How do I create an Email Campaign?

Before you send an email campaign, please ensure all the prerequisites are met.

Prerequisites for sending an email campaign:

• You need to ensure that the data protection regulation is in place and that you have obtained consent from your recipients to trigger an email campaign.
  • For example, the GDPR is a law that requires you to obtain affirmative and provable consent from EU citizens to send them marketing emails. You can do this by obtaining a double opt-in from them.
• You must set the email opt-in requirement for delivery. When a contact opts in, it means that you have their consent to send them marketing emails. You can do this in the Email Settings.
  • Note: Only users with admin privileges can perform this action.
• An active marketing list - A marketing list is a selected list of leads, contacts, or organizations at whom you launch an email campaign.

Follow these steps to create an email campaign:

1. Log in to your CRM.
2. Click the Main Menu.
3. Go to Marketing.
4. Select Email Campaigns.
5. Click +New Email Campaign.
6. Enter the Campaign Name.
7. Select Regular. 
8. Click Next. The email campaign gets created in Draft mode
9. Enter or select the following information
   1. ​​​​​​Recipient: Select a marketing list from the drop-down or click Create New Marketing List to create a new one. 
   2. Sender Information: Enter From Name, From Email, and Reply-To email address. 
   3. Content: ​​​​​Click Select Template to choose an email template for your emails or create one from scratch.
10. Click Preview to preview the campaign in different devices.
11. Test the campaign.
12. Click Send Now or Schedule to schedule the campaign for a desired time

Note:

• Keep all the details you want to enter into the campaign ready to save time.
• You must verify the From Email before sending an email campaign.

To learn more about email campaigns, click here.