Recommended activity list for new users

Recommended activity list for new users

We designed this activity checklist to get you started in Delivra fast. The list includes:

  1. Start Segmenting
  2. Create an Email
  3. Build an Automation

Activity #1:  Start segmenting

Upload a contact list and begin building segments to see how Delivra helps keep your audiences organized. Follow the steps below to complete this process. Tip: Open images in a new browser tab for a larger view.

a. How-To Import a CSV

You will import lists in the Contacts dashboard of your account. 

Step 1

Click the “Import” button from the All Contacts tile in the Contacts dashboard.


Step 2

On the next screen, click the "Browse Files" button. This will open the file directory on your computer. Find and double-click your CSV file to select it for upload. Then click the "Next" button.

Note: When a file is selected, the system will run a few checks on the file to ensure it's in the CSV format and that the file is not corrupted. When the process is complete, the box will turn green. If the box turns red, a descriptive error message will be displayed on-screen indicating the cause of the error.


Step 3

In the next step you will see each column from your CSV file listed on-screen as a row. If needed, use the drop-down menu to match the Delivra field. This identifies where the data should be stored.

Notes:

  • The importer may attempt to match Delivra fields based on the column name from the CSV uploaded. Please note that this may not always be accurate; double check each row before proceeding.
  • When a row is not matched (or not matched correctly), click open the drop down menu to the right and scroll to find the field. Click the field name to select it for the match.

Step 4

In the next step you will configure settings for how your account should handle the email addresses in CSV file. These options include:

  • Import action - choose to send or not send an automated message to imported contacts, like a welcome or an opt-in confirmation.
  • Ignore blank fields - choose to ignore blank cells in the uploaded CSV file. This eliminates the possibility of existing data being overwritten with a blank if a contact already exists in your account.
  • Report Held and Unsubscribed addresses - collects contacts that already exist in your account in the Held or Unsubscribed status. This information will be sent to you in a report and those contacts will be skipped.
  • Create new tag - check the box to label the contacts being imported now with a name. This creates a group in the system that can be used to target a specific audience for an email later.

Step 5

If there are Tags that you manage on an ongoing basis, you can also add the contacts being imported now to an existing Tag. Select one or more Tags by moving them to the right column.


Step 6

Click the “Import” button at the bottom of your screen to start the import process. You will be redirected to a landing page that outlines next steps. Click the "Done" button. You will receive an email from the system when the import is complete.



For more information on CSV imports or how to prepare a data file, visit this article in our Help Center.

Here's a .CSV file of sample contact data for you to use.

b. How-To Create a Segment

You will create and manage segments in the Contacts dashboard of your account.

Step 1

Click the “Create” button from the Segments tile in the Contacts dashboard.


Step 2

In the "General Information" box, provide a name for the new segment.

Optionally, enter a description for additional context and place the segment in a folder.


Step 3

In the "Builder" box, click the "Add Clause" button.

The New Clause builder will then be displayed on-screen for you to use to build the criteria of the segment.




Step 4

Click to open the Select field menu to display segment clause options.

Scroll through the list, or use the search box to find your field.

Click on the field name to select and insert it into the clause builder.


Step 5

Click to open the "Is" operator menu. Choose the operator for the clause evaluation. 

In this example, we want to find contacts in the city of Indianapolis. The operator used would be "equal to".


Step 6

Lastly, type in the value for the clause evaluation.

In this example, we'll enter "Indianapolis" to find contacts that have this value in their city field.

Click the "Save and Next" button to continue.


Step 7

In the last step of the workflow, Test, you can see how many contacts currently match the clause criteria.

Click "Exit" to jump out of the workflow.

Note: Segments are dynamic in nature. This means that when data changes or new contacts are added with data that matches, your segment count will be updated.



Visit this e-learning module on segment building.

 

Activity #2:  Create an email

You can create a campaign using a guided workflow that requires only a few steps to complete. Follow the steps below to complete this process. Tip: Open images in a new browser tab for a larger view.

If you are not there already, navigate to your Campaigns dashboard to begin. Click the “Create Campaign” call to action button in the top right corner of your screen. This will launch the guided workflow.



Setup

In the Setup tab, you will configure a few required components like providing a campaign name, setting the campaign type, choosing an email template, and setting your From & Subject lines.

Campaign Details

Enter a name for your campaign and choose the type of campaign. The regular campaign type is chosen by default. Optionally, assign the campaign to a folder for organization. 


Design
Choose how you will start the design - from a template or blank. If from a template, is it a custom template or a stock template? Mark the radio button to choose the template file.

Email Setup
Choose your Sender Name and Address (From line) and enter your Subject line. Optionally, enter Preheader text. If needed, choose the Footer to use for the campaign.

  • Additional Sender Addresses will be saved in the drop-down menu. If you need to add a new one, click the "Add Sender Address" button.
  • Your account has at least one footer named “default”. This footer uses the address provided by your organization when the account was created. To add a new footer address click the “Create Footer” button.


Once these basics are set up, click “Save and Next” to move to the next step, Design.

 

Design

Moving into the next step, you’re dropped into our drag-and-drop email editor.

On the left you will find Layout, Content and Action elements that you can add into your design.
  • From Layout, drag in new rows, add spacers or divider lines.
  • From Content, drag in new text or image blocks.
  • And from Actions, drag in a call-to-action button.

In the middle of the page you click on an element to edit it. This opens edit tools on the right side of the page. Design tools will vary based on the type of element: text, button, image, etc.

Visit this e-learning module for more information on the email designer.



Once your email design is complete, click “Save and Next” to move to the next step, Contacts.

 

Contacts

In this step you’ll choose the audience to receive your campaign.

From the left column click and move one or more tags to the right column. 

And, if you have not yet imported your mailing list, click the “Import Contacts” button. You can quickly import your list and tag it to receive this campaign.



Once your audience has been chosen for the campaign, click “Save and Next” to move to the next step, Preview.

 

Preview

In the Preview step of the workflow you can see a browser preview of the email.

The Preview step includes:

  • From & Subject line
  • Contact merge
  • File size indicator
  • Link to the online version

When you’re done using the Preview tools, click “Save and Next” to move to the next step, Test.

 

Test

The Test step allows customers to send copies of the campaign to themselves for review ahead of sending it live to ensure that the email generally renders as expected and that all images display and that all links are working.

Here you will configure these options:

  • Send test to - the email(s) of people to receive a copy of the campaign for review.
  • Send this many test copies - how many copies should be sent to each person indicated.
  • Send the following parts - choose if the HTML or the TEXT version of the campaign should be sent.
  • Send a spam analysis report - run your campaign through email client spam filters & get a score back.

Also in this step you will see a "Selected Contacts" section. This section will display an estimated number of recipients that will receive your campaign.


Click “Test and Next” to move to the last step, Schedule.

 

Schedule

In the final step of the workflow you’ll find your sending options:

  • Keep unscheduled
  • Schedule for a future date
  • Send now


Activity #3:  Build an automation

Whether it’s a simple onboarding drip or a complex sales campaign, our visual workflow builder can automate it. Build a simple drip campaign by following the steps below to complete this process. Tip: Open images in a new browser tab for a larger view.

If you are not there already, navigate to your Automation dashboard click the "Create Automation" button in the top-right of your screen to open the automation designer and build out your drip workflow.

Step 1

In the "Automation Details" box, provide a name for the drip campaign.

Optionally, you can add a description and choose a folder.

Then click "Save and Next" to move to the next step.


Step 2

In the designer, the first step of the drip campaign is inserted for you, Send Email. Click the button to "Create a campaign" and walk through the steps to build the 1st email that will be sent in the drip series.

OR

If you previously created a campaign, click on the Send Email step to open additional options on the right. Under "Actions", click the "Select Campaign" button to choose a campaign.




Step 3

Add steps to your drip. Use the "+" button on the right to open step options:

  • Send Email - send another email in the workflow.
  • Pause - Wait between steps in the workflow.
  • Stop - Hold contacts and the end of the workflow.

Drag desired steps into the designer canvas to build out the workflow. 




Step 4

Edit the steps of your automation workflow. Click on a step to open details on the right.

Pause: 

  • Use Timeframe - set a specific timeframe between steps like 1 hour or 1 day.
  • Pause Until - set the pause using timestamps like the current date or stored dates.
  • Select Day and Time - set release based on day of the week or month.
  • Schedule Pause - set a recurring schedule for release like daily at 9:00am.

Send Email: 

  • Create campaign - build a new campaign for the step. 
  • Select campaign - select a campaign for the step. The campaign type can be API only.



Step 5

Continue the build process by adding & editing steps as needed. When done with design, click the "Save and Next" button to continue. 


Step 6

In the Test step of the workflow, choose an admin record to send through the automation for testing purposes. 

Additionally, set an override for the Pause/Wait in minutes to speed up the test process.

Click "Test and Next" when done.


Step 7

In the last step of the workflow, Schedule (or Activate), you will specify when the drip campaign will go live.

  • Schedule - If your drip starts with a regular campaign, you will choose a date/time to schedule the campaign to send. This will activate the drip campaign to start running as of that time.
  • Activate - If your drip starts with an automated campaign, simply click the "Activate and Exit" button. This will activate the drip campaign to run as of the next time the automated campaign sends.




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