When you are new to Reloadify, it is tempting to immediately create an email and to send it without segmenting, to all of your customers.

Often a result of this will be people unsubscribing and a lower opening and click-through rate of your emails. At Reloadify we prefer to do it differently.

Through segmenting your profiles into groups (segments) you can provide a more personalised experience to your customers. This will improve your opening, click and subscription rates and result in increased sales revenue.

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? We can take care of that for you. Just contact us via chat, email or telephone.

Step 2. Data in Reloadify

Because Reloadify is especially 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

As with many things in life; look before you leap. The same applies to email marketing. 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. How often does a costumer buy on average? And what is the average order value? All these questions ensure, that you can create a conclusive and personalised experience for each of your costumers.

🔎 If you want to know more about profiles, read this article.

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.

👉🏼 For example: You want to send an email to all of your costumers, who purchased nail polish 30 days ago. Then you filter: A profile purchased at least one product from the category "nail polish", exactly 30 days ago with the status "purchase completed".

After setting your filters, you are able to create specific emails for the profiles matching these filters.

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 "nail polish";
  • The order has to be "completed";
  • The order has to be placed "exaclty 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. You can create, for example, a welcome email for new costumers, an email for costumers who haven't purchased anything in your shop for a while, or you can create an email with a discount code for subscribing to the newsletter.

Important: To avoid your profiles constantly matching with all of your created triggers, you can never use "smaller than" or "bigger than" to filter.

🔎 Do you want to find out more about triggers? Read this article.

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.

🔎 If you want more information about newsletters, read this article.

Step 7. Design your emails

The designing of your emails is an important step in Reloadify. Due to the seamless integration with your online shop platform, you are able to send your emails with "dynamic content". It enables you to add "dynamic products", which will adapt to each receiver of your email.

Furthermore you have the opportunity to generate discount codes, which can be made unique for every profile and allow you to accrue personal details of the costumer, like their first name.

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. Using this method you will be able to create future campaigns in no time, and on top of that, your emails will always have a uniform and your personal layout design.


👉🏼 Read more about duplicating and/or saving parts or a complete trigger or newsletter.

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".

👉🏼 Curious how the conversion attribution works? Then read this article.

Congratulations, you can now successfully manage the basics of Reloadify!

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