Managing email campaigns
Overview
Ortto email campaigns are standalone emails used for newsletters, product updates, and similar purposes. They are separate from the emails sent through journeys or playbooks.
Accessing campaigns
To access campaigns, go to Marketing > Campaigns.
Managing campaigns
View an email campaign
To view an email campaign:
- Go to the Campaigns page and click on the email campaign you want to view.
- On the campaign page, use the options at the top (Design, Recipients, Report, Activity) to explore different details.
Design
The Design tab displays the email design you’ve created. You can edit this content while the campaign is still in draft mode. To see how the email looks on different devices, select the mobile icon on the right-hand side to view the mobile version.
Recipients
The Recipient tab shows who will receive the email while it's still in draft mode. After sending, you can track activities such as who received, opened, clicked, bounced, or unsubscribed from the email. To view these details, select the sent dropdown on the right-hand side and choose the activity you want to review.
Learn more about invalid emails.
Report
The Report tab shows the performance of your email campaign, including:
- Total numbers and percentages for metrics like emails Sent, opened, clicked, conversions, and revenue.
Learn more about understanding email campaign reports.
Learn more about how campaign performance is calculated.
IMPORTANT:
- Currently, by default, our reports include non-human interactions, such as those caused by Apple’s Mail Privacy Protection (MPP) service. Since we can’t differentiate these from real opens without also missing genuine recipient interactions, we have chosen not to remove these from reports by default.
- However, we do have a way for customers to easily identify and ignore these themselves in their automations and reports via the “Possible machine open” field logged for open activities related to this service. Our team can assist with help on setting up such filters if needed.
Activity
The Activity tab displays real-time actions performed by contacts. You can filter by specific activities on the right-hand side to see which contacts performed them and when.
Preview text
Preview text is the brief snippet that follows the subject line in most email clients. Use it to enhance your email’s appeal and increase open rates by giving subscribers a sneak peek of what’s inside.
Adding the preview text to your campaign’s email message
- Start a new campaign or edit an existing one.
- Navigate to the Setup tab.
- Enter your Preview text. Personalize with tags and add emojis for extra flair.
Tips for preview text
- Keep it brief: Ensure the full message is visible in the email client.
- Be clear and concise: Summarize the content quickly.
- Add a touch of urgency or intrigue: Create a teaser to encourage subscribers to open the email.
Using liquid to personalize email content
Learn more about using Liquid to personalize email content.
Organize campaigns with folders
To keep your growing list of campaigns organized, use folders to group them together. Here’s how it works:
- Combine different campaign types (email, playbook, SMS) in one folder.
- A campaign can only be in one folder at a time.
- For more organization, create subfolders within a folder.