Email Marketing Description
Email Marketing allows you to create, manage, and schedule email campaigns right inside their SuiteDash installation. You can easily build templates for multiple uses, or build a new campaign from scratch, using the built-in powerful CKEditor. Once you have the email looking exactly how you want it, you can create and manage Lists, which allows you to save subscriber names and email addresses for use when sending campaigns. Additionally, you can choose to import existing users from your installation (both from Contacts and your master Users list) into Lists for use within Email Marketing. Once you have the campaign designed, and the list of who to send to created, you can simply schedule when you want the campaign to send, and save it. The system will take care of the rest, automatically sending the campaign at the scheduled date/time, and you will be able to see a report of successful receipts after sending.
IMPORTANT NOTE: In order to send emails via the Marketing functionality, you will first want to enter your own SMTP credentials from the settings at Marketing–>SMTP Settings. 3rd party SMTP is currently required for sending any Campaigns via the Email Marketing feature.
When getting started in Email Marketing, the best place to get started is with creating new Lists. This will allow you to start building your collection of names and emails for use in sending campaigns in the future.
To create a new List, simply navigate to Office–>Email Marketing–>Manage Lists, and click the + button. This will open a simple form where you can enter the name of the new List, and save it by clicking “Create”.
Once the List has been created, you can begin adding names and emails to the List by selecting “View” from the Options dropdown list.
From this page, you will have the option to add new subscribers to the List in a variety of ways, including manual entry, importing via CSV, and importing existing users from your CRM or Manage Users menus. You can also export the existing subscribers from the List into a CSV file. Additionally, you can edit the name of the List by clicking “Edit List”. Once a subscriber has been added to a list, you can unsubscribe or fully delete them from the List using the Options dropdown.
Add Subscribers Form
Use this form to manually add Subscriber emails and (optionally) names via a simple text field. When adding, you have the option to add both names and emails, or only emails. In either case, each subscriber’s info should be on a separate line. In the case of adding both names and emails, you will want to separate the name and email on each line with a comma. See example below:
When done, simply click “Add”, and the subscribers will be added to the List, and you will be redirected back to the main List view page.
If you like to bulk import a large amount of subscribers, importing via CSV would be the best option. Simply create a CSV file (using Google Sheet, OpenOffice, or similar spreadsheet program) and format it according to the below example files. Essentially, you will want the CSV to have either one or two columns (depending on if you wish to import Name and Email, or just Email), with the column headers being “name” and/or “email” respectively. Additionally, in each column will be the names and/or emails or the subscribers. Example files below:
Once you have the appropriately formatted file created, you can upload it from this page and click “Import”. The subscribers will be added to the List, and you will be redirected back to the main List view page.
Import From CRM
If you have existing Contacts (Leads, Prospects, Clients) who you would like to add to Lists as subscribers, you can accomplish this using the Import From CRM option. When this option is chosen, you will be taken to a table of all of your existing Contacts. Simply check the boxes next to the Contacts you want to import to the List, and use the Options dropdown to import when done.
Import System Users
If you have existing users (Managers, Teammates, etc) who you would like to add to Lists as subscribers, you can accomplish this using the Import System Users option. When this option is chosen, you will be taken to a table of all of your existing users. Simply check the boxes next to the users you want to import to the List, and use the Options dropdown to import when done.
Export All Subscribers
Clicking this option will automatically trigger a download of a CSV file containing all of the subscribers from the List. This CSV is formatted in the same way as the supported format for importing, so you can directly import this CSV into another List if desired.
Creating Campaign Templates
Campaign Templates allow you to design emails, and then save them for later use on multiple Campaigns. This lets you create “starting points” that you and your team can use as a base when creating and sending each new Campaign.
To create a new Campaign Template, simply navigate to Office–>Email Marketing–>Manage Templates, and click the + button.
This will open a new page with a form where you can enter the name of the new Template, as well as start building the body content using the included CKEditor visual editor. Within the visual editor, you can choose to work in HTML by clicking the “Source” button in the top-left corner of the toolbar at any time. Clicking the same button again will switch back to the visual editor. When done, simply click “Add” to save the new Template. The Template will then be selectable from a dropdown box when you are creating a new Campaign.
In it’s simplest form, a Campaign is a structured email that you design and then schedule to send to certain subscribers/users in your installation. Campaigns can be simple or complex. They can contain text, images, links, etc. They can be sent immediately, or they can be scheduled for a later date/time. They can be sent to one, some, or all Lists in your installation.
To create a new Campaign, simply navigate to Office–>Email Marketing–>Manage Campaigns, and click the + button.
This will open a new page with a form with several fields to fill out
This is the name of the Campaign, which will appear in your table at Office–>Email Marketing–>Manage Campaigns. Subscribers who receive the email will not see this field.
This is the subject of the Campaign, which is what subscribers will send as the subject line of the email they receive.
This is what subscribers will see as the “From” name of the email they receive.
This is what subscribers will see as the “From” email address of the email they receive.
This will be the actual content of the Campaign. You have the option of building from scratch, or by inserting an existing Campaign Template to use as a starting point from the dropdown selectbox. With either method, you can use the included CKEditor visual editor to customize the content of the Campaign to fit your needs. Within the visual editor, you can choose to work in HTML by clicking the “Source” button in the top-left corner of the toolbar at any time. Clicking the same button again will switch back to the visual editor.
When done, you can click “Add” to save the new Campaign for later sending, or you can click “Add&Send” to save the Campaign and immediately be taken to the sending page.
When you are ready to send a Campaign, you will be taken to a separate page where you can schedule the Campaign, as well as select what Lists to send to.
From this page, you can send a test of the Campaign to a specific email address (such as your own), so you can view the Campaign the way your subscribers will see it. After that, you use the multi-select box under “Select Lists” to set which Lists you would like to send the Campaign to. From there, you have the option to either send the Campaign immediately by clicking “Send Campaign Now”, or you can use the datepicker field to set a date/time in the future, and then schedule the Campaign to send at that date/time by clicking “Schedule Campaign Now”.