You use an e-mail series whenever you need to send several different e-mails at a regular interval, once a week for example. So you can use an e-mail series to send a series of e-mails welcoming a new customer to your company. The series can contain a set of tips or recommendations on how to go about choosing the right product, and you can send it to all customers who are currently considering a purchase. A series can also contain a set of tips or recommendations on how best to use the product they just bought.
How to proceed when creating it
In the upper menu, in the E-mail campaigns section, choose "Create new campaign". Name the series in the following window and click the "Create" button in the "E-mail series" part.
On the "Settings" page pay attention to a few fields. The first setting on this page is the language selection. In the "language" field you can choose the language in which all the so called supporting texts of the e-mail are displayed, such as the unsubscribe text, the content of the unsubscribe page or the text about the option to view the e-mail in a browser. If you send an e-mail to German speaking recipients, for example, this setting lets you display all these supporting texts in German.
Using the "Show the campaign to users" field you can also invite other users into this campaign. They will then see this campaign in the e-mail campaign overview in their account after logging in to Quanda.
The "Admin" role sees all created campaigns, regardless of who the campaign manager is. The manager can also be set or changed on this page.
The "Project manager" role sees all campaigns they created in the e-mail campaign overview in their Quanda account after logging in, and also all campaigns they were invited to.
The "Consultant" role only sees the campaigns they were invited to in the e-mail campaign overview in their Quanda account after logging in. If the "Consultant" role creates a new e-mail campaign, they have to invite themselves into that campaign. If they do not do this, they lose the rights to the campaign they are currently creating once the "Settings" page is saved and will not be able to continue preparing it.
You will find more details here > User roles.
None of these items set on the Settings page can be changed once the e-mail series has been sent.
If you have everything set up the way you need, continue by clicking the blue "Save and recipients" button.
Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.
Updated duben 30, 2021