Sending an email marketing campaign from Websand

Creating your email marketing campaign

You can create a send campaign from three separate sources; the send screen, the email template screen or the segment screen.

From the Menu

Access the Campaign menu from the Websand menu running down the side of the left of the page.

To create a new email marketing campaign, click on the [ + ] button in the top right corner of the screen.

The campaign options will appear from the right of the page.

To create a campaign follow these simple steps.

Each step in the campaign setup process explained…

Step 1. Give your Campaign a name (make it specific for historical reference, you’ll thank us later for that tip).

Step 2. Select the audience for your campaign, select from one of the following three options.

1. To everyone – that will send your email campaign to the entire audience
2. A segment – that will send the campaign to all the contacts that meet the criteria of the selected segment at the time of sending your campaign.
3. A List – that will send the campaign to all the contacts in the selected list.

Step 3. Select your template (the email message you’ve created for this automation)

Step 4. Pick your send identity – which email address is this message coming from?

Step 5. Click ‘Create Campaign’ and you will move to the Campaign screen where you can send or schedule the sending of the campaign.

Sending from your segment

If you have already created an email template and created a segment, you can take a shortcut and create a send campaign from the segment view page of the segment you want to use of your email campaign (see below)

Click on the ‘Send’ button, and you’ll then be directed to the new campaign form with the segment already in place within the campaign form (see below).

Sending your email campaign

Now you’ve selected the audience for your email marketing campaign, created and then selected the right message to send to your audience, and confirmed which sender to use for your campaign. It’s time to get your campaign sent.

When you first create your campaign, you’ll be sent to the screen below.

Alternatively, you can edit the setup of a saved campaign from the Campaign list – provided that the campaign hasn’t already been sent.

Send your campaign now

To send your email marketing campaign immediately.  Simply click on the ‘Send Campaign Now’ button in the Top Right corner of the screen and after the settings on the left column of the screen.

Scheduling a campaign for a future time

To schedule a send campaign, scroll down to the bottom of the screen and then select the date and time you want the campaign to be issued.

Once scheduled the time for the message sending will appear in the top right corner of the screen in a grey box (see below)

And you’ll also see the status of the campaign as ‘scheduled’ with the date and time in the campaign list (see below)

A note on timezones

Note the time of the message will be scheduled based on UTC (Universal Co-ordinated Time). Learn more about on UTC. To change your time zone click on Account Settings and change the timezone you want to assign to your account.

Reporting on your Campaign

Access all your Send Campaigns from the Send Campaign screen.

The “Status” column shows you the status of each campaign. ‘Sent’ means the campaign has been issued. ”Scheduled’ means that the campaign is scheduled to be sent, Unsent means the campaign is still in the planning stage (not scheduled, not sent).

After your email marketing campaign has been sent, when you click into the campaign you will no longer see the setting of the campaign. You will now see the campaign performance.

If you want to check or view the performance of a previous email marketing campaign, simply click on the name of the campaign from your list of send campaigns.

Explaining the email campaign reporting

The reporting table shows the number of people included in the campaign.  The number of people who have engaged with the campaign through opening or clicking in the top row, and and those who have unsubscribed or are no longer reachable (bounced) in smaller text in second row.

The report also shows the revenue generated from people who have engaged with the campaign. Click on the ‘View sales’ in the report to review the orders that have been attributed against this campaign.

It also shows a graph of the performance of the campaign over the last 7 days. You can adjust the time period by selecting an alternative in the top right corner of the report. 

The Top Performing Clicks lists the number of clicks recorded against every link featured in the campaign.  If you want to create a segment to understand who clicks on which link you can do this through the ‘Marketing’ segment for the campaign.

FAQ about email campaign reporting

Here are some of the most asked questions related to email marketing reporting.