FAQs in this section
What is an email campaign?
How do I create an autoresponder email campaign?
What are the different types of opt-ins?
What should I do when my email campaigns subscription becomes inactive?
What happens when I cancel an email campaign?
How can I remove the supension from my email campaign account?
Images do not load correctly on Outlook. Why?
Does an autoresponder campaign send emails on the day it is created?
Is an email address removed from the marketing list if a bounce occurs on it?
What is the benefit of duplicating an email campaign?
I am not able to use my Yahoo email address in the From email field.
What measures can I take if spam complaints, unsubscribes, or bounces occur on my email campaigns?
What is the maximum number of spam complaints, unsubscribes, and bounces I can get on my email campaings?
How many email credits do I get during a free trial?
Why are my allowed credits zero?
What does bounce mean? How does it affect the marketing list?
Can I test an email campaign before sending it out?
Can I reschedule an email campaign?
How can I see the email campaigns that I have sent to a contact?
How can I change my email campaigns plan?
When does Vtiger suspend an email campaign subscription?
What are the types of email campaigns in Vtiger CRM?
How do I stop my email campaigns from landing Gmail's Promotions?
How do I view the metrics of my email campaigns?
Can I track the recipients' activities on email campaigns?
How do I duplicate an email campaign?
Can I get reports on email campaigns?
What happens if I do not renew my email campaign credits?
Why does my scheduled email campaign get delayed by a few minutes?
Why do contacts mark my email campaigns as spam?
How do I schedule an email campaign?
Why has my email campaigns subscription has become inactive?
Emails are not getting delivered to my contacts. Why?
My autoresponder email campaign has a slight delay. Why?
Can I stop an autoresponder email campaign?
What are the different statuses that an email campaign can take?
What are email campaign credits?
Is there a free plan for email campaign credits?
What is the difference between available and allowed credits?
How do I setup Email Settings to send an email campaign?
Can I set up a Reply To address for my email campaign?
Can I edit an autoresponder email campaign that has started?
How do I start an autoresponder email campaign?
What are drip email campaigns?
How do I select a marketing list in an email campaign?
How do I know if a marketing list contains contacts or organizations?
When does a contact's Email Opt-in field take the value Opted Out (contact)?

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