Create Email campaign

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

Create an Email Campaign

Step 1: Create an Email Engagement

  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

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.

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.

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

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.

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: Save Engagement

Click "Save" to save the Engagement.

Demo: Create Email Campaign

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: Enter the email to send test mail.

Step 4: Click on the Send Test Email button.

Image: Send Test Email

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