An email series is a campaign type in Quanda that sends each recipient up to 150 emails one after another at a regular interval of 1 to 30 days. You create it in the top menu Emails with Create a new Campaign and the Create button under Email series. Recipients are chosen with contact tags, so contacts can join the series automatically.

What to use an email series for

A series works whenever you want to send one person several connected emails in a row:

  • welcoming a new customer or subscriber,
  • tips and advice for customers who are still considering a purchase,
  • advice on how to get the most out of a product they just bought,
  • an educational series that guides readers through a topic step by step.

This is what the first part of a welcome series can look like. Quanda fills in the salutation from the contact.

Email series are part of the Professional and Enterprise plans.

How to create an email series step by step

  1. In the top menu Emails, click Create a new Campaign.
  2. In the window What kind of email campaign do you want to create?, type the name of the series in the Type a name here. field. Only you and your colleagues see it in the campaign overview.
  3. Click Create under Email series.
  4. On the Settings page, check the individual fields (described below).
  5. Click Save → Recipients and continue by choosing the recipients.
The What kind of email campaign do you want to create? window in Quanda with the Type a name here. field and six campaign types: Simple, A / B testing, Email series, Birthday wish, Anniversary wish and Event-Triggered, each with a Create button.
Choosing the type of a new campaign.

What to set on the Settings page

  • Name: the name of the series you entered when creating it. You can change it here.
  • Status: shows whether you are still preparing the series (Under Construction), it is ready (Ready to use), paused or closed.
  • Language: the language of the so called supporting texts of the email, such as the unsubscribe text, the unsubscribe page and the link to view the email in a browser. If you send the series to German speaking recipients, choose German and the supporting texts will be in German.
  • Content category: the topic the series belongs to. On the unsubscribe page, recipients can choose which content categories to unsubscribe from.
  • Project Manager: the user responsible for the series. With automatic sender selection, Quanda uses this user as the sender for contacts that have neither a contact owner nor a company owner.
  • Co-workers: other users who will see the series in their campaign overview.
The Settings page of an email series in Quanda with the General settings section: the Name, Status set to Ready to use, Language, Content category, Project Manager and Co-workers fields and the Save → Recipients, Save and Cancel buttons.
The Settings page of an email series.

Who sees the series depends on the user role:

  • Admin and Manager see all campaigns regardless of who the project manager is.
  • Project manager sees the campaigns they created and the campaigns where they are among the co-workers.
  • Seller has to add themselves to the Co-workers field when creating a campaign. Otherwise they lose access to the campaign after saving the Settings page and cannot continue editing it.

The items on the Settings page cannot be changed once the series has been sent.

What comes after Settings

You finish the series on three more pages:

  1. Selecting recipients for an email series: tags and segments by openability.
  2. Email editor of an email series: the parts of the series and their order.
  3. Setting up mailing of an email series: sender, test emails, start and interval between parts.

You then follow the results in the Statistics of an email series.

Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.

Frequently asked questions

An email series in Quanda can have up to 150 parts. Each part is a separate email with its own subject line, and you change their order with the arrows on the Email Editor page.

You set the interval on the Sending page in the Next email in field, from 1 to 30 days. The following parts always go out at the same time of day you chose for the start of the series.

All contacts that have at least one of the tags chosen on the Recipients page. A contact you tag later starts with the first part at the nearest mailing date, even when the series is already running.

In the form automation, add the tag that the series uses. A contact who submits the form gets the tag and Quanda sends them the first part at the nearest mailing date. The same works with a click in an email or an answer in a survey.

Email series are part of the Professional and Enterprise plans. The Standard plan does not include them, see the pricing page for details.

Users with the Project manager and Seller roles only see campaigns they created or were added to. Add your colleague to the Co-workers field on the Settings page and save the campaign.