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      How do I set up a Smart Email Campaign?

      This quick guide will give you an overview of when and where to build Basic Email campaigns.

      Smart email campaigns are a simple transactional email that you can set up in Tradable Bits that will automatically segment fans and send follow up emails to clickers who have not purchased. Smart emails are similar to Basic emails in that they work off of filters and snapshots but Smart emails will prepare two emails and automatically follow up on the initial email if it was not interacted with. 

       

      Every Tradable Bits subscription includes up to 100K email sends "out-of-the-box".  Smart emails are one of three "out-of-the-box" transactional campaign options that you can create in Tradable Bits. 

      Head to Messaging> Email Campaigns to begin. 

      1.  Click the New Campaign button at the top right of the page

       

      2. Select Smart Campaign

       

      3. Give your campaign a name and select the filter or snapshot you want to capture

      • Filter: a segmented audience based on the FanCRM search parameters you choose [dynamic audience view]. More information on filters here.

      • Snapshot: a 'snapshot' of an audience filter from a single point in time [static audience view]. More information on snapshots here. 

       

      4. Prepare your Initial Email

      • Select Your Template: Choose your email template from the drop-down menu.
      • Input your Subject Line: This is the subject line that your fans will see in their email inbox)
      • Set your Reply-to Email: Who the email will be addressed from
      • Daily Limit: The send limit will determine the rate of the email delivery and therefore also how fast it optimizes
      • Fill in your Variables: Customize the branding of your email 

       

      5. Prepare your Follow Up Email

      • Select Your Template: Choose your email template from the drop-down menu.
      • Input your Subject Line: This is the subject line that your fans will see in their email inbox)
      • Set your Reply-to Email: Who the email will be addressed from
      • Wait Period: Choose how long to wait before sending the next email
      • Fill in your Variables: Customize the branding of your email 

      NOTE: this email will only be sent to users who have not been matched to a purchase via the tracker link from the initial email.

       

      6. Hit Save as Draft

       

      7. Expand the Draft menu under the Smart Emails tab to find your new campaign. Here, you can see a preview, send a test, refresh (re-sync) your audience or activate your campaign.

       

      8.  To continue editing, hit the pencil icon or the trash icon to delete your campaign. 

       

      That's it! 

       

      If you have more questions, please reach out to your Customer Success Manager or contact support@tradablebits.com