Navigate to the E-Marketing module located in the hamburger menu.
Click on '+ Newsletter'
Select your preferred Layout Option:
> Start from scratch
> Use a template
> Copy an existing campaign
If you select a template or existing campaign, you can choose from the available options in the dropdown.
Complete the following fields to set up the campaign:
> Subject
> Send from contacts' team member (if you toggle this on, the e-marketing campaign will come from the contact's primary team member) OR choose to send it from a specific team member
> Select a signature
> Select an email wrapper
> Choose your preferred font
> Update your brand colours if required
Click Next
If you have selected a template or existing campaign, there will already be widgets added to the Design tab. If you have selected to start from scratch, drag and drop your desired widgets from the right hand side to the left hand side.
Click on the pencil icon for each widget to edit and set it up and Save.
Once you have finished setting up all of your widgets (all widgets will have a green tick), click on the Preview tab to review your campaign.
You can send yourself a sample email to see how this will display in your mail browser.
Click on the Subscribers tab to add your recipients.
Click on Schedule Send to choose the time to send the campaign and Save.
Once the campaign has been sent, you can check back on the Report tab to view:
> Open Rate
> Click Rate
> Bounce Rate
> Unsubscribe Rate