Email Broadcasts

Email Broadcasts Overview

Email Broadcasts are a great way to drive traffic to your website. This section covers how to create and send an email broadcast to your contacts.

A customer relationship management system (CRM) integrated within a content management system (CMS) allows more personal content segmentation and analysis. When used in tandem, an integrated network delivers a targeted and effective distribution of information.

The CRM system will collect and hold information regarding customers’ past sales journey with our brands such as signing up with our offers, subscribing to our newsletter or directly contacting us for business helps. These details can then be used for launching personalised email campaigns.

With those in mind, it is very critical to ensure the usability of newly deployed WebEd’s Email Broadcast not only for our internal use but also for our clients’ ease of access.


Set Up the Broadcast

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Click the Email Broadcast on the left panel of the dashboard
  • 3
    Click Create Email Broadcast
    Email Broadcast
  • 4
    Select the Template / Newsletter
    • On Template Page, you can select from
      • Previous Broadcasts - previous broadcasts are a great way to use as a starting point to keep you on brand
      • Local Templates - templates you have previously used are downloaded to your site for easy future use. You can also create and save your local templates
      • Online Templates - choose from a selection of online templates
    Email Broadcast
  • 5
    Click the templates you prefer, to see various designs
    Email Broadcast
  • 6
    Download
  • 7
    Select your preferred template
    Email Broadcast
  • 8
    Enter the preferred name for this email broadcast
  • 9
    Click ok when done.
    Email Broadcast

Edit the Broadcast

The template is loaded into your email broadcast and can be edited as needed.


Inserting Properties for Personalisation

Generally, you will want to personalise your email broadcast. Use the drop-down to select from a wide range of properties such as first name, last name or any other contact-related data.

STEP-BY-STEP
  • 1
    Position your cursor where you want to place the contact data
  • 2
    Click the ADD PROPERTY icon
  • 3
    Select the property to use
    Email Broadcast
  • 4
    For example, you may select FIRSTNAME
  • 5
    Note how it inserts the tags for the firstname using the custom format
  • 6
    Continue adding tags and content as needed
    Email Broadcast

Adding Hyperlinks in the Email Broadcast

Select any Call-to-Action text or buttons and add hyperlinks as needed


Save the Email Broadcast Template

STEP-BY-STEP
  • 1
    After all copy content, icons, images and links are fully edited
  • 2
    Click Save and Continue Sending
    Email Broadcast

Setting Up the From Address (Sender)

STEP-BY-STEP
  • 1
    Configure the necessary information
    • From Name
    • From Address
    • Reply To
    • Subject
    • Send to ( or Test)
    • Contact Group (Select a Contact Group - see how to create contact groups in other sections of the user guide)
    • Schedule the sending date
    Email Broadcast
  • 2
    When you are done, click the FINISH CONFIGURATION button
  • 3
    Now, your email broadcast is ready for sending

Scheduling of Broadcasts

STEP-BY-STEP
  • 1
    On the same page FROM EMAIL ADDRESS Configuration, select the calendar icon across the Schedule selection and click the preferred date of sending.
    Email Broadcast
  • 2
    Click finish configuration when done.

Tracking Email Broadcasts

Email Broadcast Management allows you to track the results of your broadcasts. Statuses of Newsletter (Delivered, Draft, Pause, Scheduled).

STEP-BY-STEP
  • Email Broadcast
    • Open
    • Clicks
    • Unsubscribes
    • Forwarded
    • Last Update
    Email Broadcast

Email Broadcasts Metrics

STEP-BY-STEP
  • 1
    To view the metrics of any sent broadcast, click the CHART ICON on the left side of the ID #.
    Email Broadcast
  • 2
    Click the hyperlinks to view the Open Rate, Bounced, Unsubscribed, and Clicked Links
    Email Broadcast
  • 3
    To view the CLICKED LINKS, select a broadcast that has a CLICK Data
    Email Broadcast
  • 4
    Click the # corresponding under the CLICKED Tab to view further information about the links, unsubscribe and open rate

Email Broadcasts Unsubscribes

This unsubscribe link appears on every template. The purpose is for (receiver) to click if s/he wants to be taken off our list, and for (marketer/IP) to manage which content receives the most # of bounced.

STEP-BY-STEP
  • 1
    At the bottom of the email, unsubscribe links are automatically added
  • 2
    You can also add your unsubscribe links anywhere in the email
  • 3
    If the system detects an unsubscribe link, it will not add one automatically to the footer
    Email Broadcast
  • 4
    Enter your email address to be unsubscribed
    Email Broadcast
  • 5
    A confirmation message is displayed
    Email Broadcast

Tell A Friend

This is a link at the footer of the email by default. If you click on the link, it will direct you to a page for forwarding the email/newsletter to your friend with the email input.

STEP-BY-STEP
  • 1
    At the bottom of the email, by default
    Email Broadcast
  • 2
    Click at Tell A Friend, it will direct you to a page to forward email
    Email Broadcast
  • 3
    Fill in all the fields and submit the form, the email will be forwarded

Products of Interest

What are Products of Interest?

This is a listing that is displayed in the form builder so that people who submit the form can select and submit their information easily.


See Products of Interest in action

Here is an example of a form with a Product of Interest drop-down list

Products of interest

Setting Page Template as an Email Parent

Page Template as an Email Parent Overview

Using a page template as an email parent works the same way as using it for pages.


Why you would use an email broadcast online template?

  • Using the master email template allows global changes on the email templates without the need to edit every template.
  • This provides a centralised look and feels while still allowing the body to be different.

See demo for using Page Template as an Email Parent

See the demo here.


Using a Page Template as a parent for a new Email Template

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin > Settings > Email Templates
    Page Template
  • 3
    Supply the details needed:
    • Email Template Type - select the email template type from the options. This field is required.
    • Template Name - enter the template name for this new email template. This field is required.
    • From Name - enter the From Name for this new email template. This field is optional.
    • From Email - enter the From email address for this new email template. This field is optional.
    • CC - enter the CC email for this new email template. This field is optional.
    • BCC - enter the BCC email for this new email template. This field is optional.
    • Page Template - select the parent page template type you want to use from the options.This field is optional.
    • Subject - enter the subject line for this new email template. This field is required.
    • Body - enter the body/copy for this new email template. This field is required.
    Page Template
  • 4
    Save your new email template.
    • Create - click the 'Create' button to submit the new email template. This action creates your email template, closes the page and redirects you to the Email Templates listing. On the Event Listing, you will see a note "Email Template created successfully".
    • Create and Continue Edit - Click the 'Create and Continue Edit' button to submit the new email template. This action creates your email template but lets you stay on the page.
    • Reset - click the 'Reset' button to start over. This action refreshes the page and shows a blank 'Create New Email Template' page. Your email template will not be saved/created.
    Page Template
    Page Template

Using a Page Template as the parent for an existing Email Template

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin > Settings > Email Templates
    Page Template
  • 3
    Navigate to your email template.
    Page Template
  • 4
    Click the Edit icon next to your email template.
    Page Template
  • 5
    On the Page Template, select the parent email template you want to use.
    Page Template
  • 6
    Save your update.
    • Save - click the 'Save' button to save the changes. This action saves the changes, closes the page and redirects you to the Email Templates listing. On the Email Templates Listing, you will see a note "Email Template created successfully".
    • Save and Continue Edit- Click the 'Save and Continue Edit' button to save the changes. This action saves the changes but lets you stay on the page.
    • Reset- click the 'Reset' button to start over. This action refreshes the page and shows the current email template's information. The changes will not be saved.
    Page Template
    Page Template


Email Sending Score Check

Email Sending Score Overview

This is to check your email score if you are having trouble with your emails going to your spam or junk folder.

  • Sometimes we encounter issues about emails not being sent or received but appearing to be sent on your website.
  • Emails marked as sent but not appearing to be delivered may be caught by blacklists or spam filters.
  • Use the procedure below to check your spam score and DNS configurations for email delivery
  • Note, this will only check emails generated by the web server. For emails generated externally to the webserver please check with your IT provider

Steps to Check Email Spam Score and DNS settings

News listing is where the news information with a teaser and has a URL link to view the whole details of each item.

STEP-BY-STEP

Send from the Web Server

STEP-BY-STEP

Checking Your Score

STEP-BY-STEP


Countdown Timer in Email Templates

STEP-BY-STEP
  • 1
  • 2
    Type in your email address
  • 3
    Set the time zone to Australia/Sydney (UTC +11:00)
  • 4
    Set the end date of the timer. eg. 04/21/2022 12:00 PM
  • 5
    Leave the default Language to English
  • 6
    Choose a background colour
  • 7
    Then set the colours of its label and digits
  • 8
    Then check the I agree to the terms of service and Privacy Policy checkboxes
  • 9
    Then click generate button
  • 10
    Then copy the generated HTML code and paste it to your email templates
    Email Template