Campaigner Email Marketing

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Campaigner Email Marketing

Campaigner is a marketing integration feature within the Admin Dashboard that helps to drive sales and revenue by using advanced marketing automation, intuitive reporting, and powerful personalization. One of the features of Campaigner is the ability to create drip email marketing campaigns.

 

Navigate to the Campaigner Email Marketing website.

NOTE:  Lunchbox’s current email marketing solution lives outside of the dashboard on a separate URL. If you do not have a login for this website, please reach out to help@lunchbox.io for assistance!

 

Feature Contents

 

Creating a New Email for your Campaign

Step 1:  Click into the Email Campaigns tab on the top navigation bar. Within that section, you will find an option to create a New Email Campaign.

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Step 2:  Click on the dropdown arrow beside the New Email Campaign button. Select whether you’d prefer to utilize a Drag & Drop Editor or Full Email Editor. 

NOTE: The Drag & Drop Editor is the recommended method for those just getting started with the tool. After a selection is made, you can choose to make this your default editing method.

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Step 3:  The next step is selecting from one of the preloaded templates, a previously saved template, or Start from Blank, to fully customize the campaign from scratch.

NOTE:  On the right-hand side, you can toggle the templates between a mobile and desktop view to see how each would appear based on the device used.

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Step 4:  Once a template is selected, you can hover over any of the preset Content Blocks in order to make edits. These edits could include updating links, colors, text, spacing, social media links, and more! As shown below, you can also add in new content blocks (e.g., Additional text, images, buttons, etc.). 

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NOTE: To add a Content Block, you must select (or already have selected) an item for it to fit in. Selecting from the Rows category provides numerous options for Content Blocks to be entered.

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Step 5:  If you are uploading an image as content, the following information is important to know before you upload the image:

  • Never leave spaces in the filename, as it can break the image and cause it not to appear in the email.
    • Example: <Test Image.jpg> could be named <Test_Image.jpg>, <Test-Image.jpg> <TestImage.jpg>, etc.
  • Images should be 200KB in size or smaller.
  • If any images appear pixelated or unclear in any way, it is recommended to go to https://tinypng.com/ and compress the image so that it is smaller. It is advised to continue compressing the image as needed until it gets clear.

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Step 6: Images can be aligned, spaced, or have a border placed around them by using the features provided when you select an image on your template. Use the sliders to adjust the spacing for an image.

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Step 7: When you click on an object such as an image, button, etc. there is an option to Add Link via the button provided.

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  • Clicking on the Add Link button will open a small pop-up window, allowing you to determine where the object will send the user upon being clicked.

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Step 8: You can edit plain text in the next section, which will send additional email content in the form of plain text for older browsers that can’t display pictures properly. It is recommended that you remove any content from the content box on this screen and progress forward so that only one email is sent to your contacts.

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Step 9:  Enter in the email details such as:

  • Subject: The Subject Line of the email to be distributed.
  • Preheader: A content preview supplementing the email to be distributed.
    • Emojis are available with the Subject and Preheader, which tend to increase the likelihood of interaction; the Octopus emoji tends to get the most attention.
    • Additional Emojis: For additional emoji options, you can visit the following URL: https://emojipedia.org/
  • From Name: The email address that the email is coming from.
    • Changing the From Email field: The From Email field can be changed to any email address desired. Their company’s <name>@lunchbox.io email address is the default. To change this field:
      • Click on the dropdown arrow associated with the From Email field.
      • Select Manage Email Addresses.
      • Enter the email address desired; an email will be sent that contains a confirmation link to verify that the email change is legitimate.
  • From Email: The email address that the email is coming from.
  • Reply to Email: The ability to provide the same or different email that replies will be sent to.
  • Autoreply Message: A message can be supplied if an autoreply is needed.
  • Reply Settings: Options to Track email replies or Do not track email replies.

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NOTE: If this email is intended to be used as a part of a workflow (an email that is sent out to a specific segmentation of customers based on preset conditions), be sure to check off the setting towards the bottom, This email campaign will be part of a workflow.

 

Step 10:  Select Save Draft to keep this email as a draft or select Preview & Send to review before sending off!

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Importing Contacts

Step 1:  From the top navigation bar, navigate to Contacts > Manage Contacts.

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  • All of the contacts will be displayed, which can be manipulated by the filters above each column:

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  • A single, new contact can be added by selecting the Add New button:

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Step 2:  Select the Import Contacts button, which will open the window that allows you to upload your contacts from a *.xlsx or *.csv filetype. The instructions provided (along with templates) are provided to assist you. If you prefer, you can select the Copy/Paste tab and paste the data from the templates as an alternative.

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NOTE: In the Basic Template, Email Address, Status, and First Name are needed to import contacts. In the Advanced Template, the Basic Template subject matter is required along with additional, more detailed information.

 

Basic Template:

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Advanced Template (more columns to the right):

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Step 3:  Once the file is ready and loaded, click the Preview & Configure button, then when ready, you will Assign Contacts to a Mailing List for the contacts to be imported.

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Step 4:  In the Assign contacts to a mailing list phase, the information will be displayed for you to map to a column. There are Advanced Options available to specify your needs for the importing process. When you are ready, select the Assign Mailing Lists button.

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Step 5:  The contacts can now be assigned to the mailing list of your choosing. Click on the box beside the Name of the mailing list preferred and select the Import button to complete the process.

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Step 6:  The contacts will be imported and the progress bar will notify when it is complete.

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Creating a Segment

Step 1:  From the top navigation bar, navigate to Lists > Segments.

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Step 2:  The Segments window will open; select the New Segment button to begin the process.

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  • The following Define Segment window will open, which allows configuration of filters:

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Step 3:  Use the Filter type dropdown lists (containing various categories) in conjunction with the AND/OR dropdown to specify the Segment that needs defining. Each dropdown list item has specific filtering fields that aid in narrowing down your selections.

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Step 4:  After the filters have been set, click on the Refresh button (located in the Subscribers that can be emailed box) to be provided with the current number of eligible subscribers, based on the filters. When ready, select the Next button to continue.

 

NOTE: If a zero (0) is returned after the refresh occurs, ensure that your filters aren’t too specific, or it is possible that there could be erroneous values entered as a part of the search criteria. If your criteria appears okay, reach out to the Support Team so that they can verify that contacts are properly merging.

 

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Step 5:  Information is provided in the Describe and Save phase of Segment creation. The following fields are filled out:

  • Segment name: A unique name to identify the Segment.
  • Segment type: A dropdown that provides an option:
  • Dynamic (data is expected to change) 
  • Static (data is not expected to change)
  • Description: A description of the purpose for the Segment.

When all information has been configured and set, select the Finish button to save the setup.

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Creating a Workflow

Step 1:  From the top navigation bar, select the Workflows option.

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Step 2:  Select the New Workflow button to begin creating a new Workflow.

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Step 3:  The new Workflow workspace will open. All Workflows must have a Trigger (i.e., Enter the Workflow) and Exit (i.e., Leave the Workflow) point, which will be defaulted for each new Workflow upon creation. Within the boundaries of these two points, Workflows are created. Double-click the Trigger icon to open configuration settings for it.

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NOTE:  The line from Trigger to Exit is there by default, you can select the line and remove it to start creating a Workflow.

 

Step 4:  The Set trigger criteria window will open. You will use the dropdown box to fulfill the Select trigger type field (e.g., Rules, Timer, API) and setup your Filter group to narrow down your selections to be sent through the Workflow.

 

Use the Filter type dropdown lists (containing various categories) in conjunction with the AND/OR dropdown to specify the Trigger criteria that needs defining. 


When complete, select the Set button to save your settings.

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Step 5:  You can begin building your Workflow by dragging items from the Workflow Toolkit section. The options include the following:

  • Send Email: Allows you to select an email campaign to execute in the Workflow at this point.
  • Set Delay: Allows you to set a delay on the Workflow until an action occurs.
  • Update Contact(s): Allows you to update contact(s) based on filtered configuration.
  • Set Condition: Allows you to configure conditionals for the Workflow.

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Step 6:  Once an item is placed in sequence between the Trigger and Exit, you can double-click on the newly created item to configure its functionality. Based on the selected item, a box will appear to allow configuration. In the example below, selecting the TEST Email campaign will add it to the Send Email Workflow item and will execute, once triggered.

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Step 7:  Connect Workflow icons by hovering over an icon, click and hold on the white dot that appears, and drag to create an arrow. This can be connected to the next step in the Workflow.

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Step 8:  Additional items from the Workflow Toolkit can be added, along with having arrows connect their Workflow. As each item is set, the information will appear below to indicate action taken.

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NOTE: Always ensure that the Workflow is connected from Trigger through item(s) through to the Exit.


Step 9:  When complete with your Workflow development, click on the Validate Design button to see if there are any issues with your layout; if there are errors, an error message will appear in red to notify and provide direction on how to resolve.

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When you hover over the highlighted node, a message appears to help fix the issue.

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When the issue is fixed, a successful message appears in green.

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Step 10:  Once all of your work is complete on the Workflow and there are no issues, you can select Save Design or Save Design & Exit. This completes the Workflow design process.

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Creating an A/B Test

Step 1:  To begin, click on the Experiments button, located in the top navigation bar. The Experiments window will open; click the New Experiment button.

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Step 2:  There are three (3) steps to creating an A/B test. The first step is to Select an experiment type and create/edit variations. Use the dropdown box on the right to Upload, Copy or Create a new campaign.

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Step 3:  Use the Select an experiment type dropdown to choose your type:

  • Subject: Create a unique Subject Line for your email campaigns.
  • Preheader: Customize the previewed content that is shown to your contacts.
  • From Name: Provide a personal greeting by addressing your contact by your desired name.
  • From Email: Allows for showing contacts where the email is coming from for legitimacy.
  • Design: You will be allowed to select a template of your choice or create one from scratch.

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Step 4:  Each variation allows you to select a different approach for your campaign. Describe or name each variation in the Description field(s) and in the Subject field(s), name each variation along with choosing alterations such as the Merge Fields and/or Emojis options.

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Step 5:  Variations are made to personalize the experience. In the Subject experiment type example below, an Emoji was added from the Emojis dropdown and the contact’s first name was added from the Merge Fields option.

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NOTE: It is best practice to test only one variable at a time; that way, it is easier to see what works versus what doesn’t work, which leads to more successful A/B tests.

 

Step 6:  The second step is to Select recipients and set Test Group size. Select the Select Recipients button to choose the contacts that the campaign will be sent out to. A pop-up window will appear; from this, you can select your desired recipients of the A/B Test.

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Step 7:  The Select recipients and set Test Group size section also provides a visual meter that depicts the size/percentage of the Test Group relative to the total number of contacts; you can click and drag the meter to include a smaller or larger Test Group size.

 

NOTE: When adjusting the meter, the Test Group will be divided equally based on the number of variations created, and the remainder will be sent the winning campaign!

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Step 8:  The third step is to Set experiment length and choose how to determine the winner. Use the dropdowns to set the length of the experiment (e.g., between 1 hour to a maximum of 5 days). Determine the winner by using the dropdown to select from the following options:

  • Unique opens
  • Unique clicks
  • Total clicks
  • Unique clicks on a specific link

Once the settings have been determined, click on the Save & Close button to confirm.

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Step 9:  Select the Schedule Experiment button.

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Step 10:  The Schedule Experiment pop-up window appears. The following will be determined based on your selections:

  • Choose send date/time for experiment: 
    • Options are Now or On this date and time.
  • Choose send date/time for winner: 
    • Automatic vs Manual send radio buttons are available.
    • If the automatic option is selected, you can choose to have it occur As soon as the experiment completes or On this date and time. Otherwise, you will deliver the news manually after the ability to review statistics.

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Step 11:  After all settings have been made, select the Schedule & Send button; this completes the process.

 

Support Articles

 

FAQ

  • What are the recommended Workflows to include?
    • First Purchase: Targets who previously purchased.
    • Loyalty Credit: Brings awareness to unspent loyalty.
    • Lost Customers: 30-to-60 days elapsed without a purchase.
    • Almost There: Notify that a new loyalty tier is nearly unlocked.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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