How to send a Standard Email Campaign

The Campaign wizard will guide you through all of the steps to set up your campaign, go to the Campaigns tab > All Campaigns > then click Start a Campaign in the top right corner to get started.

IN THIS ARTICLE

Step 1 - Choosing your Campaign recipients Step 2 - Designing your Campaign Step 3 - Sending your Campaign
Using Dynamic Rules for the Sender details


Step 1 - Choosing your Campaign recipients

After choosing the button to Start a Campaign - from the panel on the right, select the 'Email Campaign' option and give your campaign a name.

At this point, you can decide which contacts will get your Campaign. Click the empty field for the options to select the Groups and/or Segments from your Transpond Account. To create a Segment specifically for that Campaign, use the +Add exclusive segment option

By toggling on the Show Advanced Options from the page above, you can choose from the settings below:

  • Exclusions - Choose which contacts will not get the Campaign by excluding specific groups or segments
  • Tracking:

    Track links/ Track opens - If enabled, the results will show up in t6. usual campaign overview

    Add UTM Tracking to Links -  Automatically add a UTM code and Tags to the end of links in your campaign. The tags include things like the source, medium, campaign name, and even specific keywords or variations. This information can be used for Analytics e.g. using Transpond's Site Tracking Tool

    Freeze Custom Fields - Set Custom Fields in Clicks to be frozen at time of sending

  • Batch Sending - Set how many emails to send and across a specific period. E.g. 2,000/24/hours would set up Transpond to send 2,000 emails every 24 hours
  • Email Limit - Choose a number of contacts to randomly send to out of the specific group or segment you select

Once you're happy with all of these details, click Next Step.

Step 2 - Designing your Campaign

Once you've decided who will get your campaign, the next step is to design the content itself. At this point you will have the choice to use:

  • A Transpond Theme - Popular system template options, including general or Branded Themes
  • An existing Email Template - Read more about Email Templates in this article.
  • A past Campaign - Pick content from a previously sent campaign to start from
  • Advanced Options - Includes the options to use the Wysiwyg Editor or Import HTML Code

Whichever option you choose, you will then be able to make the edits you'd like to all of the content. When you're happy with it all - click the button in the top right to Save & Continue.

Step 3 - Sending your Campaign

At this step, you will be able to fill in the details for how and when the campaign is sent.

  • From Name - The name your Campaign will come from
  • From Address - The email address your Campaign will arrive from
  • Reply Address - Any replies to that campaign will go straight to that mailbox, this can be the same as the 'From Address' or a different mailbox. Choose the Dynamic Rules button to set up different reply mailboxes based on contact information.
  • Subject - The subject line of your Campaign
  • Preheader Text - The preview text that will show in the Contact's email client

To see the number of replies to that campaign, you can also set up the Reply Tracking feature. For more details on how to set it up, check out this article.


Next, there are options to help you schedule the campaign, including the option to start sending at a specific date/time:

You'll also be able to send a final Test Email to make sure the campaign looks exactly how you want - read more about that in this article.

Other optional actions at this step include:

  • Campaign Updates - A daily update on your campaign each day, for 7 days
  • Capsule Options - Actions in Capsule based on Campaign Activity
  • Automate - Start an Automation based on Campaign Activity
  • Spam Test - Transpond will check the email against popular email client rules to check the likelihood of delivery

Once you feel happy with the final details of your campaign, click the button to Send Campaign and you’re all done!


Using Dynamic Rules for the Sender details

When sending your Campaigns you can setup a Dynamic Reply Address, which means that you can set the Reply Address to different values depending on a set of rules for the recipients.

For example, you can use a Custom field for 'Owner' on the contact and set the Reply Address to a corresponding email address for that owner. That way you can send a single Campaign but still make sure that the replies to the campaign goes to the owner for each individual contact that the campaign is sent out to. No need to have a separate campaign for each subset of contacts.


This is setup from the 'Send' step on the Campaign.

  1. Click on the 'Dynamic Rules' icon in the 'Reply Address' field.

  1. Next you need to configure the Default Values. This is what will be used if the rules aren't met.
  2. After that, click the button to 'Add Rule' and then configure the rule you want and its corresponding From Name, From Address and Reply Address values.

Once you've configured your rules, you can use the button to Save Rules so you can easily re-use them in future campaigns. The rules are available to use both in normal Campaigns and Automations.

If you have a set of existing rules then use the button to Load Rules.


With the rules in place, the corresponding fields will be set based on the rules, as they apply to the contacts used for the campaign.

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