Ready to launch your campaign? Follow these steps to combine your sender details, email list, and template. Send a test email to check for errors. Once ready, schedule your campaign and monitor its performance using Orbee's reporting tools.
Step 1: Upload Your Email List
To get started, you'll need to import your email list into Orbee. Here's how:
- Go to Lists: In the Orbee platform, navigate to Email Marketing > Lists > + New List.
- Prepare Your List: Ensure your list is saved as a CSV UTF-8 file. The file must have the exact column headers provided in Orbee's sample file.
- Upload: Click "Upload," select your correctly formatted CSV file, name your list, and click "Create."
- Wait for Completion: The upload process may take a few minutes. Refresh your screen to check the status. It should say "Complete" in green.
Step 2: Create Your Email Template
Now it's time to design your email. Orbee's email editor provides the tools you need to create a professional and engaging email.
Navigate to Email Marketing > Editor. You can switch between the Appearance and Content to customize the design and adjust the text or other content you want to include.
- Edit Existing Template (Optional): If you have an existing template you'd like to use, go to Templates > Edit.
- Design Your Email: Use Orbee's drag-and-drop editor and pre-made modules to craft your email content.
Appearance Editor View:
Content Editor View:
Best Practices:
- Colors: Use the hex code finder tool to find the right color codes so everything matches.
- Preview: Check your email in different email programs and in dark mode.
- Content: Use Orbee's pre-made blocks, the same background color everywhere, and space things out nicely. Don't forget to add links to your social media and a footer with your contact info and an unsubscribe link.
- Buttons: Make your buttons look good in Outlook. Make them big and noticeable.
Step 3: Create Your Email Campaign
Start a new campaign by navigating to Email Marketing > Campaigns > + New Campaign. Fill in the required information, including your campaign name, subject line, sender information, and the email list you want to target.
Footer Options:
- Select "Insert Default Footer" if you haven't included a footer in your template.
- Select "Don't Insert Default Footer" if your template already has a footer.
Step 4: Test and Schedule Your Campaign
Click the three-dot menu next to your campaign and select "Test Send." Enter your email address and any others you want to include in the test.
Best Practices:
- Check all links in the test email to ensure they are working correctly.
- Ensure the subject line is compelling and encourages recipients to open the email.
- Schedule the campaign at least 10 minutes before the desired send time to allow for processing.
- Verify that any UTM parameters are correct for accurate tracking.