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Getting started

Congratulations, you are only a few short steps away from sending your first emails. This guide will give you all the information you need, but please feel free to get in touch with us in the mean time if you have any queries and watch out for our updates on the latest new features and trends for TailorMail.

Step 1: Setting up your account

When you join TailorMail, we will send you an email inviting you to confirm your login details and set up your password. Once you have done this you will be taken through to your account homepage where you can create new lists, send campaigns and manage your account details.

In future you can access the site by clicking on my account on the home page of tailormail.co.uk and entering you account name and password.

My Account

On your homepage you will see a number of options. The first thing to do is to confirm your account payment details by clicking on the billing tab in the top right hand corner of the screen and then selecting the option to update your payment details. If you are using the free trial, you do not need to provide these, but you will not be able to send out your first campaign until you have done so.

Step 2: Loading your mailing list

Before you can send an email you will need to load a list of people to send them to. On the homepage, you will see a button asking you to import your subscribers, alternatively you can select the tab at the top of the screen entitled ‘Lists and Subscribers’.

Lists in TailorMail

The platform will take you through the process step by step. You can load your list in several ways, but probably the easiest way is to drag your Excel or .CSV file onto the screen when asked to do so. Please do take time to check that your addresses meet the requirements for TailorMail – you will be asked to confirm this before you can actually load the list. Check out our FAQ’s for a better understanding of why we don’t allow third party lists.

Much of the value of email is, the ability to personalise your campaigns, so make sure you load any relevant information you have for your lists e.g. full names, birthdays or last purchase date.

Step 3: Design your email

This is the fun bit. Depending on your account, you may already have pre-designed templates to select from, but if you have chosen to load or design your own templates, then you will need to got to the templates tab at the top right of the screen to set up a template.

Once you have done this or, if you are using a bespoke template, you will be able to enter the content for your email. On the account home page, click on ‘Create & Send’ and then on ‘Get started’ to create your first email.

New Campaign

Choose a name for your email, a subject line and who you want the email to appear from i.e. the sender name and click on ‘Next’. Now you can select the template to use. Once you have selected a template, you can use the simple editor to enter your email content including pictures, links and styling. Click preview to see what your email will look like when you send it.

Step 4: Send your email

All that’s left to do is assign the list that you have created to this email, so that TailorMail knows who you want to send the email to. Click on ‘Define recipients’ and select your list from the options. If you would like to send a test email to up to 5 people before you send the final campaign, just click on ‘Test and define delivery’ and enter the addresses here, alternatively you can skip this step and go straight to sending the email by skipping past this screen and going straight to the send screen and selecting a time to send the email out.

All done! You have finished your first email.

What next?

Even a basic email like the one you have just created can be very effective, but there is a lot more you can do to make your emails more effective, targeted and automated. To find out more, keep an eye on our blog, or get in touch for some simple ideas that would work for your business.

Happy emailing!

John.