
Our Email Marketing software allows you to send subscriber date-based email campaigns, which send before or after a system (or custom field) date/time offset has arrived. For example, you could send a follow-up email asking for feedback a week after a subscriber signs up for your newsletter, or an early email expressing best wishes a week before their birthday!
An automated birthday email is a perfect way to connect with your subscribers on a more personal level.
To set this up, you’ll need our Subscriber Date-Based Emails add-on, and a custom field that stores each subscribers’ birthday.
First, create a subscriber custom field for birthday:


Next, manage subscribers and add individual birthdays for each:

Subscribers can also enter their own birthdays when signing up, or by modifying their account:

Next, create a new campaign, and choose the “Subscriber Date Based” type:

When you get to the final step, where it asks when to send the campaign, choose the custom field “Birthdate,” the correct date format, match “Month and Day,” and choose plus 7 days, since the system will look for subscriber birthdays that are 7 days from now (whenever the process runs for the current day).

To make sure your automated date-based emails send, make sure the Auto-Reminder scheduled task is running daily. Go to Settings > Cron Jobs/Scheduled Tasks:

You should not need to adjust anything here as long as the “Auto-Reminder” process is enabled.
Also, make sure each subscriber has “Do not send any future autoresponders” unchecked, if you want automated emails sent to them:

You can monitor your subscriber date-based campaign activity by viewing the Campaign Reports section, just like any other campaign.
Using Feedback Loops To Manage Spam Complaints
In: Email Marketing
19 Jul 2010
Email you send using our Email Marketing software should be validated with an SPF record (or DKIM – “DomainKeys”) by the email service provider, to ensure it is not automatically treated as spam, thereby skipping your list recipients’ inbox altogether.
In the case that your emails are marked as spam by the email recipient, there is an effective approach to being notified of such occurrences, called Feedback Loops, or FBL for short.
Feedback Loops is a system of notifying the domain owner when a user of certain email clients, such as Yahoo or AOL, marks a message as spam. The intent is to provide domain owners notification of such occurrences so they can better manage their subscriber retention and email marketing techniques.
Using our Email Marketing software, you can manage Feedback Loop occurrences, giving you more control and precision when sending campaigns.
First, you’ll need to set up a feedback loop through the appropriate email provider. Please see our documentation and links for how to do this.
Note: For our software to detect and record spam complaints from feedback loops, it is required that you use the same email address that is used for bounces within the email marketing software.
When a spam complaint occurs for one of the email service providers that you have a feedback loop established, an email will be sent to the same email address used for bounces in the email marketing software, with a unique content type that tells our software to treat it as a feedback loop email.
Once it’s in the email marketing software, it will be treated as abuse, meaning the subscriber is removed from the list, and this occurrence logged in abuse reports.
Note: Make sure you have Abuse Management turned on, under Settings > Mail Sending:

To view abuse reports, click on the “Manage & Take Action” link along the top of the admin section (which will inform you of any groups that are suspended due to abuse complaints). You can then view each individual abuse (email address):

Please note: This interface will show you all abuse occurrences, including those recipients who manually report email abuse by clicking the link within campaigns.
If Abuse Management is not turned on, there is no interface (yet) for viewing feedback loop occurrences, unless you examine the database itself. Feedback loop occurrences are saved in the em_feedbackloop database table with the entire body of the message, and timestamp of the occurrence.
Tip: Segment Campaigns Based On Custom Field Values
In: Email Marketing
13 Jul 2010With our Email Marketing software, you can create custom list segments to filter subscribers based on conditions. Then, when creating a new campaign, you can choose that segment to send to:

If you supply conditions for your list segment based on subscriber custom fields, one of the options is to match a custom field value amongst a set of values.

Here we are looking for any of the following custom field values for the field “field1-global”:
- a
- b
- c
If a subscriber has any of the above values for custom field “field1-global,” they will be included in the list segment.
The syntax is simple – just separate each unique value with a comma:
a,b,c
A real-world example could be a custom field value for “City”:
chicago,new york,denver
You can leave off quotes around each value, as well as spaces before or after the commas (those will be interpreted literally).
This approach is a very powerful and efficient way to send campaigns only to subscribers that match a set of different custom field values.
If you use Feedburner to manage email subscriptions for RSS content, you can easily migrate your subscribers to our Email Marketing Software, and take advantage of more robust features and support.
Advanced features include:
- Powerful subscriber and list management
- Campaign tracking and reporting
- Full integration and API
- Customize the format of the email sent (HTML or Text)
Import subscribers
To get started, log into your Feedburner account and go to Publicize > Email Subscriptions.

Scroll to the bottom and click “View Subscriber Details.”

Click “CSV” to export your subscribers as a CSV file.
In the Email Marketing software, import your subscribers to a new list – for this example, we’ll call the list “RSS subscribers.”
Choose “Import from a file,” and pick your CSV file.

Map the fields appropriately:

Click Import, and your subscribers will then be subscribed to list “RSS subscribers.”
Create RSS campaign
Create a new “RSS Updates” campaign, using our ActiveRSS add-on.

Choose your “RSS subscribers” list, and create a new message to send. Your message will contain RSS feed tags that get replaced when the campaign is sent with actual content from your RSS feed.
When creating a new message, choose “Insert RSS” in the editor toolbar:

Type or paste the RSS feed URL, and choose what items should be included in the campaign:

Click “Insert,” and you should see some text appear in the editor:

These are system tags that will get replaced with actual RSS content when the campaign sends.
Fill in the rest of the form fields, and save your message:

Continue through the rest of the “Create Campaign” process, and when you get to the page that asks when you want the campaign to be sent, choose the start date and time, and how often it should recur:

Please note: The campaign will only send when new items are found in the RSS feed – the recurrence setting is only telling the system how often to check for new items within the feed.
Continue through the rest of the “Create Campaign” process and click “Finish” when you’re ready.
Your RSS campaign is now saved and ready to be sent. You can continue updating your feed and the Email Marketing system will take care of sending – no other involvement is required of you, unless you want to change the settings or layout of the email.
Update your subscription form
The last step is to update your subscription form HTML so new subscribers are not stored in the Feedburner system, but in the Email Marketing system.
Go to Integration > Subscription Forms, and create a new form.

Copy the HTML and replace your old Feedburner subscription form HTML with this.

Our Inbox Preview tool is incredibly useful for checking your email marketing campaign CSS against support in major email clients. It tells you if what you have should be removed, and references the exact code that could cause a problem.
Recently we were alerted to a new Gmail issue that requires certain CSS be applied to <img> elements in your message body.
The issue only seems to occur through the Gmail web interface in Firefox, Safari, Opera and Chrome (not Internet Explorer). When you have images in table cells, an extra horizontal gap appears between table rows:

Here is how the HTML appears for the above screenshot:

It looks right in desktop email clients, as well as Gmail’s web interface in Internet Explorer:

As you can see, there is no horizontal gap between table rows.
It is suggested to add style="display: block;" to each individual <img> element, and with our own testing, this seems to work.
To aid in reminding you of this requirement, we’ve updated our Inbox Preview tool to check for all <img> elements in your message body that do not have style="display: block;" included.
This will be included as part of Gmail’s alerts:

(Due to the nature of this inconsistency, it’s possible this fix may not need to be applied to every <img> element in your message body. For example, images floating inside paragraphs probably do not need this fix.)
We are open to improving the logic of our Inbox Preview tool to most accurately reflect how different email clients treat CSS, so if there are other ways to resolve this issue, or if you notice unrelated issues that could be reflected in the preview, please let us know.
You can’t surprise anyone with running an email campaign nowadays, but it’s those, who try new things and test them, who get the most results.
To have a flawless campaign and get the most results from your efforts, read this guide to learn how to:
- get more opt-in subscribers
- write great e-mail messages
- design effective emails
- make sure your emails reach your audience
- increase open rates and click-throughs
- improve your landing page conversion rate
Email Marketing 5.1 – Inbox Preview, Trend Reports, Social Sharing, And More
In: Product Updates
30 Mar 2010We have just released ActiveCampaign Email Marketing 5.1. This update contains a number of new features along with a large amount of usability & work flow improvements.
Inbox Preview
One of our top suggested features in our feedback system was to have a tool that allowed you to preview your email in the major email clients and find potential issues and design errors.
With our new Inbox Preview feature (which is a free feature for all users) you can quickly view your email as how it would be displayed in the major email clients.

The email clients we currently allow you to test with are:
- Outlook 2000/2002
- Outlook 2007
- Gmail
- Live/Hotmail
- Yahoo Mail
- Apple Mail
- Lotus Notes
- iPhone
While there are many services that offer email preview for testing your designs they typically only show you an image of what your design would look like. You are then left to try to figure out why your design is off in any particular email client.

With our Inbox Preview feature it tells you exactly what the problems are. It even goes as far to show the code that is causing the issue! This makes finding and correcting any design issues to be as easy as possible.
Trend Reports
In addition to campaign reports, list reports, and user reports we now have a new report section called Trend Reports. This new report section is where you will be able to analyze trending activity and data from your lists.
Currently we have two trend reports available.
Opens By Time / Day Trend Report
With our opens by time/day trend report you can see what time of the day receives the most opens. You can look across all your lists, for a specific list, or a specific campaign.

You can also see what day of the week achieves the highest opens. By using this data you can find out the optimal day of the week and time of the day to send future campaigns.
Email Client Trend Report
After upgrading to 5.1 your software will automatically start tracking the email clients of your subscribers. After you send your first campaign (using 5.1) you will be able to start running reports on your subscribers to see what the top email clients are for each list and/or campaign.
Some of the email clients we are including in the reports:
- Desktop Email Clients
- Outlook 2000, Outlook 2002/XP, Outlook 2003
- Outlook 2007
- Outlook 2010
- Lotus Notes 6.5, 7, Lotus Notes 8
- Thunderbird 2.0
- Thunderbird 3.0
- Web Based Email Clients
- Mobile Me
- Yahoo! Mail
- AOL Mail
- Gmail
- Windows Live Hotmail
- Mobile Email Clients
- iPhone
- Android
- Outlook Mobile
Here is a preview of one of the graphs based on the data you will have access to:

Social Sharing
With the increasing use and importance of social networks we have added a number of social sharing features within the software.
When you include a web version link within your campaign your subscribers will see a new layout when they click on that link. The web version link now shows a small bar with the subject and social sharing options followed by the message that they are trying to view. This change was made based on feedback and to ensure further compatibility of the web version page for users on the iPhone.

When an admin user is viewing the campaign reports we added a new link called Social Share. When clicked it will give them the options to submit to popular social networking sites. The link that would be submitted (when you click on a social icon) would be the link to the web version for that campaign.

When we added the above social sharing options we decided to take it a step further and offer social sharing icons within your actual emails. When you click on personalize you will now see a Social Submit Links option. When you add this tag into your email it will place the social sharing icons within your actual email and your subscribers can click on them from their email client to share the web version link of the email with their friends.

Usability & Work Flow Improvements
Another set of changes (within 5.1) is a refocus on overall usability and the work flow process of creating lists, adding subscribers, and sending campaigns. We have made numerous changes throughout the software based on user testing we have been conducting. The user tests, in addition to our own support stats, have shown us the key areas that need to be improved. You will find some subtle changes and some more drastic changes as you start using 5.1. The goal is to continue to make the product as easy as possible to use. We have updated how adding a list works, the create campaign process, and much more.
Let Us Know What You Think!
As you can see – much of the above work was directly based off of client feedback and user testing. Every suggested feature or idea submitted to our feedback section is reviewed and then potentially considered for a future update. If you have any feedback about 5.1 (or the product in general) be sure to let us know!
We will have a couple of additional posts in the near future detailing the automatic feedback loop management feature (within 5.1) along with some other minor features that were included.
Email Client Report (Preview)
21 Mar 2010With 5.1 we have a number of new features such as Inbox Preview, Open Trending Reports, and a number of other items.
One of the new features is email client reporting. After upgrading to 5.1 your software will automatically start tracking the email clients of your subscribers. After you send your first campaign (using 5.1) you will be able to start running reports on your subscribers to see what the top email clients are for each list and/or campaign.
Some of the email clients we are including in the reports:
- Desktop Email Clients
- Outlook 2000, Outlook 2002/XP, Outlook 2003
- Outlook 2007
- Outlook 2010
- Lotus Notes 6.5, 7, Lotus Notes 8
- Thunderbird 2.0
- Thunderbird 3.0
- Web Based Email Clients
- Mobile Me
- Yahoo! Mail
- AOL Mail
- Gmail
- Windows Live Hotmail
- Mobile Email Clients
- iPhone
- Android
- Outlook Mobile
Here is a preview of one of the graphs based on the data you will have access to:

We are currently wrapping up testing for 5.1 and it should be available for download soon – along with some more detailed posts on some of the other features that will be included.
Just a quick update for all of our email marketing clients. We are currently working on version 5.1 which will be available in the near future.
While this is not a major update it includes a number of new features that have been suggested:
- Inbox Preview Tool – Preview how your email will appear in the major email clients and what is causing the email to appear differently.
- Social Sharing – Easily share your campaign with social networks (such as Facebook, Twitter, etc..) from the admin area and/or allow your readers to share the email.
- Updated Web Version – We are updating the “web version” of your campaigns to have less message information and focus on the email the subscriber wishes to view. This will include some social sharing features.
- Trend Reporting – A new report section (option in the reports menu) that will contain a number of upcoming reports. We will begin with 2 reports in the trends section:
- Email Client Report – View and analyze the email clients being used to view your email. A graph (for email clients) is also being added to the campaign overview page.
- Opens By Time - View and analyze what time of the day is resulting in the most opens. Graphs have been added to campaign overview & list reports as well.
We will post another update (with additional details) once 5.1 is available for download.
If you have any suggestions or questions be sure to let us know!
Email Marketing & The Call For Action
In: Email Marketing
24 Feb 2010It’s important to pay attention to the length of the copy that you use in your newsletter. If your email becomes too “heavy” in content then the purpose of your email becomes confusing to the subscriber. For email to succeed as a form of communication it needs to be clear what you want your subscriber to do. Your subscriber needs to know why you are sending them an email. This reason should lead them to a clear call to action. The call to action defines the action your subscriber is to take after they open up your email. Most email marketers do not pay enough attention to the call for action. They painstakingly pay attention to every detail of their email template and creating engaging content only to leave the call to action as almost an afterthought. As a result “Click Here!” is the most frequently used call to action. Click Here is concise and there is no doubt what you want your subscriber to do but it doesn’t tell the subscriber why they would want to.
Continue Reading -or- read other copywriting articles
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- Tip: Use Subscriber Date-Based Emails For Birthday Greetings
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- Tip: Segment Campaigns Based On Custom Field Values
- Migrate Feedburner Email Subscriptions To Email Marketing Software
- Inbox Preview Now Checks For New Gmail Requirement
- 128 Effective Ways to Optimize Your Email Marketing Campaign
- Email Marketing 5.1 – Inbox Preview, Trend Reports, Social Sharing, And More
- Email Client Report (Preview)
- ActiveCampaign Email Marketing 5.1 – Coming Soon
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