Marketing

Creating Email Marketing Campaign

Creating a Marketing List

Schedule A Marketing Campaign

Creating an email marketing campaign

1. Go to the Administration tab at the top and select Manage Communications
2. Click Manage Email Templates
3. Click + New Item

Select the Category, Title, and Subject.

1. Category: What is the purpose of this email? This will be confined to the options in the dropdown
2. Title: This will help your team identify what the theme of the email is. Is it for a certain sale? A thank you?
3. Subject: This is what will show up in your recipient’s subject line.

Adding a section, text, image, or button

1. Before you can add anything, you must first press the button with four squares at the very top right portion of the editor. Once they appear, you can drag and drop them on the document where you want them placed

Editing a text box

1. By default, there will always be a text box in the document. If you would like to add another, you simply click and drag the Text box on the right and place it where you would like.
2. In order to edit the text, double click in the text box and that will make a popup appear that looks like the second graphic below.

Inserting a picture

1. Drag and drop the Image button where you would like it on the email.
2. Once it is placed, a turquoise image that says “350 x 250” will appear. Double click the image. From there, drag and drop whatever picture you would like from your files in the box that reads, “Drag and drop a file here to upload, or paste the URL of a remote image file in the box on the top right.”

Editing a button

1. Drag and drop the Button button where you would like it on the email.
2. Double click on “Button” to edit the text on the button.
3. Before you can do any other editing, be sure you have first clicked on the Button’s cell. This will look like a blue rectangle around the button.
4. Once you are in the button’s cell, click on the paintbrush in the top right corner of the editor.
5. Click on Decorations to change the button color and background color of the button’s cell.
   1. NOTE: The first Background color is for the button color. The second Background color is for the background color of the button’s cell.
6. Putting in the button’s landing page: Click on the cogwheel in the upper right corner of the editor. Once you are there, paste in the URL of the landing page you would like the button to take the recipient to.

Inserting social media links

1. Drag and drop the Social button where you would like it in the email.
2. The default social media icons that appear will be Facebook, Twitter, and Google+. You can change which icons appear by first being in the Social cell and clicking on the cogwheel icon.
3. You can change the icons that appear by typing the name of the social media site in the Display field. If you would like multiple sites, simply separate the names with one space and all lowercase. Example: facebook twitter google.
4. Inserting the link: copy and past the links to your social media pages into the href field that is related to that page.

Creating a marketing campaign list

1. Under the Administration tab, select Manage Communications
2. Click Manage Marketing Lists
3. Click + New Marketing List
4. Type in a Name for your list and a Description then click Save Marketing List
5. Click the + Add Client button

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• You can add every client in your database by clicking the Select All button.
•  You can search for clients based on first name, last name, company name, or email address and select clients manually by checking the box to the left of the client.

Scheduling your email marketing campaign

• 1. Under the Administration tab, select Manage Communications
  2. Click Manage Marketing Campaigns
  3. Click + New Marketing Campaign
  4. Fill in the Name, Description, Email Template, and Marketing List you would like to use and press save.
  5. Click Manage to schedule
  6. + Add Scheduled Date(s)

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• One-time occurrence: Choose the desired date and time.
• Recurring: Choose the cycle of how often you want the email sent and when you want the cycle to end.

 

Remove someone from a marketing list

Couple ways:

Unsubscribe from list-

1. Clients>Search for client>edit>marketing>edit> remove from list

Or

Delete from list-

2. Administration>manage communications>manage marketing lists>edit list> Search client>delete off list