Choose who gets it
Pick lists, filters, saved segments and customers from your other Ellibo apps, and see a live count before you send.
Open a mailing and go to the Audience step. You build the audience from include rules and, if you like, exclude rules. A live count shows how many people will get the mailing.
Include and exclude
- Include - everyone who matches any of these rules gets the mailing.
- Exclude - anyone who matches these rules is taken out, even if an include rule added them.
For example: include the "Newsletter" list and CRM leads, but exclude the "Staff" list.
Each person gets the mailing once, even if they match more than one rule.
Your lists and contacts
- Lists - one or more of your lists.
All contacts - every active contact, which you can narrow down by:
- tag
- country
- source - where they came from, like a form or an import
- engagement - opened in the last N days, clicked in the last N days, didn't open in the last N days, or joined after a date
"Opened or clicked in the last 90 days" is a good audience for offers. Mail people who haven't opened for a long time less often - it helps the rest of your mail land in the inbox.
Saved segments
Built an audience you'll use again? Save it as a segment and give it a name. Next time, pick it under Saved segments.
Customers from your other Ellibo apps
You can mail the people already in the other Ellibo apps your business uses. Only the apps you have started show here.
| App | Who you can pick |
|---|---|
| Accounting | Customers and vendors |
| CRM | Leads, contacts, and the contacts of deals by pipeline and stage |
| Ecommerce | Customers who agreed to marketing, and people who left items in their cart |
| Subscriptions | Customers, by status: active, trial or cancelled |
| Bookings | Clients |
| Helpdesk | Customers |
| Field Service | Customers |
| Projects | Clients |
| HR | Employees - for internal mail, like a staff newsletter |
| POS | Customers who agreed to offers |
When someone from another app gets a mailing, they become a contact in Email Marketing. Their opens, clicks and unsubscribes are then kept like everyone else's.
A customer who bought from you hasn't always agreed to marketing email. Under Settings > Preferences you can choose to mail only people who agreed to marketing, where the app records it - your online store and POS. See Settings.
Left out by themselves
These people never get a mailing, whatever the rules say:
- unsubscribed contacts
- bounced addresses
- blocked contacts and everyone on the blocklist
- Pending contacts who haven't confirmed their address yet
The live count already leaves them out, so the number you see is the number who will get it.
If you set Don't mail the same person twice within under Settings > Preferences, people mailed within that time are also skipped when the mailing goes.
Before you send
- Check the count and the short summary of who gets it.
- Send yourself a test. See Design a mailing.
- Click Send now, or choose a day and time. If approval is on, a Marketer's mailing waits for a Manager first. See Users and roles.