Creating a mailing

Open Email and go to the Mailings subsection

Adding a mailingAdding a mailing

Click Add and choose who the message is intended for: colleagues or clients.

Let's look at sending a mailing to clients.

Fill in the fields:

• Integration: select the Unisender account the mailing will be sent through
• Sender: the message can be sent from an email account connected to WorkZeal, either your own email or an employee's email you have access to.
• Subject
• Your name: the name the recipient will see next to the sender's address.

Composing the message textComposing the message text

You can fill in the message body in 3 ways:

• As free text, using the built-in tools for formatting

• Using a template: click Templates at the bottom, find the one you need, and click Select

• By preparing a template in an HTML editor, for example Tilda, and pasting the ready-made message code

Filtering recipientsFiltering recipients

At this step, set up a filter to define which clients will receive the message.

No filterNo filter

If the message is intended for the entire client base, turn on the toggle:

FilterFilter

To send the message to a specific group of contacts, add a filter

• Specify the database section, that is, the module, for example Clients
• Choose the field to filter by, for example Client type
• Condition: Equals lets you choose one type, and One of lets you choose several client types at once
• Value: choose one or several types, depending on what you specified in Condition.

To add several filter parameters, click and fill in the additional filter in the same way, for example, a mailing only to the directors of our prospective clients

Click Continue. On the next slide you will see the list of recipients, then their number, and add the mailing to the list.

Starting the mailingStarting the mailing

Once created, the mailing appears in the list. To send it, click Start

When the mailing has been sent, its status changes to Completed, and statistics become available in the provider's account.

OtherOther

• Send a test message. A message for verification will be sent to the sender's address. A test message is sent only for mailings to clients; if the mailing is for colleagues, no test message will be sent.
• Copy. A created mailing can be copied, for example to send it to other recipients, or conversely, you can change the text and keep the same recipient filter.
• Delete. You can delete a mailing. Note that mailings are deleted permanently and cannot be restored.

Read more about how to verify an address here

Mailing service