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Getting Started

Import Subscribers

A segment in SendImpactt is a dynamically generated list of subscribers based on specific conditions, allowing you to target or organize particular audiences within your mailing list effectively. Here's a comprehensive guide on creating, using, and managing segments:

Creating Segments:

  • On the Subscribers page, under the All subscribers tab, apply the filter(s) that will define the conditions of your new segment.
  • Once you've set the conditions, a green "Save as segment" button will appear. Click it to save all the subscribers who meet these conditions into a segment.
  • Pay attention to whether you are creating "and" rules or "or" rules when setting conditions. Subscribers need to meet all "and" conditions or at least one "or" condition to be included in the segment.
  • All past and future subscribers who meet the defined conditions will be automatically included in the segment.
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Using Segments:

  • Segments can be used as recipients of any campaign, or excluded from a campaign if you wish certain subscribers not to receive a particular newsletter.
  • To include a segment in a campaign, simply select the segment as recipients during campaign setup.
  • To exclude a segment from a campaign, click the "Exclude segment" button next to the segment you do not want to receive that newsletter. Note that exclusion supersedes inclusion if a subscriber belongs to multiple segments.
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Using Segments in Automations:

  • In automation workflows, you can use segments as conditions to alter the outcome of the workflow based on subscriber behavior.
  • Add a Condition step to your workflow and set the condition as Segment membership, selecting the segment you wish to use as the condition. This will split your workflow into two paths based on whether subscribers are included in the segment or not.

Troubleshooting Segments:

  • If your segment isn't working as expected, ensure that you've correctly created the filters using the appropriate "and" or "or" options.
  • Double-check that subscribers meet the filter conditions by reviewing their profiles, accessible by clicking on their email address and scrolling down to Subscriber details.

Deleting Segments:

  • To delete a segment, navigate to the Subscribers page, then click on the Segments tab.
  • Select the segment(s) you wish to delete and click Delete. Note that deleting a segment only removes the segment itself, not the subscribers inside it.

Exporting Subscribers by Segment:

  • To export subscribers by segment, navigate to the Segments tab within the Subscribers page.
  • Click View segment for the desired segment.
  • Click the Export button and select your preferred file type.

By effectively utilizing segments in SendImpactt, you can tailor your email marketing efforts to specific subscriber groups, improving engagement and relevance.

Importing subscribers into SendImpactt is a seamless process that offers flexibility and convenience. Here, we'll outline the top three methods for importing subscribers:

  • From a CSV or TXT file:
    • Navigate to the Subscribers page and click on “Import”.

 

  • Select it from your computer.
  • Click Import subscribers.
  • Proceed to the Import settings page to further customize the import.
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  • Manually adding a single subscriber:
    • Select the Add subscriber tab.
    • Fill out the subscriber's Email and Name fields.
    • Optionally, add more fields 
    • Click Save finalize the process.

After uploading your subscriber list, you'll be prompted to adjust import settings, including assigning subscribers to specific List  and matching columns in your spreadsheet to fields in SendImpactt.

It's essential to verify that all subscribers have provided explicit permission to receive emails. SendImpactt automatically removes duplicate email addresses to ensure recipients don't receive duplicate newsletters.

Importing subscribers does not trigger double opt-in confirmation emails, as it's assumed you've already obtained consent from your subscribers.

Here are some additional tips and considerations:

  • Server's max upload file size is limited to 1024M. Make sure your input file does not exceed this limit.
  • Acceptable file type is CSV with a header row containing the column / field names like EMAIL, FIRST_NAME, LAST_NAME...
  • You can download a sample input file here (Sample.csv)
  • All information should be contained within one sheet in the spreadsheet.
  • Avoid leading or trailing spaces in records.
  • Review the import summary to identify any failed imports and reasons for failure, such as invalid email addresses or unsubscribed status.

Create your first campaign

To find and download your payment invoice:

  1. Click the account dropdown > Billing> Billing History at the top-right corner of the screen.


     
  1. To manage your bank details, click the My account dropdown > Billing> Payment method at the top-right corner of the screen.
     
  2. From there, you can edit your Payment Methods and add or remove a credit card.
  3. You can also edit your Billing Information, such as your billing address by going to my account> Billing> Billing information.

    Billing and payment

Create sites & forms

Please note: To verify whether your form is successfully linked to your site, please connect your site in the site management section. You will find the option to connect your website within the form design editor as well.

When the plan is upgraded, the upgraded plan will be active immediately after purchase, and the old plan’s leftover email quota will be added to the upgraded plan. The old quota will be added for the current period only, and the next invoice, the quota will be based on the plan.. The billing cycle will change on the first day after the upgrade.

Setting up a popup form is a straightforward task. Simply click on "Create New Popup," (Form> Create form> Create New Popup) 

 

  1. Please write the unique name of the form
  2. Select the mail list for which you want to build the form
  3. Select the available template.

 

Select the templates that suit your preferences and click on it. If you have a change of heart, you can always modify the layout using the design editor.

 

In the Form settings, you can set up when you want your pop-up to appear on your website.

Form settings let’s you: 

1.Change the Form Name.

2.Change the List Name

3.Adjust the overlay opacity by default kept at 50%

4.Display: Configure how the form shows up to the hosting web page in the following ways:

  • a.On page load: Load the form immediately when the webpage is loaded
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  • b.On page First visit: Load the form immediately when the webpage is loaded but for the first page visit only
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  • c.After page load: Load the form after a period of time
  •  You can set the Wait time (in seconds)
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  • Show form only when a user scrolls through a specific percentage of the page.
  • Enable the popup when a user is trying to leave the page.
  • d. On click: Load the form when a specified element is clicked
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After the subscription form is fully designed – click the “Save and continue” button on the top right side.

 

Please note: To verify whether your form is successfully linked to your site, please connect your site in the site management section. You will find the option to connect your website within the form design editor as well..

If you cancel the current plan, the cancellation will be effective in the next billing cycle. You will be able to run the campaigns as per the current plan’s email quota.

After expiry of current plan billing cycle, you will be automatically subscribed to the free plan.

Get started with automations

Use Sendimpactt step-by-step automation builder feature to build a welcome series automation in minutes.

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

 

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

Select your trigger and choose the name of the list. This list name will be the one that your subscribers filling up your signup form are getting added to.

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

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

Next, configure your email settings to the right hand side.

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

Clicking on “Create” 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 “Wait”.

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

Next, let’s check to see if the subscriber has opened this email using the “Evaluate a Condition” step.

Select criterion and choose the condition type as “Subscriber read an Email”. 

Under “which email subscriber reads” choose the welcome email you just created.

Select the time period to wait for the condition to be met

Click “Confirm” 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 “Operation” step. 

 

Configure the action :

We are moving those subscribers who’ve opened their welcome email into a separate group called “Confirmed”. Choose the target list to move subscribers.

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

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 “Enable” on the top right hand corner.

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