First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Sending Email Messages
Once you create an email and prepare an audience for sending it, you can launch a campaign. Let's look at this process step by step.
Choose the Email
1. Go to Messages → Messages. Choose the message you want to send and click the Create campaign button. You can also use this button inside an email.
2. In the pop-up window, choose segments or contacts for the campaign and click on Go to campaign.
You’ll be forwarded to the campaign scheduling with the following information.
Scheduling Details
1. Campaign name. The name is generated automatically. It includes the message name and the segment name. You can edit the campaign name if necessary. You can find a campaign by its name in Reports and Scheduled campaigns.
2. Recalculate contacts. Click on it to see the number of contacts to whom the email will be sent.
3. Included in campaign: segments selected for the campaign. Click on Edit to add or change segments.
4. Excluded from campaign: contact segments excluded from the campaign. Click on Select segments or Edit to exclude other segments from the campaign.
5. Multilanguage. For multilingual campaigns, you can see the number of email language versions. You can switch between languages in one click to see the corresponding copy.
6. Message name: the name you set when creating the message. This name is automatically set as the UTM tag in utm_campaign.
7. Tags. Each message can be attributed with tags for better search and filter.
8. Subscriptions categories. You can create subscription categories in the profile settings and use them for more accurate campaign personalization.
9. Subject: the subject line of the message. If it isn’t specified, you’ll see a corresponding notification. Go back to the email editor to specify the subject line. Messages without subject lines cannot be sent.
10. Sender name. The name is automatically created based on the login. You can change it in your profile settings.
11. Sender address. Check it if you use several email addresses to send your campaigns.
12. Email preview. Before sending, double-check the email body. Ensure it has no spelling mistakes, broken links, images, irrelevant CTA, etc.
Send Options
Here, you can configure the following options:
1. Batching
You can choose the As soon as possible option or limit the speed by specifying the number of messages sent in a particular time (minute, hour, day, week). Rate limiting is required, for example, if there are limitations related to domain warming up.
Note
You can set a limited sending speed for a campaign that involves at least ten contacts and does not use the option of sending by contact time zone.
2. Annoyance Level
The annoyance level allows you to limit the number of campaigns for specific segments to avoid contact database burnout.
3. Test
Send yourself a message to check it's correct.
4. Schedule
Click Schedule to set the date, time, and frequency of sending the campaign.
5. Use Contact’s Time Zone
If your database contains many contacts from different time zones, activate this option so that they receive the campaign at a time convenient for them and you.
For example, if you schedule a campaign for 4:00 p.m., the contact will receive it as soon as 4:00 p.m. occurs in their time zone.
Contacts whose cards do not have a time zone will receive a message based on the time zone set in your account settings.
Note
You cannot set batching if the contact's time zone is enabled.
Campaigns scheduled by time zones are marked with a special icon on the report table and inside the report. The same icon is displayed in the campaign list scheduled by time zone.
To cancel sending a scheduled campaign based on your contacts' time zone, go to the Campaigns → Scheduled campaigns section, click on the campaign name, and turn off the Use contact's time zone switch. The campaign will be sent to all contacts in the account's time zone when the scheduled time arrives.
If the campaign is scheduled for a time that has already arrived in one of the time zones, it will immediately go to the Reports section as active and will begin to be sent as soon as contacts appear from the time zone in which the scheduled time occurs. It will not appear in the Scheduled campaigns section.
If the scheduled time has not yet arrived anywhere, after scheduling, such a campaign will be displayed in the scheduled ones until the specified time arrives in the first time zone (UTC+14), after which it will move to the Reports section as active.
Contacts in a time zone where the campaign start time has already passed will receive the message the next day at the same time.
Note
Using the contact's time zone is available for all Yespo channels
6. Start Immediately
Click Start immediately to send the campaign immediately after passing the moderation.
After launching or planning, the campaign will be sent for moderation. Moderation is carried out at +03 GMT and takes at most 10 minutes during working hours (Mon-Fri - 8 am - 7 pm; Sat-Sun - 9 am - 6 pm) and 1-3 hours in the evening time and on holidays. Moderation is not carried out at night.
Moderation Statuses
- Preparing for sending.
- Moderation.
- Blocked: the campaign has been rejected by a moderator. The email with the reasons for blocking will be sent to your email address.
- Confirmed: the campaign has been approved by a moderator and is waiting for the sending.
Immediately before sending the campaign automatically transferred to Campaigns → Reports. Here, you can see the information on the sending and the statistics.