The Email Campaigns link within the left navigation menu in Kalatu Cloud will open the following dialogue screen:
The stat’s and campaigns information could also be reached through the links in the content area on the main Kalatu Cloud page.
The links on top are added to allow us to create and manage email campaigns, as follows:
Create New Campaign - will create a new email campaign, leading us through several steps.
1.Select Email Template Style:
Basic Templates includes all standard basic templates added to the system. This is the preferable choice for new customers. The templates are mobile/responsive.
Designer Templates contains templates that are considered more advanced and with improved design and view. They are divided into two categories - responsive or non-responsive templates.
*Responsive design is a concept where the page content is being automatically shaped in order to fit best into any device that displays it. This means floating sizes and view that is automatically changing according to the size of the screen and the specifics of the end-user device.
Plain Text - this section contains all templates that has plain text only (no HTML)
Code Your Own - allows more advanced users to create an email template of their own
NOTE: If we do not choose a specific template, but we click on the link to create our own plain-text or html template, we will be taken to a different screen.
After we choose one of the options (for example Basic Templates), the system takes us to the next choice - where we need to select (and customize) the exact template we would like to use:
After selecting a specific template, we will be taken to the next screen, where we see the 4 step email creator (SETUP - HTML VERSION - PLAIN-TEXT VERSION - FINISH)
The fields need to be filled in as follows:
Name Your Letter - the name (for internal use) of the email goes here
Message Subject - could be customized with variables for both the sender and the receiver. Each value will be substituted when the email is sent. The field could contain plain text as well.
The checkboxes Public and Tracking are explained with additional text.
The From field allows us to choose which email address the message will be sent from.
Category and short description are also for internal use and will not be sent to the customer.
The system also allows us to set a trigger for this email template upon creating it via the link at the bottom.
As soon as we are ready with the form we need to click on the button NEXT (not the tab on top). This will take us to the HTML Version tab where we see a preview of the email and also a button to open the built-in LETTER BUILDER.
The button “next” will take us to the Plain-Text preview screen, as follows:
It will display the way the message will be viewed if no HTML is available when opening.
The choices on the left allow us to customize the letter, as follows:
Contact Details - allows adding contact’s data through variables (i.e. the receiver of the campaign)
Member Details - allows adding member’s data through variables (i.e. the sender of the campaign)
My Calendar - Opens the calendar
My Link - opens a dialogue window which allows adding a custom URL link, specifying the type of link (web URL or mailto: link), the text and the Link URL.
Image - Adds an image to the email, allowing the member to choose from the Gallery or to upload an Image URL
Video Link - allow adding an youtube or vimeo media
Audio Link - adds an audio from the audio library or allows recording an audio file through the microphone
Like on Facebook, Follow on Twitter, Connect on Linked In, Find on Google+, Find on Yelp - these options allow integration with different social media.
When we click on the NEXT button, we will see the content of the FINISH tab, which shows us a brief info for the email being created, and allows us to save the content or to save and open the Spam Checker - this is an additional functionality which estimates the chance for this message to be stopped by spam filters. Here is how it looks like:
As long as we are in the green zone, we are good to go. However, sometimes even the lowest spam-score emails could fall within a spam folder, because the spam filters have their own rules and policies and some messages are being blocked only due to reasons beyond the sender’s grasp.
For additional information in regrads to how to avoid spam filters, please check this article: How to avoid spam filters
At the bottom of the screen additional info is displayed for those who would like to tweak their message further.
When we save the changes we can use the link Send Email and go to the send options screen:
The most important thing here is to add recipients to the email:
When we add the recipients, we need to use the button “INSERT” on top left, it does not actually open an additional window to allows us to insert data as the icon may suggest, but it just saves the current choice and takes us back to the previous screen.
We will see the number of Recipients updated after we go back, and it should no longer be a zero.
We may also add an entire list to the recipients through the drop down box within the Select Contacts section, under Recipients.
As soon as we are ready, we could click on Next and this will take us to the edit message screen, which once again allows us to go back and open the Letter Builder in case we would like to make changes to the email.
If we do not need to make any changes, we click on SEND > and this will send the system, showing us a few additional options:
Social Share - opens a dialogue window which allows us to quick post a status or bookmark a page or video:
Send Another Email will take us back to the first step in order to start the procedure for sending an email again.
View Online - opens a new screen where we can preview the sent message
Letter Library - shows additional options for creating and monitoring the email activities:
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