Sending Wizard Guide

Sending Wizard Guide

Once you have created your email and it is ready to send, the next steps are to proof it and then finally send, how exciting!


1.       Once you are happy with the email click on the ‘Next’ button located in the top right corner of your screen, this will automatically save any unsaved changes to your email

2.       The next screen and the information you input is as important as the content of your email as this will be the first piece of information that your audience will see. On this screen you will be able to edit your ‘Subject Line’, ‘Email from Name’, ‘From email address’, the name of your ‘Google Analytic Campaign’ and assign the email to any relevant ‘Topics’. Also, on this screen it will give you the option of ‘Inbox Preview’, this will allow you to see roughly what your audience will see in their inbox upon receiving your email. Once you are happy with everything, click on the ‘Next’ button on the right hand side of your screen.

3.       You will now be brought to the ‘Send Proof’ screen, in this screen you will have the options to send a ‘Proof Email’ to a specific person or group of contacts via email. You will also have the ability to save the contacts you enter now into a ‘Proof Group’, this will save you time in the future as you will not have to manually add the contact next time as NewZapp will prepopulate these contacts for you. To add the contacts to the ‘Proof Group’ swipe on the toggle above the ‘Send Proof’ button.


Please note that you can have a maximum of 20 people in the proof email

You also have the ability to skip the proof, we always recommend that you do send a proof of your email so you can see what your audience will receive and to check for any mistake or layout issues. Once you click on the ‘Send Proof’ button, a pop up will appear asking if you want to ‘Return to Editor’ or to ‘Progress to Send’, this gives you ability to return to your email and make any amendments to the email.

If you are happy with the proof email that you have sent, then you can click ‘Proceed to Send’. If you have decided to skip the proof, then please click the ‘Next’ button on the right hand side of the screen.

4.       The next screen is all about your ‘Audience’, this page is where you select who receives your email. The first drop down tab at the top of the screen gives you’re the ability to choose between ‘Groups’, ‘Segments’, ‘All’ and ‘Manual List’.

·         ‘Groups’ – You can select a single group or multiple groups of your pre-created groups of contacts by clicking on the tick box to the right hand side of the groups name. Below the name of the group you will see the number of contacts that are in that group and who will receive your email

·         ‘Segments’ – Reminder, Segments are best used for campaigns in which you plan on sending more than once to a certain list of contacts that changes and gets updated frequently. As time goes on, your Segments will automatically adjust to your changing volume of contacts. This saves you having to create a new list every time you want to email a specific Segment and keeps the list fresh and up to date in real time.’.  You can select a single pre-created segment or multiple groups of segments by clicking on the tick box to the right hand side of the segment’s name. Below the name of the segment you will see the number of contacts that current fit the criteria of the segment.

·         ‘All’ – By selecting ‘All’ the email will be sent to all of the contacts within your account, unless they have been unsubscribed or suppressed

·         ‘Manual List’ – By selecting this option it allows you to send the email to a maximum of 20 email addresses. If any of these email addresses are not currently in your account, they will be automatically added. After you have sent your campaign they will appear as ungrouped Contacts.

5. Once you are happy you have selected all the contacts you wish to send your email to, click the ‘Next’ button on the right hand side. The next screen is where you select when your email is to be sent. You can either send the email immediately or you can schedule the email to be sent at a specific time.

NewZapp tip – Even if you wish for the email to be sent immediately, we would recommend scheduling the email to be sent in thirty minutes time, this allowing you and anyone you sent the proof email to, to double check the email once again.

When scheduling an email, click on the ‘Schedule’ button, this will prompt an option to select a date and time in the future for the email to be sent. Once you have selected whether you are sending it immediately or you have selected a specific time and date and you are happy, click on the ‘Next’ button on the right hand side of the screen

6.       You are at the final step now, this is the ‘Final Checks’ page. This allow you to review every step you have taken so far (who you are sending the email to, the subject title, the time it will be sent and also how the email looks for a final time – you can view both the desktop view and the mobile view).

If you are happy, then the time has come to press that ‘Send’ button on the right hand side. A message will appear congratulating you on the sending of your email. If you have scheduled the email to be sent at specific time it will give you a reminder of that and what time it will be delivered. If you have sent it immediately then it will just tell you have the campaign has been sent.

7.       If you have scheduled your campaign for a specific date and time in the future you still have the ability to cancel the send of this email. You can do this in the ‘Create & Send’ section of your account, any scheduled emails will be displayed with a ‘blue arrow on the left hand side with a clock on’. If you click on the three dots on the right hand side then you have the ability to ‘View Report, ‘Rename’ the email, ‘Create Copy’, ‘Cancel & Revert to Draft’ or ‘Cancel & Delete Campaign’.

Remember to monitor your campaign. You can see the activity and engagement as it happens in Reports.

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