This video is an overview on the email marketing section.
An overview of the Email Marketing section in ZipLeads, covering the Statistics, Campaigns and Templates tabs. Use this to find your email performance data, set campaign defaults, create email campaigns and manage email templates.
To learn how to create and design an email template, watch the below video:
To learn how to create and send an email campaign, watch the below video:
1. Open the Email Marketing section
Click Marketing in the left-hand side menu.
Click the Emails tab along the top.
The Email Marketing page opens with three tabs: Statistics, Campaigns and Templates.
2. Filter your statistics by campaign type and date
On the Statistics tab:
Use the All Campaigns dropdown to switch between all campaigns, email campaigns (bulk emails scheduled from the Campaigns section), workflow campaigns (emails sent from a workflow) or bulk action campaigns (emails sent via a bulk action from Contacts).
Click the date range field to limit the data to a specific period, then click Confirm.
3. Read the statistics cards
Scroll down the Statistics tab to review:
Engagement Summary: how contacts interact with your emails, showing delivered, opened, clicked and ordered.
Performance Analysis: campaign trends over the timeframe, including delivered, bounced, unsubscribed and spam complaints.
Open rate: your average open rate over time. Use the selector at the top right of the card to switch to unsubscribed, click rate, email sent or spam complaints.
Top performing emails: a list view you can sort by open rate or click rate, and switch from percentages to numbers.
4. Open the Campaigns tab
Click Campaigns at the top of the Email Marketing page. Use the list on the left to switch between Email Campaigns, Workflow Campaigns and Bulk Action Campaigns. The middle section lists the campaigns you have created and sent.
5. Find and organise existing campaigns
Switch between the Recent and List View icons above the table.
Type into Search Campaign Name to find a previous campaign.
Click Filters to filter campaigns by status.
Click Create Folder, type a folder name and click Create to group your campaigns.
6. Open the campaign settings
Click the settings cog at the top right of the Campaigns tab. The settings you set here apply by default to all future campaigns, and you can choose from Attribution, Verified sender emails, Sender Preferences, Fonts, Tracking and Unsubscribe on the left.
7. Set your attribution window
Click Attribution and set the attribution window. This determines the timeframe in which actions such as opt-ins or purchases can be attributed to a specific campaign. You can also choose whether attribution applies to all campaigns or only campaigns with products.
8. Verify a sender email
Click Verified sender emails.
Click Verify an email and enter your email address.
Enter the verification code sent to that address and click Verify.
Tip: Verifying once here saves you verifying the address each time you send a campaign.
9. Set your sender preferences
Click Sender Preferences and fill in Sender Name, Sender Email, Test Recipient (To) and Custom Reply, then click Save. These defaults apply to all future campaigns.
10. Add fonts for your campaigns
Click Fonts, then click the Add font button.
Use the Select font to add dropdown to search for a Google Font.
Click Add font to save it.
11. Configure tracking and UTM parameters
Click Tracking, then:
Toggle on Click performance tracking so all links in all campaigns are tracked, including who clicked each link and how many times.
Toggle on UTM tracking to automatically add UTM parameters to every link in a campaign.
Set your UTM values below. Source defaults to email and Medium defaults to email marketing, both of which you can change. Tick Campaign (utm_campaign) and pick a value from the dropdown, or click + Add custom UTM parameter.
12. Choose the unsubscribe behaviour
Click Unsubscribe and select one of the flows, then click Save:
Two Step: the contact must confirm their email address to complete the unsubscribe.
One Step: the contact is unsubscribed immediately after clicking the unsubscribe link.
Dynamic: unsubscribe is immediate unless the contact unsubscribes within five minutes of delivery or is less than one hour old, in which case confirmation is required.
Tip: Use the Preview button beside each option to see what the contact will see.
13. Start a new campaign
Go back to the Campaigns tab and click + New at the top right. Choose one of:
Blank
Email Marketing Templates
Your Templates
14. Build a blank campaign
If you choose Blank, pick your editing experience in the Select Your Editing Experience window: Design Editor for visual drag and drop, Code Editor for HTML, or Plain text editor. You then design the email from scratch.
15. Start from an email marketing template
If you choose Email Marketing Templates, the Template Library opens. Browse or search the library, then hover a template and click Choose Template (or Preview to view it first). Adjust the content, images, colours and logos to suit your business.
Tip: Use the category checkboxes on the left to narrow the library down.
16. Start from one of your own templates
If you choose Your Templates, the Choose Templates screen lists the templates and folders already set up in your account. Click the template you want to use.
17. Manage an existing campaign
Click the three dots to the right of a campaign in the list. You can preview the campaign, resend the email to unopened contacts, view its statistics, move it to a folder, clone it, archive it or delete it.
18. Open the Templates tab
Click Templates at the top of the Email Marketing page. The middle section lists all existing templates, which can be used in email campaigns, workflows or bulk actions. Switch between Recent and List View, use Search Email Templates, click Filters to filter by status, or click Create Folder to group templates.
19. Create a new template
Click + New at the top right of the Templates tab and choose one of:
Create Template from Existing Campaign
Email Marketing Templates, to use one from the library
Blank Template, to design from scratch
Import Email
20. Import an email from another platform
If you choose Import Email, the Import Email Templates window opens.
Pick your platform from the Import from dropdown, for example Mailchimp, ActiveCampaign or Kajabi.
Follow the on-screen instructions that appear for that platform.
Paste the campaign link into the URL field, choose Open in Design Editor or Open in Code Editor, then click Create Template.
Watch out: For Mailchimp, only campaigns can be imported. A Mailchimp template must be converted to a campaign first.
21. Manage an existing template
Click the three dots to the right of a template. You can preview it, clone it, share it, upload it to your email templates, move it to another folder, sync changes, create a campaign from it, archive it or delete it.
Tip: Sync changes pushes edits made here to any workflow action that uses this template.
Notes
Click here to learn how to create and design an email template.
Click here to learn how to create and send an email campaign.