Tidio offers a tool for composing and scheduling your own email campaigns, e.g. for marketing purposes. With the Email Marketing 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 Email Marketing 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 chatbot 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 Email Marketing section
You can access the Email Marketing section from the main menu, on the left of your Tidio panel. Inside, you will see the three main tabs: Campaigns, Automated flows, and My added. You can navigate these tabs in order to manage all the available aspects of your Tidio email campaigns.
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.
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.
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 Campaigns tab, as described above), or use the Create new campaign button in the top-right (available in the Campaigns tab and the My added tab).
Once you do, you will be taken to the campaign creation tool, which is comprised of three steps: Settings, Content, and Send.
In this first step, you choose the name for your campaign (that's how it's going to be listed in your Email Marketing section), the subject for the email (what your recipients will see), and the audience.
You can also see the currently selected email alias at the top, so you can make sure the visible sender will be 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):
... but also define limitations with several available filters (e.g. country, date added, etc.):
The second step is where you can build your actual Email Marketing 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.
The third and final step is sending the campaign - 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.
Finally, 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.
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 Campaigns tab:
Upon clicking the button, you will be take to the Email Marketing 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 Campaigns 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 chatbot editor
Apart from using the Email Marketing creator directly for your campaigns, you can also take advantage of the chatbot editor (in the Chatbots section of your Tidio panel). This effectively allows you to create custom automated campaign flows, and manage them from the Email Marketing section as well.
You can add the Send an email action inside any bot you like, and select the Rich content option - allowing you to choose any existing Email Marketing campaign, or even create new campaigns straight from the bot 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 Email Marketing tool to do what you need - without interrupting your bot building process. Once you're done, you will be taken back to the bot editor to finish the bot.
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 Email Marketing Campaigns tab, you will notice that the automated bot flow is included in the list, similarly to other campaigns you've added. For your convenience, the chatbot name is included, as is the option to edit the bot 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 added 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:
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.
If your Tidio account is integrated with Shopify, this column will show the number of sales attributed to your Email Marketing campaigns. If you'd like to learn more about how conversions are calculated in Tidio, please check this article.
The total number of recipients that the campaign was targeted towards. This is the audience you have chosen for this campaign.
The number and percentage of emails that have been delivered successfully.
The number and percentage of emails that have been opened by recipients.
The number and percentage of emails where the recipient has clicked on a link or button inside the campaign.
The number and percentage of subscribers that have unsubscribed from within the particular campaign.
Setting up your own domain for Email Marketing
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 > Email Marketing. 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 > Email Marketing 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.