Introduction

Welcome to Messaging! In this article we will discuss some basic things you need to know to start off with the email marketing platform. Off we go! 
Let’s take a good look at these points: 

Contacts

What Contacts Are

The Contacts section contains the list of all the contacts added on the current account, including their name, email, status, source, phone number and date of creation. Contacts can be added manually by the administrator or submitted by customers via blog/event signup, during a chat session or by filling out a form on the connected website. You can divide your contacts into segments to maintain a personal approach to each group.

How To Create A Contact

To add a new contact, go to the Contacts section and click the Add Contact button (see Figure 1). Enter a name and an email manually.

nullFigure 1. Adding A Contact

In the Contacts section you can also fill in other system fields: gender, date of birth, company, etc. (see Figure 2)

nullFigure 2. System Fields Of A Contact

How To Create A Custom Field

You can also add custom fields to specify information about your contacts. You can do it in the Fields section (see Figure 3). See the article How To Create Custom Fields In Messaging for details.

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Figure 3. Fields Section

Blasts

What Blasts Are

Blasts are messages that are sent to a wide group of recipients at a time. TruVisibility platform offers you two types of blast campaigns: email blasts and SMS blasts. Let’s create your first email blast.

How To Create An Email Blast

Go to the Blasts section and click the Add Blast button.

nullFigure 4. Adding A Blast

Enter the name of your blast campaign, select its type. Click Next.

nullFigure 5. Giving Blast Campaign A Name And Choosing Its Type

Enter recipients. Click Next.

nullFigure 6. Entering Email Blast Recipients

Choose the email template. In order to do this, select Blast Templates in the left sidebar and pick a category from the list. Then tick an appropriate template (see Figure 7). Click Next.

nullFigure 7. Choosing A Template

You are in the HTML editor. Customize the template to your needs. Click Next.

nullFigure 8. Tools To Edit Your Email

The remaining thing to do is to configure your email settings, which include the email sender, the subject,  the preview text, and the postal address. 
Let’s start with the email sender. TruVisibility is selected as a default sender (see Figure 9).

nullFigure 9. Filling Out The From Field

The subject of your email will help your audience get an idea of what this email is about. You can make the subject personalized by using custom fields, e. g. the contact's first name. Just click the tag icon at the end of the text box and select the corresponding custom field from the dropdown list (see Figure 10). This list can be also opened by typing @ in the text box or using Ctrl+I hotkey. In case there is no stored value for the selected field, you can enter the fallback value to use instead.

nullFigure 10. Filling Out The Subject Field

Enter the preview text which is a summary of your email. 

nullFigure 11. Filling Out The Preview Text Field

Specify your postal address to let customers know where your office is located and how they can contact you by mail. Click on the plus icon below the Postal Address field and enter the data (see Figure 12). Then click Finish.

nullFigure 12. Filling Out The Postal Address Field

 When the process of creating an email blast is over, the Edit page opens where you still have a chance to revise all the steps and put the finishing touch on your email.

nullFigure 13. Editing The Created Email Blast

While you are on the Edit page, you can preview your email. To do this, click on the Preview button in the upper right corner of the page (see Figure 14).

nullFigure 14. Previewing The Created Email Blast

For more detailed information about blasts, see articles How To Create An Email Blast and How To Create An SMS Blast.

Autoresponders

What Autoresponders Are

Autoresponders are emails that are sent upon a trigger in response to an external event, such as contact birthday, new blog post being published or order shipped. Autoresponders can be sent not only to external users, but also to website owners to inform them, for example, about a form being submitted.

Let's now create an autoresponder.

How To Create An Autoresponder

Go to the Autoresponders section and click Add Autoresponder.

nullFigure 15. Adding An Autoresponder

Select a scenario and choose a corresponding template. Click Next.

nullFigure 16. Choosing A Template

You are on the Edit page. Enter the name, the subject and the preview text of your autoresponder. Then select recipients. In the field “From”, TruVisibility is selected as a default sender (see Figure 17).

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Figure 17. Filling Out Setting Fields

Customize your email in the HTML editor by adding text and images as well as changing layouts.

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Figure 18. Customizing The Created Autoresponder

Click the Preview button to see what your email looks like.

nullFigure 19. Previewing The Created Autoresponder

You can send a test email to see how it works. In order to do this, choose Send Test Email in the three dot menu (see Figure 20).

nullFigure 20. Sending A Test Email

Find more information about autoresponders in the article How To Create An Autoresponder.

Conclusion

Congratulations! Now you can add contacts, create email blasts and autoresponders. Stay with us and learn how to deal with other sections of Messaging! See the article How To Create An Automation to build your first automation.