3.1. Accessing the email sending tool.
3.2. Customizing an email template.
3.3. Configuring the delivery.
1. Introduction.
The email sending tool lets you customize and send response emails to users who participate in your campaign.
Sends can be configured in two ways:
Manual send. Send an email on demand to participants whenever you want. For example: a campaign dates reminder, winner announcements, etc.
Automatic send. Send emails individually and automatically based on specific conditions: after participating, if the user won, if they didn't win, based on the final screen obtained, etc.
You can also configure the email subject, use your own HTML template, and attach any type of file.
2. Ideas and examples.
Send an automatic email to Instant Win participants informing winners of the prize they won and how to claim it, while delivering a discount coupon to non-winners.
Send a discount code to the participant's email right after they enter a giveaway.
Send a personalized email to a specific group of winners. For example, only to those who won a particular prize.
Filter emails by date or by a specific score. For example, in a points-based quiz.
3. Step by step.
3.1. Accessing the email sending tool.
Go to the 'Emails & SMS' section of your campaign editor and click on 'Manage your campaign email and SMS templates'.
Inside the email management area, click on 'New email' to add the templates you need.
3.2. Customizing an email template.
3.2.1. Basic settings.
Inside each template you can configure:
Internal name: identifies the template internally. Users won't see this name.
Sender name: the name that will appear next to the email subject.
Sender email address: by default noreplay@your-promos.com. To customize it, see the tutorial How to customize the domain from which emails are sent.
Reply-to email: user replies will be sent to this address. A noreply@xxxxx.com address is commonly used so participants understand no reply will be sent.
Email subject: the subject line recipients will see.
Email body: include your own HTML or, if you don't have one, the text and/or image you want to display in the email.
Attachment: file that will be attached to the email.
Use my own HTML for the email: enable this option to use your custom HTML template. If left blank, our default template will be used.
3.3. Configuring the delivery.
3.3.1. Manual delivery.
With this option you can send an email on demand to campaign participants whenever you want. Once you've chosen this option, save the template.
The template will appear in 'Email templates'. From there you can send a test email (and preview it in the browser) and send the email manually.
When you click on 'Send email manually', the following options will appear:
A) Send to all participants. The email will be sent to all campaign participants.
B) Send to a winner group. Sends the template to the selected winners in your campaign.
C) Send to an audience. Send the email to any audience created in your account. You can manage audiences in the "Account" section and create them from an Excel file. See the tutorial How to send an email to an audience outside your campaign.
D) Send to participants filtered by criteria. Filter by specific conditions:
Participation date range
Score range obtained by the participant
The user has a coupon
Province
Social network (if the user has logged in with any of these platforms)
Participation status (all, published only, or unpublished only)
Email list to which you want to send the template
In campaigns with email validation, the Email verification filter will also appear, to filter by verified email or pending verification.
Other options:
Do not send to participants who have already received this email.
Include xxx as BCC. The campaign administrator will receive the template as a blind carbon copy.
3.3.2. Automatic delivery.
This option sends an email to each participant individually and automatically based on the conditions you configure.
Configure when you want the email to be sent. The available conditions are:
A) After participating.
The user receives the email right after participating, based on one of these conditions:
In any case. The user receives the email regardless of the final screen obtained, once their participation has been validated:
a) In campaigns with pre-moderation: when the admin validates the participant's data.
b) In campaigns with email validation: when the participant validates their email.
c) In campaigns with gamification: when the user completes the gamification.
d) In all other campaigns: when the user completes the form.The winning moment is… Only sent to participants who obtain the specified winning moment.
Has any winning moment. Only sent to users who obtain any winning moment.
Has no winning moment. Sent to those who haven't won any prize.
The thank-you screen is… Only sent to participants who obtain the specified final screen. Requires having previously customized the final screens. In this tutorial we explain how to configure them.
Has scored N points. Only sent to participants with a score within the range you set.
B) When the participant has pending moderation.
In campaigns with moderation, the template is sent when the participant has submitted their data (useful for letting them know their participation is pending review).
C) When the participation is rejected.
In campaigns with moderation, the template is sent when the user's participation is rejected.
D) When the email is pending validation.
In campaigns with email validation, this is the template sent to the user to validate their email. You must include the variable {{{ validate_email_url }}} or {{{ validate_email_link_tags }}} in the email body, which will be automatically replaced with the validation link.
4. Other specifications.
Email sending is included in the Gold and Diamond plans, with a limit of 2,500 and 5,000 free emails per month, respectively.
If you need to send more, you can purchase additional packages. These will be consumed once the free monthly emails are used up. At the start of each month the free emails renew and take priority; paid package emails are held in reserve until needed again.
If you have any questions, contact us at help@cool-tabs.com.
5. Related content.
How to view email sending statistics.
How to send an email to users outside your campaign.
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