Creating and Launching an Email Campaign

Launching Your First Email Campaign

Email campaigns are a powerful tool to connect with your contacts, promote your services, and nurture relationships. This guide will walk you through the process of finding a template, customizing it, and turning it into a live campaign ready to send to your audience.

Finding and Selecting an Email Template

Start by choosing a professionally designed email template as the foundation for your message. This saves time and ensures a polished look.

To browse the template library:

1. Go to Marketing > Emails in your CRM.
2. Click on the Templates tab.
3. Click the New button.
4. Select the option for Email Marketing Templates.
5. Browse, search, or filter the available templates to find one that fits your needs. You can preview any template before selecting it.
6. Click Continue on your chosen template. This will create a copy and open it in the email editor for customization.

Editing and Customizing Your Template

Once your template is open in the editor, you can tailor it to match your brand and message.

To edit your template:

1. With your template open, use the editor's tools to modify text, images, colors, and layout blocks.
2. When you are satisfied with your changes, click Save Template.
3. Before finalizing, it's a good practice to send a test email. Click the three-dot action menu on the template and select Test Email.
4. Enter the recipient details and click Send Test Email to see how it will appear in an inbox.
5. Once testing is complete, click Back to return to the main email dashboard.

Using the Email Editor Panel

For a more efficient editing experience, you can dock the editing panel to the right side of the screen. This allows you to view your email and its editing controls side-by-side. Look for the panel switch within the email editor to adjust this layout.

Creating a Campaign from Your Template

After your template is ready, the final step is to create and launch a campaign.

To create a campaign from a template:

1. Navigate to Marketing > Emails > Campaigns.
2. Click New and then select Select Template.
   Alternatively, from the Templates tab, you can click the three-dot action menu next to your saved template and choose Create Campaign.
3. With your template loaded for the campaign, click either Send or Schedule.
4. Configure the campaign details, such as selecting your recipient list and setting up email tracking options.
5. Click Review and Send to proceed. The campaign status will update from Sending to Sent once the process is complete.

Your email campaign is now active. You can monitor its performance through your CRM's campaign analytics to see how your audience engages with your message.