Email Campaigns

Once you've created your Carpenter template, building a campaign is a simple process. You can find your Campaign page in Spark by clicking Emails > Campaigns in the left side menu from your project in Spark. This will display a list of any draft/scheduled campaigns, as well as any sent campaigns you may have in a card format beneath. To start a new campaign, click the "New Campaign" button in the upper right of the page.

Step 1 - Creating Your Campaign

Fill out the first part of the form as specified below. When you are finished, hit "Next" or "Recipients" from the footer menu.

Field Description
Title In the purple bar at the top of the page, include a title for your campaign. This is for internal use only - recipients will not see this.
Email Subject The subject line that your recipients will see when the message reaches their inbox.
From Email The email address that you would like the campaign to appear to be from. If any recipients respond directly to your email, this is the address those responses will go to.
From Name Additionally, specify a name that will appear beside the "From" email address. Note that some email clients will not recognize this.
Description If desired, you can include a brief description of the campaign - this is for internal use only, recipients will not see this.
Campaign Template Select the HTML template you wish to use for this campaign. If you haven't created one yet, you can click New Template, and you will be taken to Carpenter to create one.

Step 2 - Choosing Recipients

From the recipients page, you can build a very customized and targeted list of recipients to send your campaign to. When you get to this point, your campaign has already been saved as a draft, so you can feel free to exit the process and come back to it from your list of drafts at any time.You may want to send the campaign to your "All Contacts" group, or only contacts with the "Agent" rating. Or, you may have already created more targeted groups that you can use to your advantage. Say you've already created groups based on address and responses to your survey - You could send a campaign to all of your contacts from Vancouver with any rating, as well as all of your "Hot" leads in any city, but exclude any contacts who responded "4 or more Bedrooms" to your question, "How many bedrooms are you looking for?".

In addition to this, you can specify individual contacts who may be uniquely interested in your campaign, and you can also include other team members or email addresses you don't have available on Spark. Note that if you are using a template that contains merge tags, these will not work in the emails received by team members or additional email recipients.

Step 3 - Reviewing your Campaign

Reviewing your campaign is an important part of the process. Spark provides a helpful overview to ensure you don't make any critical errors.

Each section on the review page will be accompanied by a green check mark if it passes our tests. If there is a red "X", that section requires further review. You won't be able to send the campaign until these issues have been resolved.

When you do get the green light on all 4 sections, you'll notice three new buttons near the bottom of the page - "Schedule", "Send Test", and "Send". It is recommended to send yourself one or more tests just to be safe. After that, proceed to schedule or send your email as you see fit.

Step 4 - Tracking your Sent Campaign

When you've sent a campaign, you will see a preview of how it's doing from your Sent Campaigns list. From there, you can click on the email to review the content and get a more detailed breakdown of stats.

Stat Description
Recipients Total number of recipients the campaign was sent to.
Delivered Percentage of emails that were delivered. Reasons for failed delivery could include invalid addresses, full mailboxes, email client firewalls or spam filters.
Open Rate Percentage of delivered emails that were opened.
Clicks Total number of click events that have occurred on the email. This includes clicks on any links that may have been present in the template.
Bounced
Percentage of emails that bounced. Reasons for bouncing could include invalid addresses, full mailboxes, email client firewalls or spam filters.
Rejected Percentage of emails that were rejected. Reasons for rejecting could include bad email addresses, email is down, or email addresses that have bounced too many times. 
Spam Reports Total number of spam reports received for this campaign.
Unsubscribed Total number of unsubscribes registered from this campaign.

You can also click on any of these stats. Recipients will take you to a list of contact recipients. All other stats will direct you to a list of events that occurred, but you can also create contact groups from these lists by clicking the button at the top right of the page.

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