Create Email campaign

Steps to create an email campaign using Lemnisk Marketing Automation Platform.

Create an Email Campaign

Step 1: Create an Email Engagement

Method 1 - Segments

1. Go to Campaigns > Segments

2. Select a Segment

3. Click on Email.

4. Click on Add Engagement.

Gif: Adding an engagement via Segment flow

Method 2 - Channels

1. Go to Campaigns > Channels

2. Click on the Email channel on the left

3. Click on Add Engagement

4. Choose a segment from the list

5. Click on Confirm And Proceed To the Next Step

Gif: Adding an engagement via channels

Step 2: Add General details of Engagement

• Engagement Name (mandatory): Enter a name for the Engagement. It should range from 6-25 characters.

• Label (mandatory): Choose a product label from the list. Click here to learn more about product labels.

• Choose Email Client (mandatory): You can choose to configure ESP. Lemnisk shows the one you have selected by default.

Step 3: Add a Goal Goal Type: Choose a goal type from the list. To know more about Conversion Goals, follow this guide.

As you enter the data into each section to create an Engagement, the section will turn red. Once all the information about the section has been entered, the section will turn green. You can complete the sections in any order, but all the sections must turn green before you click on Update Engagement.

Step 4: Enter Email Settings

• From (mandatory): Choose the email address from which the communication will be established. Make sure that this email address should be verified at the ESP end.

• Reply To: Choose the email address to reply to the user.

You can add From and Reply To email addresses in Settings.

Step 5: Configure Template

• Subject (mandatory): Add a subject that specifies what the email is about. You can add emojis to make it more interactive.

• Preview Text: Enter the preview of the email. It also supports emojis.

• Body (mandatory): You can configure your mail template in two ways.

While clicking inside the text editor, a + sign will pop up on the left side of the window pane, allowing you to quickly insert images, videos, tables, lists, and lines.

WYSIWYG Editor

In the WYSIWYG editor (What You See Is What You Get) you can configure engaging email templates within minutes and see the preview while configuring.

1. WYSIWYG editor allows you to dynamically edit your email template by uploading images, adding tables, modifying font and button styles, and more.

2. You can add macros wherever needed using @ which populates the list of configured macros.

3. You can add the body content in HTML format using the code block by clicking on the right corner of the body pane. This code block allows you to create simple templates in HTML that include CTA buttons, and other simple dynamic functionalities.

Demo: WYSIWYG Editor

HTML Zip Upload

The WYSIWYG Editor poses challenges in two areas - it sometimes modifies the HTML tags leading to unwanted elements in the template and, manually updating all the local images in the HTML with CDN links takes a lot of time, sometimes close to 1 hour! HTML Zip Upload allows the marketer to upload an exported HTML file directly to the Email editor. This feature parses the zip file containing HTML along with other assets, such as CSS files and images. It then replaces the local paths in the HTML with the CDN URLs for the images, eliminating the need for manually updating the image source link for each template. You can refer to the rendered template from the preview. Below are the important points to consider:

1. Eliminates the need to manually replace the image source link with CDN links.

2. You can configure macros in HTML wherever necessary by searching content in the HTML editor using Find and Replace (CTRL/CMD + F).

3. To modify buttons and other redirection links, search 'href', 'onclick', 'onsubmit' etc. on the HTML editor and modify the link present. The changes will be reflected in the preview.

4. HTML zip should be without the ‘__MACOSX’ folder, if present, remove the folder and Zip again.

5. Adding Emojis: You need to put the UTF-8 code of the emoji for it to render in the Email.

   1. Here is an example: &#128540 is the UTF-8 code for 😜

   2. How to get the UTF-8 code? Visit this exhaustive list of UTF-8 Emoji codes. Navigate to the emoji of your choice, click "Try it" and then copy the UTF-8 code from the sample.

Switching to WYSIWYG while uploading the zip file will remove the current configuration you make in the HTML zip Upload.

Demo: HTML Zip Upload

Template Preview

You can preview your email templates. Move your cursor to Show Preview to see how the email looks on different devices. The preview is updated in real time. You can view it on Desktop, Mobile, and Tablet mode.

In case you make any changes in the code view of the template, it is mandatory to click the code view icon again in order to save the changes.

You can undo and redo changes to each sub-section. To view it in full screen, click the three dots of each sub-section, select the information, or view the code.

Step 6: Schedule Settings

Schedule: You can schedule an engagement to send later or trigger immediately or after some time. To learn more about Engagement Scheduling, click here.

Step 7: Update Engagement

Click "Update Engagement" to update the Engagement.

Here is a video that walks you through the steps discussed above:

Demo: Create an Email Engagement

Once you have created an engagement, you cannot change the name of the engagement or the schedule settings.

Send Test Email

You can send a test email to testing contacts defined at Lemnisk. Although the preview is being shown while creating or updating engagement, the email may look different in different email clients such as Gmail, Outlook, etc. You can verify the same by sending a test email and making changes as necessary. You can add a test email contact in Settings.

Follow the below-mentioned

steps to send a test mail:

Step 1: From the list of Engagements, click on the three dots in the Schedule section.

Step 2: Click on Send Test Email.

Step 3: Select the test Email address.

Step 4: Click on the Send Test Email button.