Campaigns in Tidio

Tidio offers a tool for composing and scheduling your own email campaigns, e.g. for marketing purposes. With the Campaigns creator, you are able to send rich-content emails to your Tidio contacts, and check the results once a campaign is over.

In this article, you will learn:

• How to navigate the Campaigns tool
• How to create and send a new campaign (or schedule it)
• How to create your own templates
• How to create automated emails with the flow editor
• How to check the results of your finished campaign
• How to use your own domain for sending campaigns
• How to set up your street address (for legal purposes)

The Campaigns section

You can access the Campaigns section from the main menu, on the left of your Tidio panel. Inside, you will see the three main tabs: Templates, Automations, and My campaigns. You will also see additional shortcuts: Manage contacts and Configure domain, which will help you reach the relevant settings faster.

You can navigate these tabs in order to manage all the available aspects of your Tidio email campaigns.

Templates

In this tab, you can see all the available campaign templates, sorted by their general purposes: boosting sales, discounts, holidays, etc. You can also see a list of your own custom templates, and they will be listed there once you create some.

From the top-right, you can also create new campaigns (or campaign templates) from scratch.

You can expand any list by clicking on it, and you will be presented with the available templates:

At the top, you can use certain filters to change the view - e.g. if you only wish to see templates for a specific industry:

By clicking on a template, you get the option to select it - and enter the campaign editor, which lets you modify all the content so that your campaign is ready to be sent. You can also hit preview to take a quick look at what the template looks like.

During the editing process, you can save your changes as a new custom template for later use as well. See it under the More button in the upper-right:

Automations

In this tab, you can see the available email automations. Normally, you can only see the Welcome new subscribers flow, which automatically welcomes any new subscribers added to your Tidio contacts list. If you are integrated with Shopify, however, you will also see the Abandoned cart reminder flow, which sends an email to customers who have left something in their cart without making a purchase.

My campaigns

This tab lists all of the campaigns you have already added, both regular (manually managed) and automated. From here, you can check each campaign's name, status, results (recipients, deliverability, etc.), as well as edit the campaigns, preview, delete, or clone them. You also get the option to view only a certain type of campaign, or sort the campaigns by status (e.g. sent, scheduled, draft, etc.).

Creating and sending a new campaign

To start creating a brand new campaign, you either need to select one of the templates (listed in the Templates tab, as described above), or use the Create new campaign button in the top-right (available in both the Templates and the My campaigns tabs).

Once you do, you will be taken to the campaign creation tool, which is comprised of two steps: Edit Content and Settings.

Edit Content

The fiest step is where you can build your actual campaign content. If you're using a pre-made template, you will already see everything in place, ready to be modified to suit your needs; if you're building a new campaign (or custom template) from scratch, you will start out with a blank canvas.

The campaign editor is a powerful tool, letting you decide about the email's general structure, but also about the details of every single element. You can add and customise various blocks, including images, text, interactive buttons, or even HTML code.

The editor lets you decide how certain elements are rendered for both desktop and mobile, so you can make sure your campaign looks as best as possible for all recipients. You can also preview your campaign anytime.

Settings

In the second step, you choose the name for your campaign (that's how it's going to be listed in your Campaigns section), the subject for the email (what your recipients will see), and the audience. Finally, you also see option to schedule your campaign or send it immediately, after reviewing the summary.

You can also see the currently selected Sender email, so you can make sure the address will be shown according to your preference.

Apart from the email's content itself, the audience is the most important aspect to set up. Here you choose the target recipients for your campaign. You can select a general group of recipients (e.g. All users or Subscribers), or even import contacts from a file:

Define limitations with several available filters (e.g. country, date added, etc.):

You can also easily import them with a .csv file:

Sending your campaign

The final step is sending the campaign right away - or scheduling it for later:

Upon selecting the Choose a specific time option, you will be able to specify a future date and time. You can see more details about scheduling your campaigns in this article. 

Lastly, you will be able to confirm all your choices. You can decide to either activate the campaign right away, or send a test first. By using the Send a test option, your current campaign will be sent to only one recipient - yourself. The campaign will be sent to the email address you're using as your Tidio login.

Hit the Continue button to finish the process and send your campaign; it will first need to go through an anti-spam check, however.

Creating your own email templates

In addition to using pre-existing templates and creating new campaigns from scratch, you can also create your own templates. This way, you're able to design campaigns for more re-usability, serving as practical starting points for later.

To start working on a new template, click the Add custom template button in the top-right of the Templates tab:

Upon clicking the button, you will be take to the Campaigns creator - the same tool as before, used for modifying or creating campaigns in general:

Once you're done creating and saving your template, it will become available in the Templates tab, under the Custom templates list - where you'll be able to either use it immediately, or modify the content and name, clone the template, or delete it:

Setting up automated email flows with the flow editor

Apart from using the Campaigns creator directly for your campaigns, you can also take advantage of the flow editor (in the Flows section of your Tidio panel). This effectively allows you to create custom automated campaign flows, and manage them from the Campaigns section as well.

You can add the Send an email action inside any flow you like, and select the Rich content option - allowing you to choose any existing campaign, or even create new campaigns straight from the flow editor:

The Send an email action lets you easily browse the available templates, add new campaigns from scratch, or modify the currently selected campaign.

Whenever you choose any of those options, you will be taken to the Campaigns tool to do what you need - without interrupting your flow building process. Once you're done, you will be taken back to the flow editor to finish the flow. 

You will see the campaign you've selected for this purpose, along with all the relevant details; you will also be able to preview the campaign, edit it, or replace with a different template:

When you go back to the My campaigns tab, you will notice that the automated flow flow is included in the list, similarly to other campaigns you've added. For your convenience, the flow name is included, as is the option to edit the flow itself once again.

Checking your campaign results

One of the important aspects of any campaign is the ability to see its performance. In the My campaign tab, you are able to do just that: check each campaign's status and statistics, such as the intended number of recipients or deliverability. Naturally, this data is only possible for campaigns that have already been sent.

In addition to seeing the raw stats in columns, you can click on any of the visible numbers to access more detailed information - like list of specific recipients that have opened the email, or unsubscribed, etc. This way, you can get even more value from the campaign results.

The Create segment option can also prove especially valuable, as it allows you to save the given list of recipients as a separate segment in your Contacts list. Having a segment lets you choose a specific group of recipients quickly, and better design future campaigns - to possibly improve user engagement and increase your sales. You can learn more about segments (and using the Contacts list in general) here.

See a list of the available campaign statistics below:

Status

The status describes the current state of your campaign. It can be already sent or scheduled, but it might also be getting sent right now, or in the process of being verified. If the campaign is still just a draft, it will be reflected by the stats as well. It any errors have occurred, or if the campaign has been rejected by the system for some reason, the status will also reflect that.

Sales assisted

If your Tidio account is integrated with Shopify, this column will show the number of sales attributed to your campaigns. If you'd like to learn more about how conversions are calculated in Tidio, please check this article.

Recipients

The total number of recipients that the campaign was targeted towards. This is the audience you have chosen for this campaign.

Delivered

The number and percentage of emails that have been delivered successfully.

Opened

The number and percentage of emails that have been opened by recipients.

Clicked

The number and percentage of emails where the recipient has clicked on a link or button inside the campaign.

Unsubscribed

The number and percentage of subscribers that have unsubscribed from within the particular campaign.

Setting up your own domain for Campaigns

Apart from using an alias of your choice for campaigns (with the @tidiomailing.com domain), you can use your very own domains as well. This feature can help your emails look more professional in general, but also allow to avoid common issues with deliverability to your customers and subscribers.

You can configure your domains in Settings > Domains, and later select the available domains in Settings > Campaigns. You can see more details about this process in this article.

Adding your street address (for legal purposes)

The physical address of your business is required to ensure that your emails comply with international anti-spam laws (including CAN-SPAM and GDPR). You can set up the address in the Settings > Campaigns section.

The address will appear in the footer of the emails you send via Tidio. To learn more about this requirement, please see our Terms & Conditions.