Sending an email with Sumo

1 CREATING GROUPS

2 SENDING MESSAGES

3 CREATING AUTOMATIONS


Creating a group

When you open the Sumo Launcher, you'll see the list of subscribers in the Contacts tab, so you will first need to create a group of subscribers that you wish to email.
Image_2020-01-27_at_12.59.54_PM.png This is really simple, all you need to do is go to Contacts tab, click on Groups tab and click the button Create Group.

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This will create an empty group, so the next thing we need to do is to import the subscribers to that group.


1 IMPORTING THE SUBSCRIBERS FROM A CSV FILE

You can easily import the whole CSV file simply by going to the group you created and clicking on Import Contacts button.

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Give it a few minutes for the subscribers to start showing up and you're good to go.


2 MANUALLY ADDING SELECTED SUBSCRIBERS

You can manually choose which subscribers you wish to add to a group simply by going to Contacts tab and checking the boxes next to subscribers you wish to add to a group. After you selected all the subscribers, all you need to do is click on Add To Group from the dropdown menu and give it a few minutes for all the subscribers to show up.


Now that you have subscribers in a group, you're ready to send an email!


SENDING AN EMAIL

1 Click on Email tab, and on Create Email buttonImage_2020-02-03_at_1.57.11_PM.png

2 Here you can design your email, edit the sender information and choose which group of subscribers you wish to email Image_2020-02-03_at_2.00.08_PM.png

From Name: This is the name that your subscribers will see in their inbox on the message sent from Sumo

Reply-to Address: Address where your subscribers will reply to when they reply on the email

To: Here you can select which group you wish to send the email to, or Schedule the email: Image_2020-02-03_at_2.11.25_PM.png

Subject: Subject of the email

Preview Text: Text visible in the inbox preview

Pro tip: Check out some our awesome Email Marketing guides for rock-solid advice on how to crush it!

3 After you designed your email, hit Next and select which groups you wish to send the message to or Schedule the email for sending later.

4 Click Save and Send and you're done!


CREATING AUTOMATIONS

Note: Currently, we only have one trigger for autoamation, "Joining a group" which is used to send Autoresponse emails automatically when subsciber enters the group

1 First, click on Email tab, select Automations tab, and click on Create Automation button Image_2020-02-03_at_2.55.41_PM.png

2 Add Automation name and select a group which will trigger this sequence. Image_2020-02-03_at_2.57.24_PM.png

3 Click the Envelope button at the bottom to create Autoresponse email, Image_2020-02-03_at_3.07.42_PM.png

4 By default, this will set up an email with a delay of 24 hours, so you can easily change that by clicking on Delay. Image_2020-02-03_at_3.11.42_PM.png

5 If needed, you can add as many emails to the sequence simply by clicking on the Envelope icon at the bottom.

6 That's it! Your automation is up an running and you can check its stats by clicking View from the dropdown menu in the Automations tab.

If you need any addtional assistance, be sure to reach our support team at help@sumo.com

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