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Getting started with CakeMail

Set up your account in a few simple steps.

Read the guide

7. Make it Personal

One of the best parts about email marketing is that you can target specific groups of people quickly and easily. Moreover, you can personalize each email so that relevant information appears. To do this, you’ll need to start by creating a form that’s tailored to your needs.

Advanced HTML user? You can create a fully customized form.

Getting the information you need:

In order for your form to relfect the information you need, you have to add fields to your list.

Adding a field Manually

  • Click on the Contact list tab and click on the list name.
  • Click on Manage List Structure on the left hand menu.
  • Click the Add a new field button

    • Give the field a name (“CatOwner”)

      Note: 
      Fields must be alpha-numeric, with no spaces or special characters or punctuation.
      
    • Select the type of field this is (Text, Number or Date)

    • Click Create

    • Repeat as needed

Note: Avoid asking for too much information: you don’t want your customers to have to fill in so much information that they’ll get bored and simply not subscribe instead. Keep it between 3 or 4 fields.

Adding a field via a CSV upload

When you upload a list, you will be able to Match Fields.

  • Column Headers in your CSV file will be shown under Field.
  • You can then choose to Don’t Keep or to Keep with radio buttons.
  • You can Choose a field you had previously created or Give the field a new name (the text box will auto-fill with the name from your file which you can overwrite)

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Finding the Form

  • Click on the Contact list tab and click on the list name.
  • Click on Manage Forms on the left hand menu.
  • In the Subscription form section:
  • Click on Grab the HTML code button
  • Select all, copy and paste to your website.

OR

  • Click on the Link to the online form
  • Copy the link
  • Provide the link on your Facebook page or post it on Twitter.

Note: Every field mapped to your contact list will show on your form.

Now that your form is set up and your fields are in place, it’s time to use the information to send targetted emails.

Create groups

To improve engagement with your contact list, create groups in your list according to common features within your list, and send them content that’s directly pertinent to their interest.


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