Campaign Setup: A Complete Guide
Setting up a successful email campaign involves several key steps to ensure your message reaches the right audience with the greatest impact. Here’s a step-by-step breakdown of how to set up your campaign using Sparkle.io.
Step 1: Brand Inputs
Here is how you can incorporate the latest image into the Brand Selection part of your campaign setup:
Brand Selection
Before setting up the rest of your campaign, it's important to select the appropriate brand that your campaign will represent. This ensures the correct branding is used for all communications sent out during the campaign.
Select a Brand: From the dropdown menu, choose the brand you want to associate with this campaign. You’ll see a list of available brands (e.g., Brand Name 1, Brand Name 2, etc.) that have already been set up.
Create a New Brand: If no brand is available, or if you want to add a new one, click the “+ Create new brand” option. This allows you to set up the details of a new brand that can be used across various campaigns.
Once you have selected or created the brand, you can move forward with the email sender configuration and other steps in your campaign setup.
Currently, only the email channel is available for your campaign. Setting up the correct sender email address is essential to ensure that your messages are sent from the appropriate source.
Sender for Email Steps: Choose the email address that will be used to send all email communications.
Other channels like WhatsApp, SMS, and LinkedIn will be coming soon, and you’ll be able to configure sender accounts for those as well.
Once the other channels are available, you will have the option to configure those senders in this section to create a fully integrated multi-channel campaign.
Step 2: Adding Prospects
In this step, you’ll begin adding potential clients or leads to your campaign.
Upload CSV:
Upload CSV: Click on the “Upload CSV” tab and follow the instructions to upload your file.
Map Variables: Match each column in your CSV file to the correct system variables using dropdown menus.
Manage Duplicates: Choose how you want to handle duplicates, such as skipping them or not importing rows that already exist in the campaign.
Continue: Click the “Continue” button to proceed once everything is mapped.
Step 3: Email Verification
Before you send any emails, it's important to verify the prospect email addresses to maximize deliverability and reduce bounce rates. Sparkle.io gives you full control with intelligent verification options built right into the campaign flow.
Once you've added your prospects, you'll be prompted to choose how you'd like to verify their email addresses.
Select a Verification Method
A pop-up will appear showing four options:
Clever Mode (Recommended): Automatically picks the best method for each email based on its characteristics. This smart waterfall approach optimizes both cost and accuracy by using:
Quick Verification for simple cases
Thorough Verification when results are unclear
Catch-All Verification for tricky domains
Quick Verification (1 Sparkle): Basic SMTP check, fast and lightweight.
Thorough Verification (2 Sparkles): More accurate, with retry logic for deeper validation.
Catch-All Verification (3 Sparkles): Specialized check for catch-all domains where standard methods fail.
Click Continue after selecting your preferred method. For most campaigns, Clever Mode offers the best balance of speed, reliability, and Sparkle credit efficiency.
After you proceed:
You’ll see a “Verifying” status in real time.
A progress bar at the top will show the verification completion percentage.
Once done, each email will be labeled as:
🟢 Safe
🔴 Unsafe
🟡 Unknown
Only safe and deliverable emails will proceed to the sequence step, giving you confidence in your outreach quality.
Step 4: Sequence Setup
In this step, you'll build the flow of your campaign—starting with the first email and adding follow-ups based on how people respond.
1. Start Your Sequence
Click the “+” button to begin. You’ll see a list of available and upcoming channels.
Right now, only Email is active. Other options like WhatsApp, Calls, LinkedIn, and SMS will be available soon.
Choose Email to start building your first step.
2. Write Your Email
After selecting Email, When you click on the sequence a panel will open on the right side.
Here’s what to do:
Add a Subject Line for your email.
Type your Email Message in the editor.
Use formatting tools if needed—like bold, bullet points, or links.
You can also create different versions (like Version A and B) if you want to test which one works better later.
If anything is missing, you’ll see a red “Action needed” message as a reminder.
3. Add a Follow-Up
Click the next “+” button below your first email to add another step.
You can add:
A simple delay (wait a few days before the next email)
A follow-up based on Triggers, like:
If someone opens your email
If someone replies to your email
You can personalize each email with custom variables like:
{{ first_name }}{{ last_name }}{{ email }}
This helps you send the right message at the right time based on how people interact with your emails.
Custom Email Templates:
Create personalized email templates using Custom variables, allowing for dynamic content that changes based on recipient data. Customize your emails with images, videos, and links for better engagement.
Step 5: Settings
In this step, you'll set when your campaign runs and configure a few advanced options.
Set Campaign Active Time
Choose the time range during which your campaign should run.
You can add multiple schedules based on your needs.Select Start and End Date
Pick a start date for your campaign.
Setting an end date is optional.Skip National Holidays
Turn this on if you want to pause sending on national holidays.Stop Sequence if Replied
If this is on, the sequence will stop for a contact once they reply.Tracking Options
Turn on tracking if you want to track email opens.
Click “Next Section” to continue.
Unsubscribe Link & Rotation:
Add unsubscribe links and rotate different versions in drop down to enhance deliverability and ensure compliance with email marketing laws.
Signature & Rotation:
Select a specific signature for your emails or rotate between multiple signatures to add a personal touch.
Remove Sparkle.io Watermark:
Remove the default watermark to give your emails a fully branded look.
Step 6: Review and Launch
Before launching your campaign, review every detail to ensure everything is set up correctly.
Sequence Overview: Review the entire sequence visually, checking the timing and actions at each step to ensure everything flows smoothly.
Tracking Settings: Confirm that tracking for opens, link clicks, and replies is enabled, and make adjustments if necessary.
Sending Accounts: Double-check the accounts being used for each platform (e.g., email, WhatsApp, LinkedIn) to ensure messages are sent from the correct sources.
Campaign Schedule: Review the schedule to confirm that the campaign will be sent at the right time and make any last-minute adjustments.
Email Preview: Preview your emails to ensure they display properly. Send test emails to verify formatting, personalization, and other dynamic elements before launching.
Finalize and Launch: After reviewing everything, launch the campaign. Sparkle.io will begin sending your emails according to the sequence and schedule you set.
By following these six steps, you can set up a highly targeted, personalized, and optimized email campaign that engages your audience and drives results. Whether you’re a seasoned marketer or new to email campaigns, Sparkle.io offers the tools and flexibility to help you succeed.