1) Let's start by creating a new Mailing

Creating an emailing can be done either from the "Move to" button or through the Emailing interface directly.

Using the "Move to" window:
A mailing can be created and named directly from this window. Simply use the dropdown to see what options are available. Make sure to select the "Mailing" option.

Using the campaign dropdown in the emailing tool:

2) Now let's create our email!

On the emailing creation page there are different fields:

1) Mailing Name: Necessary to save and identify the mailing.
2) Email Templates: Saved templates that can be used to easily start writing emails, these can be custom tailored to your liking.
3) Email Sender: Select which email address you want to send this mailing from
4) Email creation toolbox: Contains the Subject, Body, and Attachments for a mailing
5) Merge fields: Drag and drop these into mailings to custom tailor and personalize interactions with influencers at scale.

1) 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.

2) Templates
This template dropdown gives access to examples of emails provided by Upfluence and past emails sent by a specific account. There is no need to save a specific mailing, any email sent becomes a template and can be used in the future.
Selecting a new template erases the current content and replaces it with the content of the template.

3) Email Sender

Use this to select which email a mailing will be sent from. The email sender cannot be changed after an email has been sent, if you wish to use your Gmail/Outlook make sure to connect these apps to Upfluence before you send your campaign. All test emails will still be sent through the Upfluence email sender, even if you have selected another option.

4) Email Creation Toolbox

A toolbox that allows you to customize an email's content (Subject, Body, and Attachments). For advanced users an HTML code view is accessible using the "</>" icon.

5) Merge Fields

Merge fields are a key value provided by Upfluence. A merge field is a dynamic field that will change in every email depending on the information attached to the recipient. (Name, location, name of social media handle etc...)

To insert a merge field either use the merge field "box", or type "{{" in the email body. This will open up a list of available merge fields you can insert in the body of your email.

Some of these merge fields exist by default inside Upfluence (see basic merge fields list here), while others can be customized for your account specifically (zone highlighted below):

Using a merge field means this field has to be available for all the influencers currently in an emailing. Upfluence will not send an email to an influencer if a merge field is missing.

For example, out of 100 influencers, if 99 have a custom merge field "Christmas Gift" defined, but 1 has this merge field missing, only 99 influencers will receive your emailing.

Use Merge Fields to add a personal touch to your outreach. This will help with influencer conversion and response rates!

3) Before sending the email, let's make sure we save and test it!

Now that your email has been written, you can save the email and send a test to yourself to ensure it looks how you would like.

Simply press the "Send me sample email" button to receive a copy in your mailbox.

The test email is always sent from Upfluence, not Gmail/Outlook. Your final email will be sent from the selected sender.

4) Run the eMailing!

Upfluence's emailing tool is designed as an active mailbox. A mailing has a status of either "running" or "paused". If a Mailing is running, any influencer moved into the mailing will be sent the pre-set email automatically. If the mailing is paused, no action will be taken until the Run Mailing button is clicked again and the mailing's status is changed to "running".

The screenshot above shows a campaign currently paused. Clicking on the "Run mailing" button will launch the emailing and send the pre-set email to all influencers currently present in the mailing list.

Once the campaign is running, it can be paused at any time by clicking on the "Pause Mailing" button. This will stop any further action from taking place. Scheduled emails will not be sent.

5) Reviewing Delivery

Once running, a mailing will schedule your emails for delivery. To optimize deliverability, Upfluence schedules a maximum of 1 email per minute. Systems like Outlook and Gmail also have email limit restrictions that can apply.

An influencer's status can change as they take different actions with regards to the mailing. They can move from "Scheduled" all the way to "Replied" to help you easily track these communications. Selecting the little star icon highlighted in red below will move that email thread to an "engaged" status.

5) Communications with Influencers

Influencers will receive emails either from Upfluence's SMTP server or from your Outlook or Gmail (if you have the integration active) depending on the option you picked.

In both cases, all communications are stored inside Upfluence and are accessible by opening the profile of an influencer. A reply can be sent either directly from this tab or from your usual email client.

6) Exporting influencers

Mailing statuses are filterable. A simple click on the number will filter out influencers who are not currently exclusively at this stage. This also means that there can be less influencers visible than the number displayed since they have been moved to another stage.

Once this is done, influencers that are in the stage can be exported to a list, a campaign, or anywhere else on Upfluence using the "export" button.

That should be everything you need to know about Upfluence's Mailing features!

Please don't hesitate to contact our support if you have any questions.

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