how to create an email campaign using intouchcrm

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How to create an email campaign

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Page 1: How to create an email campaign using intouchcrm

How to create an email campaign

Page 2: How to create an email campaign using intouchcrm

How to create an email campaign

Email marketing campaigns enable you to communicate with customers and build a rapport as well as track the overall process of each campaign with reports.

Page 3: How to create an email campaign using intouchcrm

1. Input basic information• Read explanations opposite

boxes if unsure of what to put.

How to create an email campaign

Page 4: How to create an email campaign using intouchcrm

2. Pick a template for your email campaign or

- Select the tab ‘Past Emails Sent’ and reuse a previous email

- Use a free-form template

- Create your own with custom HTML (previous knowledge of HTML coding needed)

How to create an email campaign

Page 5: How to create an email campaign using intouchcrm

How to create an email campaign

Let’s take a look at this link next

Page 6: How to create an email campaign using intouchcrm

3. This link opens a new webpage that contains tags, ready for you to use when you write your email and use the content editor

Example:

Standard email without tags-

Hi Joe, hope you are well!

Email with tags-

Hi %FirstName%, hope you are well!

These tags can be copied and pasted into your email.

Free of hassle!

How to create an email campaign

Page 7: How to create an email campaign using intouchcrm

These three boxes are used for creating links, anchors and email links.

This box shows what you can do when you’re using the editor

How to create an email campaign

Page 8: How to create an email campaign using intouchcrm

How to create an email campaign

4. Add recipients• The next page will

ask you to choose your contacts

Page 9: How to create an email campaign using intouchcrm

How to create an email campaign

5. Review details and then proceed to test and send.• The campaign will not

yet be sent, the next page will be testing options.

Page 10: How to create an email campaign using intouchcrm

How to create an email campaign

6. These options enable you to send an email to yourself first and preview how the email will look. You can also run a campaign preview which credits are needed for, this allows you to send the campaign to different email providers and see how it will look.

Page 11: How to create an email campaign using intouchcrm

How to create an email campaign

7. You can send your campaign straight away or schedule it for another time