Skip to main content

Lesson 4 of 8 · 8:00 · Intermediate

Email the right members

Filter your members, design a template and send a campaign from the dashboard.

Where this fits

You’ve built a segment of members who need a nudge. Now you’ll send them something with Memberstack email campaigns.

By the end of this lesson you can

  • Create your first email campaign in the dashboard
  • Choose who gets it with audience filters
  • Design a template with merge tags, buttons, headers and banners
  • Send a test, then schedule and launch it

Heads up: This video came out before the Segments video, so it picks the audience with filters, which may look different from choosing a saved segment.

Lesson notes

How it works

What Memberstack email campaigns are

Email campaigns are one-to-many emails you write and send to members from the Memberstack dashboard: newsletters, announcements, re-engagement and upgrade nudges. They're separate from transactional emails, like password resets and welcome emails, which go to one member when something happens. Because your member data is already in Memberstack, there's no list to export or sync. Campaigns are in beta, so details may change.

Before you can send, you need a verified sender on your own domain (set under Emails, Email Sender; gmail.com and similar can't be the from address), an active paid plan with email quota, an account at least 7 days old and at least one member. A separate sender for campaigns is recommended, so bounces or spam complaints don't hurt your password reset emails.

Build and target a campaign

  1. In the left navigation click Emails, then Create Campaign.
  2. Give it a Campaign Name (only you see it) and a Subject Line, then click Create & Start Editing.
  3. Design it in the drag and drop builder from scratch, or click Use Template and edit a template.
  4. Add merge tags for member email, member ID, app name, current year or any custom field. For a first name, you need a custom field that holds it.
  5. Open Settings to set preview text, From Name and Reply-To Email, then choose the audience.
  6. Filter by plan and status (Active, Trialing, Requires Payment, Canceled, any plan or no plan), by custom field (Equals, Contains, Starts with, Not equals), or by signup date, last login or email verified. Leave filters empty to send to everyone. The Audience Preview shows the estimated count.

Test, schedule and send

Use Send Test to get a real copy in your inbox and check it on your phone. Then Start Campaign sends now, after a confirmation showing the recipient count and your quota, or Schedule picks a date and time. You can unschedule or cancel a scheduled campaign before it sends.

Memberstack checks eligibility, your sender and the content before sending. Each send is capped at 15,000 recipients, and you can send one campaign per hour. Every email gets an Unsubscribe and View in browser footer automatically. Once a campaign is scheduled or sent, its content is locked: duplicate it to send a changed version. Results show sent, delivered, opened, clicked, bounced and unsubscribed.

Before you move on

0 of 5

Tick these off on your own site. Done with all of them? You’re ready for the next lesson.

Up next: Next, you’ll catch members at the moment they try to cancel.

Chapters

Common questions

Can I send email newsletters to members from Memberstack?

Yes. Email campaigns let you design, target and send emails to members from the Emails section of the dashboard. You need a verified sender domain and a paid plan with email quota.

How many members can I email in one Memberstack campaign?

Up to 15,000 recipients per send, and one campaign per hour. Contact support if you need more.

Can I edit a campaign after it's sent?

No. Content locks once a campaign is scheduled, sending or completed. Duplicate it, edit the copy and send that.

Keep going

Checked against the Memberstack docs

This is v1 of Memberstack University, built from the tutorials we’ve put so much work into over the years. We’d like to make a more organized series.