Author name: jenish

Creating and managing email templates in Kasplo In this article Step 1: Creating a template using drag and drop editor Step 2: Creating a template using editor Step 3: Managing existing templates You will learn: Learn how to create new email templates using a drag-and-drop editor or HTML template builder, and edit existing templates. Step 1: Creating a template using drag and drop editor From the dashboard, go to Campaigns > Manage Template > Create Template. Give the template a name and select “Drag & drop editor”. Click on “Content” on the left to adjust the content structure, add blocks and modules according to your needs by simply dragging and dropping them in the template. Use the elements with (⚡) to build an AMP email. 5. Click on “Appearance” to adjust alignment, size, format, compatibility, and enable or disable buttons as needed. 6. After building the template, click “Preview” at the top right corner to review the desktop and mobile compatibility of the email template. Click “Back” to return. Make any necessary changes to the template, or click “Continue” to save the template. Note: You can access saved templates in the “My Templates” section under “Manage Templates.” Step 2: Creating a template using editor From the dashboard, go to Campaigns > Manage Template > Create Template. Give the template a name and select “HTML editor”. Build your template using HTML code or paste your existing code in the “HTML EDITOR”. To create an AMP email template, select “AMP EDITOR”. Build from scratch or paste your existing code. 5.Click “Preview” at the top right corner to review the desktop and mobile compatibility of the email template. Then click “Save” to save the template. Step 3: Managing existing templates On the dashboard, go to Campaigns> Manage Template.  Here, you can view existing templates and perform actions like edit, duplicate, and delete the templates. Related articles How to Import reviews using Kasplo Reviews? How to collect product reviews using Kasplo Reviews? How to change the look and feel of your review widget? How to collect picture reviews using Kasplo Reviews? Book a meeting

Review request email In this article Step1: Customizing your review request Step 2: Compatibility check Step 3: Activate or Deactivate email template You will learn: Learn how to build a customized review request flow. You can schedule these emails to be sent to your customers automatically after purchase. Step1: Customizing your review request From the dashboard go to Email > Email Setup > Review request email. On the left, you can customize and auto-trigger your review request email. Adjust the no. of days and order status settings to schedule when your review request email needs to be delivered. Note:Purchase: Purchase: An email will be sent after a chosen number of days from product purchase. Fulfillment: An email will be sent after the chosen number of days from dispatch of the order.Delivery: An email will be sent after the chosen number of days from the product delivery.      4.Include the subject line in the “Subject” field and insert your brand logo along with the content you wish to send in the email body.      5.Customize your template by using tags such as user name, product name, and company name automatically sourced from your order list.       6.Select the “Review button type” where you can collect reviews as a “Star” or a “Button”. Star: Provide an option for customers to leave a star rating and submit their review directly from their email.   Button: Include a button that redirects customers to a landing page where they can leave their reviews. 7.Customize your footer text according to your preference in the footer section. Step 2: Compatibility check At the top of the email template, verify desktop and device compatibility. Before activating the review request email, send a test email for preview. Step 3: Activate or Deactivate email template On the top right, you can activate or deactivate your template. When activated, the review request email will be sent to your customers. If deactivated, it will pause the sending of emails. Click on “Save changes” to save the review request email. Related articles How to Import reviews using Kasplo Reviews? How to collect product reviews using Kasplo Reviews? How to change the look and feel of your review widget? How to collect picture reviews using Kasplo Reviews? Book a meeting

Segment your contacts In this article Step 1: Create a new segment Step 2: AND/OR conditions Step 3: Export segment You will learn: Segment and refine your audience targeting, learn how to create segments and organize your contacts based on their behavior and demographics for precise targeting. Step 1: Create a new segment From the dashboard, go to Audience > Contact  > Segmentation. Click “Create Segments”. Enter the name of the segment you want to create. From the list of available filters, select a segment criteria. 5.Select the rule according to the segment criteria. For example, if you want to track the total number of clicks from contacts in the last month, choose the “Total Clicks” rule, set the rule, and define the time period as Last 30 days. Step 2: AND/OR conditions Use AND/OR conditions to make your targeting more specific. AND: Use “And” conditions to target contacts that meet all specified criteria simultaneously (e.g., clicked a link and visited a specific page). OR:  Use “Or” conditions to broaden your targeting by including contacts that meet any of the specified criteria (e.g., clicked a link or opened an email). Click “Use this segment” to save the segment. Step 3: Export segment 1. Navigate to the created segment from Audience > Contact > Segmentation. Export the segment as a CSV file or delete it using the icons on the right under “Action”.2. You can also open the sequence to edit contact information and add them to different segments. Related articles How to Import reviews using Kasplo Reviews? How to collect product reviews using Kasplo Reviews? How to change the look and feel of your review widget? How to collect picture reviews using Kasplo Reviews? Book a meeting

Moderate reviews and Q/A In this article Step 1: Search and filter your customer feedback Step 2: Publish and comment the reviews Step 3: Respond to the feedback You will learn: How to filter and moderate your reviews and Q&A including publishing, unpublishing, and archiving. Step 1: Search and filter your customer feedback From the dashboard, head to “Moderation”. There you will be able to search and filter your customer feedback including Site reviews, product reviews and Q&A. Search: Find reviews by customer name, product name, or email ID. Advanced Filter: Choose a date range to narrow down your search. Content Type: Filter by the type of customer feedback you are looking for. Status: Identify reviews that are pending, published, or rejected. Star Rating: Filter reviews based on their star rating. Media: Select reviews that include photos. Comments: “With Response” filters reviews that you have added a comment or replied to. “Without Response” shows those that haven’t been commented on or replied to. Step 2: Publish and comment the reviews After filtering the customer feedback, the results will appear below. Legitimate reviews can be published, while others can be rejected. Step 3: Respond to the feedback Respond to feedback by clicking on the “Comments”, allowing you to share your response either publicly or privately. Note: Publicly: Send an email to your customer and publish the review on the website along with your comments. Privately: Send your comments to customers individually via email. Related articles How to Import reviews using Kasplo Reviews? How to collect product reviews using Kasplo Reviews? How to change the look and feel of your review widget? How to collect picture reviews using Kasplo Reviews? Book a meeting

Creating a list and adding custom fields In this article Step 1: Create a list Step 2: Create custom fields Step 3: Access lists You will learn: Learn how to create a new list to add your contacts in Kasplo. Step 1: Create a list From the dashboard, go to Audience > Contact > List > Create List Create a list to import contacts (enable manage subscriptions and track history). Note: Manage subscriptions:  Enable this so subscribers can choose which lists they want to stay on or unsubscribe from. Tracking history: Turn this on to track changes in the number of contacts on your lists. You can monitor up to 10 lists or segments. Step 2: Create custom fields To create and map a custom field go to Audience > Contact > Custom fields > Create custom field.  Enter the custom field name you wish to import. Select “Yes” from Required if it’s mandatory, or “No” if optional. Choose the data type for import from the “Type” dropdown. Note: If a field is marked as required, it cannot be left empty when uploading the list. Click on “Create” to activate the custom field. This field will be visible during prospect imports, allowing you to map it accordingly. The custom fields you create will be visible when uploading contacts, allowing you to map and import them. Step 3: Access lists To access and manage your lists, go to Audience > Contacts > Lists. Here, you can edit, duplicate, and delete any created lists. Related articles How to Import reviews using Kasplo Reviews? How to collect product reviews using Kasplo Reviews? How to change the look and feel of your review widget? How to collect picture reviews using Kasplo Reviews? Book a meeting

Import contacts into Kasplo In this article Step 1: Before you start Step 2: Create list and custom fields Step 3: Importing contacts Step 4: Importing contacts from Shopify You will learn: How to create a list and import your existing contacts into Kasplo using a CSV file and to import contacts directly from your Shopify store. Step 1: Before you start To successfully import your existing contacts, prepare a CSV or .xlsx file that includes preferred fields and email address being the mandatory field.  Click here to download the sample file. Step 2: Create list and custom fields Before importing your prospects, you need to create a list (you can also choose an existing list) and set up any custom fields you want to import. Refer to the help article to create a list and custom fields Step 3: Importing contacts After creating a list go to Audience > Contact > Overview > Add contacts.  Add Contacts manually or Upload contacts bulk. Select “Upload contacts” for bulk import. Upload your CSV or .xlsx file  Check “Update subscribers” to keep the subscriber status in the list continuously updated. Click the “Contact List” dropdown and select the list to import contacts into. Map the fields that you want to import and click “Upload” Step 4: Importing contacts from Shopify Connecting your Shopify store with Kasplo allows you to easily import and sync contacts with a single click.  Go to “Dashboard” and click “Import Contacts From Shopify”. Imported prospects will appear in All Contacts. Access it from Audience > Contacts > Overview to see all contacts imported into Kasplo. Note: After the initial import, future contacts will automatically sync into our system. Related articles How to Import reviews using Kasplo Reviews? How to collect product reviews using Kasplo Reviews? How to change the look and feel of your review widget? How to collect picture reviews using Kasplo Reviews? Book a meeting

Moderating Kasplo product Q&A – a detailed rundown In this article Step 1: Accessing the questions option for the products Step 2: Collecting questions of customers Step 3: Publish or reject questions Step 4: Addressing the questions​ You will learn: Learn how to collect product questions, answer them, and showcase the responses to your audience. Step 1: Accessing the questions option for the products After connecting your eCommerce site with Kasplo reviews, customers can see the questions option in the product review widget for each product. Step 2: Collecting questions of customers By clicking “Ask A Question”, customers can write and submit their questions about the product. Step 3: Publish or reject questions Submitted questions will appear in moderation. Legitimate questions can be published with your answers, while others can be rejected. Step 4: Addressing the questions As the business owner, you can respond to the question by clicking “Answer” and choose to publish the response either publicly or privately. Note: Publicly: Publish the question on the website along with your answer. Privately: Send your answer to customers individually via email. The published question and answer will be displayed on the product review widget on the product pages. Related articles How to Import reviews using Kasplo Reviews? How to collect product reviews using Kasplo Reviews? How to change the look and feel of your review widget? How to collect picture reviews using Kasplo Reviews? Book a meeting