Most common options for emailing

In this article you will be able to learn step by step how to set up the most common sending emails to the participants. This are the FAQs and common sending options:

 

Note: Learn how the email sending system works by reading this tutorial.

 

How to send an email to validate the email address supplied by participants

To set up this type of email, read this specially prepared tutorial.

 

How to send a thank-you email to promotion participants as soon as they sing up

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On registering” email type.

3. Select the filter option, “All participants.”

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Write the email with the message you wish to transmit to the participant. Use “smart tags” to customize the email.

6. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

7. Click on "create" to generate the email.

8. Review the general options to configure the email signature, as well as the header and footer images.

9. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test. 

 

How to send a coupon to all registered users

1. Create a new email and give it a title that will enable you to identify it.

2. Choose the “On registering” email type.

3. Select the filter entitled “All participants.” This filter will be added to Recipients.

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Complete the “Subject” and “Body” of the email. Use “smart tags” to customize it.

6. Add the coupon as an attachment.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review general options for setting up the email signature plus header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send a coupon to participants who have answered the quiz correctly.

1. Create a new email and give it a title that will enable you to identify it.

2. Choose the email type, “On registering.”

3. Select “Quiz results” as recipients.

Note: This option will only be available if you have created a quiz with final messages. The filters and values are identified with those you set up in the “final messages” section of the questionnaires editor.

4. Choose the result value. Participants who obtained this result will receive this email. Add this filter created with the green button.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write the email, informing the recipient that you are sending a coupon. Include instructions for its use. Utilize “smart tags” to customize the email.

7. Attach the coupon.

8. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

9. Click on "create" to generate the email.

10. Review general options for setting up the email signature plus header and footer images.

11. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send a coupon to Instant Win winners

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On registering” type of email.

3. Select “Instant Win winners” as recipients.

4. Choose “equal to” as a condition.

5. In “Value,” choose which winners you wish to email based on the prize awarded, and add this filter with the green button.

6. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

7. Write the email informing the recipient that you are attaching a coupon along with instructions for use. Utilize the “content tags” to customize the email.

8. Attach the coupon.

9. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

10. Click on "add" to generate the email.

11. Review the general options to configure the signature of the email, along with the header and footer images.

12. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

Note: the values displayed next to “Instant Win winners” correspond to the prizes that were preset in the “Insant Win” section of the editing form.

 

How to send a coupon to participants who have obtained a certain number of recruits

1. In "Description" add a text to identify this emailing.

2. Create a new email and choose the email type. It could be “By specific date” or “Manual” depending on your preference. You can also send it to a participant when they reach a minimum of recruits. This can be done via the “On recruiting a new user” option.

3. Select “Number of recruited users” as recipients.

4. Choose the conditions and values that determine which recruiting users will receive the coupon. Add the filter with the green button.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write an email informing the recipient that you are attaching a coupon along with instructions for its use. Utilize the “smart tags” to customize the email.

7. Attach the coupon.

8. Click on "add" to generate the email.

9. Review the general options to configure the signature of the email, along with the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send a promotional code to all users who register

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On registering” email type.

3. Select “All participants” as recipients.

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Write the email, informing recipients that you are sending a promotional code which they can redeem. Use “smart tags” to customize the email and indicate the promotional code {{user_promotional_code}}.

6. Attach the instruction or any other document you wish to send.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on “create” to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send an email to inform that the entry has been accepted and published

 

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On acceting entry” email type.

3. Select “All participants” as recipients.

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Write the email, informing recipients that their entry has been accepted and published. Use “smart tags” to indicate them the entry URL where they will find their entry. 

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on “create” to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send an email to inform that the entry has been rejected

 

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On rejecting entry” email type.

3. Select “All participants” as recipients.

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Write the email, informing recipients that their entry has been rejected and it won't be published.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on “create” to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

 

 

How can I send a reminder to participants who haven’t yet reached the designated number of recruits?

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On a scheduled date” email type and configure the date and time. If you haven’t yet decided when it should be sent, you can create it with “Manual” and activate it whenever you like.

3. Filter recipients by “Number of recruited users."

4. Choose the condition, “Less than.” Signal the value and add this filter with the green button.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write an email informing participants how many users they have recruited. Add the “smart tag” {{user_recruiting_url}} to provide them with the link via which they can continue recruiting. 

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

Note: in this example the email will be sent to all participants who have not managed to obtain three or more recruits by 24/01.

 

How to send a reminder to participants who haven't yet validated their email

 

1. Create a new email and add a title that will enable you to identify it.

2. Choose the "Manual" type of email to activate it whenever you like. You can also choose “On a scheduled date” email type and configure the date and time.

3. Filter recipients by “Validated users."

4. Choose the condition, “No”. This way the recipients will be users with no validated email. Add this filter with the green button.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write an email informing non validated participants remembering them that this step is missing to enter to the draw. Add the “smart tag” {{validate_email}} to provide them with the link via which they can be validated.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send a reminder to users who haven’t yet reached a minimum number of votes

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On a scheduled date” email type and configure the date and time. If you haven’t yet decided when it should be sent, you can create it with “Manual” and activate it whenever you like.

3. Filter recipients by "Number of votes".

4. Choose the condition, “less than.” Signal the value and add this filter with the green button.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write an email informing the participant how many votes he or she has by using the content tag {{current_votes}} and help them to continue asking for votes by adding the "smart tag" {{voteme_url}}.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send an email to questionnaire participants based on their results

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On registering” email type. You can also select "On a scheduled date” or “Manual” if you are not yet sure when you want to send it.

3. Filter recipients by “Quiz results.”

4. Choose the value that you want from the results messages you have preset in the “Add a Quiz” section. Add the filter by clicking on the green button.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write the email, including the specific content that you wish to provide to the recipients, and customize it with "smart tags".

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How can I send an email to Instant win winners?

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On registering” email type. You can also decide to send it later with the “Manual” or “On a scheduled date” options.

3. Filter the recipients by “Instant Win winners.”

4. Choose “Equal to” as a condition.

5. Select the Winning Moment prize, as preset from “Edit”. The application will select all the winners of this prize as recipients.

6. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

7. Write an email to inform the participant of their prize and the conditions for its retrieval. Use “smart tags” to customize the email.

8. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

9. Click on "Create" to generate the email.

10. Review general options to configure the signature of the email, as well as the header and footer images.

11. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send an email to the winners of a sweepstake

1. Create a new email and give it a title that will enable you to identify it.

2. Choose the “Manual” email type. You could also select “On a scheduled date” if you know when the sweepstake will be carried out and the email should be sent.

3. Filter recipients by “All winners.”

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Write the email to inform participants about their prize and how to reclaim it. Use “smart tags” to customize the email.

6. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

7. Click on "create" to generate the email.

8. Review the general options to configure the signature of the email, as well as the header and footer images.

9. Carry out a test to see how the email will look when sent. When you are ready to send it, do so by clicking on “confirm and send.”

 

How to send an email based on age, gender, country or any other parameter configured in the registration form

If you’d like to send an email filtered by a characteristic that you’ve configured in the registration form, you should make sure that this is selected and/or created in the “Edit” menu. If it is activated it will appear as a filter in the Emails Platform. Bear in mind that there are three types of data that you can ask for in the form:

  • Predefined fields (email, city, country, date of birth, gender and telephone.)
  • Additional customizable fields (you can add them in Premium and White Label. They can be text fields or dropdown menus.)
  • Verification fields (add these so that users can check a specific box in order to give their consent.)

 

Example 1. Send a different email to male and female participants. Predefined field activated.

 

If the email type is “Manual”, at the moment of configuring the email you will be informed how many registered users meet these conditions:

 

1. Create a new email, adding a title that will enable you to identify it.

2. Choose the “On registering” email type. You can also choose “Manual” or “At a scheduled date” if you want to send it later.

3. Filter the recipients by “Gender.”

4. Choose “Male” or “Female” as the condition and add the filter with the green button.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write the email with the message that you wish you give the user. Use "smart tags" to customize the email.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

Example 2. Send an email that is differentiated according to the region in which the participants reside. Additional field created.

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On registering” email type. You can also choose “Manual” or “On a scheduled date” if you want to send it later.

3. Filter the recipients by using the additional field entitled “State” or whatever you have enabled on the "Registry form".

4. Make "Equal to” your condition and enter the value of your preference. You will see all the options in the dropdown list. Use the green button to generate the filter.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write an email with the message that you wish to send the participant. Use “smart tags” to customize the email.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review the general options to configure the signature of the email, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

Example 3. Send emails to those who have checked the box indicating that they would like to receive the informative newsletter. Verification field created.

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “On registering” email type. You can also choose the “Manual” mode or “On a scheduled date” if you wish to send it later.

3. Filter recipients by the verification box created. In this case, “I want to subscribe to the Mountain Hotel newsletter.”

4. Choose “Yes” as the condition and use the green button to generate the filter.

5. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

6. Write an email with the message that you wish to transmit to the participant. Use “smart tags” to customize the email.

7. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

8. Click on "create" to generate the email.

9. Review the general options to configure the email signature, as well as the header and footer images.

10. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

 

How to send an email of thanks to promotion participants

1. Create a new email and add a title that will enable you to identify it.

2. Choose the “Manual” email type or “On a scheduled date”, depending on when you’d like to send it.

3. Select the filter option, “All participants.”

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Write the email with the message you wish to transmit to the participant. Use “smart tags” to customize the email.

6. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

7. Click on "Create" to generate the email.

8. Review the general options to configure the email signature, as well as the header and footer images.

9. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test. 

 

How to send an email reminding participants how many days are left before the contest is finalized

1. Create a new email and add a title that will enable you to identify it.

2. Choose the email type entitled "On a scheduled date” and add the day and time at which you wish to send it.

3. Select the filter option, “All participants.”

4. Write the name of the sender that participants will see when receiving the email. The email address of the sender can't be customized and it will be no-reply@easypromosapp.com (for Basic and Premium promotions) and no-reply@cstmapp.com (for White Label promotions).

5. Write an email with the message you wish to transmit to the participant. Use “smart tags” to customize the email.

6. By default, sending is activated as soon as the email is created. If you don’t wish for it to be activated yet, uncheck “Activate sending of this type of email.”

7. Click on "create" to generate the email.

8. Review the general options to configure the email signature, as well as the header and footer images.

9. If you’d like to see how the email will look, as well as making sure that it’s active and ready to function, you can carry out a test.

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