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      Getting started with email marketing: Configure checklist

      Everything you need to setup and launch your first email marketing campaign on KOMI.

      👋 Welcome to email marketing on KOMI!

      Whether you’re new to email marketing or transitioning from another platform, this guide is designed to make your setup quick and easy. With a few simple steps, you’ll be ready to connect with your audience and drive engagement. Let’s get started! 🚀


      Getting email marketing right

      Email marketing can seem overwhelming, but each step you take builds a strong foundation for engaging with your audience effectively. This guide will walk you through the critical actions you need to get started with email marketing on KOMI, explaining not just what to do, but why each step matters.

      💡 Treating your setup as a to-do list and dividing it into small tasks will help you see progress and impact in a much more achievable way.

      By the end, you’ll understand the value of every step in the process, ensuring your email campaigns are successful.


      Table of Contents

      • Step 1: Set Up Your Domain
      • Step 2: Import Your Contacts
      • Step 3: Create Tags and Segments
      • Step 4: Add Signup Forms to Your Site
      • Step 5: Create an Email Template
      • Step 6: Launch a Campaign
      • Step 7: Analyze Your Campaign’s Performance

       

      Step 1: Set Up Your Domain

      Verifying your domain is crucial to ensure your emails land in your subscribers' inboxes, not their spam folders. To do this, you'll need to have your own domain. The process involves adding DNS records provided by KOMI to your domain host to authenticate your domain.


      How to Do It:
      1. Go to Settings > Audience & Campaigns.
      2. Add your domain under Email Domain Setup.
      3. KOMI will generate DNS records (SPF, DKIM, and DMARC) for you to add to your domain’s DNS settings.
      4. Once you've added the records, click VERIFY in KOMI.

      💡 Tip: Use a subdomain (e.g., hello.yourdomain.com) to protect your main domain’s reputation.

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      Step 2: Import Your Contacts

      Importing your contacts allows you to quickly start engaging with an audience that’s already interested in your content. In KOMI, you can easily bring in your contacts using CSV or Excel files, making it simple to connect with those who have opted in to receive your communications. During this step, you can also add tags to label your contacts, making it easier to segment them for targeted campaigns later.

      How to Do It:

      1. Go to Contacts under Audience & Campaigns and click Import Contacts.
      2. Upload your CSV or Excel file with your contact list.
      3. Map the columns in your file to the corresponding fields in KOMI (e.g., email, name, tags).
      4. Click Import to add your contacts to your KOMI database.

      💡 Tip: Only import contacts who have explicitly opted in to receive your emails to maintain high engagement and compliance.

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      Step 3: Create Segments

      Segments allow you to target the right message to the right people, ensuring your emails are relevant and personalized. In KOMI, segments are dynamic groups of subscribers who meet certain criteria, such as location, sign up date, and sign up source. By setting up segments, you can tailor your campaigns to specific groups within your audience, increasing the effectiveness of your email marketing. 

      How to Do It:

      1. Create tags during contact import by including a “Tag” column in your CSV, or manually add tags later in the Contacts section.
      2. Go to Segments under Audience & Campaigns and click New Segment.
      3. Define your criteria using filters like location, created date, or tags.
      4. Save your segment for targeted campaigns.

      💡 Tip: Start by creating a broad segment, such as one that includes all subscribers. This ensures you have a general segment for any mass communication.

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      Step 4: Add Signup Forms to Your Site

      Signup forms are your best tool for growing your list. KOMI makes it easy to create and customize forms that capture new leads directly from your website. These forms can be embedded on your site, helping you convert visitors into subscribers effortlessly.

      How to Do It:

      1. Go to Profile Builder > Content and choose Email/SMS Signup.
      2. Customize the form’s design, including the text, fields, and overall layout to match your brand.
      3. Once satisfied, publish the form on your KOMI page or embed it on your website.

      💡 Tip: Offer an incentive (like a discount or exclusive content) to increase signup rates.

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      Step 5: Create an Email Template

      Templates save time and ensure consistency across your campaigns. KOMI’s email editor allows you to design templates that reflect your brand’s identity, with options to add images, buttons, and text blocks that you can reuse across multiple campaigns.

      How to Do It:

      1. Go to Audience & Campaigns > Templates and click New Template.
      2. Use the drag-and-drop editor to add and customize sections such as headers, body content, and footers.
      3. Save your template for future campaigns.

      💡 Tip: Include your brand’s colors, fonts, and logo to keep your emails consistent and professional.

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      Step 6: Launch a Campaign

      Launching a campaign lets you directly engage with your audience. KOMI’s campaign builder allows you to target specific segments and design emails that resonate with your subscribers. You can also schedule your campaign to be sent at the optimal time for maximum engagement.

      How to Do It:

      1. Select the segment you want to target from your Segments list.
      2. Go to Campaigns under Audience & Campaigns and click New Campaign.
      3. Choose or create a template, then design your email by adding content like images, text, and links.
      4. Preview the campaign, schedule the send time, and hit Send.

      💡 Tip: Test your email on both desktop and mobile before sending to ensure it looks great everywhere.

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      Step 7: Analyze Your Campaign’s Performance

      Tracking your campaign’s performance helps you refine your strategy. KOMI provides detailed analytics on open rates, click-through rates, and conversions, giving you insights into what’s working and where there’s room for improvement.

      How to Do It:

      1. After your campaign is sent, go to Analytics under Audience & Campaigns.
      2. Review key metrics like open rates, click-through rates, and overall engagement.
      3. Use this data to optimize future campaigns and improve your results over time.

      💡 Tip: Regularly review your metrics to keep improving your email marketing results.


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      Final Thoughts

      You’re now equipped with the essentials to get started with email marketing on KOMI. Each step is designed to maximize your impact and engagement. If you have any questions, feel free to reach out to us at support@komi.io.

      Good luck, and happy emailing!