Enhanced Email Marketing Guide

Enhanced Email Marketing Guide

This guide walks you through the full setup process for Email Marketing in Inspire, including setting up your company information, creating templates, building client lists, and scheduling email campaigns.

Go to Email Marketing
  1. From Inspire, click Marketing or Marketing Email on the home page, navigation bar or right side bar
Setup Company Information
Notes
Complete this step only if this is your first time using Email Marketing or if you need to update your business information.
  1. Click your Company Name in the upper-right corner
  2. Select My Account
  3. Update the Profile tab and Company tab
  4. Click Save
Create a Template
Info
Image upload size limitation is 600 x 600 pixels.  Our experts recommend saving your template often if you plan to work on it for an extended period of time.

Option A (Recommended): Drag & Drop Editor
Best for promotional emails, newsletters, and branded announcements.
  1. Click + Create New (Drag & Drop Editor)
  2. Enter a Template Name
  3. Drag and drop elements such as:
    • Logos
    • Images
    • Titles
    • Footers
    • Social Media sections
  4. Highlight text to adjust:
    • Fonts
    • Colors
    • Alignment
    • Links
  5. Click Save
IdeaTip: If you're new to Email Marketing or would like additional guidance on building templates, review How to Create an Email Marketing Template for detailed instructions on creating, customizing, and saving email templates using the drag-and-drop editor.

Option B: Simple Text Email
Best for basic or text-heavy emails.
  1. Click + Create New
  2. Enter a Template Name
  3. Use the design toolbar to create your email
  4. Click Save when finished
Option C: Upload HTML Template
Best for advanced users with pre-built HTML designs.
  1. Click Upload a Template
  2. Upload your HTML file or zip archive
  3. Use the provided example file if needed for reference
Create a Client List
Alert
Exclusive to Inspire Enhanced and Advanced plans

Enhanced and Advanced users can create targeted lists using filters such as client visits, appointments, referrals, birthdays, gender, products purchased, and more.

  1. Select List Builder
  2. Apply filters to define your target audience
  3. Click Search
  4. Click See Client to preview recipients
  5. Click Create List

Your list will appear under the Lists section and can be selected for future campaigns.

Warning
Important List Management Note
  • Create a new list for each new campaign to ensure your audience is accurate
  • Previously created lists will not automatically update with new clients or remove opted-out clients
  • If your list library becomes too long or redundant, consider deleting outdated or unused lists to keep things organized
Info
Inspire Solo and Basic Plans users have a default list of all Inspire Client subscribers to this account called ‘Opt In’.
Inspire Enhanced and Advanced Plans  users should create an Active Clients list each time to send to all clients. 

Schedule a One-Time Email Campaign

  1. Click Campaigns. 
  2. Click All Campaigns to schedule an email template to be sent one-time to the users in the list(s).
    1. Click Create New 
      1. Assign a Campaign Name
      2. Choose a List 
      3. Click Save and Next
  3. Enter a Subject Line.
  4. Update Reply To as needed.
    1. Scroll down, click Save and next
  5. Click Change/Select Template.
    1. Note: When selecting an existing template, click the Choose button
    2. Edit as needed
    3. Scroll Down, click Save and next
  6. Choose Send At Date/Time.
    1. By default will show 5 minutes before and will send ASAP if left as-is
  7. Scroll Down, click Send Campaign.
  8. Campaign will appear in a list, to stop the email from sending, click the PAUSE button.
Idea
For step-by-step instructions, see How to Create and Send an Email Marketing Campaign.
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