This page allows you to send an instant message to the selected subscriber groups specified in the CRM.

Pages for adding and editing emails are identical to each other except for the page title (Add or Edit respectively).

The page contains 4 tabs:

  • Main settings
  • Restrictions
  • Additionally
  • Testing the distribution of spam

The {…} button has appeared on the editor panel, which allows you to add information from additional contact fields to letters. More details can be found here.

Main settings

On the Main Settings tab, you must select the date and time when the message was sent.

Note! Despite the fact that the tool is called “instant messaging” there can be a certain time lag (depends on the number of recipients). In addition, the actual time of receiving a message depends on the recipient’s mailbox.

You can prepare an instant message in advance (for example, specify the date of sending the next day). Then by clicking the Send button the message will be put on hold and the email will be sent at the specified time.

Further select the desired group/group of contacts. Moving by category is done by clicking on the blue folder. Select a group by clicking on the checkbox (empty box). It should show a blue tick. You can select all the groups in the category by clicking on the checkbox of the category.

In the Send on behalf field, select one of the pre-added and confirmed senders. Depending on the selected sender, the email will change.

The Subject of the letter field is intended for entering the header of the message, which will be displayed in the subscriber’s mailbox.

The Letter Format radio button allows you to choose in what form the letter will be generated – HTML or plain text. If you select plain text, no methods of formatting the letter are available, but the message is guaranteed to be displayed in the same way in all mailers. When selecting HTML, advanced editing capabilities for messages (editor and html-markup mode) are available.

After that you need to insert the message text or change the existing one in the editor window. Editing text is done using the default text editor JustClick.

Data substitution variables allow you to insert individual values ​​into the message text for each subscriber. For example, when clicking on the Subscriber name button, the variable {$ name} will be inserted in the message text, which will be replaced with the name of a specific subscriber when the message is sent, taken from the database.

Variable Link for quick subscription/unsubscription allows you to insert a link into the message, by clicking on which the subscriber will automatically be added from one group of subscribers to another and, if necessary, then removed from the group. This is an important tool that allows you to segment the subscription base.

Click on title Option No. … allows you to minimize/expand the current version of the message. This is convenient if you are using split testing (A / B  testing) to switch between message variants.

A/B Testing

Split testing allows you to choose an option with better openability/clickability/conversion by analyzing the response of the audience to changing any element of the message.

To conduct A/B testing, click the Add option button. Under the first option, a similar editor window will be added, allowing you to enter the second variant of the message. Similarly, you can add the 3rd, 4th, and so on options.

Note. The total value in the window is 100% i.e. if we test 2 variants, we expose 50%, if 3 – 33%, 33% and 34%, and so on.

The Preview button displays an approximate view of how the message will look to the subscriber. When you click the Test button on the mail, which you specified in the test settings, the email will leave (it helps to see how the letter will look directly in the mail client).


On the Restrictions tab, you can specify which subscriber will not receive this email.

For example, you can specify a date in the Only signed with … field to avoid resending the message to subscribers who have already received the information contained in the email earlier.

The Exclude by Groups window allows you to configure which other groups will not receive this email. For example, the message suggests buying a product at a discount. It can be received by customers who bought the product at full cost. To avoid this situation, just tick the checkbox in front of the Customers group of the Product … This group of subscribers will not receive the current email.


On the tab Additionally, using the checkbox count followed links from the message, you can enable or disable click-through-link counting in the message. This will allow you to consider not only the openability, but also the conversion of the email. In addition, then in the instant mailing you can send emails by the activity that passed/did not click on the link.

Here you can specify (if necessary) a personal redirect page after the unsubscription.

When you click the Save button, the email will be paused. To start sending it, you need to go to the Instant Mailing page and click the submit button.

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