Reach is our tester management tool where you can build and manage a database of testers, then create segments to save and directly send mazes as targeted campaigns.
Here's how to get started in five easy steps:
- To add testers to Reach, you'll first need to import a CSV of contacts which holds an email property. You'll be given opportunity to match the fields to their format types and check for inaccuracies before you upload.
- Once uploaded, you can see all your testers in one place. Here you can click on a tester to manage or edit their details in their unique profiles. You can manually add new testers to Reach via the + button.
- Organise your database with dynamic lists of testers called Segments. To create a Segment, add filters to your database and refine testers by identified properties using 'and' 'or' conditioning. Once filters are applied you can either continue to edit or choose to save as a Segment.
- Segments will automatically pull in any new users added to Reach which meet the filter criteria. If you need to change your Segment, you can jump in and edit filters or rename anytime.
- Send mazes directly to Segments as Campaigns via email within the platform. You can customise email details and send to Segments either from Reach or your Results page.
How to export a CSV from various tools to populate your Reach database
To get started with Reach, you need to import testers from other systems like Google Sheets, Notion, Mailchimp as well as local spreadsheets from Excel or Numbers.
We've gathered some resources here to help you export data from those tools so that you can import it into Maze.
To export an Excel worksheet as a CSV in the desktop version of Excel in Office 365:
- Navigate to the specific worksheet you want to download
- Go to File > Save As
- Change the File Format dropdown from "Excel Workbook (.xslx)" to "CSV UTF-8 (comma delimited) (.csv)"
- Rename your file as necessary and change the location of the export somewhere convenient and accessible
- Click Save
To export a CSV from Google Sheets:
- Open the sheet which you want to export
- Click File > Download > Comma-separated values (.csv, current sheet)
If you have a list in HubSpot that contains testers you'd like to import, you can export them by following the steps in Export Your Lists. You can also view Export your content and data for guides on how to export other types of content including contacts.
Mailchimp provides tooling to customize and tailor your CSV export to exactly the audiences you want to use for testing. Take a look at View or Export Your Contacts for more on how to export a CSV from Mailchimp.
You can refer to Export a database as CSV for help exporting a database in Notion as a CSV
How to send mazes to Segments
With Reach, you can send mazes as Campaigns directly to Segments you've created. You can do this in two ways:
Send a Campaign to a Segment from Reach
- Select the Segment you would like to send a Campaign to
- Click 'Send maze' in the top right and you'll see the Campaign modal appear
- Within the modal, select which maze you would like to send to the Segment
Send a Campaign to a Segment from your maze results page
- Go to the Maze project you would like to test and set it live
- Once live, you'll see three options to invite testers to your maze. To send your maze directly to a Reach Segment click 'Send to your Testers' and you'll see the Campaign modal appear
Customising your Campaign
Within the Campaign modal, you can customise your email before sending. Things you can customize include:
- Sender name: Adjust who you would like recipients to see this is from. It is automatically preset to say 'Hello from [your Maze Team name]'
- Sender email: Sending from Maze will result in an @mazetesting.com
- Recipients: Select the Reach Segment you would like to send this maze to
- Reply-to: If recipients reply to this email, who would you like them to send it to? Remember if this is not set your testers will not be able to reply to you.
- Subject Line: This is what testers will see in their inbox, make it short, snappy, and attention grabbing for better responses.
- Email: Customise the email body to fit in line with your brand, share more information about the test or whatever suits you.