We’re happy you’re here! This article is designed to turn you into a WordFly Pro in the shortest time possible. We'll give short explanations and then link off to articles to give you more step-by-step details. Use this as your all-up training guide and let us know if you have any questions.
Topics covered in this article:
When you create an account with us, you agree to WordFly's Acceptable Use Policy. All our users must comply with anti-spam regulations both in the US and to any countries where your subscribers reside. We've put together an article that lists email marketing best practices and rules to help you meet compliance regulations.
Here's a quick reference to some terms you'll see throughout WordFly.
Email Campaign: When you send/deploy an email with WordFly, we call it a campaign. A campaign is made up of your email template, a subscriber list and settings. Learn more in the email campaign section of this guide.
- Settings: From Name, From Address, Subject line, A/B testing options
- Email Template: What are you sending? HTML/Text email
- Subscriber list: Who are you sending to?
Email Template: The email template is the designed and personalized email that gets sent to a subscriber in your email campaign. Use WordFly's responsive email designer—Modern Editor—to build beautiful emails for every screen.
Starter Emails: You can make any Modern Editor email into a starter email template which puts the email into the starter carousel when you create a new email template. This is a great way to set up reusable templates for your users (or users can just duplicate templates under Email > Email Templates).
SMS: When you send to a group of mobile subscribers you are sending an SMS message. SMS is available to some countries and additional setup is required. Learn more in the SMS section of this guide.
Blocks: Create your own custom design Blocks to use in email and page designs built in Modern Editor.
Labels: Create and apply labels to your Campaigns, Templates and Subscriber lists for easy filtering and organization.
Data Fields: Data fields in WordFly allow you to add First Name, Last Name and other personalization inside your email template. A data field is essentially the field column header in your spreadsheet. Data fields tell WordFly which data you’re importing with your subscriber list.
Conditions: Use Conditions to dynamically show content to various subscriber segments. Conditions are if/then statements which are similar to dynamic tags. You can use both conditional content options in your template to send the right message to the right subscribers.
Next up, let's start setting up your Account...
In WordFly, go to the Account section.
In the Account section you can...
Update your Organization Info. Tell us about your organization.
- Select your industry and category
- Select the time zone and date format for your region
...then click Update.
Create New Users. Set up unlimited user accounts and give your colleagues customized access.
- Add a new user and select which WordFly sections they can access
- Tell us who your main Account, Billing and Technical contacts are
... then click Save.
Create Labels. Use labels to help filter your campaigns, templates, blocks, pages, and subscriber lists.
Select your Pricing Plans for services.
- Email Pricing Plan. Select an email pricing plan that works best for your organization. Learn more about the Monthly Subscriber pricing plan and active subscribers.
- Inbox Preview Plan. Select the Unlimited Inbox Preview preview plan or keep the original plan (no action required) that gives your organization 50 free Litmus previews each month for testing your emails across 50+ different email clients.
- Pages Pricing Plan. Select one of 3 pages pricing options, including annual or monthly choices for each option. A pages pricing plan is needed to publish pages.
Set up your Account Options.
- Enable Google Analytics for your emails. When enabled, WordFly will tag all emails with GA tags that will send email analytic data back to your website's GA account. *You can also enable including your Link Names in GA tracking here.
- Opt into WordFly's benchmark Reporting to compare how your Campaigns are doing against other organizations in your industry.
Set up your Editor Settings. The Editor Settings help you add global brand and font styles for use in WordFly Editors (Email Editor, Pages Editor, Blocks Editor, and Image Editor).
Set up your Email Settings. Add reusable content for your campaigns.
- Add the From names and From/Reply-To addresses for your campaigns
- Enter your organization postal address for CAN-SPAM compliance
- Enter best practices paragraph content so your subscribers know how they were added to your list
... then click Save.
Set up your Custom account pages.
- Set up your subscribe and unsubscribe preferences.
- Set up your Subscribe settings and page and branding.
- Set up your Unsubscribe settings and page and branding.
- Set up your Forward to a Friend page and branding.
- Be sure to click Save and Publish to make your pages live for subscribers.
Sending a standard email using WordFly is quick and simple. Just click on Emails > Create a campaign. WordFly will walk you through the steps on screen.
Features available in email campaigns:
- Build your email design in Modern Editor. Quickly design beautiful, fluid emails that render across every screen — from mobile to tablet to desktop.
- A/B testing. A/B test from name, subject line or two different email designs.
- Personalization. Use Data fields (merge tags) and Dynamic tags (conditional logic) in your subject line and email design.
- Segment your subscriber list. Send your email to targeted subscribers using segmentation.
- Suppress a list to exclude subscribers from the deployment.
- Send one or multiple test emails to stakeholders and test addresses.
- Use Inbox Preview to see how your email renders across 50+ different email clients.
- Send Now or schedule the email to send In the future.
Once your email campaign has sent, go to Reporting > Sent Email Campaigns to view the results.
Connect with your subscribers through SMS campaigns by importing mobile numbers. Learn how to send an SMS campaign.
Note: Additional configurations and fees apply. Contact us if you want to start using SMS. This feature is currently not available to US customers but it is on the roadmap.
WordFly currently supports sending SMS to mobile carriers in the following countries:
You can interact with your audience through RSVP, Surveys, and Landing Pages. Each one of these options serves a different purpose and can widely increase your insights about your audience, engagement, and improve your subscriber's user experience.
Pages are built using Modern Editor and will be hosted by WordFly. There's an option to integrate your Pages responses with Tessitura.
Surveys can be sent anonymously, or you can associate responses to subscribers.
Depending on the pricing plan you choose, you can publish from 5 up to 100 Pages simultaneously.
Your subscribers exist in WordFly when you import addresses in lists. The first time an address is imported a Subscriber profile is created for the subscriber.
Use Subscriber Insights to view and export data around subscriber list growth, email clients, and subscriber engagement.
Subscribers can be imported under Subscribers > Lists or when you are working in an email campaign under the Subscribers tab. A subscriber list is the list of people you are sending your email campaign to. There are a few options for importing your list.
- Import a list from a CSV file on your desktop.
- Add subscribers manually by copy/pasting those addresses into an open field.
- Import a CRM list. (Ex, Tessitura List Manager list or Extraction; or, a Centaman list).
Once your list is imported, you’ll be taken to the List Summary which shows the current state of your list, subscriber issues, and the number of people who will receive your campaign.
Using personalization for subscribers and list mapping
Include personalization in your email campaigns, such as First Name, Member Level, or other unique data provided using data fields. Data fields are essentially the field column headers in your spreadsheet, and tell WordFly which data you’re importing with your subscriber list.
Use dynamic content to conditionally display text, images, or other elements based on your customer’s interests, actions, or location. Create if/then conditional statements using Conditions or Dynamic Tags. Use basic or advanced conditions to personalize your email content, subject lines, and links.
In order to get the data from your list into WordFly data fields you need to map your list fields to WordFly data fields during the import process. It is critical to map your fields during the import process if you are using personalization in your email or SMS campaigns.
Managing unsubscribes and hard bounces
Unsubscribe and hard bounce filtering is constantly working in WordFly to ensure subscribers with opt-outs or bad addresses are not emailed again.
WordFly will automatically suppress unsubscribes and other issues when you import your lists into WordFly. New list imports are the easiest way to ensure you are filtering out subscribers who should not be emailed again.
WordFly will also filter out unsubscribes and other issues on existing lists if those lists are reused in new email campaigns. Note: Only lists the subscriber unsubscribed from will reflect the unsubscribe until that subscriber is imported into a new list.
Using subscriber preferences
Subscribers can tell you their communication preferences when they subscribe or unsubscribe. Preference data fields are added to your subscribe and unsubscribe pages. You can learn more about setting these up in the Account set up section of this guide.
Each preference you set up in WordFly is a data field. When a subscriber opts-in or opts-out of a preference that data is stored on their subscriber record as a data field update. An opt-in is logged as a 1 and an opt-out is logged as a 0. Use subscriber preferences to segment your lists so the subscriber receives more targeted content.
Segmentation and Suppression lists
WordFly Segmentation allows you to segment your list to include specific subscribers. Use data fields and/or events to segment your list. The segment is always inclusive but you can use the operator values to exclude subscribers as well.
You can also add a suppression list to your campaign to exclude an entire list from being sent to.
WordFly offers configuration of up to two (2) seed lists which allow you to receive any standard or automated email sent. Assign one seed list for standard campaigns and one for automated triggered campaigns.
Are you using one of WordFly's CRM Integrations?
If you are using one of WordFly's CRM Integrations it is important to think of your CRM as the main subscriber management system, rather than WordFly primarily.
Read up on our CRM integrations:
WordFly's Design Library gives your team the ability to organize media, editing images, and building custom blocks to speed up building email and page designs. We even have a gallery dedicated to the best designs created in WordFly.
The WordFly Image Editor is tailored for people who build emails and page designs. Easily crop and resize images, combine multiple images in one file, easily add a play button or a logo to an image, add shapes on an image, add text on an image, and much more, all within WordFly. Access Image Editor the Media section, and from any email or page design.
Custom Reusable Blocks
Build your own grouped blocks for adding re-usable content in your email designs using the Design Library > Blocks. Save time when creating headers, footers, or other content blocks you use in every email. With custom blocks you can create a group of custom content, save it in Blocks Editor and drop it into any email, RSVP, survey, or landing page.
Get inspired at the Museum of Modern Email! Look for the link in the Design Library dropdown. MoME is dedicated to email marketing for arts and culture. See beautiful automations, newsletters, and more — all built with WordFly. View and download designs from the leading brands in ar from the MoME site. Visit the MoME
WordFly makes your campaign data visual and easy to understand with on-screen results, data exports, reports, and interactive charts and graphs. You’ll find three ways to get your data in the Reporting section.
Go to Reporting.
View your campaign results. Go to Reporting > Sent Email Campaigns and select your campaign.
- View an Overview tab of campaign activity summary, plus delivery percentages.
- Click Details to view a summary of the campaign.
- Click Preview to view the email itself.
- Select Heat Maps to review and export click results.
- Click the tabs to see Opens, Clicks, Unsubscribes, Bounces, Forward to a Friend Sharing and your top Email Clients.
- Narrow down your results by date range, domain, or A/B version.
- Click icons to show results by hour, day of week, or campaign date range
Run a campaign report. Impress the boss with a PDF of the results. Go to Reporting > Run Reports to get started.
- Run a Campaign Report to receive a complete download of all results for a Campaign in a beautiful pdf. After you run the report, you’ll be redirected to Reports + Data Manager to pick up your report.
Export the data. Everybody loves spreadsheets, right? Go to Reporting > Export Data to get started.
- Export campaign event data (Opens, Clicks, Unsubscribes, and Bounces)
- Export campaign metrics by date or account (this gives total sent to subscriber numbers, percentages of opens/clicks/unsubscribes and bounces and more - great report for viewing multiple campaigns in one spreadsheet)
- Export subscribers in a campaign (the people who received your campaign)
- Export subscribers in a list or by account (the people who are on the list now or active subscribers)
- Export blacklisted subscribers (the people who have 'do not contact' on their records and others)
- Export email client data (monthly email client data based on all your sent campaigns)
Download your exports and reports under Reporting > Reports + Data Manager. Hover over your data file and select download.
Compare your Campaigns and benchmark reporting. See how your results measure up to others in the same industry. Go to Reporting > Compare Campaigns to get started
- Compare Campaigns by Campaign Type (Standard/Triggered), Labels, and time range
- View Benchmark reporting after you run a Compare Campaign report
Review your Google Analytics account to see even more data. Go to your website's Google Analytics account to get started. View your website traffic generated from WordFly emails in your Google Analytics account
We recommend reviewing these articles and following this workflow for importing your Tessitura lists into WordFly, sending email campaigns and then reviewing your email response data in Tessitura.
- First build your List Manager list or Extraction in Tessitura.
- Create your Output sets in Tessitura. Output sets provide all the personalization data for the subscribers in your list. The output set provides data like First name, Last name, Salutation, Preferences (interests, attributes, or contact purposes), Performance name and date and anything else in Tessitura.
- Create your promotion attributes (appeals, media types, and source groups) in Tessitura (promotions are necessary for source number appending and for sending data back to Tessitura).
- In WordFly, import a Tessitura List Manager list or Extraction.
- Enable Source number appending in your account and then use it in your email campaign. Source appending allows subscribers to receive discounts on your website via the source (aka, promo code) that was appended to the link and also (with or without a discount) allows you to see sales data connected to that source in Tessitura reports.
- Send a Tessitura list email campaign, and see all your email responses go back to Tessitura! Learn more about how email responses populate in Tessitura.
- Use the Tessitura Preferences Integration to keep subscriber interests, attributes and contact purposes in sync between WordFly and Tessitura. Subscribers can select their preferences on the subscribe and unsubscribe pages.
- Send Welcome, Performance Reminder, Abandoned Cart and other automated email campaigns using Tessitura lists.
- Run a Revenue Report to see all the revenue generated from your Tessitura list email campaign.
- See your customer's emails in Tessitura using Box Office Insights - the WordFly custom screen.
- Set up Page responses for Tessitura to receive all of your RSVP and Survey responses directly in your database.
We recommend reviewing these articles and following this workflow for importing your Centaman lists into WordFly, sending email campaigns and then reviewing your email response data in Centaman.
- First, build your lists in Centaman.
- Import a Centaman list (First build your query list in Centaman).
- Send a Member expiration, Renewal, and other automated email campaigns using Centaman lists.
- Watch the WordFly-Centaman integration 101 webinar for a great overview of the integration.
WordFly offers Creative Services to take your designs to the next level and get noticed in the inbox. Have our experts build you a gorgeous modern email from scratch or send us your design. Learn more
- Quick turnaround
- Modern responsive design
- Video in email
- Retina images and much more!
Dedicated IP Plan
Protect your email marketing reputation by upgrading to our Paid IP Plan. If your list size is over 50,000 subscribers and you send more than once a week, a dedicated IP address is highly recommended. Learn more about a Dedicated IP.