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How do I Create and Launch a Single-Version Email Campaign?

While 2021 may have been a turbulent year for the marketing sphere, it has remade email as one of the most important tools for engagement, pushing it back to the forefront of digital marketing campaigns. In this era where people check their emails all the time on the go, businesses can reach out to a large number of customers with hardly much effort.

Very shortly, email marketing will become a big focus for most businesses, and it should become yours too! For setting up an email campaign, Zeta Marketing Platform should be your ultimate choice. Let’s take a glance at how easily we can make a basic, single-version broadcast campaign on ZMP.

Pre-requisite: Make sure that the steps of creating segments and content are already completed prior to creating a campaign. It's important to remember that in the spirit of marketing automation and reduced repetition, creating segments and master templates for your email marketing efforts should only be part of the initial lift and can/should be reused in the future as much as possible. 

Set up your Campaign

1. From the menu on the left, select Campaigns > Broadcast. Click on New Campaign.

2. Name the campaign following the convention of your choice.

3. In the Campaign Settings tab, from the drop-down Launch Types, select Broadcast at a specific time.

4. Navigating to the Content & Audience tab, select Email as the Type.

5. The campaign will be auto-saved as a draft.

Choose the Right Audience

1. In the Include sub-tab within the Content & Audience tab, select your previously created segment to be added as the audience for your campaign.

2. In order to exclude certain users from getting the email, under the Exclude tab, select the list/segment that they are a part of.

Curate the Perfect Content

1. Under the Content & Audience tab, keep the A/B Test in its default status i.e. off. 

2. Select the sender's email address from the dropdown list against the From field and add the recipient’s email address in the Reply-To field.

Optional: You can click on + Add CC/BCC to add the contacts the email needs to be copied to.

  • When you put an email address in the CC (carbon copy) field, a copy of the email you are sending will also be sent to that address.

  • When you put an email address in the BCC (blind carbon copy) field, a copy of the email you are sending will also be sent to that address, but no one receiving the email will be able to see the address in the BCC field.

3. Enter a catchy subject line and a custom pre-header text.

4. Get fancy with some basic first name personalization using the following tag ahead of your subject line: {{ first_name | capitalize | default: "Valued Customer" }}

5. Click on Add / Edit Content to add your desired content to the email.

6. Choose a previously created template from the Choose Template drop-down list, and click on Use this Template.

This creates a copy of the master template. Any further modifications made to this new content will not change your master template and vice versa.

7. To enable External Link tracking, the ZMP automatically appends parameters and values to any whitelisted domain which can be configured in Settings.

Sort Better with Tags

Tags provide a useful way to group related campaigns together and quickly tell marketers what the campaign is about. This functionality is completely optional.

The available tags for categorizing are namely reporting, benchmarking, and more. While new tags can simply be tagged in, pre-existing tags will be suggested in a drop-down. With tags, finding campaigns is so much easier.

An additional feature to the tagging ZMP campaigns is the External Campaign Codes which add more metadata to the campaign, making the campaign’s content more informative. This information or values are not exposed to any end-user.

Ready to Send and Serve

1. Toggle to the Campaign Settings tab and select your preferred sending time or you can use the default option, Send Immediately.

2. Once your campaign is ready to be deployed, click on Activate Campaign in the top-right corner.

The campaign will immediately move into processing for deployment.

3. In order to send the campaign later, use the date/time selector in the Later option to set the specific date/time when you want the campaign to be deployed.

The Summary will display the selected day/time for the account time zone.

4. Selecting the Mark as transactional option will ignore the subscription status of the users in your included audience.

5. You can further toggle the Set Max Send Rate option to enable throttling/metering for your campaign at your desired rate.

Well, that’s pretty much it!

Once you have finished deploying your first email campaign on ZetaHub, you will see how it gets easier and easier to translate just an idea into a completed campaign. By getting more acquainted with the real-time automation aspects of the platform, you will in time know what works and what does not. Now that you have a foundational understanding of the Zeta Marketing Platform, for all your email campaign-related questions along the way, we’re here to answer and help you stay on track.

Good luck and happy campaigning!

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