How do I send an email campaign with an email agent?
- Go to the email campaigns area and click Create new campaign. Each campaign is a single email, not a series.
- Design the email with the visual email builder and its built-in templates, or write a plain text email. Plain text usually performs best because it looks like it came from a real person.
- Write the subject line and choose the email address it is sent from.
- Choose who it goes to: a list you maintain yourself, or a segment, which is a list that stays up to date based on conditions, such as everyone with the tag customer. You can import contacts by CSV first.
- Where you would normally choose Send now or Schedule, choose Email agents, so the email agent decides when to deliver it.
- Tell the agent whether the content is evergreen or expires. Evergreen content can be sent tomorrow, next month or next year. If the content is time-bound, for example a sale that ends on a certain date, set the expiration date so it is never sent after that date.
- Turn the email agent on.
Do not tell the agent when to send. The evergreen or expiry setting tells it when it is allowed to send each email, and it works out the rest.
Load the email agent with as many emails as you can, preferably mostly evergreen ones. It learns which emails perform best and uses those to re-engage people on your list who do not open or click. The email agent has a Suggest mode and an Auto mode. You can also use it for a one-off send.