Marketing: How to Create and Send an Email Campaign

Marketing: How to Create and Send an Email Campaign

Email Marketing allows you to create professional email campaigns, newsletters, promotions, and announcements to communicate with your clients.

Before sending an email campaign, you will need to:
  1. Set up your company information.
  2. Create an email template.
  3. Create or select a recipient list.
  4. Schedule and send your campaign.
Access Email Marketing
  1. Click Marketing from the Home Page, Navigation Bar, or Right Sidebar.
Setup Company Information
Notes
Complete this step if this is your first time using Email Marketing or if you need to update your company information.
  1. Click your Company Name in the upper-right corner.
  2. Select My Account.
  3. Update the Profile and Company tabs as needed.
  4. Click Save.
Create an Email Template
Templates can be created, edited, uploaded, or imported for use in your marketing campaigns.
Drag & Drop Editor (Recommended)
  1. Click Templates.
  2. Select + Create New (Drag & Drop Editor).
  3. Enter a Template Name.
  4. Use the design panel to drag and drop elements such as:
    • Logos
    • Images
    • Text Blocks
    • Titles
    • Social Media Links
    • Footers
  5. Customize fonts, colors, alignment, links, and other design settings.
  6. Click Save.
Basic Text Email
  1. Click + Create New (Text Only) Email.
  2. Enter a Template Name.
  3. Create your email using the text editor.
  4. Click Save.
Upload a ZIP File
Advanced users may upload a custom-designed email template using the Upload ZIP Files option.

Enhanced and Advanced plans can create targeted recipient lists using List Builder.
  1. Click List Builder.
  2. Apply the desired filters.
  3. Click Search.
  4. Click See Client to preview recipients.
  5. Click Create List.
The list will appear under the Lists section and can be selected when creating a campaign.
Idea
Tip: Lists do not update automatically. If you want newly qualifying clients included, create a new list before sending your campaign.
For more information, see:
NotesInspire Solo and Basic plans have access to the default Opt In list, which contains clients who have subscribed to receive marketing emails.
Notes
Inspire Enhanced and Advance plans should create an Active Client list each time to send to all clients.


Schedule a One-Time Email Campaign
  1. Click Campaigns.
  2. Select All Campaigns.
  3. Click Create New.
  4. Enter a Campaign Name.
  5. Select a List.
  6. Click Save and Next.
  7. Enter a Subject Line.
  8. Update the Reply To email address if needed.
  9. Click Save and Next.
  10. Click Change/Select Template.
  11. Select your desired template and click Choose.
  12. Make any necessary edits.
  13. Click Save and Next.
  14. Select the desired Send Date and Time.
  15. Click Send Campaign.
Alert
Important
  • The default send time is set to approximately 5 minutes from the current time.
  • If left unchanged, the campaign will send as soon as possible.
  • Scheduled campaigns appear within the campaign list.
  • To stop a campaign before it sends, click Pause.
Info
Lists can also be reused; however, they do not automatically update with new clients or changes to client information. To ensure your recipient list is current, create a new list before sending future campaigns.