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Set Up an Email Campaign

Follow these six steps to set up, customize, and send an email campaign, from choosing the communication method to targeting your audience and scheduling your campaign.

Email campaign

Step 1 (info)

This is the start page for setting up a campaign. Follow the instructions and click “next” to continue. The choice you make on the "communication method" (SMS or email) defines the next step (content). If you want to save your campaign and continue working on it later - click "Save as draft”.

Step 2 (content)

In step two you set the content of your campaign. If you choose to email in step one, you will see this page. Write the subject for your email and click “Edit email content” to set up the content of your email. 

Program settings:

  • "Sender name"
  • "Sender email"

These are program settings and cannot be changed at this point. If you want to change these, you are welcome to send an email to support@loyco.no.

Step 3 (content)

To set up or edit your email - click the EDIT EMAIL CONTENT button. This will open a new window where you can set up the email just the way you want. There are lots of possibilities to add text, images, videos and so on. 

Step 4 (recipients)

In step four, you choose who the target audience of the campaign is. You have three options:

  1. All members.
    • All members in your program will receive this email (except those who have unsubscribed from emails and/or have not accepted the user agreement).
  2. Send to an existing segment.
    • Choose a segment from a dropdown list of previously created segments.
  3. Create a new segment.
    • This option will open the "segment creator" for you to set up the desired segment.

Step 5 (review)

In step five, you review your campaign and make sure everything is correct. If you are sending an email, be sure to check the subject of your email. If you are sending an SMS, you will see the actual message where it says "Message". To see a live preview with merge data you can click on the view button for each member.

Step 6 (send campaign)

In step six, you send your campaign. You can send it "Now", or at a specific time in the future. "Recurring sending" means that the campaign is repeated as many times as you wish. This can be used, for example, if you set up a campaign to remind those who have not registered their payment cards to go to the website to add their payment cards to earn a bonus. The segment functionality is dynamic. This means that if you set up a segment with members who have 0 cards registered, once a member has registered a card, they will no longer be a part of this segment.

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