Follow the steps below to send an email campaign to a list of constituents in Humanitru. Start by selecting the campaign settings, then work your way through each step to select your email design, import your data from Humanitru, send tests, and send.
#1 // Settings
To get started, select Email > Send a campaign from the main menu.
On the Settings step...
- Select a campaign type: Standard or Triggered
- Name your campaign
- Add a subject line
- Select a From name and From/Reply-To address
If you need a new name and address, you can add this in Account > Email Settings - Click Save when you are done
Optional
- Enable A/B testing
- Add personalization to your subject line
- Enable/disable Google Analytics tracking
- Assign labels to the campaign
#2 // Email
On the Email step, select one…
| Choose a starter design | Create a new email based on one of our starter emails (our term for “template”) or your own custom design. If this is your first campaign, start here. |
| Duplicate an email | Make a copy of an existing email you’ve already built, then edit as needed. |
| Select an existing email | If you’ve built a specific email for this campaign only, select it here. |
| Use my own code | If you’ve written your own HTML, import or paste it into WordFly. Any new code edits will need to be made outside the WordFly editor. |
#3 // Subscribers
On the Subscribers step, select one…
| Import from Humanitru | With this option, we’ll fetch your existing Humanitru tags. You will select one to import into WordFly. |
| Use an existing list | If you already imported a list into WordFly, use this option to send this campaign to that subscriber list. |
| Import a list from a file | Import subscribers and data from a CSV file. |
| Add manually | If you are only importing email addresses, this is a quick option. Just paste them in. |
To import Humanitru constituents
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Click the Import from Humanitru button
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Select a tag from the list of available tags
In Humanitru, your tag must be set to Visible in email marketing integrations.
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Map the fields in your Humanitru list to data fields that exist in WordFly
You may need to create new data fields for mapping. We’ve provided the most commonly used fields. You only need to map the fields that are required for your email content. Be cautious when importing any Personally Identifiable Information (PII) data.In WordFly, you must map Email in the Your Fields column to Email in the WordFly Fields column before continuing.
- Click Start importing
- When the import is complete, you can:
- Review the Import Issues to see which addresses could not be imported
- View the List History to see any duplicate addresses and how the list was built over time
More list actions
- Add or remove subscribers
- Suppress a list
- Segment your list by data fields, preferences, engagement, or events
- Export import issues
- Export a segment
#4 // Testing
On the Testing step, you can…
| Send test emails | Send one or multiple test emails |
| Inbox preview | See how your email renders in 30+ email clients |
| Subscriber preview | See how your email looks with personalization |
| Email checklist | Review requirements, download an email preview, and name your links to make your reports easier to read in WordFly and Google Analytics |
#5 // Send or schedule
On the Send step…
- Select when to send your campaign: Now or In the future
- Select the email format: Multipart-MIME, HTML, or Text
- Click Send now or Schedule now
Learn more →
- Click Yes to confirm this step at the top of the page
When you see the progress bar, you’ll know your campaign is sending.