How do I create a regular email campaign?
Follow these steps to create a regular email campaign:
- Log in to the CRM.
- Click the main Menu.
- Go to Marketing > Email Campaigns.
- Click +New Email Campaign. The Add Email Campaign window opens.
- Enter the Campaign Name.
- Select Regular.
- Click Next. The email campaign gets created in Draft mode.
- Enter or select the following information:
- Recipients
- Select a marketing list from the drop-down or click Create New Marketing List to create a new one.
- Enable Email will be sent to all subscribers to send the email campaign to all subscribers on the marketing list.
- Enable Choose a segment to send the email campaign to a filtered list of subscribers on the marketing list.
- Click Create a segment to filter the list of subscribers by applying specific conditions.
- Click Save.
- Sender Information
- Enter From Name, From Email, and Reply-To email address. Note: You must verify the From Email before sending an email campaign.
- Assign the email campaign to a user under the Assigned To field.
- Enable Real-Time Alerts to receive alerts when the recipients open the email.
- Enable Google Analytics Tracking to allow Google Analytics to track the clicks on links in the email body.
- Click Save.
- Content
- Click Select Template to choose an email template for your emails.
- Look for your desired template by using the search bar.
- Select a template.
- Edit the template if required.
- Click Done. An unsubscribe link is added to the bottom of the email.
Or
- Designing a new template:
- Click Design from scratch.
- Click one of these tabs: Themes, Blueprints, My Templates, or Marketplace. You can create a template by picking one of these options.
- Enter or select the following information:
- Subject: Enter a subject for your email campaign.
- Preview Text: Enter the required preview text.
- HTML or Plain Text: Use either to add email content.
- Insert Links: Click to add links to other documents or websites.
- Merge Tags: Use merge tags to add HTML tags.
- Click Preview to preview your email.
- Click Done after designing the template. An unsubscribe link is added to the bottom of the email.
- Click Send Now.