Send an Email Campaign
You can launch email campaigns to your contacts saved under My Audiences, allowing you to send survey invitations and follow-up reminders through Conjointly at an affordable rate without needing an external mail platform.
Set up a campaign
You can set up an email campaign in three ways:
- Within a launched experiment.
- When launching an experiment.
- Within an audience page.
Set up an email campaign for a launched experiment
To add a campaign to a launched experiment:
- On the Manage experiments page, select the experiment for which you want to set up an email campaign.
- Under the Participant sources tab, click the button.
- On the pop-out, select send an email campaign.
- Select the desired audience from the drop-down list.
![Add campaign to a launched experiment Add campaign to a launched experiment](https://conjointly.com/img/launched-experiment-campaign.gif)
Set up an email campaign when launching an experiment
You can also set up an email campaign when launching an experiment.
- On the Choose participants tab, select Send an email campaign.
- Select the desired audience from the drop-down list.
![Add campaign when launching an experiment Add campaign when launching an experiment](https://conjointly.com/img/new-experiment-campaign.gif)
Campaigns added within the experiments are also accessible under the Campaign tab on the audience page.
Add a campaign within an audience page
Alternatively, you can add an email campaign for an audience by following these steps:
- On the My audiences page, select the audience for which you want to set up a campaign.
- Inside the audience page, select the Campaign tab and click the button.
- In the pop-out window, fill in the campaign name and the linked experiment. Please note that only launched experiments can be linked.
- Click .
![Add campaign Add campaign](https://conjointly.com/img/my-audiences-add-campaigns.gif)
Edit a campaign
By default, a campaign consists of the following three steps:
- S1: Initial invitation, which is a survey invitation email.
- S2: Timer 1, set to be a 1-day delay before the next step.
- S3: Reminder email, a survey reminder set to be sent to all contacts yet to complete the linked survey.
![Edit campaign Edit campaign](https://conjointly.com/img/my-audiences-default-campaign.png)
You can add emails and timers, move, and delete the steps.
![Edit campaign Edit campaign](https://conjointly.com/img/my-audiences-edit-campaign.gif)
For each email added to the campaign, you can adjust the following settings:
- Specify the subject line.
- Edit the email text. You can include formatting, tables, or images. Add placeholders for variables and custom fields you used when adding contacts, like
[Survey Link]
,[First Name]
,[Country]
,[Industry]
, etc. - Set up conditional logic for sending emails. For instance, when the previous message has been or has not been sent, or the respondent has completed or is yet to complete the survey.
![Edit email Edit email](https://conjointly.com/img/my-audiences-edit-email.gif)
By adding a timer, you can specify the time delay in the number of hours, days, or weeks before the next step.
Save and launch a campaign
Click
View and manage launched campaigns
You can view the status of each step of the campaign, including the number of messages sent and opened by contacts, the number of contacts that opened survey links and answered the survey, and the steps yet to start. To edit a launched campaign, you will need to pause the campaign.
Alternatively, you can view the status and manage the settings of the launched campaign under the Participant sources tab within the linked experiment.
![Add campaign Add campaign](https://conjointly.com/img/experiment-campaign-status.png)
Do you have questions about sampling? Get in touch with a fieldwork expert today. Schedule a consultation. You can also read about: