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What is MailSend?

MailSend is an effective email marketing platform used by Fortune 500 companies. Your entire email marketing campaign could be done in one spot, from designing newsletters to sending them to subscribers.

Through MailSend, you can send and manage an infinite number of email newsletters and drip campaigns. You can engage with your audience and increase your list using drip emails.

To send mass emails, you can use email carrier services like Amazon SES and SMTP. You can indeed track and monitor your CRM apps by integrating with major CRM software. Using merge fields, custom conditions, date functions, an in-built drag-and-drop email builder, and pre-designed templates, you can customize your emails with MailSend’s Image Personalization tool.

We offer top features to our customers to give them better reach and engagement, deliver or schedule stunning newsletters, and effectively connect with a larger audience.

To execute effective email campaigns, create drip campaigns. Design, manage, and integrate online forms into email campaigns. Develop information decisions and instantly optimize email marketing. Get powerful email analytics for all your email marketing campaigns to measure the performance of your email marketing campaigns and make improvements to optimize them even more. You can also monitor and update all of your subscribers' email lists. We provide our users incredible value at a fraction of the cost.

How to add Projects to MailSend?

Let's discuss projects now.

To get started, press the Add Project.

add-project

  • Give the project's name and a brief description.
  • Select the project members for the email marketing campaign
  • To differentiate the projects, choose an icon and a color.
  • Save by using the save button.
  • You'll be taken to the dashboard by default.

projects

You can modify and delete a project at any moment in MailSend. Hover over the project name card and click the edit and delete icons for the appropriate actions.

What can you see in Settings Tab?

Tags

Email Marketing Managers will have many subscribers to track and manage. We provide tags functionality that can be used to assign and easily track subscribers.

Let's start creating tags

  • Click on the gear icon
  • And select Tags from the dropdown.
  • Click on Add Tag to create a new tag and enter the Tag Name.
  • For Example, here I am creating the Tag NAME New to assign to the New Subscribers and Clicking on Save.

tags

  1. You can view and download the no. of subscribers using the download icon.
  2. MailSend allows you to search tags instantly by name using the search bar.
  3. MailSend allows you to view the updated tags by clicking on the refresh icon instead of refreshing the whole tab.
  4. MailSend allows you to edit and delete the tags you have created using the respected icon beside each tag name.
  5. When you have more than 10 tags, MailSend allows you to bulk delete tags using the multi-select checkbox.

create tags

Unsubscribe

Now let's set up our unsubscribe page for our newsletter campaign so that users have the option of unsubscribing to our emails.

  • Click on the gear icon
  • And select the Unsubscribe
  • Enter the company name
  • Upload the logo of the company
  • You can upload the logo from the local computer or using cloud applications
  • Enter the return URL after clicking on the unsubscribe button
  • You can also configure your custom domain for the Unsubscribe page

unsubscribe

  1. Click on CName and enter your custom domain Url in the field and copy and paste the CName in your DNS settings and Click on save
  2. You can also add the predefined unsubscribe reason, where your subscribers can select the reasons to unsubscribe so that you can optimize your email marketing strategies with these recommendations.
  3. Enter the reasons in the field and click on the plus icon to add more reasons
  4. Click on Save to save the unsubscribe portal.
  5. MailSend allows you to preview the Unsubscribe page you have created. Click on Preview and you will be navigated to the Unsubscribed public domain page.

unscribed

Double opt-in

MailSend is a global application and follows GDPR compliance so using MailSend you can send newsletters to worldwide users.

Let's start building our opt-in emails for your email marketing campaigns using MailSend.

  • Click on the gear icon in the top right.
  • Click on the Toggle button to Enable double opt-in.
  • Give the From the name, email, and subject of the mail.
  • You can personalize the email body using our personalize option.
  • Click on Personalize dropdown and you can select the required fields from the options.
  • Click on the preview icon to preview the email.

double opt-in

  • Now you have to choose the email carrier service using which you are sending the email.
  • Select your email gateway provider from the dropdown.
  • You can enter your company name and email in the respective fields so that users can see the company name and email address in the mail.
  • You can add your company logo to the mail.
  • Click on the upload button and upload your company logo.
  • MailSend allows you to create and manage email campaigns to subscribers in the European Union countries.
  • Then you can enable the GDPR by clicking on the toggle button
  • Give your privacy, terms, and conditions URL in the fields for users to review and choose your service and Click on Save.

opt-in

Webhooks

To enhance the experience of using the enterprise email marketing software. We offer webhooks too. You can configure these webhooks to pass and retrieve data from your web services and integrate with the other apps too. These triggers can come really handy for any business.

Our webhooks need confirmation. They are expected to give an output. MailSend checks for all that before we accept them as webhooks.

You can integrate events in MailSend applications with other applications, using webhooks. Click on the gear icon and select webhooks.

Enter the webhook URL of the application you want to integrate to and select the trigger action and paste it into the field.

For example, if an email is unsubscribed, then I would like to add a tag NI to that subscriber that identifies the subscriber as not interested in my CRM application.

MailSend provides three webhook events for you to integrate MailSend with other third-party applications. The events are Email Open, Email Click, and Email Unsubscribe.

webhooks

Sendgrid Webhooks

You can also integrate MailSend with the SendGrid application to track the email bounces Click on the gear icon and select SendGrid webhooks. You can copy and paste this webhook URL into the Sendgrid settings.

Dashboard

Now to see the overview of your email marketing project

Click on the dashboard and you see the stats on the total emails sent, opens and clicks, and no. of subscribers.

dashboard

View the data by selecting a date range.

dashboard view

MailSend allows you to view data insights based on the subscriber list. Click on the lists button and select the subscriber list of which you want to see the data.

Newsletters

Now let's start building Newsletters,

  • Click on the Newsletters tab,
  • Click on Add Newsletter or the plus icon on the bottom corner.
  • MailSend provides a variety of email templates that can be used by the user.
  • Or you can click on create your own to build a custom newsletter.
  • You can preview the template using the preview icon
  • You can even build a newsletter using HTML code by clicking on the HTML card.
  • You can also build newsletters using text email by clicking on the text card
  • Click on create newsletter icon to create the newsletter,
  • You will be navigated to our newsletter builder where you can customize your newsletter
  • You can drag and drop the components into the newsletter and customize your newsletter

newsletters

Now, I will walk you through the components of the content tab in MailSend.

components

Columns

Can be used to insert columns in the newsletter, you can customize it for both Mobile and Desktop devices. We provide a lot of variety of options that you can choose from. You can customize it using this menu.

Button

It can be used to insert a call-to-action button in the newsletters. For example, Sign up, Log In, and Buy Now.

Divider

It can be used to divide the columns into two parts.

Heading

Can be used to enter the heading of the email. We can customize it using the left-hand side menu.

HTML

Can be used to insert HTML in the newsletter.

Image

This component can be used to insert images in the newsletter. We can upload images from the local computer. We can customize images and insert URLs into these images using the menu. It can be used to customize images for both desktop and mobile devices.

Menu

This component can be used to insert menus into the newsletters. We can customize the menu using the left-hand side menu.

Text box

This component can be used to insert text into the newsletter. We can customize the menu using the left-hand side menu.

Blocks

Click on the blocks tab and select the block you want to insert into the newsletter. We can customize the menu using the left-hand side menu.

blocks

Body

Click on the body tab to customize the body of the email newsletter. You can customize the color, text size, alignment. You can also insert the Preheader Text. It is the subject line viewed by the user in the email.

body

Images

Click on Images Tab to insert images, you can select from a million images from our third-party integrations for free, and all these images are licensed under Creative Commons Zero.

image view

  • After you are done editing the document, then click on Save
  • And enter the name and subject of the newsletter. You can personalize the subject of the newsletter by clicking on the personalize dropdown menu. For example, you insert the special offer for the first name to personalize your email newsletters and to get more connected to the users.
  • You can also add emojis to the subject of the newsletter
  • Click on save
  • You can send a test email to yourself to see how it is previewed in the email. Click on send test and select the subscriber from the list.

edit newsletter

  • Enter the email address of the users you want them to send to.
  • Select the email gateway and click on send. You can view the created newsletter in the tab. To send the newsletter, click on send icon.
  • To see the performance reports of your newsletters,
  • Click on the reports icon and see the summary of the stats of your email campaign.
  • Click on the Detailed view tab to view the Detailed reports on the email campaign.
  • Click on the individual campaign reports to view the detailed reports on each campaign.
  • You can see the status of the reports by selecting the status from the dropdown.

For example to see the opened emails list by subscribers, select opened from the dropdown.

  • MailSend allows you to instantly update the results of the campaign using the refresh button.

email newsletter

  • You can filter the report based on the subscriber lists. Select the list from the drop-down and select the from and to date from the date range and click on Apply
  • You will see the results of the newsletter for that particular list.
  • MailSend allows you to delete Newsletter you have created using the delete icon.
  • You can also download the HTML Code for a newsletter which can be used to structure the newsletter.

send newsletter

  • Click on More and click on Download HTML code to download the HTML code.

Search

To Search newsletters by name instantly.

Refresh

To view the latest updated results of the newsletter campaigns.

Drips

MailSend provides you the option to automate your email marketing campaigns.

  • Click on the drips tab.
  • Click on add drip or plus button on the bottom right-hand side to get started.

drips

Visual Builder

In the visual builder, there is a list of all powerful nodes. Begin from selecting the desired nodes, you can drag and drop them into the designer or simply click on the node.

Let us see simple email drip campaign set up now.

Send Newsletters

  • Click on send newsletters node and configure the particular newsletter.
  • This node enables you to configure what should happen if a particular newsletter is sent.
  • In this node you can give the from name(say James) and from email (james@gmail.com)
  • And also the gateway provider using which we can send the email. We are providing the gateway's like Gmail, Sendgrid, SMTP, Amazon SES, Mailjet, Sendinblue.
  • Then you can select the newsletter from the dropdown list which you have designed.
  • Here you have advanced options like Push content and click tracking
  • Use click tracking that will track the user clicks on the newsletter
  • Push Content that sends contact information to the customers by sending newsletters.

add drips

you can save the newsletter node and connect to the other nodes.

Opened

This node allows you to Check if the subscriber has opened any of the emails sent in the given wait time And if the subscriber has not opened, you can choose the next action to send the mail again.

For example, if the subscriber has not opened a newsletter after three days, then it can be configured to send the same newsletter again.

you can configure the Maximum wait time in Days, Hours, Minutes and save

opened

Here you will find the yes or no paths. Connect the opened node to the next nodes, you want to choose as an action for the success and failure of the condition.

Clicked

Now, let's select the clicked Node and configure the max. wait time and click on Save. This node enables you to choose what action to be taken if a subscriber has clicked on the given link in the newsletter.

For example, if the subscriber has clicked on the given link in the particular newsletter, it shows that the subscriber is interested in the product, and the subscriber details can be sent to your CRM application.

Wait

Now let's select the Wait Node and configure the days, hours, and minutes for the wait time limit and click on Save. You can configure the Maximum wait time in Days, Hours, and Minutes and save. Here you will find the yes or no paths. Connect the opened node to the next nodes, you want to choose as an action for the success and failure of the condition.

Add Tag

Now let's select the Tag Node and configure the tag to assign for a particular condition. And click on Save. This node enables you to assign a particular tag to a subscriber when the condition is satisfied.

add tag

Send Notification

Now let's select the Send notification node. You can use the Send notification node to send a message to all your workspace users about a newsletter or subscriber. Enter the subject and the message for this notification you want your workspace users to see. You can also select which workspace users should see this message from the drop-down.

send notification

REST API

Now, let's select the REST API node. You can use the REST API node to integrate your workflow with your web infrastructures like routers, DNS settings, and databases. You can Push and retrieve data from and to your other applications.

rest api

For example, you integrate your email marketing campaign and store details regarding the campaigns in your cloud database.

ZapUp

Zap up is another powerful app that we have built and is included in the subscription. You can find ZapUp under the Productivity category. Use this node to set up triggers in the workflow and to integrate with third-party applications.

For example, Connect MailSend with your CRM applications and add subscribers from your email marketing to your CRM applications automatically.

zapup node

Score

You can use the Score node for the scoring system in your email marketing campaign. You can Set, Add or subtract the score based on trigger conditions and enter the value and click save.

For example: If the subscriber has clicked on the link within 12 hours of sending the link, the subscriber can be assigned 50 points. The higher the points, the more chances of converting the lead into a customer.

score

Set Custom Field

Now let's look at the set custom field node

  • You can use the set custom field node to add details in the custom field of the subscriber.
  • You can select the custom field from the dropdown and enter the value
  • And click on save

For example, if the subscriber has opened a particular newsletter, then that subscriber can be marked as interested in the field.

Check Tag

Now let's look at the check tag node yet another powerful node. You can use the check tag node to check the tag of the subscriber as the trigger action. Enter the tag name and click on save. For example, if the subscriber is tagged as New, you can send him a particular newsletter.

If Condition

Now let's look at the if condition node yet another powerful node. You can use the if condition node to compare the fields, and if it satisfies the condition, it will act as the trigger action. - Select the if the condition from the dropdown - And select the field to be compared with from the dropdown - And Select the condition to compare from the dropdown - And choose the variable to be compared to and click on Save

For example, You can send a Happy women's Day newsletter to all the subscribers whose salutation is Ms or Mrs.

if condition

Now that's all about the email drip campaign. After you are done creating the drip campaign Enter the name of the camping and click on save

drip sequence

MailSend allows you to create a copy of the drip campaign you have created using the duplicate icon.

Now we can see the drip campaign reports of the drip campaigns by clicking on the drip details icon.

sample drip

We can see a detailed view of the campaign.

  • Now to see the overview of your email marketing project, click on the dashboard to see the stats on the total emails sent, opens and clicks, and no. of subscribers.
  • You can select the date range and see the list for which the user is subscribed or not.
  • MailSend allows you to run a drip campaign you have created using the start drip icon.
  • Click on start drip and select the subscriber you want to send to. MailSend allows you to send drip campaigns to all your subscribers, specific list or a specific tag.
  • Select the specific list checkbox and select the list you want to send the campaign from the dropdown.

start drip

  • Select the specific tag checkbox and select the tag of the subscribers you want to send the campaign from the dropdown.
  • MailSend allows you to send drip now or you can schedule send, click on send later to schedule send later and select the date and time you want to run the campaign, and click on Run drip.

  • MailSend allows you to edit the drip campaign you have created using the edit icon

  • MailSend allows you to delete the drip campaign you have created using the delete icon

Search

To instantly Search drip campaigns by name.

Lists

As Email marketing managers will have many subscribers to track and manage, we provide lists functionality that can be used to categorize subscribers based on their campaigns. You can use these lists to automate your newsletters campaigns to send the same newsletter to multiple subscribers.

  • Click on the lists tab
  • Click on add list or plus icon on the bottom right corner
  • Enter the list name
  • and Click on save

add list

Click on the list name to add the subscribers to your list You can search and add subscribers to the list You can send emails directly to the list of candidates by clicking on the send Icon

lists

  • Select the newsletter from the dropdown list and
  • Enter the name
  • And from an email address, subject to appear in the email Id
  • Select the Email Gateway provider from the dropdown
  • You can send the newsletter now or schedule it for a later time
  • If you want to schedule the newsletter, select send later from the drop-down,
  • You can select the date, time, and time zone.
  • MailSend also provides the functionality to track your email campaigns, you can track the email opens and if the user has opened the emails.
  • Click on advanced options
  • And click on the toggle button to enable the click tracking option
  • And click on the toggle button to Push contact info on clicks, you will be able to send contact details to the user opening the mail.
  • Click on save to send the newsletter.

send newsletter

Search

To instantly Search lists by name.

Filter

You can use the Filter option to search and filter out the subscribers based on the user created. Enter the fields you want to search and click on apply.

Bulk Delete

MailSend allows you to bulk delete Subscriber lists when you have more than 10 lists, click on the checkbox to select all the list and click on the delete button in the menu bar.

Subscribers

Now let's add subscribers to your email campaigns. Subscribers are the leads or prospects for your email marketing campaigns. You send your newsletter and campaigns to these subscribers.

  • Click on the Subscribers tab.
  • You can click on Add subscribers or the plus button to add subscribers one by one.
  • Enter the email address, salutation, first & last name, domain, company name,
  • You can also add tags to the subscriber
  • And add the subscriber to a particular list.
  • Choose the subscriber from the list.
    • A subscriber is an existing subscriber to a particular newsletter.
      • UnSubscriber- the unsubscriber is a user who is yet to opt in to our emails.
      • Non-Subscriber - the user who has unsubscribed to our emails
  • You can additional details for the subscriber using our custom fields
  • Click on the Toggle button to enable the opt-in for the users
  • Click on Advanced Options to enter more details for the subscriber
  • After entering all the fields,
  • Click on Save to create the subscriber.

add subscriber

Import

  • You can also bulk import subscribers from spreadsheets
  • Click on import subscribers or the import icon in the bottom right corner.
  • You can bulk import 50,000 subscribers at once.
  • Select the spreadsheet file and select the fields you want to import.
  • And click on import

import

Column Picker

You can use a column picker to choose which columns to view in the list Tab.

Filter

  • You can filter subscribers based on their first name, email, company, Domain, Newsletters, Tags, Lists, and the type of subscriber.
  • Enter the filter conditions and click on Apply.
  • Click on the Reset button to remove the filter conditions.
  • You can save any filters by clicking on the Save button. These filters can be saved for future purposes in the saved filters dropdown.

Bulk Delete

MailSend allows you to bulk delete subscribers when you have more than 10 subscribers using the multi-select checkbox.

Apps

Email Gateways Integrations

  • MailSend allows you to bring your own email gateway provider, which helps you cut down on your cost per minute by 60%.
  • First, let's connect MailSend your email service provider to send your email marketing campaigns
  • Click on Apps
  • By default, you will be navigated to email gateways
  • We provide 8 popular email service integrations to connect
  • Click on any of the app cards to connect.

email integrations

CRM Apps Integrations

  • MailSend allows you to integrate with popular CRM applications
  • Click on the CRM apps to integrate MailSend with your CRM applications
  • We offer more than 27 applications to integrate.
  • Click on any of the app cards to connect.

crm app integrations

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