One Time Sends

Launch to an Audience list or to a segment in a connected app - in minutes!

Once your campaign has been created, creative files uploaded and a credit card is on file for your account, you can launch your mailing via One Time Send. At any point in the flow, you'll see the option to Save the send as a draft if you need to revisit the launch process. One Time Sends can also be scheduled for a future date. Before initiating, make sure your campaign is Active - if your campaign is Paused you will not be able to launch.

Multiple One Time Sends can be launched under a single campaign, this is important to keep in mind so as not to overcrowd your account with duplicate or similar campaigns unnecessarily.

New One Time Send

Click into the Campaign you'd like to launch, navigate to One Time Sends tab and click New One Time Send.

1

Choose Recipients

Name your One Time Send (optional) something reflective of the use case for easy record keeping. The select if you'd like send to:

• Existing Audience: Select an existing audience or upload a new one.

• Build a Model: Build a Lookalike Prospecting list based on a list of existing customers.

• Build a Mail Plan: Select an audience containing test cell identifiers.

• External Audience: Choose a list or segment from an Integration such as Klaviyo.

The following steps continue through the Existing Audience flow. For instructions on Build a Model please see Lookalike Prospecting.

2

Audience Setup

In this step you'll see a breakdown of the number of mailable records based on the selected Address Strictness setting, and options for NCOA address forwarding.

3

Select Creative

Choose which creative you'd like to send to your list. If A/B testing, make sure to select multiple creatives.

4

Options

Here you can set budget limitations, schedule the date of your send, and choose whether to enable a Holdout.

A Holdout group is required to calculate incremental lift and other lift metrics for the campaign. We recommend that at least 1,000 recipients fall in the holdout to get an accurate read on numbers.

5

Creative Proofs

Make sure your creative files looks good:

• No important text is being hidden by the address block.

• Use the flip and rotate buttons to ensure everything is aligned as expected.

• All merge tags are mapping without errors.

6

Review & Launch!

Review all selections including Audience selected, send settings, Estimated Timeline, Mailing Cost, and creative settings before hitting Submit.

Overview

The One Time Sends tab also shows a list of sends launched, or in draft mode, under the selected campaign.

Click into a send to see a breakdown of all mailing statuses as well as total submitted, total cost, and date submitted.