How do I create a regular email campaign?

Follow these steps to create a regular Email Campaign:

1. Log in to your CRM account.
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 the following details:
   • Recipients

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.
   • 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 conditions. To learn about creating a segment, click here.
3. Click Save.

• Sender Information

1. Enter From Name, From Email, and Reply To email address. 

• Note: You must verify the From Email before sending an email campaign.

2. Assign the email campaign to a user under the Assigned To field.
3. Enable Real-Time Alerts to receive alerts when the recipients open the email. 
4. Enable Google Analytics Tracking to allow Google Analytics to track the clicks on links in the email body.
5. Click Save.

• Content
  • Selecting an existing template: 

1. Click Select Template to choose an email template for your emails. To learn about creating/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.

• Designing a new template:

1. Click Design from scratch.
2. Click one of these tabs – Themes, Blueprints, My Templates, or By coding. You can create a template by picking one of these options.
3. Click Done after designing the template.

• An unsubscribe link is added to the bottom of the email.

10. Click Send Now. 

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