Sending your HQ series

Options and tips for sending out your edition

Table of Contents: 

1. Send a test
2. Send now
3. Schedule a send
4. Sending a sent edition to new recipients via Resend
5. Resend to unread
   • Send now & Scheduled send modal
   • Sent page in Workspace
   • How to turn off Resend
   • How to cancel/unschedule a Resend
6. FAQs

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1. Send a test

We recommend sending a test to confirm that your edition is perfect before sending to your full audience.

🛠️How it works:

• Once you are ready to test, hit "Send a test" in the top right corner of the editor and select "Send a test."
• Enter the email addresses for the contacts you would like to receive your test. You can include up to 50 recipients in a test. Make sure to separate the emails using a comma. 
• Hit "Send a test" and keep an eye on your inbox! 

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2. Send now

You can send immediately with the option to edit the subject line, sender name, send-from email address, reply-to email address, and select different series audiences/segments to send to.

🛠️How it works:

• Once you are ready to send, hit "Review and send" in the top right corner of the editor.
• Click on “Select send time” then “Send now.”
• Confirm or edit the sender name, send-from email, and reply-to email. 

• Add your audience. You can select a Series audience, Segments, and/or individuals.

• Click on “Review” in the top right corner to view your send settings one last time. If you need to make any adjustments, click on the “Edit” button.
• Once everything looks great, click “Send” in the top right corner!

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3. Schedule a send

You can pick a future date and time for your series to be sent. The delivery time will be local to your (the sender’s) timezone. 

🛠️How it works:

• Once you are ready to schedule send, hit "Review and send" in the top right corner of the editor.
• Click on “Select send time” and then “Schedule for later”.
• Choose the date and time that you would like your edition to send on.
• Confirm or edit the sender name, send-from email, and reply-to email. 
• Add your audience. You can select a Series audience, Segments, and/or individuals.
• Click on “Review” in the top right corner to view your send settings one last time. If you need to make any adjustments, click on the “Edit” button.
• Once everything looks great, click “Send” in the top right corner!

 

💡 To edit the scheduled send time or cancel the scheduled send completely:

• Select the draft of your scheduled send.
• Navigate to the scheduled send banner at the top of your edition.
• Click "Edit" to change the scheduled send date or Unschedule the send in the top right corner.

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4. Sending a sent edition to new recipients via Resend

You can forward a sent edition to someone outside of your audience by using the resend feature.

🛠️How it works:

• Navigate to the status drop down and click Sent and select the three dots on the right of the edition that you would like to forward.
• Hit "Resend" and then click "Manual add" enter the email addresses of the new recipients. 
  • If you would like the new recipients’ analytics to appear in the Series analytics, make sure to select the button "Add new recipients to the audience list" and then hit "Resend."
• The forwarded edition will look exactly the same as a regular sent edition.

5. Resend to unread

Resend to unread allows you to resend your edition to any recipients that have not opened or viewed the edition after the selected timeframe. This feature is turned on to resend after 24 hours by default to impact your open rates. 

💡 Things to note:

• You cannot modify the subject line or content in the resend. The content will remain exactly the same as the initial edition. 
• The resend will land in the recipient’s inbox as a brand new email. 
• If the recipient does not open the initial edition but opens the re-sent edition, the analytics will update to show the open but you will not be able to decipher if they opened the initial send or resend. 
• You can select the time you would like to resend the edition. Our research indicates that the best time to resend is after 1 day. 
• To turn off this feature, simply uncheck the box in the modal. The resend option is a user-level setting. 
• Only users with “Sender” permissions can access this feature. 

Send now & Scheduled send modal 

🛠️How it works:

• From the editor, hit the blue “Review and send” button. You will be able to choose to “Send now” or “Schedule for later.”
• Leave the “Resend to unread recipients” option turned on at time of initial send/schedule send, and update the resend time if desired. 
• This will resend the edition to any recipients that have not opened or viewed it after the selected timeframe.

Sent page in Workspace

• From your Workspace, navigate to the "Sent" page and select the three-dots to open the overflow menu. 
• Select “Resend” and choose “Unread” to send to all unread recipients or select “Manual add” to send to new recipients. 
• You’ll have the option to schedule the resend time or send now. 

How to turn off Resend

🛠️How it works:

• To turn off the feature, disable the “Resend to unread recipients toggle.”
• The resend option is a user-level setting. Each sender must turn it off in their send modal regardless if a previous sender of the same series turned it off. 
• If a sender unchecks the “Resend” option, it will remain unchecked for future editions across all of their series and will no longer be the default option. 
• ❗If a sender uses a different device or browser, or clears their cache, the “Resend” option will be turned back on by default.

How to cancel/unschedule a resend

🛠️How it works:

• From your Workspace, navigate to the “Sent” page.
• Click “View Report” for the desired edition.
• Select the “View edition” tab and click “Unschedule resend” located on the panel on the right. 
• Your sent edition will not resend to unread recipients.

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6. FAQs 

If I schedule an edition to send and then update its audience, will the series send to the updated audience?

Yes, your series will go out to its audience list at the time of sending.

Can a series be unsent? 

No, once an edition is sent it cannot be unsent or canceled.

Who does my series look like it’s coming from in the recipient's inbox?

By default, Axios HQ series send from noreply@axioshq.com, but you can customize this send from address by integrating with a custom domain. 

• Sending from a recognizable email address makes your messaging friendlier, lets you stay on-brand, and gives your audience confidence that your editions are coming from you!
• Review how to set up your organization's custom domain here.

You can also edit the sender name on the Settings page to set the name that will be attached to your series in recipients’ inboxes, regardless of the send from address.

How can I prevent my messages from going into the spam folder?

There are a few basic steps we recommend you and your IT team take to help ensure your editions land in your audience’s inboxes:

• Allowlist outgoing requests to .axioshq.com/ in your firewall settings
• Safe-sender noreply@axioshq.com and help@axioshq.com
• If you’re sending to an external audience, encourage them to safe-sender whatever email address you’re coming from

How can I see how the analytics changed from initial send to resend?

Analytics for the resend will be captured and incorporated in the analytics report, but will not differentiate between the initial send and the resend. We recommend comparing analytics from the “Edition rundown” email that is received 24 hours after the initial send and the analytics after the resend. 

Is there a way to turn the resend option off entirely for my entire organization or series?

Not at this time. The resend option is a user-level setting. If a sender unchecks the “Resend” option, it will remain unchecked for future editions across all of their series and will no longer be the default option. However, if a sender uses a different device or browser, or clears their cache, the “Resend” option will be turned back on by default. 

Why did an audience member receive another edition even if they read it the first time?

We use a tracking pixel to measure and track email opens. If the tracking pixel did not load when the first edition was opened, then the tracking pixel was most likely blocked by spam filters. If an internal audience member encounters this experience, please reach out to your IT team to loosen internal spam filters. 

Why do you recommend resending after 24 hours?

Our team dug into send time and open time data to determine when the best time to re-send an edition was, and concluded that most audience members open the edition within the first hour of the send and these opens start to taper off after the 24-hour mark. 

Our recipients use Outlook and can view email content from a reading pane. If they view the email like that will they receive a resend? 

No, reading panes generally register as open. 

Can I resend to unread more than once? 

Yes, you can go back into the "Sent" tab and select "Resend" to access the send modal and resend to unread again. 

Do my preferences auto-save when I leave the new send page?

Yes. The Delivery Settings page auto-saves, so users don’t need to manually save their changes.

How does the new flow change one-off sends?

Now you can select the sender name and email address per send. Previously, users had to update their one-off settings between sends because they couldn’t customize this info for each send.

Can I select my target date and schedule a send at the same time?

No. These actions are now separate. Selecting a Target Date is encouraged for planning, while Scheduling a Send is specifically for sending.

Can I share from Slack, Teams, or SharePoint on the new send page?

No. You must send the edition via email before pushing it to other channels.