How to Create and Send an Email Marketing Campaign in Papo

Q: What is the difference between a Campaign and a Sequence?

A Campaign in Papo is a "one-shot" send, meaning a single email sent to a specific contact list at a defined time. A Sequence, on the other hand, is a series of automated emails that are triggered by specific events or actions and run continuously in the background, nurturing leads over time.

Q: How does Papo handle unsubscribes?

The platform manages this automatically through the Suppression List. When a contact clicks the unsubscribe link in an email, their address is added to this list, ensuring they will not receive future marketing communications. This helps maintain compliance with email best practices and protect your sender's reputation.

Q: Can I segment my contacts based on their engagement?

Yes. In the Audience section of the Email Marketing module, you can create complex filters to segment contacts. You can filter by who opened, clicked, replied (or did not perform these actions) in previous campaigns, within a specific time period (last 7, 30, 90 days, etc.).

Q: Where do I configure the email that will appear as the sender?

The sender email is configured in the Settings → Inboxes section of the platform. Each email inbox you add with your SMTP credentials becomes a "credential" that can be selected when configuring a new email campaign.

Yes, you can create, send, and analyze complete email marketing campaigns directly within Papo (https://papo.global/). The platform offers an integrated Email Marketing module that allows you to manage the entire lifecycle of a campaign, from sender configuration, template creation, and audience segmentation, to scheduling the send and monitoring performance metrics such as opens and clicks.

Papo's Email Marketing module is designed to centralize your communication strategies. Instead of using separate tools for CRM and email, you can leverage your existing contact base in Papo to create "one-shot" campaigns (single sends) or automated sequences, ensuring cohesive and efficient communication with your customers and leads.

Campaign Process Overview

Creating an email campaign in Papo follows a logical four-step flow, ensuring all details are correctly configured before sending.

Step	Stage	Description
1	Contacts (Audience)	Select who will receive the campaign, using lists, tags, or by importing a CSV file.
2	Template	Choose an existing email template, edit it, or create a new one from scratch using the block editor.
3	Settings	Define sending parameters, such as scheduling, allowed times, and the sender email credential.
4	Review and Launch	Confirm all settings, then initiate the campaign send immediately or leave it scheduled.

Step-by-Step Guide to Creating Your Email Campaign

To begin, navigate to the Email Marketing module in the Papo platform's sidebar menu.

Prerequisite: Configure Your Sending Credential

Before sending your first campaign, it's essential to have an email credential configured. This means connecting your sending email address to Papo. For better deliverability and control over your domain's reputation, it is highly recommended to use a professional SMTP server, such as Amazon SES or SendGrid.

To do this:

Go to Settings → Inboxes.
Click Add inbox and choose the Email option.
Fill in your SMTP server details (server, port, username, and password).
Associate the agents who can use this inbox and save.

Once configured, this inbox will appear as a selectable "credential" when creating your campaign.

Step 1: Define the Audience

The first step in creating a campaign is choosing who will receive your emails. On the campaign creation screen, under the Contacts tab, you have the following options:

Contact Lists: Use audience lists you have previously saved.
Filter by Tags: Segment contacts that have specific tags in Papo's CRM.
CSV Upload: Import a new list of contacts directly from a CSV file.

Papo allows for advanced segmentation in the Audience section, where you can create lists based on engagement (who opened, clicked, or replied to previous emails), time period, and much more.

Step 2: Choose or Create the Template

With the audience defined, the next step is the email content. Under the Template tab, you can:

Select an Existing Template: Choose one of the templates you have already created and organized into folders.
Create a New Template: Use the block editor to build a visually appealing email from scratch, adding text, images, buttons, and other elements.
Preview: Before proceeding, preview how the email will appear to the recipient.

Step 3: Configure the Send

Under the Settings tab, you define the technical and timing details of the send:

Sending Credential: Select the email inbox (configured in the prerequisite) that will be used as the sender.
Start Mode: Choose between sending the campaign immediately or scheduling it for a specific date and time.
Sending Window: Restrict the days of the week and times when emails can be sent (e.g., only on weekdays, from 9 AM to 6 PM).
Delay Between Sends: Configure a minimum and maximum time interval (in seconds) between sending each email to control cadence and protect your server's reputation.

Step 4: Review and Launch

The final step, Review, presents a complete summary of your entire campaign: the selected audience, the chosen template, and the sending settings. Carefully check that all information is correct. If everything is in order, click to launch the campaign.

Analyzing Campaign Results

After sending, the work continues with performance analysis. The Email Marketing dashboard provides an overview with essential metrics:

Emails Sent: The total number of emails that were dispatched.
Open Rate: The percentage of recipients who opened your email.
Click-Through Rate (CTR): The percentage of recipients who clicked on a link within your email.
Reply Rate: How many contacts replied directly to your campaign.
Spam Clicks and Unsubscribes: Important metrics to monitor the health of your list and the relevance of your content.

The platform also displays daily activity graphs and a list of top-performing campaigns, helping you understand what works best with your audience.

Frequently Asked Questions

What is the difference between a Campaign and a Sequence?

A Campaign in Papo is a "one-shot" send, meaning a single email sent to a specific contact list at a defined time. A Sequence, on the other hand, is a series of automated emails that are triggered by specific events or actions and run continuously in the background, nurturing leads over time.

How does Papo handle unsubscribes?

The platform manages this automatically through the Suppression List. When a contact clicks the unsubscribe link in an email, their address is added to this list, ensuring they will not receive future marketing communications. This helps maintain compliance with email best practices and protect your sender's reputation.

Can I segment my contacts based on their engagement?

Yes. In the Audience section of the Email Marketing module, you can create complex filters to segment contacts. You can filter by who opened, clicked, replied (or did not perform these actions) in previous campaigns, within a specific time period (last 7, 30, 90 days, etc.).

Where do I configure the email that will appear as the sender?

The sender email is configured in the Settings → Inboxes section of the platform. Each email inbox you add with your SMTP credentials becomes a "credential" that can be selected when configuring a new email campaign.

Is it possible to import a contact list from elsewhere?

Yes. When defining the audience for your campaign, you have the option to upload a file in CSV format. This allows you to bring contact lists from other tools or spreadsheets into Papo and send a campaign to them.

The first user of the platform is free, allowing you to explore the CRM and marketing tools.