Email confirming subscription

In the email wizard in SALESmanago you can choose two types of emails: regular email and email confirming subscription. If it comes to the latter type of the email, you will not be able to send it to the whole contact base. It aims as a subsidiary tool with confirmed consents in the forms e.g. in Live Chat.

To create an email confirming subscription go to

EMAIL MARKETING => EMAIL LIST => NEW EMAIL


Contents:

1. Choose the email layout

2. Choose elements to your email

3. Settings of the opt-in widget

4. Email settings

5. Sending email confirming subscription


1. Choose the email layout

After clicking the button New email, you will need to choose between two types of the emails.

Create email – you can create a regular email that you can send manually, by means of Automation Rules or by Workflow. Such email can be sent periodically or you can design a birthday message.

Create email confirming subscription – you can create an email that contains an opt-in link.

IMPORTANT: This is an email that does not contain opt-out link. Despite the fact that this email will be on the email list, you will not be able to send it to the whole contact list because it lacks opt-out link. However, you can send it to contacts who will subscribe to the list by means of a form, e.g. in Live Chat. 

[1] – click the pencil icon to go to the email settings. You will choose a system name of the email, the email subject, addressees and email account from which the email will be sent. You can find more information in the section below.

[2] Layout – the way widgets are arranged in your project. You can choose from a number of presets, or make a custom layout.

[3] Template – if you do not want to design an email from scratch, you can select one of our prebuilt templates.

[4] Go back to the previous version of the wizard

[5] Go to editing – after you choose the layout or the template, go to the next step in which you will drag and drop the elements to the email.


2. Choose elements for email

[1] Widgets – you can add widgets to the email in a free order. To add a widget you need to drag and drop the element to the preview on the left side of the screen. After you add the widget, hover the cursor over it to display the menu (click the pencil icon on the green panel to go to the editing mode of the widget) or to move the element.

IMPORTANT: The choice of widgets in the email confirming subscription is restricted. You will not find there 4 types of product frames, dynamic banner and opt-out link which you can normally find in the wizard when you choose creating a regular email.

[2] Your widgets – in this tab you can make and save custom widgets. If you alwyas use the same footer in the emails, you can save it in this tab, so you can add it quickly to the subsequent structures you will create in the wizard.

[3] Settings – here you can adjust the message’s display settings.

More information about creating emails in Drag&Drop Email Designer


3. Settings of the Opt-in widget

You can place the opt-in link in the form of a text with added hyperlink [A] or in the form of a button [B].

[A] Text

[1] – choose the form of enclosing opt-in link to your email. The illustration presents the text form. If you go for the second option, the opt-in link will be hidden in the button.

[2] Horizontal margin – by default, the content in a widget takes as much space as possible in an element. To add padding to content, use this slider. This lets you set a margin of 0 to 50 px on each side of the element (horizontal padding and vertical padding).

[3] Vertical margin – by default, the content in a widget takes as much space as possible in an element. To add padding to content, use this slider. This lets you set a margin of 0 to 50 px on each side of the element (horizontal padding and vertical padding).

[4] Background color – click the color picker to change the background of the element. By default it is transparent.

[5] Text – enter any amount of the text in the text field. You can make it bold, change its alignment, colors, size and type of the font; you can highlight the text and add links. The marked element is linked with opt-in link which means that the user after clicking the link confirms the subscription.

[B] Button with the opt-in link

[1] – choose the form of enclosing opt-in link to your email. The illustration presents the button form. If you go for the second option, the opt-in link will be added to the text.

[2] Horizontal margin – by default, the content in a widget takes as much space as possible in an element. To add padding to content, use this slider. This lets you set a margin of 0 to 50 px on each side of the element (horizontal padding and vertical padding).

[3] Vertical margin – by default, the content in a widget takes as much space as possible in an element. To add padding to content, use this slider. This lets you set a margin of 0 to 50 px on each side of the element (horizontal padding and vertical padding).

[4] Background color – click the color picker to change the background of the element. By default it is transparent.

[5] Button text – enter the text that will display on the button. On the right side of the text field you can find two color pickers with which you will change the background color of the button and the font color.

[6] Button settings:

  • Width – type in the nummerical value of the parameter or set it by means of arrows.
  • Height – type in the nummerical value of the parameter or set it by means of arrows.
  • Align – the button can be placed on the centre, on the left or on the right.
  • Border radius – adjust the degree of rounding the button.

IMPORTANT: The opt-in link is added automatically.

[7] URL redirection – enter the URL address of the website to which the user will be redirected after clicking the button.

IMPORTANT: A user will confirm the subscription after clicking the button and at the same time will be redirected to the chosen website.


4. Email settings

[1] Email name – enter the name under which to save this project in the system.

[2] Email subject – email subject line, you can also add simple icons to it.

[3] Add a button on the email list in the Gmail inbox – you can add a button that will be displayed next to the email subject. The option is available only for Gmail users ( More information about adding Gmail Markup)

[4] Group – from a drop-down list select the group of recipients or you can quickly create a new one by clicking the [ + ].

[5] Send from – from the drop-down list, select the account from which to send this email. You can also click [ + ] to create a new account .

[6] Email width – how much horizontal space your message will take in the recipient’s inbox. Adjust the value by using the slider.

[7] Email window and background color – click the color picker next to each element to change its color. The email window is the canvas of your project, the area that contains all elements of the template. The background is the area at the very back, behind the email window.

[8] Preheader – every email on the list in an inbox has a Subject and a short line right after the subject – a preheader.

A preheader is a short text that follows the subject line. The subject line and preheader are visible while the user is still on the list, even before the message is opened.

preheader

If you leave this field empty, the first line of text from your message will be used as a preheader. For this reason, it is usually better to set a custom preheader, just to be sure.

[9] Campaign name (for Google Analytics monitoring) – tick the checkbox if you want this mailing to be included in your Google Analytics.

TIP: The subject line and preheader share the small space in an inbox interface. A shorter subject line will let you fit a longer preheader into this space. Make sure both fit well, as it will increase the chances of your email being opened.


5. Sending email confirming subscription

Once you create and save the email, it will be visible on the email list (Email Marketing => Email list), however, the option of sending email from the email list will not be possible.

Sending an email confirming subscription is possible in Live Chat. You need to go to Website Marketing => Live Chat, and then choosethe option of chat editing or creating a new chat. In the second and third step, you can adjust the form displayed during the consultant’s absence and a form with the data request. Then you need to add a consent from the consent list.

More information about creating consents in SALESmanago

In the fourth, and at the same time, the last step go to the Advanced settings.

You need to tick the checkbox Send an e-mail requesting confirmation of the marketing agreement. If the email has been created earlier, you can find it on the dropdown list. Otherwise, click Create new to create such email from scratch.

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