Send an email campaign

In this guide, we'll walk you through setting up and sending your first email marketing campaign with MessageBird.

What you'll need

• An installed Email channel instance.

• An Email message template.

• A list or segment or customers that have opted-in to receive marketing messages on Email.

Step one: Set up your Email campaign

1. From the side menu, click Campaigns.

2. Click Create campaign.

3. In the 'Name' field, enter a name your campaign.

   
4. Select Email as your campaign type.

   
5. [Optional] Add any tags to your campaign.

   
6. Click Save and continue.

Step two: Choose your recipients

1. From the Send to drop-down, select the list or segment you want to send your campaign to. You can select more than one list or segment.

   
2. [Optional] If you want to prevent this campaign from being sent to specific customers, use the Don't send to dropdown to select the lists or segments that you want to exclude.

   
3. Click Continue to content.

Step three: Choose your Email sender and your content

1. Use the Send from dropdown to choose the Email account that you want to send your campaign from.

   
2. In the Sender name field, enter the name that you want to send your email from.

   
3. In the Sender email address field, enter the email address you want to send your campaign from. The domain name is automatically filled based on the Send from email channel you chose.

   
4. [Optional] If you want to use a different 'Reply-to' address, uncheck the Use this as your reply-to address box, and enter the email address that you want to use in the new field.

   
5. Use the Select a template dropdown to choose the Email message template that you want to send as your campaign. You'll be able to see a preview of your message.

6. [Optional] If your message template is localized into more than one language, choose the language that you want to send it in.

7. If there are variables in your template message, map them in the Template variables section.

8. [Optional] Click to set up A/B testing for your campaign.

   
9. Click Continue to preview.

Step four: Preview and test your campaign

1. Take a look at the preview of your message.

2. Click the Simulated contact drop down and search and select for a contact that you want to send a test message to.

   
3. If the test message recipient has more than one email on their profile, select the email that you want to send to.

4. Click Send a test message.

Step five: Send or schedule your campaign

1. Click Schedule or send.

2. To send your campaign now, select the Send now option, then click Send.

   
3. [Optional] Click Schedule to send your campaign at a future date and time.

FAQs

I can't send a test message. I'm seeing an error message that says “An error occurred while trying to send the message. Please, try again.”

This might stem from an unhealthy email channel. Visit Enable Channels > Email and double-click on the channel you want to inspect. If that channel is not healthy, you will see error messages to explain the issues. Once you have addressed these issues, you can try to send your email campaign again.