Email Campaign Management

Campaign Overview

CloudCusp Mailer provides three types of email campaigns:

Type	Purpose	Use Case
Regular	One-time send	News, announcements, promotions
Recurring	Scheduled repeats	Weekly newsletters, daily digests
Sequence	Multi-email series	Welcome series, drip campaigns

Creating Email Campaigns

Step 1: Start Campaign

1. Go to CloudCusp Mailer → Campaigns
2. Click Create Campaign
3. Select campaign type
4. Enter campaign name
5. Click Continue

Step 2: Write Email Content

Email Components:

Component	Details
Subject Line	Displayed in inbox
Preview Text	Short preview text
From Name	Sender name
From Email	Sender email address
Reply-To	Response email address
Email Body	HTML content

Content Options:

• Visual Editor - Drag-and-drop blocks
• HTML Editor - Write raw HTML
• Template - Use pre-built template
• Merge Tags - Personalize with subscriber data

Step 3: Select Recipients

List Selection:

1. Choose one or multiple lists
2. Or create custom filter

Filtering Options:

• Subscriber status (subscribed, pending)
• List membership
• Tags
• Geographic location
• Engagement level
• Custom fields

Step 4: Schedule Delivery

Send Options:

• Send Now - Immediate delivery
• Schedule - Specific date and time
• Recurring - Daily, weekly, monthly

Configuration:

1. Select send method
2. Choose date/time (if scheduled)
3. Select timezone handling
4. Confirm recipient count

Step 5: Review & Send

1. Review campaign details
2. Preview email
3. Verify recipient count
4. Click Send Campaign

Regular Campaigns

One-time email sends to your subscriber list.

Creating Regular Campaign

1. Campaign Type - Select "Regular Campaign"
2. Email Content - Write subject, preview, body
3. Recipients - Choose list and filters
4. Schedule - Select send now or schedule
5. Send - Review and send

Sending Options

Send Now:

• Emails delivered immediately
• Background processing
• Real-time delivery tracking

Schedule:

• Choose specific date/time
• Set timezone
• Automatic sending at scheduled time

Batch Processing:

• Configurable batch size
• Rate limiting respected
• Automatic retries on failure

Recurring Campaigns

Campaigns that repeat on a schedule.

Setting Up Recurring Campaign

1. Campaign Type - Select "Recurring Campaign"
2. Email Content - Design email
3. Recurrence - Configure schedule:
   • Daily
   • Weekly (choose days)
   • Monthly (choose date)
4. Duration - Set end date or count
5. Time - Choose send time

Configuration

Frequency Options:

Daily          - Every day at specified time
Weekly         - Selected days each week
Monthly        - Same date each month

Stop Conditions:

Specific End Date   - Stop on chosen date
Number of Sends     - Stop after N sends
Manually Disable    - Stop anytime

Sequence Campaigns

Multi-email sequences with delays between sends.

Creating Sequence

1. Campaign Type - Select "Sequence Campaign"

2. Add Emails:

   • Email 1 (initial send)
   • Email 2 (after delay)
   • Email 3 (after delay)
   • etc.

3. Configure Delays:

   • Time between emails (hours, days)
   • Timezone-aware timing

4. Recipients - Choose list/filters

5. Launch - Start sequence

Sequence Configuration

Email Steps:

• Add multiple emails in sequence
• Each email sent after delay
• Full tracking per email
• Can modify sequence while active

Delay Options:

Immediate     - Send first email now
1 Day Later   - Send 24 hours after previous
2 Days Later  - Send 48 hours after previous
1 Week Later  - Send 7 days after previous

Email Content Editor

Visual Editor

Drag-and-drop email builder with blocks:

Available Blocks:

• Text block (paragraphs, headings)
• Image block
• Button block (CTA)
• Divider
• Spacer
• HTML block

Features:

• Real-time preview
• Mobile responsive preview
• Undo/redo
• Save as template
• Merge tag insertion

Using Merge Tags

Personalize emails with subscriber data:

Available Tags:

{{first_name}}     - Subscriber first name
{{last_name}}      - Subscriber last name
{{email}}          - Subscriber email
{{company}}        - Subscriber company
{{site_name}}      - Your website name
{{custom_field}}   - Custom fields

Example:

Hi {{first_name}},

Thank you for subscribing to {{site_name}}.
We're glad to have you on our list!

Best regards,
The {{site_name}} Team

Campaign Templates

Using Templates

1. Go to CloudCusp Mailer → Templates
2. Choose template
3. Click Use Template
4. Modify as needed
5. Send

Available Templates

Pre-built Templates:

• Welcome email
• Newsletter template
• Promotional template
• Product announcement
• Re-engagement email

Saving as Template

1. Create campaign email
2. Click Save as Template
3. Enter template name
4. Choose category
5. Save

Templates can then be:

• Reused in new campaigns
• Shared with team
• Modified and resaved
• Organized by category

Campaign Analytics

During Campaign

Real-time metrics while sending:

• Emails sent count
• Delivery rate
• Bounce rate
• Current open rate
• Current click rate

After Campaign

Complete performance data:

• Total recipients
• Delivered count
• Open rate (unique)
• Click rate
• Click breakdown by link
• Bounce details
• Unsubscribe count

Detailed Reports

View comprehensive campaign statistics:

1. Go to CloudCusp Mailer → Campaigns
2. Click campaign name
3. View analytics tab

Available Metrics:

• Send date/time
• Total recipients
• Delivery stats
• Engagement metrics
• Geographic breakdown
• Device breakdown
• Email client breakdown

Campaign Management

Editing Campaigns

Before Sending:

• Full editing available
• Modify all fields
• Change recipients
• Update schedule

After Sending:

• Cannot edit content
• Can view analytics
• Can duplicate
• Can create follow-up

Duplicating Campaign

1. Go to CloudCusp Mailer → Campaigns
2. Click campaign
3. Click Duplicate
4. Modify as needed
5. Save

Useful for:

• Creating similar campaigns
• A/B testing variations
• Template reuse

Deleting Campaign

1. Go to campaign
2. Click Delete
3. Confirm deletion

Note: Analytics data is preserved.

Best Practices

Subject Line Tips

• Keep under 50 characters
• Use action words
• Personalize when possible
• Avoid spam trigger words
• Test different variations

Content Guidelines

• Use clear, scannable content
• Include single clear CTA
• Keep paragraphs short
• Optimize for mobile
• Use images sparingly
• Include unsubscribe link

Sending Strategy

• Test send to yourself first
• Send to engaged subscribers first
• Avoid peak times initially
• Monitor bounce rate
• Check spam complaint rate
• Follow up with non-openers

Compliance

• Include physical address (CAN-SPAM)
• Provide unsubscribe link
• Honor opt-out requests
• Respect GDPR requirements
• Use authenticated email domain
• Monitor list quality

Related Features

• Subscriber Management - Manage campaign recipients
• Email Providers - Configure delivery method
• Campaign Analytics - Track performance
• Automation - Trigger campaigns automatically

Campaign Types

1. Regular Campaigns

One-time email campaigns sent to selected subscribers or lists at a specific time.

Key Features:

• Immediate or scheduled sending
• Recipient list selection with filters
• Subject line and preview text customization
• Full HTML and plain text support
• Attachment support

2. Recurring Campaigns

Campaigns that repeat on a set schedule (daily, weekly, monthly, etc.).

Configuration:

• Set recurrence pattern
• Specify frequency and duration
• Configure delivery time
• Automatic scheduling and resending

3. Sequence Campaigns

Sequential email series sent to subscribers over time with customizable delays between messages.

Features:

• Define multiple email steps
• Set time delays between emails
• Track individual email performance
• Manage subscriber progression through sequence

Email Provider Integration

CloudCusp Mailer supports multiple email service providers to ensure optimal deliverability:

Supported Providers

Provider	Best For	Features
WordPress Mail	Development/Testing	Built-in WordPress function
SendGrid	High-volume sending	Best deliverability, advanced analytics
Mailgun	Flexible sending	Domain management, detailed logs
Amazon SES	Cost-effective	High volume, affordable rates
Emailit	Custom implementation	Full API control
Custom SMTP	Enterprise	Direct server control

Campaign Builder

Visual Editor Features

The drag-and-drop campaign builder provides an intuitive interface for creating professional emails:

• Template Library: Pre-designed, customizable templates
• Block System: Drag-and-drop content blocks (text, images, buttons, etc.)
• Real-time Preview: See changes as you design
• Mobile Responsive: Automatic optimization for mobile devices
• Brand Customization: Add company colors, logos, and fonts
• Merge Tags: Personalize emails with subscriber data (firstname, lastname, email, etc.)

Email Components

Subject Line

• Title of the campaign email
• Supports merge tags for personalization
• Character limit warnings

Preview Text

• Text displayed in email client preview pane
• Crucial for email open rates
• Max 50-160 characters recommended

Email Body

• HTML editor with visual builder
• Plain text fallback support
• Support for responsive design
• Image optimization and hosting

From Settings

• Sender name and email address
• Reply-to address configuration
• Global or per-campaign settings

Campaign Configuration

Recipient Selection

Define who receives your campaign:

List Targeting:

• Select one or multiple subscriber lists
• Include or exclude specific segments
• Apply subscriber filters

Segmentation Filters:

• Filter by subscriber status (subscribed, pending, unsubscribed)
• Geographic filters (country, city, region)
• Engagement filters (open/click history)
• Custom field filters
• Tag-based filtering

Advanced Targeting:

• Double opt-in status
• Subscription date range
• Last activity filters
• Custom field conditions

Scheduling

Send Options:

• Send immediately
• Schedule for specific date/time
• Optimize send time per subscriber
• Timezone-aware scheduling
• Recurring campaign scheduling

Campaign Performance

Delivery Settings

Batch Processing:

• Configurable batch size (default: 50 emails)
• Rate limiting per provider
• Automatic retry for failed sends
• Queue management

Compliance:

• Automatic unsubscribe links (CAN-SPAM)
• GDPR compliant header information
• Bounce handling
• Complaint tracking

Pre-send Verification

Before sending campaigns:

1. Subject Line Validation: Ensure subject line is set
2. Content Review: Verify email content is present
3. Recipient Count: Confirm number of recipients
4. List Verification: Check subscriber list status
5. Link Validation: Verify all links are valid
6. Provider Test: Test email provider connectivity

Campaign Tracking

Metrics Tracked

CloudCusp Mailer tracks comprehensive campaign metrics:

• Sent Count: Total emails successfully sent
• Bounce Rate: Hard and soft bounces
• Open Rate: Unique and total opens
• Click Rate: Links clicked in email
• Complaint Rate: Spam complaints
• Unsubscribe Rate: Subscribers who unsubscribed

Real-time Tracking

• Live campaign dashboard
• Sender/recipient details
• Open and click timestamps
• Detailed recipient activity log

Templates

Template Management

Pre-built Templates:

• Marketing templates
• Promotional templates
• Newsletter templates
• Transactional templates

Custom Templates:

• Save campaign as template
• Template categories
• Edit and reuse
• Share templates with team

Template Editor

• Full HTML customization
• Drag-and-drop blocks
• CSS editor for advanced styling
• Mobile preview and testing

Best Practices

Campaign Design

1. Subject Lines: Keep under 50 characters, use personalization
2. Preview Text: Make it compelling, complement subject line
3. Mobile Optimization: 40% of users open on mobile
4. CTA Buttons: Use contrasting colors, clear copy
5. Images: Optimize file size, include alt text
6. Copy Length: Keep paragraphs short, use white space

Sending Strategy

1. List Cleanliness: Remove bounces and inactive subscribers
2. Frequency: Avoid over-sending to prevent unsubscribes
3. Segmentation: Send relevant content to specific audiences
4. Testing: Use A/B testing for subject lines and content
5. Timing: Send when subscribers are most engaged

Compliance

1. CAN-SPAM: Include business address, unsubscribe link
2. GDPR: Obtain proper consent, honor preferences
3. Authenticati: Configure SPF, DKIM, DMARC records
4. List Hygiene: Regular verification and cleanup
5. Engagement: Monitor complaints and bounces

Shortcuts

• Quick Send: Send test email before full campaign
• Save as Draft: Preserve campaign for later
• Duplicate Campaign: Copy and modify existing campaigns
• Preview: View campaign as recipient would see it