Want to automatically engage with your audience?

An email campaign is a sequence of automated marketing emails that contact multiple recipients at once.

They are designed to reach out to subscribers at the best time and are usually triggered after the customers/subscribers perform a specific action, such as signing up for a free webinar, subscribing to your newsletter or purchasing an online course or community.

In this article:


1. Setting up your Email Campaign

Step 1: From your Podia Dashboard, click on the Email tab in the header menu.

Step 2: On the email page, you will click on the "create" button, then select "New campaign" from the dropdown menu that appears.

When you arrive on the page that follows, you will be handed a blank slate you can use to create your email campaign in Podia!

The first step is to set up the campaign:

Step 3: In this section, you will choose your campaign name and your entrance and exit conditions (more on those to come!)

Your campaign name should be something you can use to quickly differentiate this series of emails from other campaigns you create. The campaign name is only ever visible to you and is used for your reference only.

Now let's talk about those entrance and exit conditions!


2. Adding Entrance and Exit Conditions

Setting up entrance and exit conditions on your campaign is a way to decide which customers receive the series of emails and also choose when they will no longer receive emails from this sequence.

Entrance Conditions

In the Setup section of your campaign page, you can select "Choose Condition" to the right of "Entrance condition" to choose how customers enter this email campaign sequence.

Available options are:

  • Purchased product*: When a customer purchases a paid product or signs up for a free product from your sales page or embedded checkout. Customers who purchase bundled products will also be enrolled in the campaigns associated with each one of the products in the bundle.

  • Pre-launch email signup: When a lead enters their email address via a pre-launched product's email capture or is imported into the list.

  • Subscribed to plan*: When a community member signs up for a free or paid community plan from your sales page or an embedded checkout.

  • Joins mailing list: When someone signs up for your general newsletter or is imported into your general newsletter list.

* Customers of products that are manually invited or imported do not enter the campaign sequence. They are excluded from the campaign as the entrance condition only applies to those who have initiated the purchase or enrollment through the Podia checkout.

Once you choose your condition, you will need to select options related to this condition, such as selecting all or a single community plan, or a specific pre-launch product.

Exit Conditions

Next, we'll select an exit condition by clicking on "choose option" to the right of the exit condition label.

All customers entered into the sequence will automatically leave the campaign when they receive the last email in it. If you'd like them to leave sooner based on an action, that is where an exit condition comes into play!

Available options are:

  • Purchases product: When a customer enrolled in the campaign sequence purchases a specific product.

  • Subscribes to plan: When a customer enrolled in the campaign sequence enrolls in a specific community plan.

You can also select more than one exit condition! If your goal is to get a customer enrolled into one of your three paid community plans, you could select all three plans by adding three conditions!

A note on the automatic condition of "receives the final email": When your final email in the sequence is sent to a specific customer, they will exit the campaign automatically. In the event that you add more emails to the campaign in the future, any customers who had previously exited the campaign will not receive any new emails added.


3. Creating Your Series of Emails

Now let's get to the fun part: creating and delaying your email sequence!

Each email setup has three required fields:

  • Send after: The number of days after the entrance condition is met (ie: signing up for your newsletter) that they receive the email. If you'd like it sent on the day they meet the condition, this number should be 0.

  • Email subject: This is the subject line that your audience will see when they receive the email!

  • Body: This is where you'll put your content for the email. Feel free to take a peak at this guide for formatting tips and tricks!

Adding Emails to the Campaign

In the left sidebar of the email page, there's an option to add a new email : +new email

Each new email will require the same three items as above. You can add as many emails to the sequence as you'd like!

Additionally, you can turn on and off specific emails in the sequence by toggling this option below the body section on each individual email page. This will allow you to save an email in the sequence without having it be active until you're ready for it to be added!

Once you have at least one active email in your sequence, you will have the option to start your campaign or finish it later!

Just a heads up: When you start an email campaign, any customers in your audience who have already met the entrance condition (and have not yet met the exit condition) will be enrolled into the email campaign sequence.


FAQ

Will newly created campaigns send to new and existing subscribers?

Yes! Newly created campaigns will be sent to both new and existing subscribers.

Will email campaigns send to imported customers?

No. Email campaigns will just send to people that initiated a purchase or enrollment via the Podia checkout.

Customers of products that are manually invited or imported do not enter the campaign sequence.

Why Podia won't let me create and activate my email campaign?

Make sure you have at least 1 active email in your campaign series.

Why have my customers exited the campaign?

When your final email in the sequence is sent to a specific customer, they will exit the campaign automatically.

In the event that you add more emails to the campaign in the future, any customers who had previously exited the campaign will not receive any new emails added.


And that's it! You've done it!

As always, our amazing creator support team is on live chat and email seven days a week, so let us know if there’s anything at all we can help with ❤️

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