Email Campaigns

Create and publish your next email campaign in 3 simple steps.

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Select campaign tab

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Name campaign

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Select your campaign type

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Select your template

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Create a template from scratch

• Drag and drop builder
• Text email
• Custom HTML template

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Edit your email template

Select from numerous pre-built block designs and simply drag into position.

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Email styling

Set your email background colour to adjusting the width.

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Select your audience

Whether you need to send an email to an entire list of subscribers or a segmented audience, simply select and go next.

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Campaign settings

Craft catchy subject lines to boost open rates and personalize them using CRM properties. Best Practices:

• Make It Intriguing – Spark curiosity or urgency (e.g., “Your Exclusive Offer Expires Soon!”).
• Personalize with CRM Data – Use the subscriber’s name or recent activity for relevance.
• Keep It Short & Clear – Aim for 50 characters or less for better mobile readability.

Test Before Sending:

• Send a Test Email – Check formatting, links, and design before launching your campaign.

A strategic approach to ensure higher engagement and conversions!

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Send it…

Send your campaign right now or schedule it for a later date and time.

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Email insights

Once your campaign has successfully been sent to your subscribers, you can now view the email performance. Simply click on the campaign you want to view: To analyse your email campaign performance, this dashboard will help you view:

• Email opens
• Link clicks
• Preview - so you can remember what the email contained
• Who unsubscribed
• and more…

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Individual subscriber performance

If you want to view how a specific subscriber is engaging with your email campaigns, you can head to the CRM/Contacts tab > select the subscriber > then select the marketing details tab - as highlighted below.