Introduction

Email series contain multiple emails based on a specific topic, product, or service, allowing you to save time in your email deployment. Rather than manually selecting each email from your library, Email Series offers a streamlined solution, allowing you to effortlessly deploy all related emails with just a few clicks. Each email in the series shares a common mailing list, providing cohesion, while still offering the flexibility to schedule delivery at your convenience.

This article provides step-by-step instruction on how to setup and execute email series campaigns. 

What are the steps to execute an Email Series campaign?

After selecting an email series campaign from either the Asset Library or Campaign Library you must complete these three steps:

  1. Preview, edit and test individual emails
  2. Add Mailing list
  3. Schedule & Activate the campaign

Preview, Edit & Test Individual Emails

After selecting your email series campaign, you arrive at the emails tab, which provides a list of emails provided by your vendor.

  1. To preview or edit each email, click the Editicon. This launches the email setup page.

  2. To edit the email content, click the Edit Email button. (Or, if working in the Classic Editor, click on any red box to edit.) This launches the Drag & Drop Editor.
  3. If desired, edit the content of the email. Click Save & Exit.;
  4. To test the email, click Test Email, then enter the email you want your test message to be delivered to. (Or, if working in the classic editor, click the Test Message tab.)

  5. To return to the Emails tab, click the breadcrumb navigation.

  6. Repeat these steps for each email in the nurturing campaign.

Add a Mailing List

The next step is to upload your contact list. This list applies to all of the emails included in the series.

From the Mailing list tab, click Add. Add or import your contacts. (Click here for instructions on adding contact lists.)

Schedule and Activate Email Series Campaigns

From the Emails tab, set the intervals for which your want your emails deploys.

  1. In the Schedules column, enter the day intervals between each email. Choose 0 if you want to execute your first email within the same day as your schedule.
  2. In the Time column, enter the time you want each email to deploy.

  3. In the Activate column, click the switch. Then click Agree in Privacy Terms window.