How do I create an email in ZiftONE?

Global Help Desk

October 17, 2024 09:08

Note: Remember an email cannot be sent without being attached to a campaign.

Overview

A campaign is a collection of marketing activities that includes emails, email workflows, web plugins, multimedia assets, online ad campaigns, or any combination of the above. You can use supplier-provided campaigns or create your own. By creating campaigns, you will be able to gather data in one place for all the marketing activity around a specific product or service.

Email is the most common marketing activity associated with our platform's campaign tool. In this guide, you will learn how to get started with email marketing.

The following six sections are used to create an email:

Find Campaigns.
Create Your Own Campaign (Optional).
Select Activities to Add to an Existing Campaign.
Personalize the Email.
Add Recipients to the Campaign.
Schedule the Email.

Prerequisites

You should be familiar with the following topics before continuing:

ZiftONE Username
ZiftONE Password

Getting Started with Email

Follow the steps below to create an email in ZiftONE:

1. Find Campaigns

Through ZiftONE, suppliers provide campaigns to partners that are organized around the products, industries, and solutions that matter to your business. You can find these supplier-provided campaigns under Browse Campaigns. Using the campaigns provided under Browse Campaigns helps you promote brand standards and execute campaigns quickly and efficiently.

To find available campaigns, choose from the following two locations:

Browse Campaigns is where you will find all the campaigns available to you.
My Campaigns is where you will find all of your activated, paused, or archived campaigns.

As a new user, we recommend selecting from campaigns provided for you by your supplier as you learn to use ZiftONE.

2. Create Your Own Campaign (Optional)

Through ZiftONE, you have the ability to choose supplier-curated campaigns in Browse Campaigns as well as the ability to create your own unique campaigns. If you have subscriptions to multiple suppliers, be sure to select the specific supplier before creating your campaign.

3. Select Activities to Add to an Existing Campaign

After you have selected the campaign activity type (email), your next step is to activate the activity. You will need to do this in order to edit the details, personalize, add recipients, and schedule or send out emails associated with the campaign.

4. Personalize the Email

In the majority of email templates, you have the ability to edit, revise, and personalize emails with your business information and other preferences. Note: Personalization options are not available in every template. Once you have edited details and personalized your email, you have the ability to preview your changes in desktop, mobile, or tablet view. Once everything looks good, send a Test email to yourself. This gives you the opportunity to see how your users will see your email.

5. Add Recipients to the Campaign

When you have personalized your campaign and are ready to send, you will next connect the recipients to the campaign. You can select your recipients using your existing contact lists. You can also add to an existing list, or upload a new list.

6. Schedule the Email

You are now ready to schedule and send your email. You can send your email immediately, or you have the option to schedule a time and date for your mailing. Remember, the activity must be saved, have recipients, and have available email credits before it can be deployed.