ExpertSender, a robust email marketing platform originating from Poland, has revolutionized the e-commerce landscape. This powerful tool offers a comprehensive suite of features designed to streamline email campaigns and boost marketing efforts. With its user-friendly interface and advanced capabilities, ExpertSender has become a go-to solution for businesses seeking to enhance their digital communication strategies.
This guide provides a step-by-step walkthrough of ExpertSender’s key features. It covers navigating the dashboard, setting up email campaigns, leveraging automation tools, and analyzing performance metrics. Additionally, it explores the ExpertSender API and integration options, equipping users with the knowledge to maximize this platform’s potential for their marketing initiatives.
Understanding ExpertSender’s Dashboard
The ExpertSender dashboard serves as the central hub for managing email marketing campaigns and analyzing customer interactions. This powerful interface is designed to provide users with a comprehensive overview of their marketing efforts and essential tools for optimizing their strategies.
Overview of key features
The ExpertSender dashboard is divided into three main components: the workspace, quick settings bar, and main menu. The workspace is where users find the necessary tools for their current tasks, such as the email wizard, scenario canvas, or customer behavior reports. The quick settings bar, located above the workspace, allows users to check their marketing activity’s time zone and select the business unit they want to work on at the moment.
One of the most important features of the dashboard is the display of crucial statistics on customer interactions. The top three panels show information about revenue generated through ExpertSender CDP, revenue breakdown per channel (such as email or pop-up), and shortcuts to creating new emails, scenarios, segments, or RMF analysis. Users can set the desired time range for data using the calendar above these statistics, with options to narrow the data period to the last 7 days, the previous full week, 30 days, or the last whole month.
Navigating the main menu
The main menu, always visible on the left side of the screen, helps users navigate ExpertSender CDP features. It includes several key sections:
- Dashboard: Contains essential statistics and an overview of recent activities.
- Customers: Provides access to user behavior statistics, Customer 360 functionality, user segmentation, and order data.
- Campaigns: Allows users to design multichannel marketing campaigns and create professional sales emails.
- Automation: Enables building scenarios and designing professional pop-ups and recommendation banners for websites.
- Settings: Manages email settings, API integration, recent logs, order attributes, and product feeds.
- Notifications: Accesses all system notifications, such as database import confirmations or alerts.
- My profile: Manages personal settings and allows safe logout from ExpertSender CDP.
Customizing your dashboard view
ExpertSender offers various options for customizing the dashboard view to suit individual needs. Users can adjust the number of customer records displayed in the grid table, choosing between 10, 20, 50, or 100 records. Additionally, they can use the pagination tool available below the grid to browse through data efficiently.
The dashboard also features customizable charts and statistics. For instance, users can track the share of each channel in generating revenue over a specified period, such as hours, days, and weeks. The chart displays all channels by default, but users can switch between them by clicking on Email and Pop-up labels.
To further enhance the user experience, ExpertSender provides pie charts with consent information, including channel names and the percentage of consents in each channel. By default, this panel displays three consents, but users can customize this view based on their specific requirements.
By leveraging these customization options, marketers can tailor the ExpertSender dashboard to their unique needs, ensuring they have quick access to the most relevant information for their campaigns and customer interactions.
Setting Up Your First Email Campaign
Creating a new campaign in ExpertSender is a straightforward process that allows users to design effective email marketing strategies. To begin, navigate to the Campaigns section and select “Create a new campaign.” Users should provide a descriptive name for the campaign, following the format [event type]–[website name], such as “Abandoned cart – expertsender-store.com.” This naming convention helps organize and identify campaigns easily within the platform.
When setting up a campaign, users must choose the website on which it will be active and select the event type the campaign will handle. ExpertSender offers various event types, including abandoned cart, abandoned website browsing, sales, price drops, and segment-based events. Each campaign can handle a single event type, generated by a single visitor type within a single website.
The drag-and-drop editor in ExpertSender provides an intuitive interface for designing email content. Users can easily add blocks of content, graphics, and buttons to create visually appealing and engaging emails. The editor is divided into three main areas: the blocks sidebar, which contains a toolbox of elements; the canvas for creating the email layout; and the control panel for template and block settings.
To design an email, users can start by selecting a structure with the preferred number of containers. These containers can be filled with various content blocks, such as text, images, or buttons. The platform also offers special sections for surveys, quizzes, and other interactive elements to enhance engagement and gain valuable insights about the audience.
Segmenting the audience is a crucial step in creating targeted email campaigns. ExpertSender allows users to filter customers based on various attributes, including customer data, consent status, RFM (Recency, Frequency, Monetary) segments, order history, and previous interactions with email, SMS, or web push notifications. This segmentation capability enables marketers to tailor their messages to specific groups of customers, increasing the relevance and effectiveness of their campaigns.
Scheduling and sending campaigns in ExpertSender is flexible and user-friendly. Users can choose to send campaigns immediately or schedule them for a specific date and time. The platform also offers advanced delivery options, such as throttling, which allows users to distribute the delivery over time to ensure optimal deliverability.
Before sending a campaign, ExpertSender provides a comprehensive summary checklist, highlighting any areas that require attention or improvement. This feature helps users ensure that all necessary elements are in place and that the campaign is ready for delivery.
By leveraging these features, e-commerce businesses can create targeted, engaging email campaigns that drive customer engagement and boost sales. ExpertSender’s user-friendly interface and powerful capabilities make it an excellent choice for businesses looking to enhance their email marketing efforts.
Leveraging Marketing Automation Tools
ExpertSender offers robust marketing automation tools that enable e-commerce businesses to streamline their marketing efforts and boost customer engagement. These tools allow companies to create personalized and timely communications, ultimately leading to increased conversions and customer loyalty.
Creating automated workflows
Automated workflows in ExpertSender allow businesses to design and implement complex marketing scenarios based on customer behavior and preferences. These workflows can be triggered by various events, such as abandoned carts, website visits, or specific customer actions. By utilizing ExpertSender’s workflow feature, marketers can create a series of targeted messages that guide customers through their journey with the brand.
For example, Justidea Agency, a client of ExpertSender, successfully implemented automated workflows to identify and engage with potential customers. By using forms that encouraged visitors to leave their email addresses on product pages, the agency was able to correctly identify over 60% of users abandoning their carts in previous sessions. This resulted in an additional 5,000 potential customers per month who could be targeted with personalized marketing communications.
Setting up triggered emails
Triggered emails are a powerful tool in ExpertSender’s arsenal, allowing businesses to send timely and relevant messages based on specific events or customer actions. These emails can be set up to respond to various triggers, such as abandoned carts, price drops, or customer milestones.
To create a triggered email in ExpertSender, marketers can follow a simple process:
- Navigate to the Email Messages > Triggers section
- Click “Create trigger”
- Set up the email content using the drag-and-drop editor or HTML editor
- Define the trigger conditions, such as time-based events, API requests, or customer actions
- Select the target audience and delivery settings
- Activate the trigger
By leveraging triggered emails, businesses can deliver personalized content to their subscribers at the most opportune moments, increasing the likelihood of conversion and building stronger customer relationships.
Implementing personalization strategies
ExpertSender’s marketing automation tools offer advanced personalization capabilities, allowing businesses to tailor their messages to individual subscribers. By utilizing custom fields and behavioral data, marketers can create highly targeted and relevant content that resonates with their audience.
One effective personalization strategy is to use dynamic content in emails. This allows marketers to display different content blocks based on subscriber attributes or behaviors. For example, a fashion retailer could show different product recommendations to male and female subscribers or display region-specific offers based on the subscriber’s location.
Another powerful personalization feature is the ability to use personalization tags in email subject lines, preheaders, and body content. These tags can dynamically insert subscriber-specific information, such as their name, recent purchases, or browsing history, creating a more personalized and engaging experience.
By implementing these personalization strategies, businesses can significantly improve the effectiveness of their email marketing campaigns. As noted by ExpertSender, “Thanks to engaging the subscribers with customized content and the automation of communication with clients in the lifecycle, we were able to turn our new sub-brand project into a resounding success” 2.
Analyzing Campaign Performance
ExpertSender provides robust tools for analyzing campaign performance, enabling e-commerce businesses to make data-driven decisions and optimize their marketing strategies. By leveraging these analytics features, marketers can gain valuable insights into their campaigns’ effectiveness and identify areas for improvement.
Understanding key metrics
ExpertSender offers a comprehensive set of metrics to evaluate email campaign performance. These include sent, bounced, delivered, opens, unique opens, clicks, unique clicks, clickers, complaints, unsubscriptions, goals, and goals value. Each metric provides valuable information about different aspects of campaign performance.
For instance, if a subscriber opens the same email three times, it will be recorded as three opens and one unique open. Similarly, if a user clicks five times on each of two given links, it will be counted as ten clicks, two unique clicks, and one clicker. Understanding these distinctions helps marketers accurately interpret their campaign results.
Generating and interpreting reports
ExpertSender’s reporting capabilities allow users to access detailed information and statistics about all email messages sent from their accounts. To generate reports, users can navigate to the Reports > Email Summary section in the left-hand navigation.
The platform offers various options for customizing reports, including:
- Temporal range: Users can select from predefined periods such as today, last 7 days, last 30 days, month to date, or specify a custom date range.
- Scope adjustment: Reports can be filtered based on criteria like current unit, selected list, domain, message type, IP address, segment, vendor, or tag.
- Grouping: Data can be grouped by various parameters to provide different perspectives on campaign performance.
ExpertSender also allows users to visualize data through graphs, displaying up to five variables chosen from the available metrics. The time axis can be grouped by month, day, or hour, depending on the reporting period.
Using insights to improve future campaigns
The analytics and reports provided by ExpertSender serve as valuable tools for marketers to maximize the performance and effectiveness of their campaigns. By analyzing these insights, e-commerce businesses can make informed decisions to enhance their email marketing strategies.
For example, by examining metrics such as open rates, click-through rates, and conversion rates, marketers can identify which types of content resonate most with their audience. This information can be used to refine future campaign content and improve engagement.
Additionally, ExpertSender’s Web Module reports offer insights into brand subscribers, retargeting potential, and transactions. These reports can help businesses understand customer behavior and tailor their campaigns accordingly, leading to more targeted and effective marketing efforts.
By consistently analyzing campaign performance and applying the insights gained, e-commerce businesses can continuously refine their email marketing strategies, ultimately driving better results and achieving their marketing goals.
Conclusion
ExpertSender has a big impact on how e-commerce businesses handle their email marketing. It offers a user-friendly dashboard, powerful campaign creation tools, and smart automation features. These help companies connect with their customers more personally. The platform’s ability to analyze how well campaigns are doing gives businesses the information they need to improve their marketing.
To wrap up, ExpertSender is a great choice for businesses looking to step up their email marketing game. Its mix of easy-to-use features and in-depth analysis tools makes it stand out. By using ExpertSender, companies can create targeted campaigns, automate their marketing, and keep improving based on real data. This means they can build stronger customer relationships and boost their sales in the long run.
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