your blast content before submitting the blast for processing. Step 1: Select the Package Select the email blasts package by clicking the "email blasts" tab in the main navigation bar (see image 1). Hover over "email blasts »" in the sub‐navigation bar and select "create blasts" (see image 2). Image 1 Image 2

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Page 1: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

CreatingandSendinganEmailBlastCreatinganemailblastisaseven‐stepprocessthatletsyousendemailsinHTMLandtextcontenttospecifiedtargets.

Creatinganemailblastisaseven‐stepprocessthatletsyousendemailsinHTMLandtextcontenttospecifiedtargets.If,duringthecreationofyouremail,youneedtoexitandlaterreturntofinishtheblast,yoursavedblastwillremaininyouremaillist.Youcanlaterclickthe"Details"linkfromthislisttoreturntoandedityourblastcontentbeforesubmittingtheblastforprocessing.

Step1:SelectthePackage• Selecttheemailblastspackagebyclickingthe"emailblasts"tabinthemain

navigationbar(seeimage1).

• Hoverover"emailblasts»"inthesub‐navigationbarandselect"createblasts"(seeimage2).

Image1

Image2

Page 2: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Step2:CreateaBlast

AddaReferenceName• Thisisauniquenameforthisemailthatwillhelpyouorganizeyourblasts.It

isonlyvisibleinternally.

Selectanemailtemplatebyselectingtheradiobutton(seeimage1).• Tip:Youcanmakechangestoyouremailtemplatebyclicking"edit"nextto

thetemplatename.

Addatag• Inthetoprightcorner,youhavetheoptionofaddingatagforeasytracking

ofyourcampaign.Readmoreabouttagshere.

Click"save"tosaveyourworkOR"save&continue"tosaveyourworkandmovetothenextstep.

• Afteryousaveyourwork,youwillseethenextstepsforbuildingyouremailblast(seeimage2).

Image1:

Page 3: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Image2:

Step3:Content

AddaFromNameandEmailAddressinthetwofieldsonthefirstline• Tip:WhensendinganemailitisagoodpracticetoincludeFirst&LastName,

Organization(ex.HotTamale,SalsaCommons)

• Tip:Besuretouseavalidemailaddress.

AddaReply‐Toemailaddress• Tip:HavingthesameemailaddressinboththeFromandReply‐Tofields

mayreducespamfiltering.

AddaSubject• Tip:Includinganexclamationpointinasubjectlinemayincreasespam

filtering.

Page 4: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

AddHTMLContent• ClickyourcursorinthelargeblankboxunderthegreenHTMLContenttab.

Onceyouclickinthebox,atoolbarwillappear.Typeorpasteyouremailcontent.

• Tip:WhencopyingandpastingcontentfromaWorddocument,firstpasteitinaplaintextfiletocleanupanyformatcode.

• AdvancedTip:AddDynamicContent

AddTextContent• Clickthegreen"TextContent"tabtotypeorpastetheplaintextversionof

theemail.

• Ifyouwantonlyplaintextemailstobesent,select"OnlysendaTextmessage"(thisisnotcommon)

• Clickthegreen"HTMLContent"and"TextContent"tabstoflipbetweenthetwo.

• Tip:HavingsimilarHTMLandTextcontentmaydecreasespamfiltering.

Page 5: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Click"save"tosaveyourwork,or"save&continue"tosaveandmoveontothenextstep.

Step4:SendOptions

Select"Donottracklinks"ifyouwouldliketodisablelinktracking.

Select"Donottrackopenrates"ifyouwouldliketodisabletrackingopenrates.

Select"Addtowebpage"ifyouwouldliketoaddthisblasttoapublicwebpageforlaterviewing.

Click"save"tosaveyourworkOR"save&continue"tosaveyourworkandmovetothenextstep.

Page 6: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Step5:Targeting

Selectasavedqueryorcreateanewquery• Seequery/exportdocumentationtolearnmoreaboutusingthequerytool

Step6:Validation

Ifavalidationtesthasagreencheckmark,youremailisreadytobesent.Click"moreinfo"tolearnabouteachvalidationtest.

Ifatesthasared"X",followtheinstructionstofixtheerror.

Ifyouwanttosendatestemailtomultipleaddresses,separatethemwithacomma.

Page 7: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Step7:Summary

ClickonHTMLandText"previewlinks"toopen&closeemailpreviews.

Clickon"targetquerysummary"toopen&closesummary.

Ifeverythinglooksgood,clicktheorange"SubmitEmailBlastNow!"buttontoblastaway!

AdvancedTip:A/BtestingA/BTestingallowsSalsacampaignmanagerstosendslightlydifferentemailblastsouttoasmallpercentageofthetotaltargetforablast.TheHQcampaignmanagercanthenmonitortheopenratesorconversionratesofeachseparateblast,determinewhichwasthebetterperformingemail,andthensendthecontentfromthebetterperformingemailouttotherestofthetargetsfortheblastemail.

UsingA/BTesting:

AddingTestBlasts• CompleteyouremailintheSalsaHQasnormal.AtStep7:Summary,youwill

seethe"mainblast"readytogoout:

Page 8: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Clickonthe"Createtestblasts"linktoseeashortexplanationofA/BTestinganda"Createtestblasts"button.Clickthisbuttontoaddtwotestblaststoyouremailblast:

BestPracticesforA/BTesting:WeHIGHLYrecommendchoosingtoeither:

• Usetwoslightlydifferentsubjectlinestotestwhichwillhaveahigheropenratewithyoursupporters,OR

• Usedifferentcontentinsidetheemailtodeterminewhichversionofcontentwilldriveahigherconversionrateofdonations,actions,etc.

Set‐upbothtestblastsandsendthematasclosetothesametimeaspossible.Thisremovestimeasavariablefromthedifferencesinopenrateorconversionrates.

EditingtheTestBlasts:• Clickthe"edit"linknexttothetestblastsandthefollowingboxwilldrop

down

Page 9: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Thisboxallowsyoutoedit:

• Emailblastcontent:o Click"edit/viewfullemailblast"toeditthecontentoftheblast.This

shouldbedoneifyou'regoingtotestconversionratesbycomparingdifferent"content"betweenthetwotestblasts.It'srecommendedthatthislinkbeopenedinanewtab.

• Percentage:o Thisrepresentsthepercentageofthetotaltargetsthatwillreceive

thistestblast.Thedefaultsare5/5/90whenyouusetwotestblasts.Inordertoreachallofyourtargetedsupporters,makesurethattheblastsaddupto100%.

• Referencename:o Thisisaninternalreferencenamethatisnotvisibletoyour

supporters.• Subject:

o Ifyouaretestingopenrates,changethesubjecthere.• Savethisemail:

o Onceyou'vemadechangestothetestblast,don'tforgettosavethem!

SendingTestBlasts:Onceyouhavemadeeditstoallofyourtestblasts‐submitthemusingtheblue"SubmitTestBlast"button.Thiswilllaunchthetestblaststothespecified%ofpeopleandbringuptheopenratestatisticsonthissummarypage.

Page 10: Creating and Sending an Email Blast Step 1: Select the Package · Creating an email blast is a seven‐step process that lets you send emails in HTML and text content to specified

Tip:Werecommendwaitingapproximatelyonehourfortestblastresultstocomein‐sendtheblastsandgrabsomecoffee!

Whenyoucomebacktothe"Summary"stepoftheemailblast,youwillseetestblastresults:

ReplacingtheContentandSendingtheMainBlast:• Inthisexample,"TestA"performedmuchbetterthan"TestB".Giventhese

results,we'dliketo"replace"themainblastcontentwiththecontentsentin"TestA".

• Gotothemainblastdropdownlabeled:"ReplaceMainContentwith:"• Thedefaultoptionis:"Leaveasis".Thiswillsendoutthemainblastwith

whatevercontentiscurrentlysavedintoit.Ifyouhaven'tusedthisdropdownyetitwillsendouttheoriginalblastyouhavecreated.NOTE:Ifyouhavealreadyreplacedtheblastwithcontentfromoneofthetestblasts‐itwillsendoutthatcontent.

• Ifyouwanttoreplacethemainblastwiththemoresuccessfultestblast,clickintothedropdowntoseeallofthetestblaststhathavebeenSENT.Clickandchoosetheblastyouwouldliketousetoreplacethemaincontent.ThisREPLACESthemainblastcontentwiththetestsetcontentandcannotbeundone.Oncecompleted,thedropdownwillchangeto"Leaveasis"again.Yourblastisnowreadytobesentwiththebettercontent.