Email Campaign Process Overview

1. Gathering Order Details

After submitting your order:

• We’ll confirm receipt within 24 business hours.

• Details must be finalized 2–3 business days before launch.

• We check the following tabs in Ui.Marketing:

  • General: Send time (with time zone), subject line, preheader, from name, click-through URL (CTURL), seed lists.

  • Allocations: Launch date & number of sends.

  • Assets: Creative files, suppression lists, geo files.

  • Locations: CSV of zips, cities, or DMAs.

  • Targeting: Audience info.

💡 If anything is missing, we’ll reach out via the Messaging tab of the line item.

2. Test Email Phase

• Once we have all info, we’ll build and send a test email to the provided test seed list.

• We’ll list the details we used in the test.

• Missing info will be marked as PENDING and updated once received.

• Please do not forward test emails—this can cause loading issues.

• If you're having trouble viewing the test, try clearing your browser’s cache.

3. Approval Phase

• Ideally, approval is given 2–3 business days before launch.

• If the original launch is missed, please provide a new launch time.

• For ASAP sends, we'll confirm and launch at our earliest availability.

• Once approved, we’ll schedule the email to go live.

4. Reporting Phase

• Reporting links are shared 2–3 business days after launch.

• Early link requests are okay—but data may shift during the first 8 days of engagement.

• We’ll respond to follow-up questions in the Messaging tab.