Test

Send yourself a test email (you might also want to send it to a friend to check for typos) so you can see what your recipients will see. Make sure to test the text version as well as the HTML version of your email.

Checklist

Click on the Preview and Schedule button and proofread the email.

General Information

☐ Campaign Name: Is this really the campaign you want to send?

☐ From Name and Email: Is the sender recognizable?

☐ Reply-to address: Is it a real email? (check for typos or unwanted spaces)

☐ Subject: Make sure you have no typos in your subject and that it’s explicit If you used Merge fields:

☐ Preview as: Check at least 3 different contacts to make sure the information displays properly

Header:

☐ Do you have the link to show the email on the browser?

☐ Do you explain that the subscriber signed up for the newsletter?

The email body

☐ Do all the images display properly?

☐ When you mouse over the images, is there a clear alternate text that pops up?

☐ Do all the links work?

☐ Do the links bring you to where they are supposed to land?

☐ Are special characters displaying properly?

Footer

☐ Do you have an unsubscribe link [UNSUBSCRIBE]?

☐ Do you have the [CLIENT.ADDRESS] tag?

Send

Click on the Schedule and Send button Send yourself a last test email.

Triple check the Summary – Campaign and the Summary – Recipients

Send Now

If you’re ready to send it now, you can select the Send the campaign immediately option and click theSend button.

or schedule for later:

If you’re scheduling the campaign, you have two calendar years (the current year and the next) to plan the delivery of your campaign. Select the Schedule this campaign for later option and enter a date and time and click on the Schedule button.

To create a new campaign go to the Sent tab and click on Create New Campaign on the right hand menu.

Note: Each contact list already has personalizable “Confirmation” and “Welcome” emails setup and automatically sent.

Setting up the campaign

1. Give your campaign a name Only you can see this, so make sure it’s meaningful to you.
2. Choose your recipients Under The recipients you will have a full view of all your contact lists, along with details such as how many recipients each list has, when it was created, and if it contains any groups.

3. Enter additional campaign details

   a. Subject – Make it resonate with your audience. Be explicit!

   b. Sender’s name and email address

   c. Optional : an alternate reply-to email Avoid using “no-reply@…” emails.

   d. Advanced options are available for experienced users.

Selecting a template

We recommend you start by selecting one of our default templates. They’re free and have been optimized for email clients. The templates can all be stamped with your own brand with the Email Campaign Builder.

If you’re an HTML master, you can upload your own template ZIP file or copy-paste your HTML code.

Did you generate your Text version?

Some of your customers can’t (or won’t) receive HTML-Based emails. Generating the Plain Text version also helps in regards to lowering your SPAM score. Please make sure you generate your text version:

• Click on Edit plain-text version on the right hand menu
• Once the text pops up, you can edit the information.

Note: Square brackets represent either Tags or links.

[Visit our Website] ([http://www.mywebsite.com])

In your HTML email, this is a link. You should edit this text to look like:

Visit our Website at [http://www.mywebsite.com]

They chose Citrusemail, why not do the same?

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