How do I send an email?

How do I send an email?

Go to Email Marketing

  1. In Inspire, click Marketing or Marketing Email on the home page, navigation bar or right side bar
  2. Click Marketing Email


Setup Company Info

Complete this step only if it is your first time or if you need to update information.
  1. Click on the Company Name in the upper right
  2. Click My Account
  3. Update the Profile Tab and the Company Tab
  4. Click Save



Create a Template

  1. Click Templates to create, select, upload or import an email design
  2. + Create New (Drag & Drop Editor) allows users to simply drag and drop place holders to build an email design as a promotion, newsletter or announcement with images & social media signatures.  
    1. Enter a Template Name
    2. Use the drop down menu in the email right corner to drag a variety of design options into your email i.e. Logo, Images, Footers, Social Media, Titles, etc.
    3. Highlight text and use the menu bar along the side to update the font, colors, alignment, links, etc.
    4. Click Save when completed
  3. + Create New is an ideal selection for primarily text emails with less design elements
    1. Enter a Template Name
    2. Use the design menu along the top to create an email template
    3. Click Save when completed  
  4. Upload a Template is an option for those who would rather upload a very specific advanced .html design.
    1. Click Upload a Template then click this example archive to view an example of an HTML file to upload.

Create a List

Exclusive to Inspire Enhanced and Advanced accounts
Inspire Enhanced and Advanced users have the ability to create specific filters and list builders. 
  1. Choose List Builder to create a list of client emails based on filters related to client service visits, appointment status, referrals, birthdate, gender, products purchased, and much more!  
  2. Click Search
  3. Click See Client to view the list of clients who will receive this email
  4. Click Create List
  5. The List will be shown in ‘Lists’ and selectable for your campaign
Inspire Solo and Basic Packages users have a default list of all Inspire Client subscribers to this account called ‘Opt In’.  
Inspire Enhanced and Advanced Package 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. Update Reply To as needed
    1. Scroll down, click Save and next
  4. 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
  5. Choose Send At Date/Time
    1. By default will show 5 minutes before and will send ASAP if left as-is
  6. Scroll Down, click Send Campaign
  7. ​Campaign will appear in a list, to stop the email from sending, click the PAUSE button
Once lists and templates are created, they can be reused but will need to be regenerated to get new clients and updated emails. 

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