Email Marketing Campaigns

Overview

Savantly's Email Marketing suite lets you send targeted campaigns, build audience segments, set up automated drip sequences, manage your contact list, and monitor deliverability — all without a separate email platform. Combined with your AI agent's lead capture and your content library, it's a complete outbound marketing system.

Key Concepts

Step 1: Set Up Your Sending Domain

Before sending campaigns, set up a verified sending domain to improve deliverability and avoid spam filters.

1. Navigate to Settings → Email Settings or Settings → Sending Domains.
2. Click Add Sending Domain.
3. Enter your domain (e.g., yourbusiness.com).
4. You'll receive DNS records to add to your domain registrar:

• SPF record — Authorizes Savantly to send on your behalf
• DKIM record — Cryptographically signs your emails
• DMARC record — Policy for handling unauthorized mail

1. Add the records in your DNS provider (GoDaddy, Cloudflare, Namecheap, etc.).
2. Return to Savantly and click Verify Domain.
3. Verification typically takes a few minutes; it may take up to 48 hours for DNS propagation.

Domain Health Monitoring

Once verified, Savantly monitors your sending domain health:

• Go to Settings → Email Settings → Domain Health.
• See your Spam score, Bounce rate, Unsubscribe rate, and Reputation status.
• Act on warnings promptly to protect deliverability.

Step 2: Import or Build Your Contact List

Manually add contacts

1. Navigate to Engagement → Contacts (/contacts).
2. Click + Add Contact.
3. Enter:

• First and last name
• Email address
• Phone (optional)
• Company and job title (optional)
• Tags for segmentation

1. Click Save.

Import contacts from a file

1. From the Contacts page, click Import.
2. Download the CSV template.
3. Fill in your contacts in the CSV format.
4. Upload the CSV file.
5. Map columns to Savantly fields.
6. Click Import. Duplicate emails are automatically skipped.

Leads from AI agent conversations

Contacts captured by your AI agent (when visitors provide their email) are automatically added to your contact list and tagged with ai-lead.

Step 3: Create Audience Segments

Segments let you target specific groups of contacts for campaigns:

1. Navigate to Contacts → Segments (/segments).
2. Click + Create Segment.
3. Name your segment (e.g., "New Leads - Q1 2026", "Healthcare Industry Contacts").
4. Add filter rules:

• Tag is / is not — Filter by contact tags
• Email contains — Filter by email domain
• Date added — Contacts added before/after a date
• Source — AI lead, manual import, form submission
• Engagement — Has/hasn't opened recent emails

1. Preview the matching contact count.
2. Click Save Segment.

Segments update dynamically — as new contacts match the criteria, they're automatically included.

Step 4: Create and Send an Email Campaign

Create a new campaign

1. Navigate to Marketing → Email Campaigns (/email-campaigns).
2. Click + New Campaign.
3. Fill in campaign settings:

• Campaign name — Internal reference name
• Subject line — The email subject (aim for 40–60 characters)
• Preview text — The snippet shown in inbox before opening (50–90 characters)
• Sender name — Displayed as "From" name (e.g., "Sarah from Acme")
• Sender email — Must use your verified sending domain
• Reply-to email — Where replies go (can differ from sender)

1. Click Next.

Design your email

Use the email editor to compose your message:

• Subject and header — Start with a compelling opening line
• Body content — Use rich text with headings, paragraphs, and bullet points
• Images — Upload or choose from your Image Library
• CTA button — Add a prominent call-to-action button with URL
• Footer — Includes unsubscribe link (required) and your business address
• Plain text version — Automatically generated; edit if needed

AI-powered email writing

1. Click Generate with AI in the email editor.
2. Describe the campaign goal (e.g., "Announce our new project management features to existing customers").
3. The AI generates a full email draft.
4. Edit to personalize.

Personalization tokens

Insert dynamic fields that populate with each contact's data:

Example: "Hi {{first_name}}, we have something exciting to share..."

Select recipients

1. In the Recipients step, choose:

• Entire contact list — Send to all contacts
• Specific segments — Target one or more segments
• Individual contacts — Select specific people

1. Review the estimated recipient count.

Schedule or send

• Send now — Deliver immediately
• Schedule — Pick a future date and time (uses your account timezone)

Preview and test

Before sending:

1. Click Send Test Email and enter your own email address.
2. Verify formatting, links, and personalization tokens look correct.
3. Check on both desktop and mobile email clients.

Step 5: Set Up Email Sequences (Drip Campaigns)

Email sequences are automated multi-step campaigns that send over time, triggered by an event.

Create a sequence

1. Navigate to Marketing → Email Campaigns → Sequences tab (or directly if a separate menu item).
2. Click + New Sequence.
3. Name your sequence and set the trigger:

• Contact added to segment — Starts when someone joins a segment
• Contact tagged — Starts when a specific tag is applied
• Manual enrollment — You manually add contacts

Add steps

Each step is an email in the sequence:

1. Click + Add Step.
2. Configure:

• Wait time — How many days/hours after the previous step (or trigger) to send this email
• Email content — Write the email for this step (uses the same editor as campaigns)

1. Add as many steps as needed.

Example 5-step welcome sequence:

• Day 0 — Welcome email: "Welcome to [Company] — here's what to expect"
• Day 2 — Product intro: "The #1 feature our customers love"
• Day 5 — Social proof: "How [Customer Name] achieved X with [Product]"
• Day 8 — Tips and value: "5 ways to get more out of [Product]"
• Day 14 — CTA: "Ready to [upgrade / book a demo / purchase]?"

Activate the sequence

Toggle the sequence to Active to start enrolling contacts automatically.

Monitoring Campaign Performance

Campaign analytics

After a campaign is sent, navigate to its detail page to see:

Improving deliverability

• Keep bounce rate below 2% — Remove bounced emails regularly
• Keep unsubscribe rate below 0.5% — Ensure your list wants your emails
• Warm up a new domain — Start with small volumes and increase gradually
• Avoid spam trigger words — Words like "FREE!!!" and "GUARANTEED" hurt deliverability
• Send from a verified domain — Never use Gmail or Yahoo as a sender domain for bulk mail

Email Credit Management

Email sending consumes credits:

• Each email sent = 1 credit
• Your monthly plan includes a base credit allocation
• View your credit balance at Settings → Billing or Email Campaigns dashboard
• Purchase additional credits when needed

Unsubscribe Handling

Savantly automatically:

• Adds an unsubscribe link to every email (legally required)
• Processes unsubscribe requests immediately
• Prevents unsubscribed contacts from receiving future campaigns
• Tracks unsubscribes per contact in the Contacts view

Next: [Google Ads Integration →](./09-google-ads.md)