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Guidebook: Your first mail with Reloadify
Guidebook: Your first mail with Reloadify

New to Reloadify? With this guidebook you can learn to use the Reloadify app as soon as possible in a competent way.

Jeljer avatar
Written by Jeljer
Updated over a week ago

By following our step-by-step guide, you can be assured that your first email will be a success!

Step 1. Authenticating your domain name

By authenticating your domain name in Reloadify, you make sure that your emails are definitely being sent from your own domain name. The validation of your domain name won't take long and in the following video we will show you how it works.

Do you need help setting up? Just contact us via chat, email or telephone.

Step 2. Data in Reloadify

Because Reloadify is designed for e-commerce, your online shop data will be supplied to Reloadify while linking to your online shop. This means you won't have to manually search for and add anything from your online shop to use it in Reloadify. Of course you can add (missing) data to your costumer profiles.

Step 3. Profiles & your brand

Take some time to think about who are your costumers and how does your brand fit into their life. Having a good think about it now will save you a lot of time when creating triggers and newsletters and make them more successful.

Are there other brands in the same sector as your online shop? Visit their website and subscribe to their newsletter. Study their websites and social media accounts. Try to understand what type of experience they are striving to create for their costumers and decide which direction you want to go. Seek to also understand your own costumers and analyse the purchase cycle in your online shop.

Step 4. Segmenting

In the first step of creating a trigger, we will ask you, who you want to send the email to. You can choose to send the email to all of your profiles or target a smaller group.

We recommend in 99% of all cases to send your emails to smaller groups of segmented profiles. You can segment very easily using filters.

πŸ‘‰πŸΌ For example: You want to email all of your costumers, who purchased consoles 30 days ago. Then you filter: A profile purchased at least one product from the category "pillows", exactly 30 days ago with the order status "completed".

Step 5. Begin with triggers

A trigger is an automatic email, which is sent to profiles that match your selected filter settings. In the example above the email will be sent to all profiles, which match the four filters:

  • The order has to be the "last order" of the profile;

  • The order has to include a product out of the category "pillows";

  • The order has to be "completed";

  • The order has to be placed "exactly 30 days ago".

If a profile meets all of these conditions, an email will be sent automatically. Employing triggers will allow you to automate a lot of your emails.

Step 6. Begin with newsletters

A newsletter is the sending of a one-off email. You have the choice of sending your newsletter to all of your profiles or to send it to a smaller segmented group.

Do you want to send a newsletter only to your newsletter subscribers? Set the following filter:

Tip: We recommend performing a segmentation before you send a newsletter. This will improve your opening-, click- and subscription rates.

Step 7. Design your emails

The designing of your emails is an important step in Reloadify. For your first email you won't have any templates, of course. You will therefore have to create your first email from scratch. But once you have created a satisfactory layout, you can save some or all parts of it and use them in future emails.

Step 8. Analysis

After setting up your first trigger or newsletter, it's important to measure the results your email campaigns are generating; as well as triggers and newsletters. To review the statistics of a specific trigger or newsletter, click on the drop-down menu and select "Statistics".

πŸ‘‰πŸΌ Curious how the conversion attribution works? Then read this article.

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