How to Order People-Based Email with Client-Provided Creative

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, Subject Line and Target Audience Size.

Click Save Flight.

Step 11:

Navigate back to the Orders page.

Here you will see an alert that you have an overdue task. Click on it to open the tasks sidebar. Click the task number to continue. 

Step 12:

Check the order confirmation box to verify that all order details are included and to acknowledge that you cannot add additional products to the order beyond this point.

Click the “Complete Task” icon.

Step 13:

After the Connect team tests your flight, you will receive a task to Final Approve your flight. Once this is completed, your flight will process and your campaign will go live.

 

For more information, view our Connect Self-Serve Guide.