How to Use the Mailing Campaigns Tool

This article will show you how to use Tidio’s Mailing feature. The Mailing tool allows you to prepare email campaigns and send them out to multiple clients at once; these emails are fully customisable as well. Mailing allows you to inform audiences about promotions, news, or any other content you’d like to share with your visitors.

How to create a campaign

When creating a campaign, you can decide to construct the email from scratch or use one of the available layouts. In both cases, you can freely modify the content in the editor later on.

Selecting a template

Once you’ve selected what the email should look like, you can set up your campaign by uploading your company name and logo.

Set up the name and logo of your company

you can set a name for the campaign. It’s only visible for you, to help distinguish it from other emails that you’ve sent or will be sending soon.

naming your campaign
Naming your campaign

The second step is creating the content of the email. The editor is split into two parts: the subject of the email (this will be visible to the recipients), and the builder itself. The builder lets you switch between a desktop and a mobile view, to preview the email for different devices.

composing the email
Composing your email

When creating the email’s content, you can customise the global layout (the overall size, colours, fonts, and background), as well as individual chunks of the email’s body (paragraphs, headings, or boxes with content).

You can access the global settings by clicking on the white border that surrounds the body of the email. Select the cog icon on the blue toolbar (on the right side) to see those settings.

email global settings
Accessing the email’s global settings

Each element of the email’s body has its own settings, allowing you to edit the content. These settings depend on the type of paragraph you’re editing (just text, a combination of text and images, or more). You can edit a chunk by clicking on it, and using the cog icon on the dark toolbar, located on the right.

email element settings
Accessing individual block settings

The toolbar also allows you to delete an entire block, copy (clone) it, or add a new one.

When adding a new block, you can choose the type you wish to use. These include headings, paragraphs with text, different combinations of text and images, or interactive elements (e.g. buttons).

adding different types of blocks
Adding different types of blocks

Choosing your campaign’s recipients

Once you compose your email, you can choose its target audience from your Contacts section.

If you would like to learn more – take a look into our article on importing your contacts to Tidio from CSV file and from other mailing providers.

You can set the recipients with filters, allowing you to select groups of leads that will receive the campaign.

Creating a target audience with filters

Each property in the filter lets you define what kind of information is considered when looking for recipients:

  • is – when you want an exact match, e.g. all leads that have the name ‘Mark’ in their details;
  • is not – the opposite of ‘is,’ so any lead that doesn’t have this particular piece of information set;
  • starts with – if the first part of the property matches your input;
  • ends with – if the last part of the property matches your input;
  • contains – if any part of the property matches your input (a wildcard);
  • does not contain – if the property does not include your input anywhere;
  • is unknown – if you don’t have any information about this specific contact property;
  • has any value – if the property is just set and saved, no matter the content.

If you’re using Segments in your Contacts list (more on that here), you can use them to set your recipients. Otherwise, you can just choose the clients on the spot with the filter selector.

Once you’ve set your target audience, you can either send the campaign right away or preview the email (by sending a test to yourself).

Sending out your campaign

Reviewing your sent campaigns

Once you send a campaign, you can review it on the main Mailing list. If you’d like to view sent emails only (no drafts), click on ‘Sent’ on the left side of the panel.

Reviewing your campaign’s performance

Each sent campaign has information on how it performed:

  • Recipients – how many leads you’ve sent the email to;
  • Opened – how many recipients opened your email;
  • Clicked – how many people have clicked on the actions set in your email;
  • Delivered – how many people have successfully received the email (the opposite of the ‘bounce back’ rate);
  • Unsubscribed – how many users unsubscribed through the link in the email’s footer;
  • Sent date – when you sent the email campaign exactly.

General overview

The main view lists all the campaigns that you’ve already sent, or those that you’re currently working on. You can view the campaigns on a general list (showing all at once), or filter them by their current status.

Mailing campaigns - a general view
A general view of your Mailing campaigns

If a campaign’s status is ‘sent’ – this means that it’s already finished and delivered to the target audience. You can learn more about the individual statistics here.

campaigns status - sent
Campaign status: ‘Sent’

The ‘draft’ status means that you haven’t sent out the campaign yet, and it’s still a work in progress.

campaigns status - draft
Campaign status: ‘Draft’

Each of the listed campaigns reveals some additional tools on the right side of the screen. They let you edit the draft, delete it, preview the email you’ve sent, or clone a campaign that has already been delivered.

Additional campaign options

If you have any questions about the Mailing campaigns, please reach out to us at [email protected] or use the chat in the bottom-right of our website

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