1. Regular Broadcasts
2. A/B Broadcasts
3. RSS to Email

Create an Email Broadcast

1. On your Marketing dashboard, hover your mouse over the Campaigns tab. 
2. Choose Email Broadcasts. 
3. In the upper right corner, click on the Create Broadcast button.
4. Start by naming your broadcast. Choose Continue. 
5. Enter Subject Line, ‘From’ Email (it will show who the sender is), and Who it is from (name of the person/company sending the email). 
6. Once done, click on Next. Under the Recipients tab, choose the list of contacts you want to send an email to. You can send a broadcast to All Contacts, Specified List, or based on a filter.

   You need to create the list or filter before sending a broadcast so that it shows on the list as an option. 

7. Choose whether you need to send a plain text email or use an email template. Hit Next. 

8. If you choose plain text, compose your email subject and the body text. You can add various options to format your email message and make it appealing. Click on Next once done. In the case of templates, you will be given an option to choose from pre-designed templates, saved templates, or choose to create a custom template. 

9. Click on the block you want to edit and manually change them. You can adjust the setting of each section from the right-side panel. You can even experiment with the placement of different blocks. Once you are done editing the template, hit Save. 

10. It will take you to the Confirmation section. It gives you the option to review details before sending — From, Subject, Recipient, and Email Content. 

11. Once you check and confirm that all the details are good, click on the Proceed to Send/Schedule button.

12. You can choose to send it immediately or schedule it for later by selecting the date, time, and timezone.

A/B Broadcast

A/B broadcast allows you to send two variations of the same email to different sets of groups to find out which variation of the campaign garners the best result. A/B broadcasting your campaigns is an excellent way to increase the open and click-through rates of your emails.

It can vary in its nature. It can include A/B tests of sending multiple subject lines to see which one generates more opens, or advanced testing of different email templates to see which one generates more click-throughs.

Create an A/B Broadcast

1. On your Marketing dashboard, hover your mouse over the Campaigns tab.
2. Choose Email Broadcasts.
3. In the upper right corner, click on the Create Broadcast button.
4. From the pop-up panel, choose A/B Broadcast and name your campaign. Choose ‘Continue’
5. You will notice the A/B version of the email option in the right corner of the screen. A is the first variation of email, and B is the second.
6. Start with creating the variation A email. Enter Subject Line, ‘From’ Email (it will show who the sender is), and Who it is from (name of the person/company sending the email).
7. Once done, click on Next. Under the Recipients tab, choose the list of contacts you want to send an email to. You can send a broadcast to All Contacts, Specified List, or based on a filter. You need to create the list or filter before sending a broadcast so that it shows on the list as an option.
8. Choose whether you need to send a plain text email or use an email template. Hit Next.
9. If you choose plain text, compose your email subject and the body text. You can add various options to format your email message and make it appealing. Click on Next once done. In the case of templates, you will be given an option to choose from pre-designed templates, saved templates, or choose to create a custom template.
10. Click on the block you want to edit and manually change them. You can adjust the setting of each section from the right-side panel. You can even experiment with the placement of different blocks. Once you are done editing the template, hit Save. You can now start editing variation B and similarly enter all information.
11. Next to the A/B tab, you will see three dots (...). Click on it and set the metrics that will decide the winning variation.
12. Go to the Confirmation section and review details before sending — From, Subject, Recipient, and Email Content.
13. Once you check and confirm that all the details are good, click on the Proceed to Send/Schedule button.
14. You can choose to send it immediately or schedule it for later by selecting the date, time, and time zone.

RSS Broadcast 

With an RSS broadcast, you can send emails whenever you publish something new. Once you have set the day and time you would like your content to go out, it takes care of the rest. It saves you the time of scheduling emails every time you create new content. 

Whether you publish a new blog every day or two case studies a week, EngageBay's RSS-Feed-to-Email feature ensures that your readers never miss an important update.

Set up an RSS Broadcast

1. On your Marketing dashboard, hover your mouse over the Campaigns tab. 
2. Choose Email Broadcasts. 
3. On the upper right corner, click on the Create Broadcast button.
4. From the pop-up panel, choose RSS to Email, name your campaign, and enter the RSS Feed URL. Choose Continue. 

SMS Broadcast

SMS is an acronym for short message service. It is one of the most effective multi-channel marketing channels with the highest ROI. 

SMS Broadcast in EngageBay allows you to create and run an SMS campaign that can be sent to an entire list of contacts or to selected contacts. It’s an excellent way to send promotional messages, welcome messages, and much more. 

Run an SMS Broadcast

1. Go to the Marketing dashboard. 
2. Hover your mouse over the Campaigns tab, and choose SMS Broadcasts. 
3. On the upper right corner of the screen, click Create Broadcast. 
4. Enter all the required information under SMS Details including the name of the broadcast, and select the configured SMS provider, messages, and others. 
5. Select the list of contacts for whom you want to run the campaign, and click Next. 

You will now be able to run your SMS campaign. 

Actions on Broadcasts:

Preview: To preview a broadcast, please click the 3 dots to the right of the broadcast and select Preview

Delete: To delete a broadcast, please click the 3 dots to the right of the broadcast and select Delete

Duplicate: To duplicate a broadcast, please click the 3 dots to the right of the broadcast and select Duplicate

Download Reports: To download reports of a broadcast, please click the 3 dots to the right of the broadcast and select Download Reports.

Note: The reports will be sent to the admin user of the account.

Changing the view of the Broadcasts

Using the Actions Menu on the top right you can select the columns that you want to display on the broadcast view. To do that, please click on the Actions Menu and select Edit Columns,  from the left pane select columns that you want to display on the Broadcasts View and from the right pane drag and drop the position of the columns as per your preference and click Submit.

Download Reports:

When an email sequence is trigger-based, emails are sent based on actions such as:

 

• Browsing behavior
• Subscribing to your list
• Shopping cart abandonment
• Reading or downloading content
• Buying a product

A time-based email sequence (sometimes called an email autoresponder) sends emails at predetermined time intervals, such as:

 

• Right after opt-in
• 30 days after purchase
• On the anniversary of subscribing

 

 

Setting up email sequences enables you to continuously engage with your subscribers and build strong relationships with them. It enhances their experience and improves their value as a lead, leading to the chances of increased conversion. An email sequence is a great way to send regular blog updates, product news, and newsletters.

 

 

How to create sequences

 

1. Go to the Marketing dashboard. 

2. Click on Campaigns. 

3. From the drop-down menu, select Sequences. 

4. In the upper right corner of the page, click Create Sequence. 

5. Under the Content section, you can define when you want to send your emails and the content of the email.

 

• Delay Sending By: defines the timeline of the sequence of your emails. You can even add certain conditions for sending an email.
• Email Subject: Write a compelling subject line to increase your open rate
• Preview Text: Text that will display on their notification screen
• Email Content: Body of the email 
• Attach Files: if you want to send any files/attachments along with the email

 

You can even personalize every section of your email. If you have any saved email templates, you can use that by selecting from the drop-down arrow right next to the Email Template in the Email Content section.

6. Once all the information has been added, you can Preview your email before sending it. 

7. Under Settings, you will see the conditions you have created for sending emails. 

8. Press Save. 

 

Actions on Sequences:

Edit: To edit the sequence, please click the 3 dots to the right of the sequence and select Edit

Delete: To delete the sequence, please click the 3 dots to the right of the sequence and select Delete

Download Reports: To download reports of a sequence, please click the 3 dots to the right of the sequence and select Download Reports.

Note: The reports will be sent to the admin user of the account.

Activities: To view all the activities that are performed on the sequence, please click the 3 dots to the right of the sequence and select Activities

 

Changing the view of the Sequences: 

 

 

Using the Actions Menu on the top right you can select the columns that you want to display on the sequence view. To do that, please click on the Actions Menu and select Edit Columns,  from the left pane select columns that you want to display on the sequence view and from the right pane drag and drop the position of the columns as per your preference and click Submit

 

Automations

 

Automation is an event-triggered system that automates feature coordination. It has predefined events that connect to a series of actions and/or conditions based on the business requirement. In other words, it is a sequence of events that you create to help execute various business processes. 

 

Triggers that you can use on the  Automation:

 

Here is the list of events triggered by an action related to marketing: 

 

Joins a form: Triggers when a user subscribes to the specified Inline form

 

Joins a popup: Triggers when a user subscribes to the specified popup form.

 

Joins a sequence: Triggers when a contact joins the sequence specified in the configuration.

 

Tag added: Triggers when a tag is added to a contact.

 

Tag removed: Triggers when a tag is removed from a contact.

 

Link clicked: Triggers when a user clicks on the link embedded within an email.

 

Opens an email: Triggers when a user opens an email specified in the configuration.

 

Double opt-in: Triggers when double opt-in is configured and a user subscribes to the specified form - inline, popup, or landing page form.

 

Has Note Description: Triggers when a contact has a specific note added.

 

Score changed: Triggers when the score changes and the change matches with the specifications mentioned in the configuration.

 

Contact created: Triggers when a new contact is created and joins the sequence specified in the configuration.

 

Cart abandoned: Triggers when a user adds products to his cart and abandons it without placing the order. 

 

Order purchased: Triggers when a user places an order.

 

Contact updated: Triggers when a contact field is updated.

 

Web page visited: Triggers when a user visits a web page as specified in the configuration.

 

Incoming call: Triggers when an incoming call is received. 

 

Outgoing call: Triggers when you make an outgoing call.

 

 

Actions and Conditions that you can use on Automations:

 

Actions are a series of processes that a contact goes through once they enter your automation. Once they satisfy the trigger condition, an action is performed. 

 

To use Actions and Conditions: 

 

1. Go to the Marketing dashboard. 
2. Hover your mouse over the Campaigns tab, and choose Automations. 
3. In the upper right corner of the screen, click Create Automation.
4. You may choose to Start from Scratch (or any other options), and click Continue. 
5. Click on Start Automation and choose the trigger event. Once done, click on the big + sign to see the Actions and Conditions. 
6. Based on what action you want to perform when the trigger condition is satisfied, you can choose the action. Then, check if the condition is satisfied. 

For instance, if the Action is to Send an email, then the condition can check if they opened the email or clicked on a link on the email.

 

While creating workflow automation, you can specify the event’s condition to make sure your action is only triggered when an event meets those specific conditions. 

 

Let’s look at each of these and actions and conditions in our automation builder.

 

 

Automation Actions 

 

Add to sequence: Add a contact to a sequence

 

Remove from sequence: Remove a contact from a sequence

 

Add tag: Add a tag to a contact

 

Remove tag: Remove a tag from a record/contact

 

Delay: Delay for a certain amount of time 

 

Wait till: Wait until the following condition is met

 

Scheduler: Execute an action on a certain date and time

 

Set property: Set or delete property to a contact

 

Add to list: Add a contact to a list

 

Remove from list: Remove contact from a list

 

Add to form: Add a contact to a list

 

Remove to form: Remove a contact from a list

 

Send email: Send an automated email to a contact based on certain conditions

 

Add score: Add a value to a contact based on an action

 

Star rating: Give a star rating to a contact — bad, poor, average, great, & excellent

 

Update contact status: Add a confirmed or unconfirmed status to a contact for sending emails

 

Send push notification: Send push notification to a contact

 

Send SMS: Send SMS to a contact

 

Voice call: Make a voice call to a contact

 

Add new note: Add a new note for a contact

 

Assign owner: Assign deals equally among the selected users

 

Add to workflow: Enroll in another workflow

 

Remove from workflow: Remove a contact from a workflow

 

Remove from automation: Remove an action from an automation

 

 

Automation Conditions

 

Custom field: If the contact has a certain custom field

 

Tag: If the contact has a tag

 

A/B testing: Run an A/B test

 

Has opened email: If the contact has opened the email within the predefined timeline

 

Has clicked on a link: If the contact has clicked on a link within the predefined timeline

 

Has call log: Has a call log within a certain frame of time

 

Check SMS status: Has checked the status of the sent SMS

 

Exists in workflow: If a contact is in a certain workflow

 

Has event: When the subscriber has an event as described

 

Has completed workflow: If the contact has completed a workflow

 

Has completed automation: If the contact has completed an automation

 

Has subscriber replied: If a subscriber has replied within the predefined timeline

 

Has URL visited: If the contact has visited a URL within the predefined timeline

 

Has completed broadcast: If the contact was part of a broadcast

 

Contact score is: When the contact score reaches a certain condition and value

 

Contact source is: When a contact is added from a specific source

 

Contact has owner: When the contact has a specific owner as mentioned

 

 

Other actions on Automations:

 

 

Edit: To edit the automation, please click the 3 dots to the right of the automation and select Edit

Duplicate: To duplicate the automation, please click the 3 dots to the right of the automation and select Duplicate

Share: To share the automation, please click the 3 dots to the right of the automation and select Share. It will ask you to enter the email address of the user, please enter it and the automation will be added to the account of that user.  Note: You can share it with the users of other EngageBay accounts only.

Activities: It shows the activities that are performed by the user on the automation. To view the activities, please click the 3 dots to the right of the automation and select Activities

Mark as Draft: To make the published automation as draft, please click the 3 dots to the right of the automation and select Mark as Draft

Mark as Published: To make the draft automation as published, please click the 3 dots to the right of the automation and select Mark as Published.

Delete: To delete the automation, please click the 3 dots to the right of the automation and select Delete

 

Workflows