How do I create an email campaign from a Marketing List?
Follow the steps below to create an email campaign from a Marketing List:
- Log in to the CRM account.
- Go to the main Menu.
- Go to Marketing > Marketing Lists. The Marketing List View opens.
- Select the Marketing List for which you want to create an email campaign.
- Click New Email Campaign from the Analytics View. A new Add Email Campaign page opens.
- Enter or select the following information:
- Campaign Name: Enter the campaign name.
- Select Regular.
- Click Next. The email campaign gets created in Draft mode.
- Enter or select the following details:
- 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 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.
- 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
- Selecting an existing template
- Click Select Template to choose an email template for your emails. To learn about creating/editing email templates, click here.
- 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.
- Designing a new template:
- Click Design from scratch.
- Click one of these tabs – Themes, Blueprints, My Templates, or By coding. You can create a template by picking one of these options.
- Click Done after designing the template. An unsubscribe link is added to the bottom of the email.
- Click Send Now.