MARKETING: Overview

Sending Emails to your Leads, Prospects and Clients

Email Marketing is an important aspect of your business. You can create, manage, and schedule newsletters, nurture campaigns, or any type of email that is sent out to your Contacts right from within the platform.

Email Sending Settings

First thing's first - you'll need to configure your Send Email Settings in order to send Campaigns or Autoresponders from within the Marketing menu. You can use SMTP with a 3rd party email sending service, or you can request a dedicated IP address from the platform.

MORE INFOSend Email Settings


Lists

In order to send out your Emails...you'll need someone to send them to! Lists are collections of names and emails for use in sending Email Campaigns. Build them from scratch, or import them from your CRM or a CSV file. You will then be able to set up Autoresponders to send multiple emails to new List subscribers, or a predetermined schedule that you set.

MORE INFOLists


Email Campaigns

An Email Campaign is a structured email that you design, and then schedule to send to certain subscribers/users in your platform. Email Campaigns can be as simple as complex as you'd like. They can be sent immediately or be set to send after a certain amount of time.

MORE INFOEmail Campaigns


Campaign Templates

Don't want to build similar Email Campaigns from scratch every time? You can create a  Campaign Template to start from instead. This Template is the framework for your Email - so you just apply the Template and make any edits you need.

MORE INFOCampaign Templates


Autoresponders

Autoresponders - also known as "Drip Campaigns" - are emails that are automatically sent to a Contact after they subscribe to your list. You can create several emails to go out in a cycle in a sequence. Autoresponders help you automate Campaigns and manage one-on-one communication with your recipients.

MORE INFOAutoresponders

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