How to Set Up an Email Campaign in Ostana

Last updated: June 12, 2025

Email Campaign

Email campaigns are one of the most effective tools for re-engaging your members, announcing rewards, promoting offers, and driving repeat visits. With Ostana’s built-in email campaign builder, you can create beautiful, targeted emails in just minutes.


Step-by-Step: Creating an Email Campaign

🔹 Step 1: Access the Campaign Builder

  1. Log into your Ostana Dashboard
    Navigate to https://portal.ostana.io and go to the Campaigns section.

  2. Click “Create Campaign”
    Select Email as the campaign type.


🔹 Step 2: Define the Campaign Details

  1. Enter Campaign Name
    Give your campaign a clear internal name (e.g., “June Loyalty Boost” or “Birthday Email Blast”).

  2. Set the Email Subject Line
    This is what your members will see first. Keep it compelling and relevant.

    • Example: "You've earned a surprise!"

    • Use dynamic fields like {{first_name}} to personalize.

  3. Add a Preview Text (Optional)
    A short line that appears next to your subject in the inbox.

    • Example: “Use your points before they expire – your next reward is waiting!”


🔹 Step 3: Design the Email

  1. Choose an Email Template
    Use a pre-built template or start from scratch. Drag-and-drop sections include:

    • Text blocks

    • Images or logos

    • Buttons with custom links

    • Rewards/Offer blocks (auto-filled from Ostana)

  2. Customize Content
    Add messaging, images, offers, and brand visuals.

    • Personalize using fields like:

      • {{first_name}}

      • {{points_balance}}

      • {{tier_name}}

  3. Add Call-to-Action
    Drive engagement with buttons like:

    • “Redeem Your Reward”

    • “Visit Us Today”

    • “Claim Your Bonus”


🔹 Step 4: Choose Audience

  1. Target the Right Members
    Choose from:

    • All members

    • Specific tiers (e.g., Gold, Silver)


🔹 Step 5: Schedule or Send

  1. Select Send Time

    • Send Now: Launch immediately

    • Schedule Later: Choose a date and time for optimal delivery (e.g., weekdays at 10 AM)

  2. Review and Test

    • Use Preview to see how the email looks on desktop and mobile

    • Send a test email to yourself or your team

  3. Click “Send Campaign”
    Or schedule it and Ostana will handle the rest!

🎉 Your email campaign is now live!


🧠 Tips for Effective Email Campaigns

  • 💬 Keep it clear and concise
    Emails with 100–150 words tend to perform best.

  • 🖼 Use high-quality visuals
    Use your logo and branded colors for a consistent look.

  • 🎯 One goal per email
    Focus each campaign on one action — redeem, visit, refer, etc.

  • 📅 Send 1–2x per month
    Keep frequency manageable to avoid fatigue or unsubscribes.


🔍 FAQs

Q: Can I include reward links or QR codes?
Yes — you can add links to reward redemption pages or embed scannable QR codes.

Q: Can I resend the email to people who didn’t open it?
Currently, that’s not automated — but you can export non-openers and re-import them as a segment.

Q: What’s the best time to send?
Weekday mornings (9–11 AM) or early evenings (5–7 PM) tend to get the best engagement.


📊 Post-Campaign Analytics

After sending, track performance under Campaigns → Email → [Your Campaign Name]:

  • Open rate

  • Click-through rate

  • Conversions (e.g., redemptions, visits)

  • Unsubscribes