Sending Visual Email Campaigns
Schedule a Visual Email Campaign Easily Using iFOLIO's Campaign Tools
Sending campaigns is an integral part of digital marketing.
• Wow recipients with personalized visual emails or visual text messages
• Build quicker with Easy UI (includes preview, test, and send)
• Automate to send in the future
• Measure with Patented Analytics
iFOLIO streamlines the campaign sending process in a few simple steps.
1. Select iFOLIO & Campaign Time
2. Customize Campaign Delivery
3. Upload Recipient List & Send
Campaign Step 1: Select Your iFOLIO from the Campaign Library
In the Admin Dashboard, click the Campaigns tab in the top nav bar to open the Campaign Scheduler. Click the slider arrows to navigate & click the thumbnail of your campaign iFOLIO. You can also preview or edit the iFOLIO from here. Once you select your iFOLIO, name your Campaign for organizational purposes using the Campaign Name field above.
Select a Date and Time to Send Your Campaign
Use the Calendar widget to select the date you would like your campaign to be sent, or select "Schedule Now" to send immediately after you finish creating your Campaign and hit "Send" in Step 3.
Click the "Time" field and use the drop-down menu to select a time for sending your campaign. Make sure to select AM or PM accordingly. Click “Next Step” when your desired send time is set.
Campaign Step 2: Customize Campaign Delivery
Select Link Option
Under “Link Options”, select your desired link type for the iFOLIO page chosen in Step 1.
• 'Shortlink' will use a tracked short link with aggregate analytics and individual analytics for each campaign recipient.
• 'Shortlink Untracked' will insert a shortlink and track aggregate analytics, but will not track analytics for individual recipients.
• 'No Link' will not insert a link. Use this option to send text-only or email-only campaigns without an attached iFOLIO page.
Edit Your Message
Use the Message Editor to add a subject line, body copy, and signature. As you type in each field, your changes will be reflected in the Email Preview screen to the right.
• Leave [First Name] intact to insert the recipient’s name into the email message.
• Leave [Link] intact to insert the iFOLIO link to the page you selected in Step 1.
Select the sender’s email address
Select a sender email address from the dropdown above the email preview on the right. This dropdown is populated from user emails in your organization’s account.
Add a CRM or BCC Email
Utilize iFOLIO’s Reverse CRM technology to automate campaign sends into your CRM. Enter an email address into the BCC field to automate CRM entry or blind copy an email address.
Upload an Avatar
Click the Add Image button on the Avatar Circle in the Email Preview to open the media library & select an image. Remove the avatar by deselecting the Avatar checkbox below the Email Preview.
Upload a Banner
Click the Add Image button on the left side of the Banner at the top of the email preview to open the media library & select an image. Use the crop tool to ensure that the banner fits properly. Remove the banner by deselecting the checkbox below the email preview window.
Add an Email Signature Image
Click the Add Image button in the Email Signature to upload or select an image from the media library. If you wish to remove the image from your signature, deselect the checkbox below the preview window.
Change Link Button Color
Use the Button Color option next to the Subject Line in the Message Editor to change the color of your link button.
Test By Sending To Yourself
Underneath the Message Editor on the left side, look for the “Test to yourself” field. Enter your email address and hit Send to send a test Visual Email to yourself to confirm your email delivery visuals.
Once you’ve finished customizing your campaign email, click on “Next Step” to proceed.
Campaign Step 3: Upload Recipient List and Send
Upload Your Campaign List
Download the Campaign List Template, upload your formatted list, or select a previously saved list of contacts to send your campaign to.
Click “Download Template” to download a pre-formatted spreadsheet for your campaign send. Enter one recipient’s name & contact information per line.
Click “Upload List” to upload your formatted campaign spreadsheet. To use a previously uploaded spreadsheet, click “Use Saved List” and select an option from the list.
Set Desired Delivery Window (Optional)
If you scheduled your campaign in advance on Step 1, select a window of time for your campaign to be delivered. The iFOLIO Platform will stagger the campaign sends within this time window.
If you selected “Schedule Now” in Step 1, the campaign will be sent immediately after you finish configuring your campaign.
Send / Schedule Your Campaign
When you're ready to schedule your campaign, click the "Schedule" Button. If you selected a time in advance in Step 1, your campaign will be automatically sent at that time. If you selected “Schedule Now” in Step 1, your campaign will be sent immediately.
Click “Save Draft” to save your campaign details to edit or schedule later. Access your saved campaign drafts from the “Drafts” tab in the Campaign admin panel.
Track Campaign Analytics
From Open Rates to Bounces, Shared Stats, and Heatmaps of Interest, iFOLIO's Campaign Analytics provide users with all the information you need to measure your campaign, understand customer behaviors, and capitalize on promising leads.
Learn more about iFOLIO Campaign Analytics:
950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com