How to Use AI Powered Variants for Campaigns
Two of the first things subscribers see when an email pops up in their inboxes are the subject line and preview text—so those components need to catch their attention from the start. In addition to our AI Generation feature, you can now use AI Powered Variants to improve your email campaign metrics. This feature allows […]
How to integrate Robly with Salesforce
You can now integrate Robly with Salesforce to import leads and contacts. How to set up in Salesforce Before you add the integration in Robly, you’ll first need to set it up in Salesforce to create your Consumer Key and Consumer Secret. 1. Log into your Salesforce account. 2. In the top-right corner, click the […]
How to Create Subject Lines using AI Generation
Creating an engaging subject line is the key to boosting open rates and improving the overall success of your email campaigns—but you’re not in it alone. Robly’s AI Generation feature will take the subject line you provide for the campaign and create five improved versions of it using our AI Assistant. You can use this […]
How to create a Happy Birthday or Anniversary email flow
You can create automated email flows based on different triggers, including specific dates. A great way to use this feature is by setting up a Happy Birthday or Happy Anniversary email flow to message subscribers on their special days. Here’s how to set that up! Create personalization field 1. If you don’t already have a […]
How to create a Welcome Email series
One of the most common types of automated messages is the Welcome Email. It’s a great way to thank subscribers for signing up for your newsletter and share a little more information on what they can expect from you. Here are the basics for creating a welcome email series: 1. From the left-hand navigation, click […]
Does Robly Use Two-Factor Authentication?
Yes. To keep our users and site secure, we will now require a two-factor authentication when logging in from a new location. What does this do? Two-factor authentication ensures that only you have access to your account by adding an additional layer of security when logging in. How it works When you log in from […]
How do I create a survey?
You can now create surveys to add to your campaigns. From your left-hand navigation, click Surveys. Then, click Add Survey. Inside of the survey editor, you can customize your design, questions, and settings: 1. Give your survey a name. 2. Click Change Logo to add your personal logo to the top of the survey. 3. […]
How to Create a Landing Page
You can now create Landing Pages and track the page views, unique visitors, conversions, and more! Here’s how to get started: From your Robly dashboard, click Landing Pages > New Landing Page +. 2. Choose which type of landing page you want: with signup form or no signup form. Then, click Create Landing Page. 3. […]
How to Select a List For Campaign Sending
Choose who you want your campaign to send to by using your Campaign Builder. You can find the builder under Email > Campaigns and then choosing a campaign draft or creating a new one. 1. Click Choose Recipients next to Recipients. 2. Choose which contact list(s) it will send to. To select one or more […]
How do I send a campaign to a single contact?
Whether you’re creating a new campaign or updating a draft, you can send a campaign to a single contact by following these steps: 1. From your Campaign Builder (Email > Campaigns), click Choose Recipients. 2. Click Send to Individual Contacts, and then search for the contact(s) you want to use. You can select up to […]
