With Oddle Email Marketing, you can now easily send targeted and effective emails to all your customers. In this article, we will walk you through the steps to create and send your first email with ease.
Setup your Account for Email Marketing (First-Time Users)
Before creating your first email, you will need to set up your account's sender profile and style guide. Don’t worry—just follow the onboarding flow in the Data-Driven Marketing tab in the Merchant Admin Dashboard!
Creating your Sender Profile
A sender profile consists of the sender's name and email address, which are the first details your customers see when they receive your email!
Log into your Merchant Admin Dashboard.
Navigate to Engage > Data-Driven Marketing.
Click on the + Create Campaign button to initiate the email setup process.
In the section "How should your brand be represented?":
Input an appropriate sender name.
This will be your display name in your customers' inboxes.
Input an appropriate email address.
Click Save and Continue.
Do note that after a sender profile is created, only the sender profile name can be edited.
What do I do if I want to edit my sender profile?
After creating your first sender profile, you can access the sender settings by following the steps from the Data-Driven Marketing page:
Click on the Settings tab
Click on Sender Settings
You can do the following actions here:
View all of your existing sender profiles
Add new sender profiles
Edit existing sender profiles
Only the sender profile name can be edited
Delete sender profiles
Only non-default sender profiles that haven't been used to send emails can be deleted
You can set a sender profile as the default
Setting your Brand Style Guide
A brand style guide outlines the basic design elements, such as colors and fonts, that your email campaigns will follow.
Following the previous steps in Creating your Sender Profile, you will be in the section "Set up your Campaign Styleguide".
Here, you can set your style guide in two ways:
Auto setup
Click on Sync From Brand. This will sync your brand's name, logo and primary color.
If you have not set up your brand's primary colour and logo, you can do so in Account Settings.
Manual setup
Fill in the details of your brand style in the left column.
View what your style guide looks like in the sample template shown in the right column.
Click Create Brand Config.
What do I do if I want to edit my style guide?
You can access your style guide by following the steps from the Data-Driven Marketing page:
Click on the Settings tab
Click on Manage Styleguide
Make the necessary changes in your style guide
Click Save Changes
Create your First Email
Once you're done setting up your account, you can finally create your first email campaign! Proceed by following the steps below:
Log into your Merchant Admin Dashboard.
Navigate to Engage > Data-Driven Marketing.
Click on the + Create Campaign button.
Selecting a Template
We’ve designed a variety of templates tailored to your needs and customers, making it quicker and easier for you to create email campaigns.
Choose a template or start from scratch.
Click Next: Content Editor.
Creating your Email Design
Here, you can use our content editor to create email campaigns with components seamlessly linked to your delivery, reservations, redeemable rewards etc.
How do I design my email?
Drag component blocks from the left column into the content editor.
Click on a component block and edit it on the right column.
Once satisfied, click on Next: Broadcast Settings.
How do I reset my template to the default colors?
How do I reset my template to the default colors?
Click on Reset To Default button under Campaign Styleguide in the right column.
How do I tailor my email for each customer?
How do I tailor my email for each customer?
In the Text component block, you can add personalization tags. These tags gather selected customer data, like their names and insert it into your messages for a customized experience.
Upon selecting a tag, you will need to input a fallback, which will replace the real data as placeholders if the data being pulled is unavailable.
For example, I can add a personalisation tag for a customer's name which will show as "Hello {name}" in my email. I can add a fallback "there", so in case, we cannot pull a customer's name, it will show as "Hello there".
How do I test what my email looks like upon sending it?
How do I test what my email looks like upon sending it?
You can send a test email to see how the email will look to your customers.
Click on Send Test located at the top right.
Input the email addresses you want to send the test email to.
Edit the email subject and pre-header text.
Toggle on or off Allow Preview As which will send a test version of the email based on chosen customer. This is important if you want to see how your personalization tags look in your email.
Click Send Test.
You should be able to view the test email in the relevant email addresses set.
Managing your Email Preferences
Once your email design is ready, it’s time to prepare to send it out!
On the Content Editor page, click on Next: Email Settings.
Edit the email settings in the left column.
You can either:
Click on Save As Draft and edit the email later.
Click on Confirm And Send. You will see how many recipients will receive the email. Click on Send Broadcast to confirm.
How do I edit the subject title of the email?
How do I edit the subject title of the email?
Under Email Settings, you can edit the following:
Email Subject
Pre-Header Text
This is the text that appears after the subject line in the recipient's inbox.
Sender Profile Used
Campaign Name
How do I send the email to a specific group of customers?
How do I send the email to a specific group of customers?
Under Recipients, you can select who you want to send the email to by:
Choosing either:
All Customers
Let me select
Click on Select Segments Or Tags and select which customer segment you want to send to.
Click on Add Filter and add conditions to filter the selected customer segment.
Choosing the subscription preference of the customers you want to send the email to. Do note that you must ensure your email does not include marketing content if you want to sent to unsubscribed customers.
You can view the total number of recipients who will receive the email.
How do I ensure more customers open the email?
How do I ensure more customers open the email?
You can set reminder emails which will resend the email if not opened 5 days after the original delivery date! Under Set a Reminder, you can enable reminder emails by following the steps:
Toggle on reminder emails.
Input the reminder subject title. We recommend this to be a different subject title from your initial launch email
How do I track the success of the email?
How do I track the success of the email?
You can set a campaign goal which measures how effective your campaign is in driving people to take action! Under Set a Campaign Goal, you can create a goal by following these steps:
Click on Set Goal.
Input the action of the goal.
Input when the action counts as a conversion.
Click on Save Changes.
How do I schedule the sending of an email?
How do I schedule the sending of an email?
Under Schedule, you can do the following:
Click on either:
Send Now
Schedule for Later: Choose the date and time to send the email.
...and that's it! You've sent your first but definitely not your last email!
FAQ
Can I edit my emails without sending them?
Can I edit my emails without sending them?
Absolutely! You can save your emails as drafts. Afterwards, head to the Data-Driven Marketing page, where you can access and edit your draft emails anytime!
What's Next?