Setting up your first email campaign in Positive User involves a few initial configuration steps. While the first setup requires preparing your database and technical settings, subsequent campaigns will be much faster as your recipients, templates, and domains will already be ready for use.
Launching an email campaign allows you to reach your customers directly, promote new features, and drive engagement through personalized communication. By following these steps, you ensure high deliverability and professional presentation of your brand.
This guide follows the necessary configuration for each element of a successful launch.
Before sending a message, you must have contacts available in your workspace. You can collect these through website tracking and form submissions, or by importing an existing database.
Ensure your import file is well-prepared with clear headers and consistent formatting to proceed with a smooth import and avoid losing data.
Go to “Data” → “Importers” and choose “Import Contacts”. Then upload or drag&drop the file.
Follow precise steps from our dedicated instruction about importing contacts.
When you upload a file with the email recipients it’s preferable to add them to a separate list straight away. It will make it easier for you to filter out these recipients by a common parameter. Later on, you will also be able to use an “unsubscribe from specific list” button in your email campaigns.
An attractive template with a clear Call to Action (CTA) is essential for engagement.
Before you start building, consider these essential elements:
Clear Goal: Every template should have one primary objective, whether it is a product announcement, a newsletter, or a promotional offer.
Slick Design: Aim for a clean, professional layout that guides the contact’s eye naturally toward the most important information.
Brand Identity: Ensure the style, colors, and fonts reflect your brand's unique identity to build trust with your audience.
Mobile Optimization: Always check how your template looks on mobile devices, as a large portion of recipients will open your emails on their phones.
Transparent Unsubscribe: Always include a clear and easy-to-find unsubscribe link to maintain transparency and comply with anti-spam regulations.
To create an email template you need to go to the “Studio” → “Templates” section and find a “New template” button in top right corner. There you can choose between the following options:
Simple Builder
Code Editor
Zip File import
Also, the section includes predefined templates that you can use for your inspiration and edit according to your needs.
For a step-by-step instruction on email template creation please check this article we prepared for you.
Before Positive User can send emails on your behalf, you need to connect your company domain with it. This step is essential because it verifies your identity as a sender, preventing your messages from being flagged as spam by recipients' providers (like Gmail or Outlook).
A delivery domain is the technical "highway" your email travels through. In Positive User you must choose whether to use your own existing infrastructure or leverage our integrated sending providers.
Ask your IT or Technical Team if your company already uses a dedicated SMTP (Simple Mail Transfer Protocol) server or a third-party service like SendGrid, Mailgun, or Amazon SES. If your team prefers to keep all outgoing mail consolidated within those existing systems for security or internal logging, you will need to connect custom SMTP to your workspace.
Alternatively, you can connect your company domain directly with Positive User providers, which include our trusted partners or our own specialized servers. This method is often the preferred choice because it gives us more granular control over deliverability, ensuring your messages reach the inbox reliably. By using this integrated connection, you unlock comprehensive statistics directly within your workspace, including hard bounce, soft bounce and spam bounce. Having these insights makes it much simpler to monitor delivery quality and maintain a high-quality, healthy database.
To connect your company domain with Positive User, you need to configure DNS settings.
If you still have doubts, which option to choose, check a dedicated article about this topic.
With your recipients, template, and domain ready, you can now send your campaign.
Previous steps are very important for the 1st email campaign delivery. However, later on you won't spend much on them:
Recipients database is ready and will be growing.
You can easily create new email messages on the basis of the created template.
Email domain is connected and you just need to choose a proper sender for each campaign.
So, the campaign creating process is the only part that will repeat each time.
Go to "Campaigns" → "Email" → "New campaign".
Recipients: Use filters to select the specific segment/list of people who should receive the email.
Message: Select the template you created in “Step 2”, modify it and define your subject line.
Message → Send type: Choose the "Delivery domain" and a sender.
Summary: Schedule the time for the campaign to be sent.
Activate the campaign.
More details about every step of this process is described in the following articles:
Now that you have mastered the essentials of your first launch, you have laid the groundwork for a powerful communication strategy. By automating the sending process and personalising your templates, you can move beyond manual sending and start exploring the advanced potential of Positive User.
