Create an Email when you want to send a one-time message to a selected group of contacts. You can send the Email immediately or schedule it for later.
If you’re not sure whether an Email is the right sending method, see Intro to Emails.
Create an Email
Go to Marketing > Emails & SMS.
Click + Email/SMS.
Select Email and enter a name for the Email.
Choose the design you want to start with. You can select a plain text option, a pre-designed template, or one of your saved templates.
Click Create.
Kartra creates the Email and opens its settings. From here, you can configure the message, sender, recipients, and any optional automations before sending it.
Design your message
In the Message section, click Edit message to open the email editor.
From the editor, you can:
Add a subject and preview text.
Write and format your message.
Add images, buttons, links, and other content.
Use variables to personalize the message with information about the recipient.
Change the selected design or template.
You can also save a design as a template if you want to reuse it for future Emails.
When you're finished editing, save your changes and return to the Email settings.
Choose your sender and recipients
Open the From-To settings to configure who the Email is from and who should receive it.
Sender
Your configured email gateway provides the default sender information for the Email.
Depending on your configuration, you can select the email gateway and sender address you want to use for this Email.
Make sure your reply-to address has a working inbox if you want recipients to be able to reply to your message.
Recipients
Define the contacts who should receive the Email by adding recipient conditions.
For example, you can select contacts who are:
Subscribed to a particular list.
Assigned a particular tag.
Customers of a particular product.
Matched by other available conditions in your account.
You can combine conditions using AND/OR logic to create a more specific audience.
Before sending, Kartra shows you how many contacts match your recipient conditions and which contacts are eligible to receive the Email.
For more information about recipient conditions and targeting, see Target recipients for Emails and Sequences.
Add automations (optional)
You can add automations that run based on how contacts interact with the Email.
For example, you can configure an automation to run when a recipient opens the Email or clicks a particular link.
Use these automations when you want an action in Kartra to happen in response to engagement with this specific Email.
Test your Email
Before sending, check your content, formatting, and links, sender information, and recipients.
You can also send a test email from the editor to preview the message in an inbox before sending it to your audience.
Keep in mind that a test email doesn't behave exactly like the final Email. For example, recipient variables display as TEST values rather than information from an actual contact.
See Test emails before sending for more information about testing your Emails.
Send now or schedule for later
When your Email is ready, click Send / Schedule.
You can:
Send now to send the Email immediately.
Schedule the Email for a specific date and time. Scheduled Emails use your Kartra account's time zone.
Keep the Email as a draft if you're not ready to send it yet.
Before confirming the send, review the Email and recipient information one final time.
After the Email has been sent, you can review its performance in Email and SMS analytics.