MailStream sends messages to your customers over time, helping you nurture relationships and boost engagement. This article explains how to set up and use MailStream effectively.
Note: This feature is available exclusively to Growth plan users. Please be aware that pack purchases are non-refundable.
Getting Started with MailStream
1. Enable the MailStream addon
To activate MailStream, you'll just need an active SMS Package subscription.
If you are not yet subscribed to an SMS package, go to Add-ons > MailStream > SMS Credit Package, click Activate Plan, and select your preferred SMS package.
2. Email Set Up
Enter your email address where the drip campaigns will be sent from.
If you use a free domain (like Gmail or Yahoo) that could have delivery issues, we’ll automatically make a small change to your email address each time you send an email. All the changes are on our side, so you can keep using your free email domain and we'll handle the rest.
For better inbox delivery, set up email authentication for your custom domain. This helps your emails reach recipients, maintain engagement, and reduce the chance of them going to spam.
3. Manage MailStream Users
Manage team access to MailStream. Each column defines the type of access granted, such as:
Viewer: Can only access reports.
Author: Has access to reports plus the ability to create/edit emails, templates, and automation, but can't send emails.
Admin: Account user with full access.
4. Add Unsubscribe Link Template
Create your unsubscribe link template. Use this template in your email campaigns to give recipients an easy way to opt out from receiving future emails.
5. Create Your First Automated Campaign
Before creating a campaign template, you must first create a customer list. The customer list defines the recipients who will receive your email or SMS campaign.
Click the “+” button in the List section.
Enter a name for the list.
Select a sharing option, then click Save.
Configure the required filters to segment your intended audience.
You can now create an automated campaign directly from the list you just created.
1. To begin, click Drip Campaign or Bulk Message. In this example, we will set up a Drip Campaign.
2. Set your campaign recipients and schedule under Campaign Settings.
Campaign Name: Enter your campaign name
Audience: Select a list to be the recipients of this campaign.
Start Campaign: Select the timing behavior of when the messages will be sent after the campaign is started. This will apply after you start to click
Immediately
Delay
Scheduling Campaign: Select the days when the campaign will actively send messages. Messages will not be sent on inactive days.
Sending Time Window:
Unsubscribe Link: It is encourage to ad an unsubscribe link to let recipients opt out and stay compliant.
3. Next, set up your campaign content. Create one or more message steps, which will be sent to your audience according to your schedule.
Compose your email and SMS content from scratch, or use an existing template: for email, go to Settings > Email & SMS Templates > MailStream; for SMS, go to Settings > Templates > SMS Templates.
By default, Step 1 is set to 'Send Immediately' and cannot be changed. You can only configure a specific send delay for each following step in your campaign.
Campaigns
The Campaigns list is where you can find all your drafted, ongoing, and completed campaigns. As well as the complete reports of each campaigns.
The list are separate into 2 campaign types: Drip Campaigns and Bulk Message Campaign
Drip Campaigns
A Drip Campaign is an automated, multi-step messaging sequence designed to send a series of pre-scheduled messages to a specific list of customers over a defined period of time. Messages are delivered automatically based on set time intervals or customer actions
Bulk Message Campaign
A Bulk Message Campaign is a one-time batch messaging system designed to send communications to a selected list of customers. Messages can be delivered immediately, scheduled for a specific date, or set to send after a defined delay.
Reports
Link Activity
Link Activity represents the total number of unique recipients who clicked on links included within a campaign message. It measures how many individual recipients interacted with a specific link to visit the associated webpage or destination.
Unique clicks represent the number of recipients who interacted with the link, not the total number of clicks made on the link.
You can stop a campaign or running bulk message and start it again, but it will restart from the beginning.
Campaigns cannot be deleted or archived while they are active. Only draft, stopped or completed campaign or bulk message can be deleted or archived.
You can duplicate any campaign or bulk messages regardless of the current status. It will automatically create a copy with Draft status.
