How to utilise 'Email Re-targeting'

In this article we'll look at our Email retargeting system which can be used for dropped basket functionality, emailing voucher codes or a welcome email of the back of your Newsletter Overlay

Using the navigation in your Salesfire Dashboard, click the link for 'Email' as below:

Screenshot 2021-06-02 at 10.24.11

That action will bring you to our Email overview screen. We'll now have a look at creating an email campaign.  In this example, we'll set up a welcome email with a Voucher Code which can be used as a thank you to your customers for signing up for your newsletter. 

1) To set up a new email campaign, firstly click the button ' New Campaign' you can see in the image above.  That action brings you here then gives you a small pop up to ask which type of email you would like to create:

2) Select the 'Thank You' template, click 'Choose' which brings you to the Design page to set up your email:

3) To Edit the template, just click on the plus sign which gives you the editing options as shown below:

4) Now click the applicable option you wish to add to your template.  For a standard template then your options are, text, image & button.

Note.  If you do not have our Product Recommendations Units then the Recommendations editing option will be unavailable.

HTML - The HTML option is there for clients who are comfortable with web language and wish to develop their own bespoke emails.

4.1) We'll start with Text. 

Just click the 'Choose' text button which will automatically add a text input field to your template and add your desired text:

The Text input field has font functionality e.g. bold, italics, strikethrough and alignment but as yet there is no ability to add font colours or font styles.  You can also add links for redirects if you are looking at potentially driving traffic to specific parts of your site to help upsell as we've done below using the link upload button:

4.2) Add an Image. 

Adding bright and glossy images to your email template is an easy way of making it fit with your brand and adds an extra layer of personalisation. Just click the plus sign again to bring up the insert element box and click the Image button which automatically populates the template with the image field:

To upload the image simply click on the 'Choose' button which will bring up your media library:

If you have already uploaded your images then just find the image and click to upload it like below.  

Note: We automatically scale the image to fit the container.  

If your images need adding to the media library, then just click the upload button in the top left of the media library window to directly upload from your machine. You can then align the images if you wish:

Repeat the process for as many images you wish to add.

4.3) Adding a button. 

Now click the plus sign again in the position you would like to add a button if applicable and click choose:

Add in your button text and link as we have done above above then align if applicable.  Once you are finished, click 'Done' which to add your button. Once the customer click the button they will be directed away from the email to the link destination.

To edit each element or block you have created, just click on the applicable block to show the edit block for that element and either edit the block or click remove (delete) block as below:

5) Steps page: 

Using this page, we'll look at the trigger and steps.

There are three triggers to choose from:

5.1) Data Collection - This trigger is for collecting data via an Overlay.

5.2) Email Captured, is collecting data anywhere on your site e.g your sites native newsletter signup.

5.3) User inactivity - Can be added to each of the above triggers..........

6) Adding a condition:

Like Overlays, you can choose specific conditions if you wish so that you can become more granular with your emails.

6.1) Time of Day - Set a 'to' and 'from' time period that emails will be sent.  This can be used to ensure emails are sent at a time of day when most people may be accessing them, e.g. outside of typical working hours.

6.2) Delay:  Set a time delay for emails to be sent, so this may be set for 30 mins after a customer has signed up for a Newsletter.

6.3) No orders: Optional but advised trigger to use on dropped basket emails to ensure if an order has been placed during the campaigns then the customer will receive no more after they have placed an order.

7) Details Page:

Now give your email campaign a name and set a start and end date if your campaign is to be for a sale period for example.

That's it, you've created your email campaign.  You can then go back and create another template identical to the one you have created by going back to the emails overview page: 

Clicking more and duplicate what you have created and add in a different delay to form the chain of emails you may wish to send.