Here's a quick video:
Step 1: Connect Your Email or SMS Provider
To send campaigns via Dubb, first connect your preferred email or SMS provider:
Go to your Dubb Settings
Navigate to Settings > Team and Campaign Settings.
Choose the Provider Type
Select either Email or SMS.
Select Your Provider
For Gmail or Outlook: Use direct API integration. If you're logged in, the connection is automatic.
For providers like SendGrid, Mailgun, or other SMTPs: Enter your SMTP server info, port, and sender address.
Save Your Connection
You can connect multiple email/SMS accounts for different campaigns.
Important: Each provider has daily send limits, especially new Gmail or Outlook accounts. To prevent blocks, gradually scale up sending (a warm-up process).
Step 2: Add and Tag Your Contacts
Before launching a campaign, upload and tag your contacts:
Go to Contacts
Navigate to Contacts > Import CSV.
Upload Your List
Use a CSV file with contact details. Make sure to assign a Tag for segmentation (e.g., “Webinar Leads” or “Free Trial Users”).
Assign a Contact Owner
This is useful for larger teams to manage accountability.
Step 3: Create Your Email or SMS Campaign
You can launch a campaign from either a video page or the Campaigns section.
From a Video Page
Click Share & Send on a specific video.
Choose your connected email/SMS provider.
Select or enter:
One email address
Multiple emails
A Tag (to auto-fill many recipients)
Add a subject line and personalized text (e.g., “Hi {{firstName}}, here’s a video just for you”).
Customize the message body and hit Send Now.
From the Campaigns Section
Navigate to Campaigns > New Campaign.
Input:
Title
Sender email
Optional From Name
Subject line
Sharing options (e.g., just your team)
Select your Video for the campaign.
Save and continue to proceed.
Write your message with personalization tokens like
{{firstName}}.
Send a Test Email to preview the layout.
Enroll Recipients using:
Direct email input
Tagged list
Exclusion tags (to skip specific segments)
Choose to:
Send Now, or
Schedule for Later
Step 4: Track Campaign Performance
Once a campaign is sent, monitor its effectiveness in real-time:
Open Rates
Click Rates
Video Watches
CTA Clicks
All campaign metrics are displayed under the Campaigns dashboard.
Step 5: Delete or Edit Campaigns
To remove or edit an existing campaign:
Go to Campaigns.
Locate the campaign you want to update or delete.
Click on the Pencil Icon to Edit and Trash Icon to Delete:
Choose Edit to make changes.
Select Delete to remove it permanently.
You can also duplicate previous campaigns for faster reuse.
Troubleshooting and Best Practices
New Email Accounts: Start with small batches to avoid throttling.
Sending Limits: Check your provider’s cap and avoid exceeding it.
Use Tags Wisely: They simplify segmenting and bulk sending.
Test Before Sending: Always send a test email or SMS to yourself.
Ready to Go Further with Dubb?
If you're on a free or basic plan, upgrading gives you access to:
Full video tracking analytics
Advanced automation features
Unlimited custom CTAs
Priority support and expert training
Level up your outreach today.
If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!