Create a mailing

Creating a mailing
 

  1. In the "Mailings" section, click the ‘‘New mailing’’ button.



    Or use the shortcut in the left-hand navigation:


     
  2. Select a template you have already customized from the list.


     
  3. Choose if you want to customize your template or not. If you choose no, continue to step 7.


     
  4. Choose your favorites images, texts and links.

    The changes that you make on your template during this step will only be effective for the mailing that you are working on. The changes you make will not affect your original template.
  5. Test your mailing!  Use the test mailing option to make sure that it works properly.  Try your mailing in different platforms (Hotmail, Gmail, Outlook, etc.).
     
  6. Click "Continue" for the next step, or "Save draft" to continue later.
     
  7. In the Your mailing section, edit the subject of your mailing if need be. The subject (or title) of the email is very important because it's one of the first things your recipients will see in their inbox when they will receive your email. It will help them decide if they open it or not. 

    Then, enter a preview text for your mailing. The preview text is a short summary of the content of your mailing. It will be displayed after or beside the sender name and your email subject in your recipients' inbox. To learn more about the preview text and the best practices to write a good one, click here.

    Finally, choose the preferred language. Your mailings’ footer will be displayed in that same language.


     
  8. Under the To whom section, select the target group or groups to whom you would like to send your message.


    Note: Since our system automatically deletes duplicates, when a contact belongs to more than one of your target groups, he will only receive your email once. 
     
  9. Next, enter the date and time of your mailing. You can pre-program your mailings. This option is very useful, especially if you plan on taking a vacation or like to prepare your communications in advance. 


     
  10. Check and modify, if necessary, your coordinates (from, sender address, return address). 


    These changes will only affect the mailing you’re planning, not your default settings.
  11. Add, if necessary, the "Google Analytics" and "Send to a friend" options.


    Google Analytics: Use this option to automatically create a campaign in the target sites of your clickable links. Enter a campaign name without accents, special characters or spaces, and you are ready to go. To avoid problems with your links, make sure that the sites linked to your mailing allow Google analytics.

    Before using the Google Analytics option in a mailing, we strongly recommand that you test your links by sending a mailing to a group test (a group where you can add your email address and maybe your colleagues' email addresses as well) before sending it to all your contacts. In order to test your links with Google Analytics, you need to send a complete mailing and select this option because Google analytics parameters are not included in the links when using the "Test mailling" option.

    Send to a friend: By checking this option, this will add a link in the footer of your email so that contacts can transfer your email to a friend. Every email sent using this method will be accounted for in your mailing statistics.
     
  12. When you are done, click on "Next". 
     
  13. A summary window of your mailing will be displayed. If you are ready, click on "Send". To make corrections, click on "Cancel".

    After clicking on “Send”, this future mailing will appear on your dashboard.

    You want to send the mailing immediately? Know that the system automatically delays the mailing by a few minutes to allow you to cancel it, in case you need to make a last minute change. To learn how to cancel a mailing, click here.

    You’re done!  Your mailing has been planned! You can now start to track your statistics.


     

Email footer and unsubscribe link

When your mailing is ready to start, the system begins to build your emails (one email per recipient). A footer containing your contact information, an unsubscribe link, a link to contact us and report an abuse and a link to our anti-spam policy is automatically added to the bottom of each email during this process.

Except your coordinates and our logo, the footer can't be modified. This information (address and unsubscribe link) at the bottom of your email is necessary to ensure that your mailings comply with the Canadian Anti-Spam Law (Bill C-28).

To find out how to update your contact information in the footer, click here.

To learn more about how the unsubscribe link in the email footer works, click here.

Click here to learn how to remove our logo from the footer of your emails.
 

Saving a mailing (draft)

At the bottom of the editing page, click on “Save a draft”. Your email will be added to the draft list and will remain available until you decide to send it. When you are ready to continue to edit your draft, go to the "Mailings" menu and select "Drafts". Then, click on the "Edit" optoin of the actions menu located at the right-end of the draft's row.
 

Mailing delivery time

This depends on the number of emails that have to be sent. During this final step of your mailing, you will see the estimated time of delivery.
 

Mailing list update

The list of recipients is updated at the moment of delivery. If contacts unsubscribe between the moment of drafting and delivery, they will not receive the email. If contacts subscribe during this same period, they will receive the email even if they were not in the target groups when you planned your mailing.
 

Viewing all the scheduled mailings

Only the next scheduled mailing is visible from your "Dashboard". To see all the scheduled mailings, go to the “Mailings” section and select   "Scheduled mailings".

By using the actions menu at the right of each scheduled mailing, you can:

  • Modify the time and date of the mailing 
  • Duplicate the mailing 
  • Cancel the mailing 

 

Re-sending a previous mailing

In the section “Mailings” >  “Previous mailings”, you can view the list of all previously sent mailings. From this list, click on the “ Reactivate mailing” option from the actions menu at the right of the mailing's row. You will enter editing mode and be able to modify it, save it as a draft and re-send it. 


 

Google Analytics and problems with hyperlinks

If you have checked the Google Analytics option and notice the following after the mailing:
  • Your statistics do not show for a particular link
  • One or more than one link is redirected to the wrong page or seems to be broken
This means your email contains links to external sites that may not support Google Analytics. To resolve the situation, uncheck the Google Analytics option before your mailing.
 
Before using the Google Analytics option in a mailing, we strongly recommand that you test your links by sending a mailing to a group test (a group where you can add your email address and maybe your colleagues' email addresses as well) before sending it to all your contacts. In order to test your links with Google Analytics, you need to send a complete mailing and select this option because Google analytics parameters are not included in the links when using the "Test mailling" option.

 

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