Sending emails

Once you’ve crafted the perfect email, it’s time to get it to your audience. Mantle makes this process straightforward while providing tools to ensure your emails perform at their best.

After you’ve finished creating your email content and saved your changes, you’ll be brought back to the email settings screen. From here, you can:

1. Select your recipient segments

2. Preview how your email will appear to recipients

3. Send test emails to yourself or team members

Ways to send emails

Mantle gives you multiple options for sending emails, depending on your needs:

1. Manual sends: Create and send one-time emails to specific segments of your audience. Perfect for announcements, newsletters, or time-sensitive promotions.

2. Event-triggered emails: Set up emails to send automatically based on three types of events:

   • App events: Customer installs app, uninstalls app, reinstalls app, reviews app, or trial expired

   • Subscription events: Subscription is activated, cancelled, upgraded, downgraded, frozen, or refunded

   • Usage events: Specific tracked actions like page_view, order, user_session_start, or custom events you define

3. Flow-triggered emails: Create automated sequences based on customer behavior or timelines. Learn more in our Flows documentation.

Emails in flows

When using emails as part of a Flow, it’s important to understand how the responsibilities are divided:

How flow emails work

Flow emails are configured exactly like any other email in Mantle. The only difference is when and why they’re sent:

• The email itself controls:

  • Content and design

  • Who receives it (all recipient targeting)

  • Contact selection

  • Personalization

• The flow controls:

  • The trigger that initiates the email

  • Any delay before sending

  • The sequence within your automation

This separation means you have complete control over the email content and audience while the flow handles the timing and automation logic. You can even use the same email in different flows or repurpose emails from manual campaigns in your automated sequences.

Specifying email recipients

Mantle gives you precise control over which contacts receive your emails:

Default recipients

By default, emails are sent to:

• The default Shop email (the primary email associated with the merchant’s account), or

• The primary contact, if one exists

This ensures your emails reach the right inbox even if you haven’t set up detailed contact management.

Advanced contact targeting

For more targeted sending:

1. In the email creation screen, look for the Send to section

2. You have two main options:

   • Click Add conditions to filter which customers receive the email

   • Click Send to specific contacts to target particular contacts within those customers

First, you can add conditions to determine which customers should receive your email:

Then, you can specify which contacts within those customers should receive the email:

With these options, you can:

• Specify which contacts within those customers should receive it (Primary, Technical, etc.)

• Apply additional filters like tags or custom attributes

This two-level approach gives you precise control over your email audience.

Using customer segments

One of the most powerful ways to target your emails is by using customer segments:

1. First, create a segment in the Customers section based on criteria like:

   • Plan type

   • Subscription status

   • Usage patterns

   • Geography

   • Tags

   • And many more…

2. When creating an email, select this segment under the recipient conditions:

This approach lets you create highly targeted emails for specific groups of merchants, like “High-value customers on annual plans” or “Recently installed merchants with low feature adoption.”

Tracking performance

After sending your email, Mantle provides comprehensive analytics to measure its impact. Visit your email report to see key metrics:

The report tracks essential metrics including:

• Sends: Total number of emails sent

• Deliveries: Emails that successfully reached inboxes

• Opens: Recipients who opened your email

• Clicks: Links that were clicked in your email

• Bounces: Emails that couldn’t be delivered

• Unsubscribes: Recipients who opted out

These metrics help you refine your approach for future campaigns and identify which content resonates with your audience.

Managing unsubscribes

Mantle automatically handles unsubscribe requests in compliance with email regulations:

• Recipients can unsubscribe via a link in every email

• Unsubscribed contacts are removed from future mailings

• You can view unsubscribe reports in your email analytics

To manage your unsubscribe groups and settings:

1. Go to Email in the main navigation

2. Select Settings from the dropdown

3. Click on the Unsubscribe groups tab

Here you can create different unsubscribe groups for various types of communications (marketing, product updates, etc.), allowing contacts to opt out of specific email types while still receiving others.

Testing before sending

Always send test emails before launching your campaign. This gives you a chance to:

• Verify all links are working correctly

• Ensure images display properly

• Check how your email renders on different devices

• Confirm your personalization tags are working as expected

To send a test:

1. Click the Send test button on the email settings screen

2. Enter the email address(es) you want to receive the test

3. Review the email when it arrives in your inbox

Ready to take your email strategy to the next level? Check out how to create powerful segments for even more targeted messaging.