Ready to send emails but not sure how to get started? This guide is for you! In a few quick steps you can upload your mailing list, set up an email and send a message.
First things first
Before you can set up an email or upload your mailing list, you need to round up a few items.
List - You'll need your email marketing list ready to upload into your account. The easiest way to do this is by saving it in Excel as a .csv, .xls, or .xlsx file type. You can manually type in your contacts if you have a few, but if you have a lot, you’ll want to upload them to save time.
Email Content – Consider the type of email you plan to send -- Newsletter, Invitation, or Promotion -- and what your message will communicate. Gather images you want to use, links you’ll need in the email, and the text. You don't have to write everything in your email ahead of time, but having an idea of what you want to say and any content you want to include will make the creation process much faster. Plus, knowing what kind of email you want to send will make selecting a predesigned template easier.
Social Media – Sharing your email on social media helps spread the word about your business. You’ll want to include links in your email that enable readers to both share your email and to follow your business on social media. We provide social media icons to add to your emails. Have your social media page URLs handy.
Now that you have your email ingredients ready, let’s get started!
Add your Contacts
The Contacts section keeps track of both your email mailing lists and social media connections. You can upload or drag and drop your email contacts into an Excel file, or manually type them in. You can also connect your Facebook and Twitter accounts in this section.
Upload a list
You can upload your list a few ways:
Now that you have your file uploaded, match your data to finish adding the list to your account. Take a look at the drop-down menus above your data, and match what you see in the column to the options in the menu. For example, in the column with email addresses you'll select, email address in the drop down menu, match first names with first names, etc. If you don’t want to include the data in your list, select Unmapped and we won’t upload any of that information. Once everything looks good, click Import on the right and you're ready to go!
You can also create a custom field during your list upload. On the Map Fields page just type in a new custom field name where it says Unmapped. Once you like the name, click Create Field.
To quickly add a contact to a list, use the form on the right hand side. It’s easy: all you have to do is fill out the contact information and select the list you want to add them to.
Create a Sign-Up Form
To create a sign-up form click the Sign Up Form tab under contacts. You have the option to either design your own sign-up form or embed a generic HTML code into your website.
To design your own, first choose a template from the top panel. Next, you’ll need to provide your company name and text explaining why the customer should sign up. Then you can choose what sort of information you want a customer to provide such as first name, email or address. You’ll find a list of form fields that you may use on the left hand panel.
Once you have created a form you like click Next. You’ll then be asked to create a thank you page. This page will let customers know that their email was successfully added to your system and to look out for emails from Vertical Response with a confirmation link.
The last step is to either share your sign-up form on social media or get the HTML code and embed it into your website.
The Contacts section is where you’ll set up connection to your social networks, so we’ll do that now as well.
Add Social Accounts
To add your social accounts, click the Add New Account button to the right of Social Accounts. If you've added every social account your current subscription allows, we'll let you know. If you need to add an extra account, you can always upgrade your subscription.
Choose the social network you would like to add to your VerticalResponse account and follow the authorization forms.
The Social Accounts section will display all of the social accounts you've linked. Here’s what else you’ll find here:
Now that you’ve uploaded your lists and linked your social media accounts, it’s time to create an email. Creating a new email only takes a few simple steps! Just select a template, add some images, links, your text, and you should be ready to send.
To create a new email, click on the Messages tab of your account. Then under Email Campaign, click Create One.
Our super simple system will walk you through setting up your email. The first step is to fill out your campaign information.
Campaign & Sender Details Subject Line
This may look complicated or sound super techy, but it's just the info your readers will see when they first get your email.
Here's a breakdown for each line:
From Name will usually be your company name; most of your readers will recognize your company name before a person's name.
The Subject line is at the very top of the email and should be something interesting and attention grabbing, to make your readers want to open the email. It should also have something to do with the content in your email, which is a requirement of the CAN-SPAM law.
The From Address is the address your readers will see when your email comes into their inbox. This doesn’t have to be the same as the reply-to email address, but your recipients will see it, so your personal email address may not be what you want to use here.
Reply Address is the email address is where we’ll send any responses to your email. Your recipients won’t see this one, so be sure to use one that’s monitored in case they have any questions.
Fill in all the details and click the green Continue button.
Next you will visit our template gallery to choose what kind of email you want to send.
The template gallery is where you can find pre-made designs for your emails. You’ll be able to choose from different kinds of emails such as announcements, newsletters, basic emails, coupons and more. You’ll also have the option to upload your own HTML template or start building an email from scratch.
All the templates are responsive, so no matter what size screen your email is read on, everything should look good. So your mobile and tablet readers should find reading your email easy, just like those on a desktop computer.
Once you have chosen an email template, hover over it and press Continue.
Now that you’ve selected the template you want to use, you can add your content. And we've made that a snap! Templates are pre-set with images and text blocks that make sense for your business. But you can easily make changes to fit your needs. The editor allows you to completely customize your email. You’ll be able to insert content blocks, edit images, change the background and more!
To insert a content block, choose a layout from the left hand panel.
The Content Block will adjust to the amount of text you include or the images you add; you won't need to resize anything.
All changes to your email are saved automatically, so no need to worry about losing your work! Did you add something but don’t like it after all? Simply use the undo button. You’ll even be able to use the clock icon to undo previous edits.
Once you like how your email looks, click the Next button in the top right corner. You will have to preview your email, as well as send out a test. Then you can select your lists and schedule when you want your email to go out.
When you are ready to send click the green Send Email button in the top right corner.
And there you go! In just a few quick and easy steps, you now have an email to send. Remember, once you send the email, check your reporting to see how effective your email and social posts are with your readers.
Use our handy checklist before you send your email to make sure you've covered everything!