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
      1. Select a marketing list from the drop-down or click Create New Marketing List to create a new one. To learn about creating a marketing list, click here.
      2. Enable Email will be sent to all subscribers to send the email campaign to all the subscribers on the marketing list
      3. Enable Choose a segment to send the email campaign to a filtered list of subscribers on the marketing list. 
      4. Click Create a Segment to filter the list of subscribers by applying conditions. To learn about creating a segment, click here.
      5. Click Save. 
   2. Sender Information
      1. Enter From Name, From Email, and Reply-To email address. 
      2. Assign the email campaign to a user under the Assigned To field.
      3. Assign the email campaign to a user under the Assigned To field.
      4. Enable Real-Time Alerts to receive alerts when the recipients open the email. 
      5. Enable Google Analytics Tracking to allow Google Analytics to track the clicks on links in the email body.
      6. Click Save.
   3. Content
      1. ​​​​​Click Select Template to choose an email template for your emails. To learn about creating or editing email templates, click here. 
      2. Look for your desired template by using the search bar.
      3. Select a template.
      4. Edit the template if required.
      5. Click Done. An unsubscribe link is added to the bottom of the email.
10. Or
    Designing a new template:
11. Click Design from scratch.
12. Click one of these tabs: Themes, Blueprints, My Templates, or Marketplace. You can create a template by choosing one of these options.
13. Enter or select the following information:
    1. Subject: Enter a subject for your email campaign.
    2. Preview Text: Enter the required preview text.
    3. HTML or Plain Text: Use either to add email content.
    4. Insert Links: Click to add links to other documents or websites.
    5. Merge Tags: Use merge tags to add HTML tags.
    6. Click Preview to preview your email.
    7. Click Done after designing the template. An unsubscribe link is added to the bottom of the email.
14. Click Send Now.

You can also test an email campaign before sending it to your contacts.  Click the Test Email button on the top. The email campaign will be sent to your username configured as the Primary Email in My Preferences. 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.