Resources

Connect your email account step by step:

• 1. Outlook: Choose Microsoft / Outlook, sign in with your account, and you’ll be redirected back. Your account will then appear on the dashboard.
• 2. Google (Gmail):
  • First enable 2-Step Verification.
  • Then create a 16-digit app password at Google App Passwords.
  • In Straight Mail, select Other Providers, enter your Gmail address and the 16-digit app password (no spaces), then connect.
• 3. Other Providers:
  • Select Other Providers, enter your email + password, and press Discover.
  • If that fails, open our SMTP/IMAP provider list and enter the details manually.
  • Some providers may also require an app password.
• 4. Test & Save: Open the connected account, press Test Sending and Test Receiving. If both show “Success”, press Save.

Create and launch a campaign step by step:

• 1. Start a campaign:
  • Click New Campaign.
  • Enter a Campaign Name.
  • After your first campaign, you’ll see Duplicate.
  • Click Submit.
• 2. Settings (tab):
  • Campaign Name — edit if needed.
  • Forced Email — choose the account to send from (see “Connect your account” if you need to verify).
  • Frequency — delay between sends; higher values improve deliverability and reduce spam risk.
  • Infinite Campaign — once all leads finish, the sequence restarts automatically.
  • Email Format — Plain text (better inboxing) or HTML (images/tracking).
  • Stop if Replied — stop emailing anyone who replies.
  • Track — record open rate and replies to optimize performance.
  • Unsubscribe Footer — add an opt-out link for compliance.
  • Time Zone — pick your local time (e.g., London).
  • Scheduler — default 9–5, Mon–Fri is included; edit it or click Add Scheduler.
  • When finished, click Next.
• 3. Leads (tab):
  • Drag & drop your CSV or click to upload.
  • Map exactly one column as Email; set the rest as Custom Variables ( one-word column names recommended).
  • Remove duplicates (in this CSV and across campaigns), preview the table, then click Next.
• 4. Sequence (tab):
  • Click Add Email; add Version B for A/B testing.
  • Edit Subject and Body; insert Merge Tags for personalization.
  • (HTML) add images via Insert.
  • Add delays with Add Timer (hours between steps). Add as many steps as needed.
  • Click Next when you’re happy.
• 5. Launch: (tab)
  • Review scheduled messages; click any address to preview and edit.
  • Use Send Now for immediate delivery, or click Launch to start the campaign.

Manage unsubscribes and auto-suppress sends.

• 1. Global suppression: The Unsubscribe list blocks recipients across all campaigns.
• 2. Add manually: Type an email address and click Add.
• 3. Remove: Click the X next to the address.
• 4. Auto-add: Anyone who clicks your email’s unsubscribe link is added automatically.
• 5. Immediate effect: Changes apply to both new and already scheduled sends.

See performance, filter by date, and drill down.

• 1. Open Brief: View analytics for each campaign.
• 2. Tracking required: Data shows only if Track is enabled.
• 3. Key metrics: Delivered, Open rate, Reply rate.
• 4. Date filter: Choose start & end dates, then Submit.
• 5. Segments: Click any segment (e.g., People opened) to see more details and the underlying email addresses.
• 6. Deep dive: Click a campaign for step-level and A/B results.
• 7. Optimize: Use insights to improve timing, subjects, and copy.

Open the top-right menu for account options.

• 1. Profile:
  Update your name, email, theme, and password, then click Save.
• 2. Report:
  Found a bug or issue? Enter details, optionally attach a file/screenshot, then click Submit.
• 3. Review:
  Share feedback about Straight Mail to help us improve.
• 4. Logout:
  Sign out of your account and return to the login page.