2.1. Create and manage audiences.
2.2. Send emails to an audience.
1. Introduction.
The email automation tool allows you to create groups of emails, called Audiences, from a file, to which you can then send communications. These can be participants or non-participants in your campaigns.
In this way, in addition to sending emails to users who participate in your campaign, you can also send emails to an audience outside your campaigns.
Audiences are independent of campaign participants, any audience you create can be used across any campaign.
Keep in mind that, since these users are not campaign participants, you won't have data about them. That means you cannot use variables such as {{{first_name}}} or {{{participation_link}}}.
2. Step by step.
2.1. Create and manage audiences.
You can access Audience Management from:
Settings > 'Emails and SMS' section > Manage Audiences.
The 'Emails and SMS' section of the campaign editor > Emails and SMS management > Manage Audiences.
From Audience Management you can create as many audiences as you need. All you have to do is upload the file with the list of emails.
To upload an audience:
1) Click on 'Manage Audiences'.
2) Then click on 'New Audience'.
3) Give the audience a name to identify it internally, and upload your file.
You must use an Excel or CSV file, with one row per record. Each row must contain an email address and, optionally, additional columns whose values you can use when sending. It will look something like this:
| pepe@gmail.com | Pepe | López | DiscountForPepe | user_123123 |
| juan@gmail.com | Juan | Pérez | DiscountForJuan | user_456546 |
2.2. Send emails to an audience.
Once the audience is created, you can use it when sending an email template.
To send:
1) Go to the Emails and SMS section.
2) If you already have an email template, click on the template to edit it.
If you haven't created a template yet, click 'New email' and set one up first.
In your email you can include variables, from {{{ audience_col_1 }}} to {{{ audience_col_10 }}}, plus {{{ email }}}. Add those variables in the first cell of each column of your audience file:
| {{{ audience_col_1}}} | {{{ audience_col_2 }}} | {{{ audience_col_3 }}} | {{{ audience_col_4 }}} | {{{ audience_col_5 }}} |
| juan@gmail.com | Juan | Pérez | DiscountForJuan | user_456546 |
| pepe@gmail.com | Pepe | López | DiscountForPepe | user_123123 |
Your email would look something like this:
Hi, {{{ audience_col_2 }}} {{{ audience_col_3 }}}!
We have an exclusive discount for you: {{{ audience_col_4 }}}
Want to use it on your next purchase? Go to your-promos.com/pub/campaign?crm_id={{{ audience_col_5 }}} to get it.
Once your template is ready, save it.
3) Select the 'Send email manually' option.
4) Select 'Send to an Audience' and choose the audience from the dropdown. You can use any audience created in your account.
Exclude emails from participants in this campaign: if you check this option, no campaign participant will receive this email, even if their address is included in the audience.
5) Click 'Continue' to send the emails.
3. Other specifications.
Sending emails to audiences is included in the Gold and Diamond plans, with a limit of 2,500 and 5,000 emails per month respectively. If you need to send more, you can purchase additional email packages.
If you have any questions, contact us at help@cool-tabs.com.
4. Related content.
How to send an email to your campaign participants.
How to check email sending statistics.
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