Here's a helpful video on how to do this:
Upfluence mailing tool helps you save time and increase conversion rates by reaching out to influencers at scale via automated and customized email campaigns. You can create mailings and add influencers from different tools, such as the Community, Workflow, Search and of course the Mailing tool.
Create a new mailing
From the Community App, select the influencers you'd like to contact and click on Create > Email.
From Workflow, you need to first select influencers and click on "send new email"
From the mailing tool, you need to first select influencers and click on "New Mailing"
From your lists, you just need to click on the "envelope" button and a menu will show, there you can select to contact your selected influencers
For all the methods above, the same email editing window will open.
Create your Email Body
Whenever you create a new mailing, the first thing you need to do is to add your Mailing Name. Simply pick a name for your mailing. Make sure it is unique and that it is specific enough to help identify this mailing in the future. You can always change it later.
After you named your mailing, select your Email Sender. If you'd like to use your Gmail or Outlook inbox make sure to connect your account to Upfluence before you run your mailing.
NOTE: The email sender cannot be changed after the first email has been sent out.
Now you can set up your email subject and body. Our toolbox allows you to customize an email's content (Subject, Body, and Attachments). An HTML code view is accessible for advanced users using the "</>" icon.
You also have the possibility to use merge fields and fallback values to personalize each email and increase your reply rate. You can use pre-set merge fields or create your own merge fields. For each merge field, you can use fallback values.
When you are happy with your email, you can click on "send" the mailing will be saved and start being sent.
Add influencers to your Mailing
Now you have your new email created, you can add influencers to your email.
You can add influencers from different parts of the platform using the "move to" features.
NOTE: If you created your new mailing from the Community App or the Workflow, the influencer you selected will be automatically added to your mailing.
You can add influencers from:
The search tool:
Select the list of your choice.
Click on "Add to".
Click on "Add selected influencers to" A pop-up window will open.
Select your mailing and add your list.
The Influencer relationship management tool:
Select the influencer of your choice
Click on "add to" A pop-up window will open.
Select your mailing and move your list.
Before sending your mailing, you can preview your email and send a sample email to. Check how your email will look like when influencers receive it. Learn more about How to preview your mailing content and send yourself a sample email
If you have already checked your email preview you can directly move to the next step: How to review my mailings delivery and reply to influencers
Frequently Asked Questions:
1. Can I use merge fields in direct messages to influencers?
Yes, you can use most of the merge fields when sending a direct message to an influencer through Upfluence. Here's how to incorporate them into your messages:
Adding Merge Fields: When composing your email reply in the side panel, start typing “{{“ in the message content area. Doing so will trigger a window to pop up, giving you access to all the merge fields available in your account.
Restrictions: While merge fields can be incredibly useful for personalizing your messages, please note that you cannot use them to add campaign-related merge fields, such as an application_link, in your individual replies.
Fall Back Values: It's important to mention that fall back values for merge fields are not available through the side panel. This feature is exclusively accessible on the mailing template editing page.
2. Is adding fallback values to merge Fields in Email Templates Mandatory?
Adding a fallback value to merge fields in your email template is not mandatory. If a merge field does not exist on a recipient's profile, the email will not be sent out, and you will receive an error notification email.
3. Formatting issues in sample emails from Upfluence
If you send yourself a sample email from Upfluence and notice that the formatting appears off, the issue might be due to invisible formatting within the email template. Here's how to address this:
Switch to Code View: In your email template editor within Upfluence, switch to the "Code view" mode. This mode allows you to see all the HTML formatting that's not visible in the standard editing view.
Identify and Remove Unnecessary Tags: Look for unnecessary <br> tags within the code. These tags are used for line breaks and could be causing unwanted spacing or formatting issues in your email.
Delete Unnecessary <br> Tags: Carefully remove all the unnecessary <br> tags you find. This action should help fix the formatting issues in your sample email.
By cleaning up the hidden formatting in your email template, you should be able to achieve the desired appearance for your emails. Always preview your email after making changes to ensure the formatting looks as expected before sending it to your audience.
