How to set up email campaigns?

A quick guide on creating and sending running email campaigns with Zixflow.

To run email campaigns, click Campaigns in your sidebar then click the “+Campaign” button and select the email channel.

Note - Before you can run email campaigns, you’ll need to Verify the Domain and add Footer details. Scroll down to the campaign settings section to learn more about this.

Next, enter your campaign’s name and select your Audience.

After that, select a From Name that appears in your recipient's inbox. A personalized From name instead of a generic one helps you build trust with your recipients and boost open rates. Select the email address you want to send your campaign from. 

Once that is done, you can choose to accept replies from your recipients on a different email address by checking the Use different Reply To option. 

Next, type the subject line of your email and select a template for your email. Unlike SMS, you can only use templates for running email campaigns. You can use our drag-and-drop template builder to create templates for your emails. Check out our email campaign templates page for more details.

Finally, you can schedule your messages to be sent based on date, split your campaigns according to batches and time intervals, add attachments to your emails, and track open and click rates by checking the relevant boxes.

Click the Send Campaign button to start your email campaign. 

Campaign Settings

As mentioned before, prior to start running your email campaign, you need to add a few things to your account, Let’s look at these things one at a time:

Footer Address

Having a footer address is mandatory by ISP. Set your physical address which will be shown in the email footer. To set your footer address, click Campaign in the sidebar and select the Settings tab. Here, click Manage under the email section. 

The footer address contains your general information like name and address to indicate that the email is sent from a legitimate sender.

Verify Domain

If you want to use a custom domain for sending your email campaign, you have to verify that domain using an authentication parameter. To do that, you have to add this to your domain DNS.

First, log in to your domain hosting account. Once you log in to your domain DNS manager, set up the following records.

SPF Record

Type: TXT record

Host/Name: @

Value: v=spf1 a mx include:saino.io ~all

There can only be one SPF record per domain, so if there is an existing record just add "include:saino.io" to that record. Make sure you remove the quotes.

For example, if your domain already has the record: 

v=spf1 a mx include:_spf.google.com ~all, then you would just add: include:saino.io

The final record would look like this: 

v=spf1 a mx include:_spf.google.com include:saino.io ~all

If you are using a subdomain, use Host/Name - mail (Subdomain name like mail.example.com). Everything else will be the same.

DKIM Record

Type: TXT record

Host/Name: api._domainkey

Value: k=rsa;t=s;p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQCbmGbQMzYeMvxwtNQoXN0waGYaciuKx8mtMh5czguT4EZlJXuCt6V+l56mmt3t68FEX5JJ0q4ijG71BGoFRkl87uJi7LrQt1ZZmZCvrEII0YO4mp8sDLXC8g1aUAoi8TJgxq2MJqCaMyj5kAm3Fdy2tzftPCV/lbdiJqmBnWKjtwIDAQAB

In some DNS settings, the Host/Name field may require you to enter "api._domainkey.yourdomain.com", replacing the your.domain with your actual domain name.

If you are using a subdomain use Host/Name - api._domainkey.mail (if the subdomain name is mail.example.com). The rest will be the same.

Tracking Record

Type: CNAME record

Host/Name: tracking

Value: tracking.saino.io

If you are using Cloudflare as your DNS host, you need to disable it for that particular record by clicking the "cloud" icon. So finally it will be the gray color cloud.

If you are using a subdomain use Host/Name - tracking.mail (if subdomain name is mail.example.com).

DMARC Record

Type: TXT record

Host/Name: _dmarc

Value: v=DMARC1; p=none; rua=mailto:dmarc-reports@yourdomain.com

Note - The above setting will not necessarily bounce your email but indicate to your recipient’s server that they should consider quarantining it (send it to the junk or spam folder.)

You can set up your DMARC to simply notify you of mail that is not passing SPF and DKIM. Use the same host/name and in value use the below parameters.

Value:

Replace youremailaddress@yourdomain.com with your actual email address and your custom domain.

For example, if you setting up abc.com you can use mailers@abc.com

If you are using a subdomain use Host/Name - _dmarc.mail (if subdomain name is mail.example.com).

After you are done setting up all the records, switch back to the Zixflow platform and go to campaign settings. Under the email section click Manage and visit the Verify Domain tab. Enter your custom domain name here and click Save.

It can take anywhere from 2 Minutes to 48 hours to fully verify your domain before you can use it to send emails. The time period depends on your domain host or DNS provider and for root name servers and cache records to propagate your domain across the entire web.

Account Reputation

The third tab in the email campaign settings is the reputation tab, where you can see your account’s performance and reputation. A high reputation percentage ensures high deliverability. If it is poor, your account may be blocked from sending emails. If that happens, contact our support.