The Campaign feature in BlockSurvey allows you to send targeted emails to your audience directly from your Teamspace. You can create a campaign, compose emails, send test emails, and track campaign performance.
Follow this step-by-step guide to set up and manage your email campaign:
Prerequisites
Before creating a campaign, ensure you have completed the following steps:
Create an Audience List: An audience list is required to send emails. If you have not created one, follow the guide here to create an Audience List.
Set Up Email Settings: Ensure that your email settings are configured under the Campaign Settings menu. You need to have at least one sender email address available. Follow the guide here to set up Email configuration.
Once the Email Configuration is successfully set up, you can proceed with creating your Email Campaign.
Creating an Email Campaign
Navigate to the Teamspace where you want to create the campaign.
Click on the Campaign menu.
Click Create Campaign.
In the popup, enter the following details:
Campaign Name: Enter a name for the campaign.
Select Audience: Choose one or more audience lists from the dropdown.
Select Survey: Choose a live survey from the dropdown. Only one survey can be selected.
Click Create to proceed to the Compose Email page.
Composing the Email
Select a Sender Email from the available options in Campaign Settings.
Enter a Reply-To Email (Optional).
In the Body section, enter the email content and use the placeholders to compose the email (First Name, Last Name, Email, Survey Link).
To test the email, enter a test email in the Enter Test Email field and click Send Test Email.
Click Save Draft to save the email for later.
Click Start Campaign to send the campaign emails to all recipients in the selected audience lists.
Get Started! By following these steps, you can efficiently create, manage, and track your email campaigns in BlockSurvey. This ensures a seamless and organized email outreach process directly from your Teamspace.