User Guide: setup your lists and send your first campaign

User Guide to setup your lists and send your first campaign

Once you have completed the set up and validated the records you are ready to setup your lists and send your first campaign

We have provided both video and a step by step guide below to help get the most out of the app.

​When you first login you will get a pop up tour guide, this provides an outline of what steps are required to set your system up

General Information

The app doesn’t allow you to move to the next step in any process unless all of the required information is provided, if you try to save and move on you will see the missing fields are shaded in red

Another useful feature is when you click on box or field, you will see a hover box appear with a basic explanation of what is required

You will see the fields in each template have information entered to show you what you should be adding in each field

We will go through each stage now to set up your lists and campaigns and finish with a walk through of the reporting suite


Getting Started

1 Creating your First list and opt in form


2 Creating a campaign and sending an email


3 Creating an autoresponder series


4 Creating a segment and sending a campaign


5 Understanding the reporting functions


Step by Step Guide in TEXT FORM

1 Create your first list

Click “Create your first email list”

Enter the general data required

You will see a help box as you fill in each field that gives you useful information. Make sure the from email and reply email are correct, it will be defaulted to the email you used to sign up but don’t worry if you don’t have the email you want to use, this can be added later

Single/Double opt in

By default we require double opt in since single opt in doesn’t send a confirmation email which is now a CAN_SPAM Violation. Double opt in  requires your subscriber to confirm before being added to your list which protects you from account suspension due to spam complaints.

Subject can be whatever you like and this is added to each campaign

Notifications can be sent to inform you of any new subscribers and any unsubscribers and you can select to use this. Once you have more than 1 list you can set various other actions such as

Create Segments based on Opens

Once you have added another list you can set the subscriber actions below so if you have a prospects and buyers list you would set this here to unsubscribe from the prospects list when subscribing to this list (Buyers) for example

Company Details

These details are pulled through from the account profile you created when you first got access to the app. Once again these details are now mandatory according to CAN-SPAM law. If you want this list to be sent from a different sender or company you can simply add the new details here

Click save and the list has been created

3 Adding Subscribers

You can add subscribers via sign up forms or your subscribe URL.  As well ADVANCED MEMBERS can import a list.

Creating your first opt in form

From the overview screen click on custom fields, you will see we have added 3 by default and these are



First name

Last name

You will see email is required and cannot be removed but the other 2 fields are not compulsory and can be removed if not required.

If you only want to collect email you would delete the other 2 fields and click save

If you want to collect first name and email you would delete last name

By default, the email field is shown as field 1, if you want to display the first name first followed by the email field you need to select the order of each field in the sort order box on the right-hand side

Click save

To get the html code to add to your landing page click on the quick links tab

Select list embed forms

Copy the whole of the code from <form action to </form>

Paste this in to your landing page and you are ready to collect subscribers

Setting up an automatic redirect from your landing page

Click on quick links

Select List pages

On the top right click on the link “Select another list page to edit”

Select “Subscription confirmed”

Scroll down the page and you will see a box to paste in the URL of the page you wish to redirect your subscriber too

Click save changes

Importing Subscribers If You Are An Advanced Member

Click on “Lists” and you will see the list you have just created

Click on the name of the list to see the overview

Click on tools

This shows the 3 options you can do inside the app, import, export and copy

Select Import tools

You now have 3 options to import your list

The most common method is CSV which is transferring a file from your PC to the app

Click to upload and your list will be imported directly to your list

Editing built in pages

We have provided 11 pages that are automatically sent based on certain events

You can view all of the pages from this list and make any edits you wish, click save and the pages are saved with your content.

Creating your first campaign

Click on “create your first campaign”

Enter your campaign name

Choose the type of campaign you want to send, regular is a broadcast type message which can be sent immediately or queued to send later and autoresponder message is a follow up message to send in a sequence over a period of days or months

Select the list you wish to send the message to and click save and next.

In the campaign set up screen you will see the fields are filled in with the default information you added in the profile section.

Please make sure the “from email” and “reply to email” match the domain name you verified earlier.

Add your subject

In the campaign options section, you can select the tracking options you want to collect

You can select to track emails that are opened and clicked once they are opened

Leave the other fields as is and make sure you select the correct tracking link if you have set up more than 1 and this must match the domain name you are sending from

You can add a pre-header – this is a short summary text that follows the subject line when your email is delivered in to the inbox

Many mobile, desk top and webmail clients provide this to tip you off about what’s in the email before opening it

Click show more options

Scroll down and view your Campaign delivery servers

At this point you will only have added 1 so tick the box to select to use this server to send your campaigns but in future you may decide to add more so it’s very important to select the correct server to work with the tracking domain and sending domain

Here is what your app will look like when you have added more servers, you can select 1 or more than 1 and the app with send to each server each hour based on the number of sends you have set as the limit in the sending server template

Once you have created more campaigns, this is the area you can filter your lists and create segments

A really useful feature is the ability to send a campaign only to people who opened or clicked previous emails and also to people who didn’t

You can select 1 or more than 1 previous campaigns

This is especially effective to increase conversions and ROI sending your 2nd message only to the people who didn’t open the previous emails and it also keeps your subscribers happy along the way because they don’t get duplicate emails

You can also send to a segment of a list and set the number you want to send to and you can select to randomize this so the number you want to send to are from a cross section of that list

Once you have checked all of the fields click save and next.

Creating your email newsletter

The default screen you will see is the HTML editor. You can toggle the template builder to drag and drop premade sections to create an email.

Click the “Available Tags” link in the editor to copy and paste the tags to your campaign

To be spam compliant we must add your company details and an unsubscribe link to every email. TIP: The FOOTER section in the TEMPLATE BUILDER already contains them.

You can select a pre-made template from your saved templates by clicking change/select template (or go to gallery and import a template to your saved templates)

The template opens up in the editor….

Edit your emails text, pictures, etc. and save it.

Then send a test email to yourself to check all is well.

The link to do that is at the top right of the template.

Click “save and next” to schedule the email to be sent

To set the date/time for a regular email click the date field and set the date/time to send which can be immediately or at a time in future using the calender feature

TIP: To send immediately just go to  SEND Campaign at the bottom of the page. Don’t bother setting a time – it will go out right way.

Setting Up Your Autoresponder Sequences:

This is the option to send multiple emails to the same person (or lists) over time.

Generally, you will send daily or weekly emails but you do have the option to send at different periods as shown.

So  first create a new campaign and select AUTORESPONDER as the type

SAVE  AND NEXT – then fill in the campaign details:


Continue to edit your template – here we see the TAGS menu with required tags:

And the first message is ready with the proper tags added:

SAVE AND NEXT takes you to the confirmation page where you set the date and time – usually the ACTIVATE AT feild is left at the current time and the AUTORESPONDER EVENT set to AFTER-SUBSCRIBE.

The AUTORESPONDER TIME VALUE should be 0 so the first message will go out as soon as the subscribers signs up.


Continue on and finish up with that campaign, then create a new autoresponder campaign to the same list

When you add the second email you will set the time value to 1 and that email is sent 1 day after

(You can also set the exact time for each email to be sent if you wish.)

You will see the autoresponder messages in your AUTORESPONDERS lists.

RECAP: Adding further emails to the autoresponder

TIP: Make a note of the date/time you created the first email autoresponder and activated it.

Create the follow-up emails in the same way as the first email  autoresponder campaign

When you get to the activate screen change the date/time to the original email message so all follow-ups will go out using the first email as the starting date.

Set the time interval to 1 if you want to send daily/weekly based on the time unit you choose and repeat this process for additional emails making sure to set the date and time to the original date/time



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