This guide teaches you how to request Dynamic Email content in Persado Portal. The submission process only takes a few minutes and notifies the Persado team to begin creating Variants for your approval.
1. Prep for your Request
Before jumping into Portal to request content, it’s beneficial to have the following information ready to go:
The control message/creative, including HTML and content blocks (if applicable)
Send cadence and audience size
Key KPIs and expected metrics
Target deployment date.
2. Log into Portal and Request New Content
Log in to Portal and click the blue ‘New Content’ button in the upper right corner to start a new request.
For Dynamic Email content, make sure to request ‘Personalization in Real Time.’ Click ‘Next.’
Then, note if you’re working on an email subject line campaign or an email body campaign, and click ‘Next’ again.
3. Complete Required Request Form Fields
Fields tagged with an asterisk* are required fields.
Required Field | Definition |
Experiment Name*
| Select a name for your send. No need to get too creative here - if your team has standard naming conventions, like a brief title plus a date, that’s an ideal name. |
Campaign*
| Select the campaign this particular send belongs to. You can think of campaigns as ‘buckets’ that can house multiple types of tests, so you can even create a ‘Dynamic Email Campaigns’ category to help keep you organized. |
Control* | Your control message is the most important part of your request! The Persado team uses this control to create Variants of your message so we can test different elements of its composition, like if $ off or % off is more effective, and to see which emotions resonate with your audience. With your control, we can measure the true impact of our optimized content.
Controls can be uploaded in multiple file formats, such as HTML and content blocks (preferred), JPG, or PNG. |
Deploy Date and Time*
| Input the date when you would like to deploy the content and start learning what content is the most impactful for your audience. Once you submit, the Persado team uses this information to consult on an implementation timeline. |
Audience Size*
| Enter your projected audience size in a numerical value format. This allows us to fully scope the right design for your campaign and ensure we can reach statistical significance. |
Send Cadence*
| Let us know how often the control message is going out (e.g., daily, weekly, monthly, batch send). This information enables our team to monitor performance over time and make adjustments as needed. |
Users to Notify* | Select any users who should be notified when Variants are available for review. This should include anyone who will need to review them and leave any comments. |
4. Complete Optional Request Form Fields
While not required, providing the details below gives us even more context to work with when generating your content. We recommend including as much detail as possible!
Optional Field | Definition |
Engagement Metrics
| Enter your engagement metric in a quantifiable format. For example, you may be expecting a click-through rate of 3%. Persado uses these metrics to understand how many binary actions (e.g., clicks, conversions) this campaign will see in-market and whether we can reach statistical significance. |
Primary KPI | Enter the primary metric you’ll be using to measure the success of the campaign, along with any expected lift. For example, you may be interested in optimizing to clicks if this an email where you hope to drive more traffic to the site. Or you may want to optimize towards applications if this is a cross-sell focused send. |
Notes | Use this field to provide any helpful context for the Persado team about the campaign background, target audience, strategic priority, and more. |
5. Save or Submit Your Request
Once you’ve completed all the fields, you have the option to either ‘Save as Draft’ or ‘Submit.’
Click ‘Save as Draft’ if you need to obtain more information or consult further with your internal team. You can return to your drafts by visiting the ‘Drafts’ page, under the ‘Content’ tab.
6. Congratulations! You’ve Submitted Your Request
After your Persado team reviews your submitted materials, we’ll get started on generating Variants. Once the Variants are ready for your approval, the campaign status will change to ‘Pending Approval’ in the ‘Experiments’ tab.
Variants will typically be delivered in 3 business days, but this may be different depending on your agreement. Learn how to review and approve them here.