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Email Campaigns

Overview

💻 CRM > Campaign ManagerThis module allows you to send formatted email campaigns to groups of contacts or staff. 

Create a Campaign

New Campaign

  1. Enter your Campaign details:
    • Campaign Name (internal reference only)
    • Sender's Email (the email will appear to be sent from this address)
    • Sender's Name (the name will appear in their inbox)
    • Email Subject
  2. Recipients
    • Send to 'all subscribed contacts' in the Recipients group or untick to select a specific subset of tagged contacts
  3. Click Create Campaign

New From Templates

  1. Click on the Email Templates quick link (at the top of the screen)
  2. Click Use this Template under the format you want to use
  3. Edit your email content using the content editor
  4. Click Save Email Campaign

Build Campaign (editor)

Toolbar

  • Drag and drop Content options from the toolbar on the right of the template builder
  • Content can be separated into Columns (blocks) and Rows
  • Fields with green star icons allow you to use AI to generate content
  • When you drag and drop an option to the canvas, the toolbar dynamically updates to show the settings for your chosen option
  • Click on the x in the top right corner to return to the main toolbar menu

Canvas

  • Click in the blank space on either side of your content to select the Row
  • New rows can be added using the plus icons above or below the selected row
  • Rows can be formatted into columns using the Columns or Blocks tools
  • You can move rows up or down by clicking on te blue move icon on the right
  • Content can be customised with different formatting for Desktop and Mobile Views
  • Click on the option on the canvas to open the menu, copy, or delete the field

Schedule or Send Emails

Send Test Email

  1. Go to the Manage Campaigns screen
  2. Click on the Action menu for the campaign you want to send
  3. Select Edit/Send Campaign
  4. Enter your email address(s) in the last field
  5. Click Send Test Email

Schedule Email

  1. Go to the Manage Campaigns screen
  2. Click on the Action menu for the campaign you want to send
  3. Select Edit/Send Campaign (ensure all details have been entered correctly)
  4. Enter the send date and time
  5. Click the Send button

Send Now

  1. Go to the Manage Campaigns screen
  2. Click on the Action menu for the campaign you want to send
  3. Select Edit/Send Campaign (ensure all details have been entered correctly)
  4. Click the Send button

View Campaign Stats

Click on the Campaign name in the list to view stats for:

  • Number of recipients
  • Who opened the email
  • Who unsubscribed
  • Who clicked on links/buttons in the email body

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