Create a mailing campaign

Use the mailing campaign template if you want to send multiple mailings specifically to a group of recipients. The trigger is always a date:

  • the registration date to the current list

    or

  • other date attributes such as the date of a specific event that is still in the future.

Use cases

The use cases of mailing campaign workflows go far beyond what you first think of when you read "registration date" or "other date".

Let's take a closer look: If you use the registration date as a trigger for your workflow, there are basically two possibilities: The list registration is done by your recipients or 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.

If you do not start from the registration date to a list, but from another date attribute, this can be an event date, for example, for which you can design mailing routes in advance and afterwards. You will find more information on the structure below.

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. Decide on a trigger and take the next steps:

    Step by step

    1. Select your list.

    2. Waiting time

      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.

    3. Further mailings

      Starting from the first mailing, you can add further mailings.

      If required, add further mailings by clicking on "Further mailing". Or delete mailings by clicking on the "Delete" icon.

      The interval between mailings is at least one day. You define the exact waiting time later (in the created workflow).

    Step by step

    1. Choose your list.

    2. Select an attribute as a reference date, e.g. an event date.

      You can choose from all attributes of the type "Date" and "Date & time".

    3. Send before date

      Click on "Add mailing" to add one or more mailings and define how many days, weeks or months before the reference date they should be sent.

    4. Send by date

      Click on "Add mailing" to add one or more mailings and define how many days, weeks or months after the reference date they should be sent.

    You define the exact waiting times later (in the created workflow).

  5. Click Create.

  6. Select mailings

    Click on the mailing group and make your mailing selection.

  7. Waiting time

    Define the waiting time between your mailings in days, weeks or months. The waiting time between two mailings must be at least 1 day.

  8. Schedule dispatch

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

  9. 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.

  10. Approve and activate workflow

    Approve your workflow and activate it.

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