Mastering Email & SMS Campaigns with Klaviyo

Table of Contents

1. Introduction
2. Setting up an Email Campaign
   1. Creating a Campaign
   2. Importing Contacts
   3. Designing the Email Template
   4. Previewing and Saving the Email
   5. Reviewing and Scheduling the Campaign
3. Setting up an SMS Campaign
   1. Importing SMS Contacts
   2. Creating an SMS Campaign
   3. Designing the SMS Content
   4. Previewing and Sending the SMS Campaign
4. Conclusion

Article

Introduction

In today's digital age, businesses need effective marketing strategies to reach their target audience. One popular method is through email and SMS campaigns. These campaigns allow businesses to connect with customers directly and promote their products or services. In this article, we will guide you through the process of setting up both an email campaign and an SMS campaign using Clavia, a powerful marketing platform.

Setting up an Email Campaign

1. Creating a Campaign

The first step in setting up an email campaign is to create a new campaign in the Clavia platform. To do this, navigate to the campaigns section and click on "Create Campaign." Choose the email campaign option and give your campaign a name.

2. Importing Contacts

Next, you need to import your email contacts. You can do this by creating a list of your contacts in the Clavia platform. Click on "List" and then "Create List" to create a new contact list. Once the list is created, you can upload your contacts by dragging and dropping a CSV file containing the email addresses. It's important to ensure that your contact list is in the correct CSV format before importing.

3. Designing the Email Template

Now it's time to design the email template for your campaign. If you already have an HTML template, you can easily import it into Clavia. Open the HTML template in a web browser, right-click, and select "View Source" to access the HTML code. Copy the entire code and paste it into the Clavia platform. You can then preview the email template to ensure it looks the way you want it to.

4. Previewing and Saving the Email

Once you have imported and designed your email template, you can preview the email to see how it will appear to your recipients. If everything looks good, save the email and proceed to the next step.

5. Reviewing and Scheduling the Campaign

Before sending out your email campaign, it's crucial to review all the details. Double-check the recipient list, the subject line, and any personalization options you have included. You can also enable tracking to gather valuable data on email opens and clicks. Once you are satisfied with the campaign setup, you can schedule it to be sent immediately or choose a specific date and time for delivery.

Setting up an SMS Campaign

1. Importing SMS Contacts

To set up an SMS campaign, you first need to import your SMS contacts into the Clavia platform. Create a new list for your SMS contacts and upload the contact information in CSV format. Ensure that the CSV file includes the phone numbers and any other relevant details for your SMS campaign.

2. Creating an SMS Campaign

Once your SMS contacts are imported, you can create a new SMS campaign in Clavia. Choose the SMS campaign option and give it a name. Select the contact list that you imported and choose any additional settings such as tracking and personalization options.

3. Designing the SMS Content

Now it's time to design the content of your SMS campaign. Keep in mind that SMS messages have character limitations, so it is advisable to keep your message concise and clear. You can also include links or media content in your SMS, but make sure to use URL shortening services to save space.

4. Previewing and Sending the SMS Campaign

Once you have designed the SMS content, preview it to ensure it appears as intended. Review all the details of your campaign, including the recipient list and the estimated number of recipients. If everything looks good, you can proceed to send the SMS campaign immediately or schedule it for a specific date and time.

Conclusion

Email and SMS campaigns are powerful tools for reaching and engaging with your audience. By following the step-by-step guide provided in this article, you can easily set up effective marketing campaigns using Clavia. Remember to import your contacts, design compelling content, and review all settings before sending out your campaigns. With Clavia's user-friendly platform, you can efficiently promote your business and connect with your customers.

Highlights:

• Learn how to set up an email and SMS campaign using Clavia.
• Import contact lists and design compelling templates.
• Preview and review campaigns before sending or scheduling.
• Ensure tracking is enabled to gather valuable insights.
• Engage with your audience and promote your business effectively.

FAQ:

Q: Can I use my existing HTML template for email campaigns? A: Yes, you can easily import your HTML template into Clavia and customize it for your campaign.

Q: Are there any character limitations for SMS campaigns? A: Yes, SMS messages have character limitations, so it's important to keep your content concise.

Q: Can I schedule campaigns to be sent at a later date? A: Yes, you have the option to schedule campaigns for a specific date and time in Clavia.

Q: How can I track the performance of my email campaigns? A: Clavia offers tracking features that provide insights on email opens and clicks, allowing you to measure the effectiveness of your campaigns.