Create a mailing campaign

Use the mailing campaign template if you want to send multiple mailings specifically to a group of recipients. You use the subscription date as the trigger for your workflow. Depending on the use case, recipients either subscribe to the list themselves or are subscribed by you (e.g., via import).

If your recipients subscribe themselves (e.g., via subscription form), typical use cases include welcome or onboarding journeys. Seasonal mailing actions are also possible, for example a list that you use exclusively for your Christmas mailing.

First mailing dispatch: You can send the first mailing at the earliest one day after the subscription.

Process

Your recipients subscribe themselves to a list. Based on the subscription date, your mailing campaign starts.

The second option is that you create targeted lists based on CRM data or attributes. You then manually subscribe your recipients to this list (e.g. via import from your CRM system). The workflow begins based on this subscription date (which you triggered yourself).

First mailing dispatch: You can send the first mailing at the earliest one day after the subscription.

Process

You create a list specifically for a particular campaign. You then select recipients based on your CRM data or attribute values and subscribe them to the list (e.g. via import from your CRM system).

The mailing workflow starts automatically based on the subscription date you defined.

Example: You create a list of all recipients who purchased sneakers in the last six months. You then set up a mailing campaign to promote complementary products to them.

Use cases: This approach allows you to cover a wide range of use cases such as cross-selling, customer reactivation, follow-up mailings, reminder series for events, webinars or promotions, loyalty programs, whitepaper downloads, and much more.

Step by step

  1. Create workflow

    Open the "Workflows" navigation item and click New workflow

  2. Enter a meaningful name for your workflow.

  3. In the Inxmail templates tab, select "Mailing campaign".

  4. Select your list.

  5. Waiting time after subscription

    The workflow is triggered by a subscription to a specific mailing list. All types of subscription will be considered. You can schedule the first mailing to be sent no earlier than one day after the subscription date.

    Define the waiting time (in days, weeks, or months) starting from the subscription date. You will set the mailing and time of dispatch later.

  6. Add additional waiting times

    Based on the first mailing sent through your workflow, you can add one or more follow-up mailings.

    • Click "Add mailing" to include additional mailings.

    • Set the delay (in days, weeks, or months) starting from the dispatch of the previous mailing. You will set the mailing and time of dispatch later.

  7. Add more mailings as needed by clicking "Add mailing" and defining a waiting time for each one. To remove a mailing, click the "Delete" icon next to it.

  8. Click Create.

  9. Select mailings

    Click on the mailing group and select the mailings to be sent.

  10. Schedule dispatch

    Under "Schedule dispatch", enter the time of day you want your mailing to be sent.

  11. Add more mailing groups

    If needed, you can add additional mailing groups via drag and drop. Drag the mailing group node to a connection point. Then define the mailing and its dispatch time.

    Editing limitations with Inxmail templates: Inxmail templates are designed for specific use cases. You can only delete or add certain nodes. Create a custom workflow from scratch if you need more flexibility.

  12. Approve and activate workflow

    Approve your workflow and activate it.

  • You have successfully created, set up, and activated a new mailing campaign.