Whilst WhatsApp is the best method of engagement, using supplementary channels such as email can boost engagement levels. That is why we've created the ability to send Email Campaigns through Purlos! Here's how to do it:
Step 1:
Head to your roadmap and select 'Create' in the top right hand corner. You will see a new option - 'Create Email Campaign'
Step 2:
Once selected, you will be taken to the template selection screen. Your WhatsApp and Email templates are kept separate, so you will only see previously created Email templates here. If this is your first Email Campaign or want to start from scratch, select 'Create New Template'.
Step 3:
Next, a couple of campaign details are needed. The Campaign Name is used to help you identify the campaign and is not seen by the recipients of the email. The Email Subject is seen by the recipient, and is a crucial part of a good open rate.
For more information on Broadcast and Conversation Email Campaign Types, just check out this article.
Once you've proceeded, you will then be taken to the email design phase. If you have changed your mind about the campaign name or subject, these can still be amended through the campaign settings:
Step 4
Now it is time to design your email. Select the 'Add Item' icon in the middle of your screen to get started. Remember, everything is customisable. From the font of the text, all colours, image click through links and many others.
If you'd like more information on all the designing options, check out this article.
Step 5
Once you are happy with the design, select 'Next' in the top right hand corner. Make sure you have completed the design, as you won't be able to make any further edits once you proceed.
Step 6
Now it's time to upload the data. This is the exact same as if you were uploading to a WhatsApp campaign. You can use the exact same CSV following our submission templates found under 'Download Templates' and then 'Engage'.
Step 7
Next, head to the 'Validate & Send' step to schedule your campaign to be sent. This will then be sent out in full at your chosen time.