How to send an invitation from an email campaign
To send an email template to a large list of guests, you need to set up an email campaign. Here’s a step-by-step guide to creating and sending a campaign using Parcy:
Access Email Campaigns: Navigate to the 'Email Campaigns' section on the Parcy platform.
Click on Create a Campaign: Follow these simple steps to set up your campaign:
Steps to Create and Send an Email Campaign
Select a Template: Choose the email template you want to send.
Name Your Campaign: Give your campaign a unique and identifiable name.
Enter the Subject Line: Provide the subject line for your email.
Select Your Attendee List: Choose the list of guests who will receive the email.
Target Your Audience
Choose Recipients: Decide who will receive the email by selecting the recipient type (main guest, extra guest, or both) and their status (e.g., whole, attending, waiting).
Apply Filters: Optionally, apply any pre-set filters or select recipients based on assigned activities. Discover how to create a custom filter.
Assign Marker: You can assign a specific marker to a custom field for all recipients of this email. Markers in Parcy help you track who has received your campaign emails and who hasn't. This feature is particularly useful when managing ongoing event registrations. Here's how to use markers effectively.
Example Scenario: You need to send an email to all event registrants while keeping the registration open for new attendees. Here’s how to manage this:
Send the email to all current registrants.
Assign the marker “OK” to attendees who received the email.
Filter out attendees without the “OK” marker to identify new registrants.
Send the notification email to new registrants who haven’t received it yet.
Review and Confirm
Review Campaign Details: After setting up the campaign, review the summary of your input information.
Make Final Adjustments: If necessary, you can modify the email subject line before sending.
Confirm and Send: The final summary screen will show how many people will receive the email. Once you're ready, confirm to send the campaign.
Following these steps ensures that your email campaigns are well-prepared, targeted, and correctly sent to your intended audience.
Once your email campaign has been sent, the system generates a detailed report indicating the status of your email deliveries. The duration of this process can vary depending on the number of attendees. Here’s a guide to understanding the different metrics included in the report and how to interpret them.
General Overview: On the General tab, you will find a global numerical status that provides a summary of all your email deliveries.
Specific Metrics: The report also breaks down specific metrics for individual attendees, offering a more granular view of your campaign’s performance. Here’s what each metric indicates:
Delivered: This metric shows all the attendees for whom the email was successfully delivered.
Delayed: This indicates attendees who have not yet received the email. The system will make up to five delivery attempts. If delivery fails after these attempts, the attendee’s status will be marked as Bounced.
Open: This metric indicates the attendees who have opened the email. Monitoring this can help gauge the interest level in your email content.
Clicked: This shows the attendees who have clicked on any links within the email. This is particularly useful for tracking engagement and interactions with your email content.
Bounced: This indicates the attendees who could not be reached, along with the corresponding error messages. Understanding these errors can help in resolving issues with email delivery.
Exporting Metrics
All these metrics can be exported for further analysis or record-keeping. This allows you to maintain a detailed archive of your email campaign performance.
Important GDPR Compliance Note
In compliance with GDPR regulations, these metrics are accessible for only 10 days from the date of the campaign’s launch. Ensure you review and export the necessary data within this timeframe.
Access Email Campaigns: Navigate to the 'Email Campaigns' section on the Parcy platform.
Click on Create a Campaign: Follow these simple steps to set up your campaign:
Steps to Create and Send an Email Campaign
Select a Template: Choose the email template you want to send.
Name Your Campaign: Give your campaign a unique and identifiable name.
Enter the Subject Line: Provide the subject line for your email.
Select Your Attendee List: Choose the list of guests who will receive the email.
Target Your Audience
Choose Recipients: Decide who will receive the email by selecting the recipient type (main guest, extra guest, or both) and their status (e.g., whole, attending, waiting).
Apply Filters: Optionally, apply any pre-set filters or select recipients based on assigned activities. Discover how to create a custom filter.
Assign Marker: You can assign a specific marker to a custom field for all recipients of this email. Markers in Parcy help you track who has received your campaign emails and who hasn't. This feature is particularly useful when managing ongoing event registrations. Here's how to use markers effectively.
Example Scenario: You need to send an email to all event registrants while keeping the registration open for new attendees. Here’s how to manage this:
Send the email to all current registrants.
Assign the marker “OK” to attendees who received the email.
Filter out attendees without the “OK” marker to identify new registrants.
Send the notification email to new registrants who haven’t received it yet.
Review and Confirm
Review Campaign Details: After setting up the campaign, review the summary of your input information.
Make Final Adjustments: If necessary, you can modify the email subject line before sending.
Confirm and Send: The final summary screen will show how many people will receive the email. Once you're ready, confirm to send the campaign.
Following these steps ensures that your email campaigns are well-prepared, targeted, and correctly sent to your intended audience.
Once your email campaign has been sent, the system generates a detailed report indicating the status of your email deliveries. The duration of this process can vary depending on the number of attendees. Here’s a guide to understanding the different metrics included in the report and how to interpret them.
General Overview: On the General tab, you will find a global numerical status that provides a summary of all your email deliveries.
Specific Metrics: The report also breaks down specific metrics for individual attendees, offering a more granular view of your campaign’s performance. Here’s what each metric indicates:
Delivered: This metric shows all the attendees for whom the email was successfully delivered.
Delayed: This indicates attendees who have not yet received the email. The system will make up to five delivery attempts. If delivery fails after these attempts, the attendee’s status will be marked as Bounced.
Open: This metric indicates the attendees who have opened the email. Monitoring this can help gauge the interest level in your email content.
Clicked: This shows the attendees who have clicked on any links within the email. This is particularly useful for tracking engagement and interactions with your email content.
Bounced: This indicates the attendees who could not be reached, along with the corresponding error messages. Understanding these errors can help in resolving issues with email delivery.
Exporting Metrics
All these metrics can be exported for further analysis or record-keeping. This allows you to maintain a detailed archive of your email campaign performance.
Important GDPR Compliance Note
In compliance with GDPR regulations, these metrics are accessible for only 10 days from the date of the campaign’s launch. Ensure you review and export the necessary data within this timeframe.
Updated on: 21/05/2024
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