SugarCRM SupportProduct GuidesSugar MarketSugar Market User GuideEmail CampaignsCreating Email Campaigns
Sugar Market was formerly known as Salesfusion.

Creating Email Campaigns

Overview

This page describes how to create email campaigns with Email Builder 2.0. Sugar Market includes two other email tools, ODS and Email Builder 1.0, which are used for specific functions. The content and references in this guide are for the Email Builder 2.0 tool only; please refer to the Sugar Market Support Articles for information on the ODS and Email Builder 1.0 tools. 

Accessing Email Builder 2.0

Access Email Builder 2.0 by navigating to Create > Campaign > Email Builder 2.0:

SM UG EMB menu

Note the other campaign menu options use the legacy tools referred to above, as follows:

  • Single Email (EMB 1.0): An email sent to a list, segment, or group of people as a one-time bulk email. These emails do not require any type of follow-up. Common examples of a bulk email are holiday hour notices, newsletters, and company announcements.
  • Drip Email (ODS): Series of emails set to go out at a specific date and time. Emails in a drip campaign can be sent to recipients based on actions or lack of action taken on previous emails within the campaign, such as "did not open" or "opened and did not click".
  • Trigger Email (ODS): Emails sent in response to an action or change in lead profile instead of a specific date and time. Trigger emails can be as simple as an auto-responder or as complex as a multi-step email communication with personalized content.

Refer to the Nurtures section for information on nurture campaigns.

Working in the Email Builder 2.0 Wizard

The Email Builder 2.0 wizard steps you through the process of creating an email campaign, which is comprised of the following steps:

These six steps are displayed at the bottom of the wizard, where you can select a step to move forward and backward in the wizard, as long as you have already submitted the required information on the current page.
SM UG EMB overview
 
  • Click the Save button at any point to save your work in progress.
  • Click the Next button after you complete a step to advance to the next step in the wizard.
Wizard Toolbar

The following options are available in the wizard toolbar, though some options may not be available on every step. 

Icon Function Description
Desktop Desktop View Displays email as seen on a desktop computer in both design and preview mode.
Mobile Mobile View Displays email as seen on a mobile device in both design and preview mode.
undo Undo Revert the last change made.
redo Redo Repeat the last change made.
Preview Preview How email will display on a desktop computer or mobile device.
Send test email Send Test Email Send the email in its current state to yourself and other recipients immediately.
Advanced testing Advanced Testing Learn how your email will look in various email clients.
Overflow menu More Options Link to functions listed below:
Revision History Display panel with history of changes made to the email. A version is made every time you save.
Source Code Display a window that contains the email's source HTML from which you can copy, but not edit.
Save as Template Save the current email as a template to be reused for future emails.
Save and Exit Save the email design in progress and exit Email Builder.
Delete Campaign Delete the email. You will be prompted to confirm this choice, and if you choose to continue, then the email campaign is permanently deleted.
Exiting Email Builder 2.0

At any point in the Email Builder wizard, either click the sugar cube icon at the top left, or expand the More Options menu in the wizard toolbar and then select "Save and Exit". The email is saved with a Draft status and is accessible by navigating to Manage > Campaigns > Single Email. 

SM UG EMB exit

Defining Setup Options

In the first step of the Email Builder wizard, you define the basic setup information for your email and choose a standard email or an A/B test email type. All fields are required in this step.

SM UG EMB step1

  • Campaign Name: This is the internal name used to identify the email campaign in Sugar Market. 
  • Folder: Where the email campaign is stored. To store the campaign in a new folder, click the New Folder button, name the folder, and then click the Save button.
  • Email Subject: The description of your campaign that displays in the email subject line. To use merge tags, click the tag icon where you want it to display in the subject, and then select a field. For example, "++FirstName++, don't miss our new webinar!". 
  • From Name: Sender display name. Your user name automatically populates this field, but you can overwrite this name and use merge tags.
  • From Address: Sender email address. Identify the first part of the address on the first line, and then select the appropriate domain from the dropdown list. Click the checkbox to set this address as the default From address for future campaigns. 
  • Reply-to Address: Email address to receive messages sent as a reply to your email campaign. Identify the first part of the address on the first line, and then select the appropriate domain from the dropdown list. Click the checkbox to set this address as the default From address for future campaigns.
  • Unsubscribe Settings: Leaving this enabled ensures you are complying with GDPR regulations by inserting an unsubscribe link at the bottom of your email campaign. You should only disable this option if your email is transactional or internal, or if you plan to replace the automatically inserted unsubscribe link with a link to a user-created manage preference or custom subscription center page. 
  • Google Analytics: Set up a link between Google Analytics and your Sugar Market campaign. 
A/B Test Emails

With A/B test emails, you set up two versions of your email to help you determine which version will provide you with the best conversion rate. A standard A/B test sends Email A to 50% of your recipients, sends Email B to the other 50% of your recipients, and the Email Dashboard shows which version is more successful. To customize the way your test recipients are allocated, see the Advanced Testing Settings section. 

You can test by the following factors with A/B email campaigns:

  • Subject Line: Consider this option to test your open rate.
  • Sender Information: Another option to consider for testing your open rate.
  • Email Content: Use this option to test your click-through conversion rate.
  • All: Test the Subject Line, Sender Information, and Email Content together. This option is not recommended since it will not provide insight into which factor is working best.

The field display changes to include A and B options when you select the A/B Test Email as your email type, based on the factor you select:

SM UG EMB abmail

Advanced Testing Settings

The Advanced option lets you choose your sample subset and your performance indicator. For example, send your sample email to 20% of your list to check the open rate. This sends Email A to 10% of your list and Email B to another 10%. The version that has the higher open rate (optimized email) is then sent to the remaining portion of your audience. Note the second email send for the optimized email needs to be sent at least 4 hours after the initial email send.

To identify your performance indicator and set the percentage of recipients to receive each mail option:

  1. Expand the A/B Test Settings section.
  2. Select the performance indicator from the dropdown list.
  3. Drag the slider to the left to increase the percentage of recipients that receive the sample email, or to the right to increase the percentage of recipients that receive the optimized email.
    EMB2-Advanced-AB-Settings 1 2

Selecting an Email Type

In the second step of the Email Builder wizard, you determine how you want to create your email. Choose from the following options:

  • Themes: Themes are pre-designed, mobile-friendly email layouts that satisfy the most common email marketing use cases. Consisting of contextual layouts and utilizing the drag-and-drop editor, themes are the easiest type of email to customize for your content delivery, events, newsletters, and surveys.
  • Templates: Templates are user-made and may have been based on any of the email types. Templates created with one of the Legacy builders are not available to use in Email Builder 2.0. 
  • Code: Create your email by writing your own code in Sugar Market's built-in HTML/CSS hybrid editor. When using this option, be mindful of any merge tags that need to be included.
  • Text: Send your message using only plain-text content without any visual elements or styling. This option is best when you want to add a personal touch to transactional emails with non-marketing content. Text-only email messages are not the same as the text version of your HTML email, which is available on the last step of the Email Builder wizard.
About Themes

All multiple-column themes in Sugar Market are responsive. Responsive design is an approach to web page creation that makes use of flexible layouts, flexible images, and cascading style sheet media queries. The goal of responsive design is to build web pages that detect the visitor's screen size and orientation and change the layout accordingly.

Utilize preview mode to see how your templates respond when viewed on a mobile device. In the example below, notice how the center icons are stacked from left to right when displayed on a smaller screen because these are three separate components in this email design.
stacked

The body section in the example below is not responsive because it uses a table inside of a single text component to create the side-bar. The other sections of the email are responsive.
sidebar

There are two theme types included:

  • Layout Themes: Containing all of the components but no styling or text, these themes provide a general layout to follow.
  • Designed Themes: These themes contain several components with the addition of images, colors, and styling included.

Note: There are two single-column email themes available in Email Builder. These themes do not rearrange in the mobile view because they are already a single column, but they do scale appropriately and are mobile-friendly.

Building the Email

In the third step of the Email Builder wizard, you add and edit your email design and content. Depending on the option you selected in Step 2 of the wizard, either a text editor or the drag-and-drop editor displays. 

Preview And Test

During this step, you can preview and test your email before you send it to ensure your content looks as you expect on both desktop and mobile devices in all major email clients.SM UG EMB previewtest

The following are 3 options are available:

Icon

Function

Description

Preview Preview Mode Launches a modal that displays your email as it would render for desktop or mobile clients and devices. This preview is recommended before testing your campaign, with particular attention to the mobile view since more than half of your recipients are likely to open this campaign from a mobile device. Confirm that components are ordered correctly and make adjustments as needed. 
Send test email Send Test Email The best way to test your email layout, content, and personalization is to send test emails to yourself and your team. You can send test emails to an unlimited number of recipients and save them as default recipients for future test sends. To send a test email, complete the Send Test Email dialog, separating multiple email addresses with commas, and then click the Send Test Email button. You may want to include the word "Test" in your subject line. If using merge tags, choose the HTML Email with Link Tracking encoding option. Test emails may take up to 10 minutes to be received by your email client. 
Advanced testing Advanced Testing Advanced Testing renders your email in 27 unique email clients and devices. Read more in the Rendering Emails in Various Clients topic. 

Note: Perfect rendering across all clients and devices is unlikely without some distortion since various clients use different methods to render content. For example, responsive design is not compatible with all email clients.

Selecting Recipients

Determine your campaign recipients in Step 4 of the Email Builder wizard. Quickly filter and search by list type, and then drag and drop the list into the include or exclude sections:

  1. Locate the desired list by using the Search field or selecting a list type from the dropdown.
  2. Drag the list name to the Include or Exclude column.
  3. If a list has qualifiers (e.g. "registered" vs. "attended" for Events), drag and drop the list name, and then click the overflow option to select the qualifier.
  4. To manually include or exclude individual email addresses, type the address at the top of the Include or Exclude column, and then click the Add button. The individual names are displayed in the lists at the bottom of the page.
    2020-05-11 14-13-49 (1)
Important: If you are using a list that you have recently uploaded, please confirm you have received the email confirming completion of the upload. If you include or exclude a list that has not finished uploading, then only a partial list will be used in the campaign.
Narrowing Lists with Qualifiers

You can use the following qualifiers to refine your list members to include or exclude when using Campaign, Event, and Nurture list types: 

Campaign Lists
  • Opened But Not Clicked: Contact opened the email but did not click through any embedded links.
  • Opened and Clicked: Contact opened the email and clicked through at least one embedded link.
  • Did Not Open: Contact did not open email.
  • Past Recipients: Contact was a member of the selected campaign, regardless of their open and click status.
Event Lists
  • Registered: Contacts who registered for the event.
  • Attended: Contacts who registered for and attended the event.
  • Requested Follow-Up: Contacts flagged for follow-up information after the event.
Nurture Lists
  • Currently and Previously Enrolled: Contacts that are members of the nurture, or were members of the nurture in the past. To select currently enrolled members that are in the process of flowing through the nurture, use the Active qualifier instead.
  • Completed: Contacts that have flowed through and reached the terminating step in the nurture.
  • Active: Contacts that are currently flowing through the nurture.
  • Removed: Contacts that were removed from the nurture by any method, including manually and by a trigger.

Scheduling the Campaign Start

Choose to send your campaign immediately, schedule it to be sent on a specific date and time, or schedule the send in batches.

Sending immediately or scheduling your email send are the best options for smaller lists. If you have a large list and want to distribute a send across a longer time frame, then sending in batches is the ideal choice. Use the Send Email Immediately option with caution since this cannot be undone.

SM UG EMB schedule

Scheduled Emails

To schedule emails to be sent on a specific date and time:

  1. Select the second schedule option and then click anywhere in the Send Date/Time field to display the calendar widget.
  2. Click the desired date on the calendar.
  3. Use the up and down arrows to change the time or type the numbers directly in each box.
  4. Click AM or PM, and then click the Set button.
  5. Select a time zone from the dropdown if you want to identify a time zone other than the default.
Scheduled Emails in Batches

To schedule emails to be sent in smaller batches:

  1. Select the third schedule option and then follow the instructions above for Scheduled Emails.
  2. Click the Add Batch button and repeat for the remaining batches to be sent.

Confirming and Sending the Campaign

On the last step of the Email Builder wizard, review the details of your campaign before launching your campaign.

  1. Confirm the campaign details: The left side of the page displays a summary of the selections you made in each step of the wizard. Use the Edit buttons to return to the corresponding wizard step to make changes to your campaign. To edit content, click the pencil icon in the wizard toolbar to return to the Build step.

  2. Calculate Campaign Recipients: To determine the number of recipients for your campaign, click the Calculate Recipients button in the Recipients Review summary section. The number of recipients is calculated based on the currently included and excluded lists and individual email addresses. If you are using a dynamic list such as a report for your include or exclude and you are not sending your email immediately, then your recipient count may change before the email is sent.

  3. Edit Content: A text version of your email is automatically created regardless of the method you chose for building the email. The text version is sent in addition to your fully-styled version and delivered to the customer only if their email client has been set to reject HTML content in favor of text-only content. Some spam filters will also detect and block heavily-styled HTML emails, allowing only the text version to make it through their filter and to the intended recipient. To view the text-only version, click the Text Preview icon in the wizard toolbar:
    SM UG EMB textpreview
    To edit the text content, click the pencil icon in the wizard toolbar to open the Edit Email Text dialog:
    SM UG EMB edittext
    To add merge tags, click the tag icon at the top of the Edit Email Text dialog. Every time you make changes to a non-text email type campaign, use one of the Regenerate Text options to include the latest updates in the text version of your email.
  4. Send the campaign: After you have verified that all details are correct and you are ready to deploy your campaign, click the Send button at the bottom right. To prevent an unintentional send, you will be prompted to confirm your selection before the campaign is deployed.

Next Steps

After building your email campaign, navigate to Manage > Campaigns > Single Emails to view basic information about the campaign or make changes, or visit the Email Campaign Dashboard for full campaign metrics.

Last modified: 2021-08-22 00:28:18