Follow the steps below to submit a people-based email order.
Creating Your Order
Step 1:
Navigate to the Orders Tab and click Create New Order.
Step 2:
If you have multiple business units, select your Business Unit from the dropdown menu at the top right.
Step 3:
Select No for Do you need an advertiser or partner created? Then, select the advertiser connected to the audience.
Step 4:
Select Specific Channels as the order type. Then, select People-Based Email.
- Naming the order is MANDATORY.
Step 5:
Select your audience, then enter the target volume for your email campaign in the Target Audience Size field. Click Calculate All to see the campaign budget.
- If your audience is 84,610, you can choose to only send to 50,000 of the total audience.
Step 6:
For additional campaign measurement, POS Matchback is provided free of charge, but you can also order separate Audience Files and Response Data for email campaigns.
Select the options you require, then click Create Order to submit.
What is POS Matchback?
POS Matchback matches your sales to your campaign to understand exactly who from your target audience made a purchase from your business.
Note: POS Matchback is now included at no cost on every order! Click here to see how to upload a file for matchback.
What is Response Data?
Response Data analyzes email performance to understand who from your target audience interacted with your campaign post send.
What is an Audience File?
An audience file is a list of the actual, verified people who received your campaign.
Creating Your Flight
Step 7:
Click into the product line item and navigate to Flights.
Step 8:
Click the [+] icon to create a new flight.
Step 9:
Click back into the flight and hit the pencil icon to start adding in the flight’s information.
For a People-Based Email campaign to go live, the following must be completed:
- Send date/time must be set.
- HTML file must pass validation.
- Live seed list (.CSV) must pass validation.
- At least one CTA link from the HTML must be selected. You may add up to three.
- Internal review must be completed.
Step 10:
The only required fields to create a flight are the From Name and Subject Line.
If you already know the send date/time and HTML file, or have the seed lists ready, you can upload them as well. If not, just click Save Flight.
Step 11:
To submit your email file, you can upload either the HTML file or a ZIP file containing the HTML and assets included.
Once an HTML file has been submitted, it will go through a quick (~5 min) validation process during which no edits can be made to the flight.
If the validation is unsuccessful, you will receive a notification alerting you to errors in the HTML and how to correct them.
For full HTML guidelines, click here.
Step 12:
Once back on the Orders page, click into the tasks tab on the right to view and approve the Review and Submit task.
Note: This will put your order in “Submitted” status. This means you will no longer be able to edit anything on your order form (target audience, products, measurement options).
Please ensure the information on your order form is correct before saving.
Step 13:
If HTML Validation is successful, you will see rendered previews of how your email will look across various devices/platforms.
You will see a list of all Email Macros. You can proceed with making further edits to the flight or update your creative by going back into the HTML.
You MUST re-upload and rename your file.
Step 14:
When editing your flight, be sure to select at least one primary CTA link. However, you can select up to three.
Step 15:
To send a test email, you can add a test seed list (.CSV) with a list of email addresses that you want to receive the test send. Save the flight, then click Send Test. This is OPTIONAL but RECOMMENDED.
Note: Please ensure the seed and test list you upload follows the exact column order as the Test List Macros table shown in the flight form.
Step 16:
Once you are satisfied with the test send, you can then add a Live Seed list (.CSV) of email campaign recipients.
Once the Live Seed list passes validation, the flight will be in Pending Final Approval status.
- If you have to re-upload your list at any point, you must rename your file. If you upload a file with the same name, the system will not refresh the list, meaning your changes won’t be applied.
Step 17:
To give final approval, edit the flight and scroll down to the Final Approval section. This will confirm all required fields have been filled, and all submitted files have been validated.
Note: Once you check off the final approval box and update the flight to save, you can no longer make any changes to the order. If any changes are needed, the current order will need to be cancelled and recreated.
For more information, view our Connect Self-Serve Guide.