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  • Build welcome series

    Use Sender’s step-by-step automation builder feature to build a welcome series automation in minutes.

    Click on “Automation” -> “Create New Workflow” to enter the automation flow builder.

    Then you can select our Welcome template or create one from scratch. For that, click on the “Create from scratch” button.

    Choose the trigger. Your trigger is the event or action that will cause the automation to fire. In this case, let’s choose “Subscriber joins a group”.

    Give your welcome sequence a name that is easy to place.

    Select your trigger and choose the name of the group on the right-hand side. This group name must be the same as the one that your subscribers filling out your signup form are getting added to.

    You can verify the group name from the main dashboard -> “Forms” -> Edit your form -> “Settings” tab -> “Group”.

    Click the “+” sign at the bottom of the trigger you just created and choose the “Email” step.

    Next, configure your email settings on the right-hand side.

    You can personalize the subject line and preview text with subscriber details such as their first name, custom field data you might have collected using forms, etc.

    Hitting “Save” will save all the changes you just made.

    Clicking on “Create email content” will take you to the email editor screen to help you compose the first email of your welcome series.

    Clicking the “Save & continue” button will save your email design and bring you back to the automation map screen.

    Under the email step you just added, click the “+” sign and select “Delay”.

    Let’s add a delay of 1 day to wait for the subscriber to open the email.

    Next, let’s check whether the subscriber has opened this email using the “Condition” step.

    Give your condition a name and choose the condition type as “Workflow email activity”.

    Under “Select Workflow Email” choose the welcome email you just created.

    Set the “Activity Type” to “Opened the campaign” since we want to check whether the email was opened.

    Click “Save” to come back to the automation map, which now shows two branches under the condition step you just added: Yes and No.

    Click the “+” sign below the “Yes” conditional branch and add an “Action” step.

    Configure the action step as under:

    We are moving those subscribers who’ve opened their welcome email into a separate group called “Confirmed”.

    Next, click the “+” sign under the No conditional branch and add an “Action” step there too, to move subscribers who have not opened this same email to a group called “Not Confirmed”.

    This is how your automation map will look now.

    You could add another email to this welcome sequence. Maybe you want to send this email only to those subscribers who opened the first email, and let’s assume you would like to do this after a delay of 2 days.

    Your automation flows will forever be in “draft” mode until and unless you manually click “Activate” on the top right-hand corner.

    Once activated, you can test the workflow on a particular email address by clicking the “Test workflow” button and entering the email address you would like to run it on.

    You can add as many email steps as you would like, interspaced with reasonable delays.

    We have not highlighted the use of SMS steps since it is a very personal medium and we do not recommend sending out SMSes to new subscribers at the beginning of their journey with you.

    Prefer a quick video to walk you through the exact same steps above? You can find it here.


    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] we’re here to help 24/7.

  • Build abandoned cart series

    Sender’s automation builder feature helps you build a highly conversion-optimized abandoned cart automation sequence easily as shown below.

    NOTE: Below automation sequence will work only when you have correctly integrated your Sender account with your online store.

    1. Click on “Automation” -> “Create New Workflow” to enter the automation flow builder.

    2. Give your abandoned cart sequence a name that is easy to place.

    3. Choose your trigger as “A cart is abandoned”.

    4. Next, add a delay step of 12 hours. Say because we would like to wait for 12 hours from the time the cart is abandoned, before sending the first email or SMS.

    5. Choose an email step to go next. This will be your first cart abandonment email reminder.

    6. Configure the email settings as shown below.

    7. Click “Create” and use the email editor to create an abandoned email if you don’t already have one.

    8. Add a delay of 2 hours.

    9. After a delay of 2 hrs from the 1st reminder email, let’s now send the subscriber an SMS reminder.

    10. Compose your SMS using the dashboard on the right hand side.

    11. After the SMS step, add a 12hr delay step, again to be followed by your email reminder number 2.

    When done, below is how your automation map will look like.

    Remember that you can fully customize any aspect of the above abandoned cart sequence.

    For example, you could send your first abandonment message in as little as 6hrs and following this up with another email every 6 hrs, for the next 2 days, with no SMS involved.

    Just ensure that your emails are well-personalized and include irresistible incentives and discounts, or dire scarcity or urgency.

    Fancy a quick little video that walks you through the above steps? Find it here.

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] we’re here to help 24/7.

  • Build post-purchase workflow

    NOTE: This automation, like the abandoned cart sequence, needs your online store to be integrated with your Sender account; the latter would not know when a purchase has been made.

    1. Click on “Automation” -> “Create New Workflow” and name your new workflow.

    2. Choose the trigger as “A product is purchased”.

    3. Click on the trigger to configure it with your product’s unique code (also called “SKU”) in case you are selling multiple products.

    4. Add an email step to send out a thank you email immediately post purchase of the product.

    Screenshot 2023-06-14 at 11.41.24

    5. Let us also set up an SMS to go out along with this email, with a special discount code that they can use for their next purchase with you.

    6. Now, lets add a delay of 9 days (for the purchased product to be delivered and for them to start using it). After the delay, you could send out a product feedback email to understand their pleasures and frustrations with their purchase.

    7. Post the product feedback email, you can add a delay of a few days and then send them an upsell or cross-sell opportunity at an irresistible price.

    Since they’ve already bought from you once, they know and trust you. So, it will be relatively easy for you to sell them more of what they just bought or products complementary to their most recent purchase.

    Let the sky be the limit when it comes to designing your automations.


    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] we’re here to help 24/7.

  • Verify SPF and DKIM records

    Setting up DKIM and SPF is a two-step process.

    Step1: How to Add a New Domain?

    Go to “Settings” -> “Domains” -> Click “Add Domain”.

    Enter the domain name you would like to send from.

    Input an existing email address associated with the above entered domain name and click “Add”.

    You will receive an email to verify your domain ownership.

    After successfully adding your domain as a valid sending domain, you can now activate DKIM, SPF, and DMARC security measures to enhance protection. Refer to the tutorial for guidance on verifying your DKIM, SPF and DMARC values.

    Step 2: DKIM, SPF & DMARC Setup

    Go to “Settings” -> “Domains” -> Click the “Set up DNS records” button next to the domain you want.

    Automatically generated DKIM, SPF and DMARC values are now displayed. As instructed, create TXT and CNAME entries inside your domain hosting provider.

    Click the “Check SPF/DKIM Records” button when you finish adding the values into your DNS parameters with your domain host.

    If all is well, you should see green ticks in all columns.

    Some DNS records might take from 24 to 48 hours to be updated, so give it some time after the latest changes. If after 48 hours the record still shows as not verified, click “Recheck DNS records” button to update.

    Please note:

    1. Every hosting provider is different, so if you are not sure of how to create these entries for DKIM and SPF, reach out to them with the details and they would be glad to help you out. You can also find a list of hosting providers’ instructions here.
    2. If your hosting service provider allows only one TXT record for SPF, please contact them for specific instructions on including the sender.net TXT record into the existing one.

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Write high-converting SMS campaigns

    For designing highly effective SMS campaigns, we leave you with the following tips.

    Strategy: Your SMS strategy must be a supplementary component of your overall marketing strategy, alongside emails, and never standalone.

    Every message could be someone’s first and someone else’s last: You should keep your texts concise, respectful, and well-thought-out.

    Respect for personal space: SMS messaging is more direct and personal, so very high frequency SMS messaging may overwhelm your subscribers and burn them out;

    When deciding if you should send an SMS, ask yourself: “Is this message really worth sending an SMS about?”. In other words, is it?

    • Time-sensitive — Is it important that your recipient read this now? Be honest about whether the information is urgent enough to justify interrupting the recipient’s day. In other words, can an email still do the job, whilst being far less non-intrusive;
    • Relevant — Is what we are about to send relevant to all segments or customer avatars? Is our offer or messaging personalized and tailored to their interests or needs;
    • Valuable — Are you offering a clear benefit or incentive to the recipient, such as a discount or exclusive offer. Is this something you think they’d find valuable or even useful;

     

    A message should only be sent if it meets all three criteria: time-sensitive, relevant, and valuable.

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • View reports in Sender

    Ecommerce sales reports

    This feature gets enabled when:

    • You have a paid Sender account;
    • You have an integration with one of our supported ecommerce platforms

    Form reports

    Click “Forms” on the main dashboard to access the list of forms.

    Click on the “Overview” and you will see your form preview as well as the activity summary of the past two weeks.

    The graph shows total views, sign ups and the converstion rate of the subscription form.

    At the bottom you will find a full list of email addresses, names and URLs of subscribers that subscribed using this form. Please note that deleted subscribers will be excluded from the report.


    The report can be exported to CSV and XLSX files and filtered by email address or by a selected date or date interval.

    Automation reports

    Click “Automations” on the main dashboard to access the list of workflows and click the “View report” icon next to the automation in question.

    To see the overall workflow performance, click on the trigger of the automation, which will always be the first step of the workflow.

    The overall report will show you how many subscribers completed the automation, how many are still within the workflow steps; it will also show the total emails sent and the average statistics for all email campaigns in that specific automation workflow.

    If you have a professional plan and an integration with one of our supported ecommerce stores, you will see your sales performance from this automation too.

    Lastly, you will see the full list of subscribers that have finished this automation sequence.

    To view the performance report of a particular step, click on the step in the map.

    Next, hit the “Full Report” button on the dashboard to the right to generate detailed stats on what happened here.

    Email campaign reports

    Immediately after the campaign has been sent, the system begins tracking and analyzing data, such as clicks, opens, bounces, and unique clicks. 

    The reports are updated every few minutes, so rest assured you get the very best of LIVE data to view and work with at all times.

    Click “Email campaign” -> In the campaign section, click “View report” to access the newsletters report. 

    The “Overview” section provides a convenient summary of your campaign’s key statistics. It covers:

    • Total emails sent — This is the total number of emails that were attempted to be sent;
    • Total emails delivered — This is the total number of emails actually delivered to the recipient email servers. Usually, unless there is a technical issue, this number should be the same as the total emails sent;
    • Opened — The number of emails opened by recipients. This is calculated by taking into account the total emails delivered (not accounting for hard or soft bounces);
    • Unique clicks — This shows you the number of unique clicks received on your campaign. If someone has clicked on a single link multiple times, Sender will count it as a single click only;
    • Hard-bounced — These are the incorrect or non-existent email addresses that could not be delivered to and hence should be cleaned from your list;
    • Soft-bounced — These are email addresses that could not be delivered to temporarily for technical reasons. Delivery will be attempted at least thrice before marking unreachable inboxes as hard bounces;
    • Unsubscribed — Subscribers who have chosen to opt out of your email campaigns for some reason;
    • Spam complaints (recipient’s reported spam) — These are contacts who have found your email marketing approach (for example, frequency) or content (for example, too aggressive or salesy) spammy and have reported you to their inbox provider such as Google, Yahoo, etc.

    Each of the above summary counters is clickable. Click to view comprehensive statistics about that category.

    Clicking “View Subscriber Actions” takes you to a screen that shows the breakdown by subscriber action taken. For example, by Opens, Clicks etc. Now you can tell which email addresses opened your email, which ones hard bounced, and who opted out or marked you as spam.

    One interesting use case is that clicking the “Unopened” tab lets you see the subscribers who have not opened your campaign.

    Top links report: Sender tracks the performance of your links used in a particular campaign and presents this to you as shown below. It can be found by scrolling down in the overview section.

    Clicks represent the total number of clicks received for that link while unique clicks are the number of unique subscribers who clicked.

    Clicking on any of the links above will take you to the list of recipients who actually clicked on the link. You can also export or print the list.

    Operating system, Platform and Browser report:

    This report shows you the breakdown of your email campaign performance by the technology at the subscriber end e.g. the device, browser and operating systems being used to open the email.

    Visual graphs: Scroll some more down and you will see a graphical representation of the opens and clicks for this campaign by hour and by day.

    Breakdown by geo-location: The report towards the bottom of the page shows the breakdown of your subscribers list by their email providers’ servers location.

    SMS campaign reports

    Click “SMS Campaigns” and then hit the “View report” next to the SMS campaign whose performance you would like to view.

    Below in the overview section, you will find the following data counters:

    • Sent — Total number of text messages sent;(the amount of sent SMS campaigns);
    • Delivered — The number of text messages successfully delivered in this campaign;
    • Click rate — Percentage of recipients who clicked the link in your SMS;
    • Unsubscribed — Those who chose to opt out of your SMS campaigns;
    • Failed deliveries — These are the number of SMS recipients who could not be reached, either because of incorrect mobile numbers, the subscribers being out of range, or some other technical issues.

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Zotabox Integration

    Integrating Sender with your Zotabox account takes only a few steps.

    To begin the integration, go to your Zotabox dashboard and select “Email Service Integration.”

    From the list of possible integrations, click the “Sender” logo.

    To complete the integration, insert the API access token from your Sender account. Click here to learn how to obtain one.

    Once you connect your Sender account, you can choose the integration for the whole tool or the Contact Form alone. You must also select which group the subscribers should be put in your Sender account. Make sure you save your choices.

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.

  • Set up spin-to-win form

    Creating a Spin & Win subscription form

    Spin & Win is a type of form that allows your visitor to spin a wheel upon subscribing and possibly win a coupon for a discount, free shipping and etc. 

    To create your own Spin & Win form go to Forms and click “Create a new form”.

    Then name the form and choose the “Spin-to-win wheel” form. 

    Select from one of the two Spin & Win templates.

    You are now presented with the form editor page.

    On the right-hand side you will find editing dashboard for Design, Settings and Behaviour of the form. The settings tab has the Wheel slice editor.

    Wheel slices’ setup

    Once you click to Edit the wheel slices, you will be presented with the Wheel slices setup.

    You can have from 4 to 12 wheel slices. They can be either losing or winning. To select that, toggle the “Losing slice” button for each slice. There are a few parameters that have to be set up:

    • Label – this text will be shown on the wheel, you can include the size of a discount or the type of prize this slice includes, e.g. free shipping, 30% off, etc.
    • Coupon code – this will be the coupon text that will be revealed to your winner subscribers and will be added to the prize custom field of your choice.
    • Probability – this sets up the probability for that specific slice to be spun.

     

    Please note that, the sum of all probabilities must add up to 100.

    Since losing slices don’t have coupon codes, you can provide value to be written to the custom field at the bottom of Wheel slices setup editor.

    You can switch the order of the slices by clicking and dragging the arrow icon.

    Wheel design

    The wheel is highly customisable and can be matched to any website and its design. From the usual design parameters there are four more to the Spin&Win form:

    • Wheel components – this allows you to edit container, pin and handle colors.
    • Wheel slices – this section is for editing wheel text size, color, font and creating the color pattern for wheel slices. You can create a patter with up to 4 repeating colors.
    • Wheel center – this gives you an option to add your company logo or any other image to the middle of the wheel. 
    • Branding – this gives you an option to tweak how the Sender logo appears on the form (for FreeForever accounts only).

    Spin & Win form behavior

    Form behavior possibilities are the same as for other pop-up forms. More on pop-up forms’ behavior here.

    If you choose to show your form on mobile devices as well, you can see how the form will appear there by switching the toggle. 

    Winning and Losing screens

    At the very top you can change which display you want to see and edit: Subscribe form, Winning screen, or Losing screen.

    The winning screen can be as simple or as comprehensive as you wish. The background and the appearance of the wheel will stay the same as you design it in the Subscribe form editor, but the rest can be tweaked.

    The losing screen is a lot simpler. The background and the wheel’s appearance will also stay the same. You can edit only the headline and the CTA (call to action) button.

    Installing the Spin & Win pop-up form

    The installation process of the Spin & Win pop-up form is the same as for any other pop-up form. The instructions can be found here.

    Winning and losing in action

    That’s it!

    If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.