Sending email campaigns from the Digital Marketing Hub is intuitive, as the system has a simple 'wizard' guide to follow.
There are five stages to creating and sending an email campaign, which are highlighted at the top of the screen so you know where you're at in the process. Just keeping clicking ‘Next’ and you wont miss a step!
Watch this webinar for an overview:
Campaign Example: Send an email to a group of clients reminding them that you can help with their car loans.
- Click on the Campaigns tab from the left-hand side menu.
- Select New campaign
- Name your campaign – for this example we’ll call it Car Finance Reminder. On this first screen, you will see you are automatically set to create a Standard Campaign. We imagine you will use this one most often, but if you wish to change this, select a different Campaign Type from the options.
Then select Next.
- Next in the wizard - Select the list of contacts who you wish to receive the campaign. You will likely use the Mercury List which contains the contacts synced from Mercury and then segment this list to target particular groups of people. You can also create a new list, and add specific contacts to it, but this must be done prior to creating a campaign.
- Once you select a list, you'll move to the Design stage of the wizard. You can either build an email from scratch, or use one of the existing templates in your account. If you are on Premium, you will see all the templates you can choose from. If you are on DIY or Lite Touch, you need to select the Build from scratch format and build the template yourself. Learn how to create an email template here.
- Once you select an existing template in your account or have selected the type of template you want to build yourself, you will be asked for Sender Details and Email subject. Enter these in, noting you can always edit these before sending.
Then click Next.
- Now you can either edit your email template or create the content and add images into the template you chose to build from scratch using the edit features within the existing content blocks or drag and drop new content blocks from the available options on the right-hand side.
- At the final screen, you will be asked to check your campaign summary. At this stage, it's important to review each item as this is the final check before you send the campaign to the list of contacts selected. It's most important to send yourself a test. Once you have reviewed your test email, you can then review and edit the campaign, subject line, sender details and more.
The schedule function is a useful tool to use if you want to send the email on a particular date and time in the future. Don't forget to turn the toggle to the 'ON' position if you use this!
- Once you are happy, click Send Now in the top right-hand corner.
And you’re done. That is how you send a one-off email campaign. You can monitor the progress of your campaign under Reports. Find out more here.