Back
Advanced Email Campaign [BETA]
What is it and why you need it
The most anticipated Advanced Email Campaign [BETA] feature upgrade is here! This new version is powerful and built on AWS SES, ensuring reliable delivery and high-performance sending for your marketing emails.
Instead of sending generic emails to everyone, you can target users based on what they’ve done, what they engage with most, and how they interact with your platform. The new advanced email campaign system lets you target users by purchases, activity, form submissions, and even past email behavior. You can send and retarget every email that feels personalized and relevant.
With segmented conditional logic and flexible AND / OR targeting, this new campaign experience gives you complete control over both audience selection and campaign performance. From delivery to engagement analytics, everything is designed to help you send smarter emails and achieve better results.
How It Works
The new email campaign version includes four simple steps to create and launch a campaign from start to finish.
Step 1: Details
In the first step, you define the basic information of your campaign. This includes the campaign title, email subject, sender email address, sender name, and reply-to email. These details determine how your email appears in the recipient’s inbox.
Note that only {{first_name}}, {{last_name}}, and {{email}} can be used in the email subject as dynamic variables.
Step 2: Recipients
This is the most important step in the new email campaign experience. Here, you decide exactly who should receive your campaign using conditions, AND / OR logic, and multiple conditional segments.
You can create email campaigns for three main targeting audiences: User, Form Contacts, and Retargeting.
When User option is selected, you can target users based on their activity and behavior inside EzyCourse. This includes users who have purchased or not purchased products, users who have or don’t have specific tags, users who were last active or haven’t logged in, users who submitted or didn’t submit quizzes, users who posted or didn’t post in a community, and many more conditions.
The Form Contacts option allows you to target audiences collected through basic forms in EzyCourse. You can select respondents from all forms, specific forms, form responses with tags, or specific contacts collected through forms.
The Retargeting option lets you create campaigns based on previous email campaign behavior. You can target users who opened or didn’t open an email, clicked or didn’t click any link, and apply time-based conditions such as anytime, last X hours, days, weeks, or specific dates.
How Conditional Logic Works
Segmented conditional logic allows you to precisely control who receives a campaign by applying specific rules called conditions. These conditions can be combined using AND or OR logic to define your audience accurately.
A condition is a single rule, such as users who purchased a course or users who were last active on a specific date. A segment is a group of one or more conditions combined together.
Conditions and segments can be connected using AND or OR rules. AND means all conditions must be true, while OR means any condition can be true.
When the AND condition is applied, the system selects only users who meet all connected rules at the same time. If even one condition is not met, the user is excluded from the campaign. For example, if a campaign targets users who purchased the “X” course AND currently have an active subscription to the “X” course, only users who meet both conditions will receive the campaign.
On the other hand, when OR condition is applied, the system selects users from all connected rules and combines them into a single audience. A user only needs to meet one rule to be included. For example, if a campaign targets users who purchased the “X” course OR users who have an active subscription to the “X” course, the campaign will be sent to users who purchased the course, users who have an active subscription, and users who meet both conditions.
Combining Multiple Segments
You can also combine multiple segments using AND or OR logic. This determines whether users must satisfy all segments or just one to be included.
When segments are connected using AND, users must meet all conditions in the first segment AND all conditions in the second segment. If any segment is not matched, the user is excluded from the campaign.
When segments are connected using OR, users only need to meet the conditions in one segment. If a user matches any segment, they are automatically included in the campaign.
This allows you to build both highly targeted and broad campaigns depending on your objective.
Step 3: Template
After selecting your recipients, you can choose a pre-built email template or create a new template from scratch.
Inside the email content, you can include dynamic variables such as {{first_name}}, {{last_name}}, and {{email}}.
Step 4: Schedule
In the final step, you can choose to send the email instantly or schedule it for a later date and time with a specific time zone.
Before publishing, you can send a test email to verify that everything looks and works correctly. Once confirmed, your campaign is all set to launch.
After launch, you can monitor detailed campaign statistics, including delivery data, engagement funnel, performance metrics, bounce analysis, link statistics, and more.
How to get started using it
As the advanced email campaign uses Amazon SES, you must update the email white-label setup from Postmark to AWS SES and configure the white-label email delivery (SES Domain Setup).
Simply, connect your custom domain with AWS SES from the EzyCourse dashboard. Go to Marketing & Services → White Label Settings. Enter your custom Domain, Sender name (display name recipients see in their inbox), Sender email (must match the verified domain), and Reply email (where recipients’ replies are received).
Click the Update button and notice that the DNS values are automatically generated in the table format.
To verify the domain, you must add the required DNS records (CNAME, TXT, and MX) to your domain provider’s DNS settings. For example, if you’re using a provider like Namecheap, you can follow the video attached below 👇
‘Learn More’ : How to add DNS records on Hostinger | GoDaddy
[Note: Depending on the provider, it takes around 1 to 48 hours for DNS changes to propagate across the internet.]
Once the DNS records are added correctly and propagation is complete, the domain status in your EzyCourse dashboard will be Verified. This confirms your email delivery is authenticated and ready to operate with AWS SES. No further setup is required unless you decide to change your sending domain in the future.
Creating Advanced Email Campaigns
To create advanced email campaigns, navigate to Marketing & Contacts -> Campaigns → click Start New Campaign and then select New Campaign Builder.
On the Details step, enter the campaign Title, Subject, sender email, name, and reply email. Once done, click Next to proceed.
[Note: Only {{first_name}}, {{last_name}}, and {{email}} dynamic variables can be included in the subject.]
The Receipients step lets you set different conditions using AND or OR logic that can be targeted to three audience categories: User, Form Contacts, and Retargeting.
Besides, there is a condition filter that varies its options depending on the target audience.
For example, select the User target audience and select a specific condition like ‘who purchased’. Choose ‘Course’ as the product type and pick a course from the list.
Now, click the Add Condition button to add a conditional rule for selecting campaign recipients.
Set a new condition such as target audience -> User, condition -> with active subscription to -> Course -> previous condition’s selected course.
Now, if the condition rule is set as AND and when you click Apply, then the total recipient number you see is what the system fetched when both conditions were met by the users. However, if users don’t match a single condition, the system won't capture any users.
Selecting the OR rule captures all the users who purchased the course or has a active subscription to the course.
In this way, you can add multiple conditions using different target audiences or delete them if necessary. Note that either AND or OR will be applied to all the conditions under a single segment.
To combine multiple segments using conditional rules, click the Add Segment button.
Set the conditions for the new segment as Form Contacts -> Respondents from specific forms -> exclude -> form.
Selecting AND between segments requires users to match all conditions in the first segment AND all conditions in the second segment. Note that if all the conditions of the segments are’t true, then the system will show the total recipient number as ‘0’.
In contrast, selecting OR requires users to match conditions in the first segment OR conditions in the second segment. If only one segment’s condition is met, the system will automatically capture users based on that.
For Form Contacts, as of now, you can target the basic form respondents only. Note that the contacts recorded with the {{first_name}} and {{last_name}} variables can be targeted.
If older form contacts are missing these variables, you can easily migrate and make them compatible. Click here to learn more.
And that’s not all, you can also retarget your previous email campaigns. Simply set the target audience as Retargeting.
Select a specific campaign, choose a specific user behavior such as who opened/didn’t open email, who clicked/didn’t click any link, etc., and select a specific timeframe such as anytime, last x hours/days/weeks/months, and before/after/on date.
Now move to the Template step, select a pre-built template or create a new template from scratch. Inside the template, you can include dynamic variables such as {{first_name}}, {{last_name}}, and {{email}}.
Your email campaign is now all set. You can now decide whether to send the email now or to schedule it for later by selecting date & time with a specific time zone.
Before sending the email, you can test it by sending it to your own email address. If everything seems fine, hit the Send Now/Schedule Campaign button.
The new ‘Email Statistics (Beta)’ dashboard shows multiple statistics and visual performance graphs. You can use multiple filters and view overall / specific statistics such as sent, delivered, opened, clicked, total bounce, hard bounce, soft bounce, bounce rate, open rate, click rate, and unsubscribed.
You can also view the email engagement funnel, performance metrics, and bounce analysis charts.
The Bounce Analysis tab shows the bounced contact list for both hard and soft bounces. And the Email Logs tab shows the campaign event logs and other details. You can also use different filters to narrow down the results.
While viewing details for specific email campaigns, you can see additional details through the Link Statistics and Campaign Info tabs.
You can also Pause / Resume / Delete any scheduled or running email campaigns from one place.
The feature is currently in the beta phase, and our team is actively working toward releasing a stable version as soon as possible. We kindly invite you to explore the feature and share any issues or feedback you may encounter to help us improve it further.