Features
Visual Editor
Drag-and-drop email builder
Audience Segments
Target specific member groups
Templates
Pre-built email templates
Analytics
Track opens, clicks, and conversions
Creating Campaigns
Via Dashboard
- Navigate to Campaigns
- Click Create Campaign
- Choose a template or start from scratch
- Design your email
- Select recipients
- Schedule or send immediately
Email Editor
Block Types
| Block | Description |
|---|---|
| Text | Rich text content |
| Image | Single image with link |
| Button | Call-to-action button |
| Divider | Horizontal separator |
| Spacer | Vertical spacing |
| Columns | Multi-column layout |
| Video | Embedded video thumbnail |
| Social | Social media links |
Personalization
Use merge tags to personalize emails:| Tag | Description |
|---|---|
{{first_name}} | Member’s first name |
{{last_name}} | Member’s last name |
{{email}} | Member’s email |
{{plan}} | Current plan name |
{{custom.field}} | Custom field value |
Audience Targeting
Segments
Create segments based on member attributes:| Filter | Options |
|---|---|
| Plan | Specific plan or any paid |
| Status | Active, inactive, pending |
| Signup Date | Before, after, between |
| Last Login | Days since last login |
| Custom Fields | Any custom field value |
Example Segments
- New Members: Signed up in last 7 days
- Premium Users: Plan is “premium” or “enterprise”
- Inactive: No login in 30+ days
- Engaged: Opened last 3 campaigns
Scheduling
Send Options
| Option | Description |
|---|---|
| Send Now | Immediate delivery |
| Schedule | Specific date and time |
| Timezone | Recipient’s local time |
Best Times
Gately can optimize send times based on:- Historical open rates
- Recipient timezone
- Industry benchmarks
Analytics
Campaign Metrics
| Metric | Description |
|---|---|
| Sent | Total emails sent |
| Delivered | Successfully delivered |
| Opens | Unique opens |
| Clicks | Unique link clicks |
| Bounces | Failed deliveries |
| Unsubscribes | Opt-outs |
Tracking
All links are automatically tracked. View:- Which links were clicked
- Click-through rates
- Geographic data
- Device/client info
Transactional Emails
For automated emails (welcome, password reset, etc.), use transactional email settings:- Go to Campaigns > Transactional
- Configure email templates
- Customize content and branding
Email Types
| Type | Trigger |
|---|---|
| Welcome | New member signup |
| Password Reset | Reset request |
| Email Verification | Account verification |
| Plan Changed | Subscription update |
| Invoice | Payment received |
API Usage
Send Campaign
Get Campaign Stats
Email Deliverability
Best Practices
Authenticate Your Domain
Authenticate Your Domain
Set up SPF, DKIM, and DMARC records for better deliverability.
Clean Your List
Clean Your List
Remove bounced and inactive emails regularly.
Use Double Opt-in
Use Double Opt-in
Verify email addresses before adding to your list.
Include Unsubscribe Link
Include Unsubscribe Link
Always provide an easy way to opt out (required by law).
Domain Setup
- Go to Settings > Email > Domain
- Add your sending domain
- Configure DNS records:
- SPF record
- DKIM record
- DMARC record
- Verify domain
Integrations
Connect with email service providers:- Resend: Default provider
- Mailchimp: Sync audiences
- SendGrid: Alternative provider
- Custom SMTP: Your own server
