Sending emails

Ready-to-send emails should always be tested prior to being sent to the target group you have chosen for them. Remember that you should only send the message to its final recipients – i.e. your subscribers – once you made sure the message is displayed correctly, the links contained in it direct users to the right sections of the target website and the email will not end up as spam.

In SALESmanago system you can create a message with:

Wizard: sent emails – click here to find out more >>

Drag & drop email creator – click here to find out more >>

Email Marketing -> Email List -> Add new email – click here to find out more >>

NOTE: Every message sent from the system must contain a mandatory opt-out link. If such link is not there – make sure to add it.

More on adding opt-out links >>

Sending the final message is quite similar to the message testing.

[1] Click on the Email Marketing ->Email list
[2] Next, select required email from the displayed list and click “Send”.




[1] In the ADDRESSEE field enter the group of recipients your email will be send to. There are several ways in which you can specify the group of target recipients. The available options include:

a) entering individual email addresses which are available in our contact base.

b) using selectors for addressing emails – click HERE to read more >>

The selection of the required email address or selector is done by entering the address or selector’s name and clicking on the hinted suggestion.

After typing the first three characters of the selector or email address, the system will offer hints at the right selector and all matching email addresses that begin with the same characters. You can speed up the entire process by entering the full name. If the address you wish to add is not yet featured in the database – enter a correct email and send a message or test to see it added into a new, automatically-created contact card.


[2] In addition, your target group of recipients can be defined :

  • by means of specific tags
  • based on a particular segment of the sales funnel the contacts fall within
  • based on the target recipients of any previous mailing campaigns
  • by the means of pre-defined contact groups


[3] Another option available for defining target addresses for your message is advanced filtering, which enables you to filter contacts based on:

  • details
  • score
  • number of emails
  • tags
  • tag’s score
  • phone number
  • birthdate
  • date
  • domains
  • age
  • name

Note: the advanced filtering option allows defining target groups of recipients. It will not be practicable for excluding addresses from a target group.


[4] Excluding addresses is performed in analogy to selecting addresses for your target group. However, you will not be able to exclude any addresses using advanced contact filtering.

[5] Subject–  when creating the final email you can still modify its subject line here.

[6] Send on date –  set by default as one hour before the current date and time. With this setting the message will be sent immediately after clicking the ‘Send’ button. If you wish to schedule your message to be sent at a specific date and time in the future (e.g. 6.00 am on Saturday), you can do it by clicking on the ‘Send date’ box – the system will display a dialog window where you can easily set the exact (up-to-the-minute) time and date of the future delivery.

IMPORTANT: After you schedule an email to be sent later, you will be able to change only the content of the template (pictures, text, links and so on). Changes to other settings will not apply to the scheduled email. Learn how it works >>


Additional option – adjust sending time automatically from contact activity – this option sends messages to particular contacts on the date and time of their maximum activity (number of visits to the site, clicked emails, activity on the website, external events). The system automatically works out the optimum send time for every single contact. When creating the message you can define the criterion for determining the send time/date. Available options include: day and time, day, time.


[7] Campaign name (for Google Analytics monitoring) – when creating the final email you can still modify campaign parameter, which will be added to the link as one oh the UTM parameters.


[8] Advanced settings:

[8a] Select percentage of contacts: by selecting this option you can choose the percentage of contacts, to the email will be send ( eg. if the defined group of recipients contains 100 contacts, and in this option you choose 20%, then the system will send this email to 20 randomly selected contacts). (This is the additional option. You can use it to send emails with discount coupons to the randomly selected group of recipients).

advanced email

[8b] Link para name / link para value – it allows you to add your own parameter to the links contain in your email. This parameter will look as UTM parameters. Its value will be taken from detail contained on the contact card. If on the contact cart you can find detail – interest (name), swimming (value) and you want to create a parameter in the link “int=swimming”, you have to:

Link param name:  enter the name of parameter eg. “int”

Link param value:  enter the value of parameter eg. ” interest”

(This is the additional option. It can be helpful when you need to create additional parameter to identify the contact’s visit source on your website in the external system).

[9] Use redirect in this email: if your message contains links to pages without the monitoring code you will have to select this option if you want the page clicks to be counted.


[10] Automatically send reports: selecting this option will give you an access to 3 mailing reports delivered to you at specified time intervals.


[11] Save choosen addresses as template: this function allows you to save a particular group of recipients as a template that you will be able to use with future campaigns. By predefining a group of target addresses this simple step will speed up the process of creating recipient lists.
More information on pre-defined target groups is available HERE >>.


[12] TEST – SALESmanago enables you to send quick test messages to a maximum of 10 recipients.
More information on sending test messages is available HERE >>

[13]  After everything has been set, click ‘SEND’ – the message will be processed and prepared for delivery. The whole process may take up to several minutes (if you selected the advance filtering option or if the message is to be delivered for many tags or with multiple exclusions). This must be taken into account when planning your campaigns – if you would like a campaign featuring advanced filtering to be sent at a particular time, it is recommended to assume a reasonable time buffer prior to the actual sending time, which you can define in the ‘Send date’ dialog.
With campaigns sent from your own mailing account, any deliveries to more than 1000 contacts must be approved by SALESmanago team.

After sending the message, you can track the queuing progress in the bottom left corner, under SETTINGS. Once queuing has been completed, you will get the following message: ‘Email scheduling done’.


On a queuing completion, a mailing delivery report will be generated in the EMAIL MARKETING-> SINGLE EMAIL ANALYSIS tab, with regularly updated progress facts and statistics regarding the campaign.
Note: Ideally, data relating to opens, clicks, OR and CTR should be verified several days after the mailing. Recipients of the message will not always open and read it immediately after it has been delivered to their mailbox.

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