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1 Building Better Emails Contents Building Better Emails .................................................................................................................................. 1 Email Marketing Basics............................................................................................................................. 2 How to Optimize HTML Emails ................................................................................................................. 2 Using OnContact to Send Email Campaigns rather than your regular email address or another external service ...................................................................................................................................................... 3 Avoid Creating Spam ................................................................................................................................ 4 Creating a Successful Email Campaign ......................................................................................................... 5 Identify Targets ........................................................................................................................................ 5 Create a Strategy ...................................................................................................................................... 5 The fun part – designing your emails! ...................................................................................................... 6 Optimize for Mobile ................................................................................................................................. 7 Test Your Emails ....................................................................................................................................... 7 Analyze Your Results ................................................................................................................................ 8 Email Designer .............................................................................................................................................. 9 My Company Settings............................................................................................................................... 9 Dynamic Content ...................................................................................................................................... 9 Creating and Editing Email Templates .................................................................................................... 10 Content Blocks ....................................................................................................................................... 10 Commonly Used Content Blocks ............................................................................................................ 10 Formatting Tab - Text ............................................................................................................................. 14 Design Tab - Borders and Width............................................................................................................. 14 Before You Send ..................................................................................................................................... 14 Testing your Email .................................................................................................................................. 15 Sending Your Email ................................................................................................................................. 16 Tracking and Analytics ............................................................................................................................ 16 Assign Targets..................................................................................................................................... 16 Email Bounce-Back Processing ........................................................................................................... 16

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Page 1: building better emails - workwisellc.com · email to. Focus on building your own contact lists for emails vs. purchasing or renting one. You’ll see much better results. You should

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BuildingBetterEmails

ContentsBuildingBetterEmails..................................................................................................................................1

EmailMarketingBasics.............................................................................................................................2

HowtoOptimizeHTMLEmails.................................................................................................................2

UsingOnContacttoSendEmailCampaignsratherthanyourregularemailaddressoranotherexternalservice......................................................................................................................................................3

AvoidCreatingSpam................................................................................................................................4

CreatingaSuccessfulEmailCampaign.........................................................................................................5

IdentifyTargets........................................................................................................................................5

CreateaStrategy......................................................................................................................................5

Thefunpart–designingyouremails!......................................................................................................6

OptimizeforMobile.................................................................................................................................7

TestYourEmails.......................................................................................................................................7

AnalyzeYourResults................................................................................................................................8

EmailDesigner..............................................................................................................................................9

MyCompanySettings...............................................................................................................................9

DynamicContent......................................................................................................................................9

CreatingandEditingEmailTemplates....................................................................................................10

ContentBlocks.......................................................................................................................................10

CommonlyUsedContentBlocks............................................................................................................10

FormattingTab-Text.............................................................................................................................14

DesignTab-BordersandWidth.............................................................................................................14

BeforeYouSend.....................................................................................................................................14

TestingyourEmail..................................................................................................................................15

SendingYourEmail.................................................................................................................................16

TrackingandAnalytics............................................................................................................................16

AssignTargets.....................................................................................................................................16

EmailBounce-BackProcessing...........................................................................................................16

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EmailMarketingBasics

HTMLEmail PlainTextEmail

• Formattedtext(ie.Bold,italic)

• Colors

• Images

• DifferentLayoutOptions

• Textonly

• MoredeliverablethanHTML

Emailscanbesentinseveralformats.Themostcommon:HTMLandPlain-Text.HTMLemailsareencodedtohandlethingslike:

• Formattedtext(ie.bold,italic)• Images• Differenttextandbackgroundcolors• Differentlayoutoptions

Plain-textemails:…well…justplainol’text.AlittlemoreboringthanHTML,buttheyhavetheirownbenefits:

• MoredeliverablethanHTMLemails• Spamfilterspreferplaintext• Someemailclientsjustcan’tsupportHTML

- Why?• ThereisnouniversalwayforemailclientstorenderHTML• ThismeanstheexactsameemailcanlookonewayinOutlook,andlook

completelydifferentinGmail.Becauseofthis,HTMLemailshavetobedesignedinawaythatmakesthemworkwithasmanyemailclientsaspossible

HowtoOptimizeHTMLEmails“Optimizing”youremailmeansmakingthemasdeliverableaspossible.Thesearesometipsformakingsureyouremailgetsdeliveredtoasmanyclientsaspossible:

• Designforthemostcommonemailclients.AsofFebruaryof2016,thesewere:- Gmail- Outlook- Yahoo!- WindowsLiveMail

• Includealinkinyouremailtoviewonline

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• AlwaysincludeAltTextwithyourimages,becausemanyemailclientsblockimagesbydefault.AltTextistextthatgetsdisplayediftheimagesinyouremailgetdisabledbyanemailclient.Thisway,evenifpeoplecan’tseeyourimages,theywillstillbeabletounderstandwhatyouremailisabout

- Don’tusebackgroundimageswithTextontop.WhiletechnicallyOKundersome

circumstances,ingeneralit’sbestistosimplyavoidthemastheycanmakereadingthecontentdifficult.Backgroundcolorsareusuallyok,andshowupjustfineinmostemailclients

- AlsoOKtousesmallerImages/Thumbnails- DONOTuseanimageasthebackgroundforwholeemail,orforthebackgroundofa

contentblockinsideofanemail-

UsingOnContacttoSendEmailCampaignsratherthanyourregularemailaddressoranotherexternalserviceMostmarketersusesoftwareliketheEmailDesignerinOnContactbecausetheyhelpsimplify/automateputtingtogetheranemailcampaign.OnContactdoesthis,andprovidesadditionalbenefits,like:Savingmoney.TheEmailDesignerisalreadyincludedinOnContactatnoadditionalcost.So,thereisnoneedtointegratewithanotherapplicationorpayforanyadditionalsoftwareAvoidingspamfilters…Avoidingspamfiltershelpsyouavoidfinesandreachmoreofyoursubscribers

• OnContact:o Automaticallysendsemailsoutinsmall“batches”toavoidhavingyourIP

addressblacklisted.o Hastasksthatrunregularlyinthebackgroundtocheckthevalidityofanyemail

addressesinyourdatabase.o Won’temailcontactswhohaveunsubscribed,whichmakesiteasiertomanage

bouncebacksandoptoutsYoucanhostandmanageyourcontactlistsfromoneplace.EmailDesignerpullscontactinformationrightfromyourCRMdatabase,soyourContactlistswillalwaysbemoreaccurateanduptodate.There’snoneedtohostgraphicsonyourownserver.Whenyousendemailswithimages,thoseimageshavetobe“pulled”fromasourcesomewhere.WithoutatoolliketheEmailDesigner,youhavetostoretheimagesonyourownserver.Theemaildesignercomeswithanimagelibrarywhereyoucanstoreyourimages

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It’seasytodesignemailswithOnContact.YoucandesignemailswithoutknowingHTMLusingcustomizabledraganddroptemplatesinstead.Also:OnContactautomaticallyconvertsemailstoanolderversionofHTMLtomakesuretheydisplayproperlyinvariousemailclientsYoucanpersonalizecontentforyoursubscribers,evenifyouhaveareallybigcontactlistYouhavelikelyreceivedemailsthataddressyoubyyourfirstname,right?Youcandothesamethingusingwhat’scalledDynamicContent.DynamicContentautomatestheprocessofpersonalizingemailswithnames,titles,contactinformationandsoonbyautomaticallypullingitfromyourdatabase.Trackandanalyzeyourcampaignresults.Thisletsyouseerightawayhowsuccessfulyouremailcampaignwas.AvoidCreatingSpamIn2004,alawwassignedintoeffectcalledtheCAN-SPAMAct:

• Thislawheavilypenalizesanyonewhosendsspam• Violatorscanbefinedupto$11,000peremailaddress

It’ssafetosaynoonereallyenjoysgettingspam…andyouareprobablynottryingtodoso.Butdidyouknowyoucanspampeoplewithoutevenmeaningto?!It’strue.Herearesometipstohelpyouavoidspammingpeoplebyaccident:Don’tuseanymisleadingheaders,replytoaddresses,subjectlinesetc.Basically:playfair,don’ttrytotrickanyoneintoopeningyouremail.ThegoalisalwaystogetyoursubscriberstoWANTtoopenyouremailAlwaysincludeanunsubscribelinkYes,evenifyoudon’tWANTthemtounsubscribe,includealinkforthemtooptout.Thisisusuallylocatedatthefooterofyouremail.Makesureit’seasyforreaderstofind.IfyouusethefooterblocksinOnContact,thisisalreadybuiltin.AlwaysincludeyourphysicaladdressUsuallyatthefooterofyouremail.Again,thisisalreadybuiltintothefooterblocksinOnContact.Onlysendemailsthatcontaininformationthatisrelevant,exclusive,interesting,orimportanttoyoursubscribers.Forexample:AnexclusiveofferthatisonlyavailabletoyoursubscribersDon’toverloadyoursubscriberswithemails.

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Ifyoucan,trytosendemailsoutonceaweekorless.Thevastmajorityofpeopleprefertoreceiveemailsweeklyorless.Veryfewpeoplewantdailyemails,sodefinitelyavoidthatIt’susuallyprettyhelpfultojustthinkaboutyourownemailhabits.Payattentiontowhatkindsofemailsyouareopening.Andwhenyouopenanemail,whatlinksareyouclickingon?Trytotakenoteforacoupleweeksandseeifyounoticeanypatterns.

CreatingaSuccessfulEmailCampaignIdentifyTargetsObviously,thefirstthingyouneedtodoismakesureyouactuallyhavesomeonetosendyouremailto.Focusonbuildingyourowncontactlistsforemailsvs.purchasingorrentingone.You’llseemuchbetterresults.Youshouldonlysendemailstopeoplewhohavesubscribedtoreceiveemailsfromyou.Ifyouneedtobuildupyourlistofsubscribers,herearesomeideas:Addanemailsign-uplinkonimportantpagesofyourwebsite.LeadscanbecollectedautomaticallyfromyourwebsiteformusingOnContact.Offervisitorstoyourwebsiteacouponinexchangefortheiremail.Usesocialmedia.Encouragesubscriberstosharecontentoremailswithfriendsonsocialmedia.Youcanalsopromoteanonlinecontestwhichuserscanenterwiththeiremails.Givepeopleoptionswhentheysubscribe.Maybetheyonlywanttoreceiveanemailfromyouonceamonth,ormaybetheyonlywanttoreceiveyournewsletter,butnotyoursalesoffers.Peoplewillbemuchmorelikelytotrustyouwiththeiremailiftheyknowtheycansignupforexactlywhatthey’reinterestedinandnothingmore.They’llbemuchmorewillingtotrustyouwiththeiremail.CreateaStrategyLikeanyothertypeofmarketing,emailmarketingworksbestwhenyouplanahead.Creatingastrategyisprettyeasy.Thesearesomegoodquestionsaskyourselftohelpfigureoutwhatyourstrategyshouldbe:• Whatisthegoalofyouremailcampaign?

Ifyoudon’thaveaspecificanswertothisquestion,werecommendNOTsendingtheemail.YoushouldalwaysknowWHYyou’resendinganemailandwhatyouhopetogainfromit.Forexample:generatemoresales,orincreaseemailsignupsforanevent,ortoreactivateformercustomers

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• Whoisyouraudience?

Onceyoudecideyourgoal,decidewhichtypesofcontactsarebestsuitedtofulfillthatgoal.Segmentthisgroupintotheirowncontactlist(s).Goodemailmarketingreliesonorganizingcontactsintomultiplelistsaccordingtowhatkindofinformationtheywanttoreceive.Thisway,youwillonlysendemailsthatareactuallyrelevanttothepeoplereceivingthem.YoucaneasilydothisusingtheListorInterestfieldinOnContact.

• Whatshouldyourcontentbe?Thinkaboutwhythisgroupofpeoplesignedupforyouremailsinthefirstplace.Then,focusondeliveringthattothem.Remember:Emailswithcompelling,usefulcontentaremuchmorelikelytokeepyourcontactsinterestedinwhatyouhavetosay.

• Whenshouldyouscheduleyouremail?

Agoodruleofthumbistoschedulethemmidmorningduringtheworkweek.Butifpossible,useinformationaboutyouraudiencetofigureoutthebesttimeforyouremailtogetnoticed.InOnContact,youcanscheduleemailsusingCommunicationLists.

Thefunpart–designingyouremails!Afewthingstokeepinmind:

• Havinggoodcontentismoreimportantthanhavingacoolgraphicsandlayout.Thisisthe#1mostimportantthingforanyemailcampaign!

• Yourmessageshouldbeclearandeffective,evenifyoudon’tuseanyimagesatall.• Designemailsinawaythatkeepsthemgettingflaggedasspam.• Neveruseanymisleadinginformation(thisincludesheaders,replytoaddresses,and

subjectlines).• Remembertoincludeanunsubscribelink• Alwaysincludeyourcompany’sphysicaladdress(usuallyinthefooterofemails)• Keepyouremailwidthunder600px.Thisisbecausemanyemailclientshaveavery

narrowpreviewwindow,andthishelpsensuretheycanseethewholeemailrightaway• Trytokeepyourdesignassimpleandstraightforwardaspossible.Singlecolumnlayouts

usuallyworkbest–theyarethemostversatile,andtheyareeasiertoviewonmobiledevices.

• Don’tusetoomanyfonts.Ingeneral,werecommendonlyusingonefontforheadlines,andonefontforbodycopy.That’sallyouneed.

• Usesystemfonts,notwebfonts.Thisisbecausewebfontswon’tshowup.Youprobablywon’thavetoworryaboutthisonethough,becausetheemaildesigneralreadycomeswithweb-safefontsbuiltin

• StayawayfromCSSandothermoderncodingtechniques.Instead,usetablesandcolumnstoadjustyourlayout.OnContactautomaticallyconvertsyouremailsintoaverycompatibleformofHTML,soyouprobablywon’tneedtoworryaboutthisoneeither

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• Trynottousetoomanyimages,becauseimagestendtoslowdownhowquicklyyouremailcanload.

OptimizeforMobileThisisactuallyanoptionalstep,butit’sstillprettyimportanttoknowabout.Mostpeopleaccessemailsfromtheirphonesatleastsomeofthetime.Ifyouwanttomakesurepeoplecanstillopenyouremailontheirmobiledevices,youwanttomakesurethat:

• Youremails’widthisnobiggerthan320px• Thatisthewidthofaphonescreeninportraitorientation• Makesureyourfontsizesarebigenoughtoreadonasmartphone• Irecommendafontsizeofatleast16points• Makesureyourbuttonsarebigenoughtoeasilyselect• Forthis,Irecommendasizeofatleast46x46pixels• Don’tgroupyourlinkstooclosetogether.• Thismakesclickingonspecificlinksmuchharderifyou’reusingasmartphone

Note:MobileoptimizedemailisnotthesamethingasResponsiveEmail.Responsiveemailsadjusttheirlayoutandfontsizesbasedonwhatdevicethey’redisplayedon.TestYourEmailsBeforeyousendyouremail,makesureyoutestitfirsttomakesureeverythingdisplayscorrectly,andtomakesureyouremailisviewableinmultipleemailclients.Onewaytodothis:

• Sendtestemailstoacouplefriendsandcolleagues• Thisworksreallywelliftheyhappentouseafewdifferentemailclients• Youcanalsosetupemailaccountsspecificallyfortesting• Manypopularemailclientswillletyousignupforfree• Otherwise,youcanuseaservicelikeLitmus• Thatwillallowyoutoseehowyouremailswilllookinavarietyofemailclientsand

devicesIfyouwanttobereallythorough,youcanperformanABTest.AnABTestiswhenyousendthesameemailtotwodifferentgroupstocomparetheirresponsestospecificcriteria,likediffering…

• Subjectlines• deliverytimes• headline• calltoaction

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Yourresultswillhelpyoudeterminewhichcriteriaperformbest.Werecommendtestingtheheadlineorcalltoactionfirst.ForthefirstABtest,yourgoalmightjustbetogetmorepeopletoopenyouremail.Ifso,youwouldlookatyourhistoricalopenrateandthendecidehowmuchimprovementyouwanttosee.Ifyoudon’tseeimprovementafterthefirstsetofABTests,runanothertestwithtwomoreversions.Repeatthisprocessuntilyoufigureoutwhatgetsthebestresults. HereareafewbestpracticesforrunninganemailA/Btest:

• Onlytestonevariableatatime• Usethebiggesttestsampleasyoucan.Thelargeryourtestsampleis,themoreaccurate

yourresultsaregoingtobe.• Remembertosplityourlistrandomlytoavoidskewingyourresults.• Alwaystestsimultaneously.Thatmeans,alwayssendtoListAandListBatthesame

time.That’sgoingtoreducethechancethatyourresultswillbeskewedbyanytime-basedfactors.

AnalyzeYourResultsThelaststepinanyemailcampaignisanalyzingyourresults.Thisiswhenyougettofindouthowsuccessfulyourcampaignwas.Someimportantresultstopayattentionare…

• Youropenrate• YourClickthroughresults• YourUnsubscriberate• AndanyEmailbouncebacks

Thisdataisgoingtohelpyouseewhatworksandwhatdoesn’t.Anditwillhelpyoufigureouthowyoucanimproveyourcampaignnexttime.

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EmailDesignerSofirst,alittlebitabouttheEmailDesigner…itusesacombinationofLayoutsandContentBlockstosimplifytheprocessofcreatingandsendingemailcampaigns.Thatmeansyoudon’tneedtouseHTMLtobuildanemailfromscratch.Instead,youcandraganddropcontentintoanemaillayout,andthencustomizeitwithyourownimagesandtext!YoucanevenautomaticallypersonalizecontentforyoursubscribersusingDynamicContent.YoucanalsotrackdatainyourcampaignsandanalyzetheresultslaterinOnContact.MyCompanySettingsFirst,oneoftheeasiestthingsyoucandotosaveyourselfsometimeistosetyourCompanyDefaults.YoucansetcompanyinformationinOnContact,like…

•CompanyName•Logo•Website•Mailingaddress•Socialmediaaccounts

Onceyou’vesetthoseup,theinformationisautomaticallypopulatedintoyouremails.Thatway,youwon’tneedtofillinthisinformationeachtimeyoucreateanewemail.ThesesettingscanbefoundinSetup-System-MyCompanySettings. DynamicContentAnothereasytowaytosavetimeisbyaddingDynamicContenttoyouremails.Youhavelikelyreceivedemailsthataddressyoubyyourfirstname,right?YoucandothesamethingusingDynamicContent.

•Usuallyusedinthebodyofyouremail•Automatestheprocessofpersonalizingemailswithinformationsuchasnames,titles,contactinformationbyautomaticallypullingitfromyourdatabase.Thatmeansyoudon’thavetomanuallydothesamething.Thismakesitmucheasiertopersonalizecontentforyoursubscribers,evenifyouhaveareallylargecontactlist.

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CreatingandEditingEmailTemplates

InOnContact,youcaneither…•Createabrandnewemailfromscratch•Createanewemailusingapre-madeemaillayoutthatyoucaneditwithyourowntextandimages•EditanexistingemailtosendagainWhenpreppingacampaign,assigntargetstoyourcampaignforthebesttracking.Youhavetheoptiontosendemailswithoutcreatingacampaign–butifyoudo,youcan’tseeanalytics(likeclick-throughs,bouncesetc.)afterwards.ContentBlocksYoucanthinkofContentBlocksasbeingkindoflikepuzzlepiecesthatyouputtogethertoformacompleteemail.YoudragandDropanyblockintoyourEmailTemplate.Then,customizewithyourownimagesandtext.YoucanaddContentBlocksto…

• Addcolumnstoyourlayout• AddSpacersanddividersin

betweensections• InsertCouponsandButtons

You’llprobablyalsousetheImageBlockalot…

• Thisishowyouaddimagestoyourtemplate• ImagesaresavedtotheImageLibrary• Whenyousendyouremail,imagesarepulledfromtheImageLibrarysoyour

subscriberscanseethem• Alsonicebecausethiswayyoudon’thavetohostimagesonyourownserver

CommonlyUsedContentBlocksHeaderBlocks

• locatedatthetopoftheemail• Usuallycontainsalogow/alinktoyourwebsite

FooterBlocks

Creating and Editing Email Templates• NewEmailTemplate• NewEmailusinganEmailTemplate• EditanexistingEmailTemplate

Content Blocks

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• Locatedatthebottomofyouremail• IncludeslinktoUnsubscribe• Mailingaddress• CompanyContactInfo

Header / Footer Blocks

HeaderBlocksLogoandcompanyinformation.Editblocktoapplyyourownbranding.

FooterBlocksCompanycontactinformationandan

unsubscribelink.

SocialMediaBlock• Containlinkstoyoursocialmediaprofile• CanbelinkedtoyourMyCompanySettingsdata.

Social Media Block

SocialMediaBlockLinkstoyourcompany’ssocialmediaaccounts,suchasFacebook,Twitter,LinkedIn,Pinterest,andmore.

TabBlock•Createhyperlinkedmenusinyouremails•Greatifyouhavelotsofrelatedlinksthatyouwantsubscriberstofollow•Puttheminamenu-likeformat,whichlooksmuchcleanerandnicer

Tab Block

TabBlockEasilycreatealinkedmenuinyouremail.

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Click to View Online Block

ClicktoViewOnlineBlockEasilycreatealinkedmenuinyouremail.

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YoucanalsoeditexistingContentBlockshoweveryoulike:• Saveschangestothe“MasterVersion”ofwhateverblockyou’recustomizing• SothelayoutofthatblockstaysthesameeachtimeyouuseitModify / Create Content Blocks

YoucanevencreateyourowncustomContentBlocks!

IfyouwanttobeabletoviewtheAnalyticsforyouremailafteryou’vesentit,youneedtoaddTracking

• Thistracksaspecificpartofyouremail,likeanimageorahyperlink• Onceanimageisdownloadedbyanemailclient,thestatsareupdatedinCRM

Tracking – Open Rate

• MustaddTrackingtoviewyourAnalyticslater• Tracksspecificpartofyouremail• ViewstatsinCRM

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Trackingallowsyoutoknowthingslikehowmanypeopleopenedyouremailorwhoclickedonalink. FormattingTab-TextYoucaneditparagraphsandtextintheEmailDesignerjustlikeyoucaninsomethinglikeWord.OntheFormattingtabyoucanadjust:

• Fontsize• Fontcolor• Fontstyle• Paragraphformat• Paragraphalignment• Bullets• Highlights

DesignTab-BordersandWidthYoucanedittheappearanceofContentBlocksbyaddingthingslikeBordersorBackgroundcolors.Youcanalsochangethewidthofyouremail.YoumaywanttochangethisifyouwanttoOptimizeyourEmailforMobile.

BeforeYouSendBeforeyousendoutyouremailcampaign,makesureyouremembertoincludetheseitems:

q Linktoviewonlineq Alt-Text:addtoallimages

Formatting Tab

•Fontsize,color,style•Paragraphformat,alignment•BulletedLists•Highlighting

Design Tab

• Addbordersandborderstylestocontentblocks

• Addbackgroundcolorstocontentblocks

• Addbackgroundimagestocontentblocks• Note:backgroundimagesonlyworkinafewemailclients.

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q Unsubscribelinkq Physicaladdressq Emailwidth:between350–600pxq UpdateOpenRatebox:checkforlinkedimagesq Includeanyclick-throughworkflowsq MakesurelinkshaveAbsolutePaths

q AbsoluteLink:http://www.site.com/pageq RelativeLink:/page

DoNOTincludethefollowing:

q Nomisleadingheaders,names,replytoaddresses,orsubjectlines.q NoCSS.Instead,usetablesandcolumns(1-2columns)q Coolitwiththefonts.Agoodgeneralruleistouseonefontforheadlinesandanother

forbodycopy.q Nowebfonts–theywon’tshowup.Usesystemfonts.

q Someweb-safefonts:Arial,Helvetica,Tahoma,TimesRoman,Georgia

q Minimizeyouruseofimages.Imagesmakeemailsloadmoreslowly,andyoucanbeflaggedforspamifyouusetoomanyimages/reallybigimages.

TestingyourEmailAlwaystestyouremailbeforeyousendittoyoursubscribers.Youmaywanttomakesureyouremailisvisibleindifferentemailclients.Todothis,youcansetupemailaccountswithmultipleclientsandsendtestemailstoeachone.OryoucanuseaservicelikeLitmustoseehowyouremailwilllookinvariousemailclientsallatonce.UseTestMergetosendatestemail:

• SelecttheToolsoptionintheupperrighthandcorner.

• Entertheemailyouwanttosendyourtestto.• ClickOk.

Testing Your Email• Alwaystestyouremailbeforesendingitout– inOnContact,thisiscalledaTestMerge• Makesureemailisvisibleindifferentemailclients• Setupemailaccountswithmultipleclientsandsendteststoeach• UseaservicelikeLitmus toseehowyouremailwilllookinvariousemailclientsatonetime

• TestMerge:• SelectToolsintheupperrighthandcorner• Entertheemailyouwanttosendyourtestto• ClickOk

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SendingYourEmailWhenyou’rereadytosendyouremail:

• Searchforthecontactsyouwanttosendyourmailingto-selectthem,andclickEmail.• Selecttheemailtemplateyouwanttosend.• ClickNext• EnteraSubjectLineforyouremail,andthenameyouwantdisplayedinthe'emailfrom'• ClickNexttosendyourmailing

TrackingandAnalyticsAssignTargetsThereareafewdifferentwaystoAssignTargets:

• FromtheMarketingiconatthetopofthescreen,usetheTargetstab,clicknewandsearchfortheCompanyyouwanttoadd.

• FromtheWorkspaceiconatthetopofthescreen,searchforasetofCompaniesorContactsusingtheCompanyorContactSearch.Onceyouhaveasetofsearchresultsdisplayed,clicktoSelectAll(lower-rightcorner).ThenclicktheWorkflowbuttonandchooseAssignCampaign.

• AfterimportingContactsorCompanies,youcanopenalistpagetodisplaythenewlyimportedrecords,thenclicktoSelectAll(lower-rightcorner).ThenclicktheWorkflowbuttonandchooseAssignCampaign.

EmailBounce-BackProcessingEmailbounce-backprocessinghelpstocleanoutinvalidemailaddressesfromyourCRMdatabase.InvalidemailsareanyfailedemailssentthroughAmazon’sSimpleEmailService(SES).Examplesofeventsforemailfailuresincludenonexistentemailaddressandafullmailbox.

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ACRMtaskroutinelyreviewsemailsthathavebeenreturned.

InvalidEmailaddressesaremadeinactiveandupdatedwithacodetoindicatewhyitwasinvalid.Activitiescreatedtotrackthesendingofemailsarealsoclosedwitharesultcodethatindicatesthattheemailfailedtobedelivered,alongwitharelatedeventthatincludesfurtherdetailsofwhyitfailed.Bydeactivatinginvalidemailaddresses,futureemailstotheseaccountswillnolongerbeprocessed.

Email Bounce-Back Processing• Helpscleanoutinvalidemail

addressesfromyourCRMdatabase

• InvalidemailsareanyfailedemailssentthroughAmazon’sSimpleEmailService(SES)

• CRMautomaticallyreviewsemailsthathavebeenreturned

• Invalidemailsaremadeinactiveandcodedtoindicatewhyitwasinvalid