Section 9: Email & Sms Marketing

I. Creating campaigns

To create a new campaign:

Go to Marketing > Campaign > Email Campaigns /Workflow Campaigns /Bulk action Campaigns

Choose between an email , workflow or Bulk Action campaign, select your audience, and design your message.


II. Email/SMS templates

Create reusable templates for faster campaigns:

Go to Marketing > Emails > Templates.

Create a new template with your design, including subject, content, and call to action.



III. A/B testing

Test multiple variations:

Create two versions of your email or SMS campaign.

Select "A/B Test" and compare the results to see which performs better.

To access A/B testing in Funnels:

Go to Sites > Funnels

Select the funnel you want to test

Inside the funnel, you’ll see steps like "Step 1 - Landing Page"

Next to the step, click the "Split Test" button (or “+ Variant”)

You can:
Clone the current page and edit it (Variant B)

Set the traffic distribution (e.g., 50/50)

Monitor the conversion rate between A and B

✅ This is used to test different headlines, layouts, CTAs, etc., to see which version performs better.

Updated on: 15/05/2025