Cold Email Automation: Create and manage campaigns

Fuzen’s cold email automation app turns your Gmail & Google Drive accounts into a highly productive email marketing platform.

After setting up your cold email automation app within Google Drive, next you can – create new mailing lists, email templates and multiple cold email campaigns.

If you have already set up your mailing list and created your email template, now it is time to look at how to start your first email campaign.

Create a new email campaign

Go to the Email Campaigns Dashboard from your cold email automation app. You will see a toolbar at the top of this dashboard. There, click on the ‘Create New Email Campaign’ button.

Next, a pop-up will ask you for details of the new campaign like name, subject, scheduling details etc. In this pop-up you can select the appropriate mailing list sheet and email template doc that you have created earlier.

You can select the days on which cold emails should be sent. You can select the time and when the email sending should start. Then select your appropriate timezone.

Finally, set a maximum limit on number of emails to be sent in a day. We recommend to keep it below 50 emails per day, so as to not get caught in spam filters. Also provide the Google Analytics Tracking ID for your website. This will be used for tracking the email opens from you Google Analytics account as well as from your email campaign sheet.

Note that all these details are required to start the email campaign. After entering them, click on the green button to start the campaign.

Next, Fuzen will create a Google Spreadsheet to track and manage your newly created cold email campaign.

You will see a link to this sheet in a pop-up. Click on it to open the Google Spreadsheet file.

Activate cold email workflows

Fuzen sets up your cold email campaign in a Google spreadsheet. When you open the sheet, you will see all the contacts from your selected mailing list and a toolbar at the top.

You will also notice that by default the cold email workflows are ‘inactive’. You will need to activate these workflows by clicking the ‘Activate Campaign’ button.

But before you activate it, you can send a test email to check how it’s finally going to look. Click on the ‘Send Test Email’ button.

Before the test email can be sent, Google will ask you to authorize the automation workflows that are configured within this sheet to manage email sending on your behalf.

Click on ‘Continue’ button. Then, you will be asked to select your Google account and authorize the Fuzen workflows to work within your Google Drive.

Please provide the authorization required to configure and send cold emails from your account.

When the authorization is provided, you will see a pop-up where you can enter an email address for sending the test email.

Enter any email address and click on ‘Send a test email’ button.

The test email is sent to the email address you entered. But it is sent with the personalization details (Name, Company Name) of the first contact in your campaign. Check your inbox to make sure all other details look fine.

Then you can click the ‘Activate Campaign’ button to activate it.

You will be asked for a final confirmation.

If everything looks fine, confirm and activate your email campaign.

Track and manage your campaign

When the emails are sent as per the predefined schedule, the date when an email was sent is updated in the ‘Last Email Sent’ column.

To track email opens, you will need to link this sheet with your Google analytics account. To do that, click on the ‘Update Status’ button.

If this sheet is not already been linked to Google Analytics, a pop-up will ask you to select your appropriate Google Analytics profile. By default it is – “Add Web Site Data”, unless you are using any other custom profile. Select the profile and click on ‘Use the selected profile’.

When Google Analytics is successfully linked to this sheet, you can close this pop-up and go back to the sheet. Next time when you click on ‘Update Status’ button, the email opens will be directly reported in your Google sheet.

Pause email campaign

If you want to pause any email campaign, simply go to the ‘Email Campaign Dashboard’ and click on the ‘Manage’ button for any campaign.

You will see a dropdown menu with an option to ‘Pause the campaign’. Click on it to pause the selected campaign. Note that this campaign can again be activated by clicking the ‘Activate’ option in the same dropdown menu.