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.

Demo: How to add 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

Demo: How to add an engagement via Engagement flow

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 create a basic template. A variety of customization options are available to insert a link, an image, emoticons, and special characters. You can also change the font style and alignment of the text. This template will allow you to upload images in JPEG, JPG, PNG, GIF, and WEBP file formats.

Although you cannot create highly customized templates using this editor, you can create HTML templates using any template editor such as Mailchimp, Mailjet, etc., and copy them to the code view section. You can customize the template and add a macro to make it more personalized. Click here to learn more about Macro. Template Preview

You can preview your email templates. Move your cursor to Show Preview to see how the Email would look 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.

Configuring Email context

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.

Demo: Basic features of Lemnisk Email Editor

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 can neither change the name of the engagement nor change 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.

To send a test Email, follow these steps:

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.