Using Gold-Vision

Marketing

How to send an email with Connect

So, you’ve followed all of the steps of setting up a Campaign, Campaign Stage and Sources and have Run your stage through to Connect – what’s next? Click the grid icon in the top right corner of your screen on Gold-Vision, then select Connect.

Tip

Email whitelisting is an important process to improve email marketing efficiency and deliverability.  See more information about: Gold-Vision Connect Whitelisting and the IP address range which Gold-Vision Connect uses.

Info

You will have the choice to either design an email from scratch or Apply template or copy another design if there is a pre-existing template that you would like to use

Tip

Don’t forget to use the Preview Template option when working on your mail shot to make sure that your design looks good on different devices

Now, if required, make any changes or edits to your mail shot using the steps described on the Drag & Drop email editor page. When you’re happy that your mail shot is ready to go it’s time to work through the tabs at the top of the page.

Design tab

Working you way through the Design tab you will need to add a From address and a subject line:
When adding a subject, you will have the option to add one or multiple subject lines. Using multiple subjects means that Connect will randomly assign a subject line from those provided to each email, helping to improve deliverability.
You will be able to analyse the delivery rate for each subject line after your mail shot has been sent using the Reporting tab in Connect. You can find out more about Connect reporting here.

Tip

You can insert tags into your subject line using information from your Gold-Vision database

Recipients tab

This tab gives you a final overview of your recipients. This is really useful for things like last minute double checks to make sure someone important isn’t missing from the list:

Preview tab

After checking recipients, you can send yourself or other members of your team a preview of the mail shot from the Preview tab:

Spam tab

Once everyone is happy with the preview, you can run a Spam check on the next tab to make sure that your email will have the best chance of being delivered to your recipients:

Access tab

Before sending you can control the Access of the mail shot. This is handy for businesses with larger or multiple teams that need to control who can view what:

Send tab

From the Send tab there are some final checks and settings that need to be reviewed:
  • Tick the three boxes at the top to confirm that you have read the T&C’s etc.
  • Apply your settings for things like how you want your images to appear
  • Enter an email address that you would like any replies to this mail shot to be sent to
Once all of this is complete, click Send and OK:
After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will help you track the progress and responses to your mail shot. You will also be able to see key data in Gold-Vision against the Campaign Stage, such as open rates and click-through rates. You can find out more about these areas and how to use the data here.  

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