Email campaigns are a powerful tool for engaging with your audience, driving conversions, and building strong customer relationships. Whether you’re reaching out to potential clients, nurturing leads, or keeping your current customers informed, a well-crafted email campaign can make all the difference.
In this guide, we’ll walk you through the process of creating and setting up your email campaigns using Your CRM. With its intuitive Email Builder and automation features, Your CRM makes it easy to design, schedule, and manage your campaigns. Whether you’re new to email marketing or looking to streamline your process, this step-by-step guide will help you get your campaigns up and running in no time.
Step-by-Step Guide to Creating and Setting Up Email Campaigns
1. Access the Email Campaigns Section
Start by logging into Your CRM account. Navigate to the “Marketing” tab on the left-hand menu, and select “Email Campaigns.” This is where you can create, manage, and monitor all your email marketing efforts.
2. Create a New Email Campaign
Click on the “+ New Campaign” button to start a new email campaign. Give your campaign a name that reflects its purpose (e.g., “Summer Sale Promo”) to keep your campaigns organized.
3. Choose Your Email Design
You have two options for setting up your email:
Select a Pre-Designed Email Template: If you’ve previously created and customized email templates, you can choose one from your saved templates to use for this campaign. This option saves time and ensures consistency with your past designs.
Design a New Email Template: If you prefer to start fresh, you can create a new email template for this campaign. For detailed instructions on designing your own email template, refer to our How to Create an Email Template guide. For guidance on using the Email Builder, check out our How to Use the Email Builder guide.
Directly Create a Campaign from an Email Template
To streamline the process, you can directly create a campaign from an existing email template:
1. Find Your Template: Navigate to your list of email templates.
2. Use the Template: Click the three dots next to the desired template.
3. Select “Create Campaign”: Choose this option to start a new campaign using the selected template, simplifying the setup process.
4. Edit the Email Template and Customize Your Campaign
After selecting your template:
Email Builder: You'll be taken to the Email Builder, where you can edit the email template to suit the campaign's specific needs.
Send or Schedule: Once editing is complete, click the “Send” or “Schedule” button to further customize your campaign's sending options, including targeting, timing, and other settings
5. Enter Campaign Details: Input key details such as the sender’s email, sender’s name, subject line, and preview text. These elements are crucial for how your email will appear in your recipients' inboxes.
6. Segment Your Audience
Targeting the right audience is crucial for the success of your email campaign:
Choose Your List: Select the contact list(s) or smart list you want to target.
Apply Tags: Use segmentation based on specific contact tags.
7. Toggle on Tracking
To track and analyze your campaign's performance, toggle on the tracking button within the campaign settings.
8. Schedule Your Campaign
Timing can impact your campaign’s effectiveness:Send Immediately: You can choose to dispatch your campaign right away OR
Schedule for Later: Set a specific date and time for your campaign to be sent. Pick the optimal timing based on audience engagement patterns.
9. Send a Test Email
Before you send your campaign:
Test Email: Send a test email to yourself, a friend, or a colleague to see how it looks and functions.
Enter Necessary Details: Fill in essential details like the sending address.
Click Send: Click the send button to test your email campaign and ensure everything works as expected.
10. Confirm and Launch
Once you’re satisfied, click “Send” or “Schedule” to launch your campaign.
11. Monitor Campaign Performance
After your campaign is sent, track its performance in the “Analytics” section. Your CRM provides insights into key metrics like open rates, click-through rates, and conversions, allowing you to measure success and optimize future campaigns.
FAQs
What if my email looks different in the preview compared to the final send?
What if my email looks different in the preview compared to the final send?
Email clients (like Gmail, Outlook, etc.) sometimes render emails differently. This is why it’s crucial to send a test email to see how it looks in real inboxes. If you notice any discrepancies, you may need to tweak the design or code within the Email Builder to ensure consistency.
Can I reuse a campaign that performed well in the past?
Can I reuse a campaign that performed well in the past?
Absolutely! If you have a campaign that was particularly successful, you can clone it within Your CRM. Simply find the campaign, click the options menu, and select "Clone." This saves time and allows you to replicate effective strategies.
What happens if I accidentally send a campaign to the wrong audience?
What happens if I accidentally send a campaign to the wrong audience?
Unfortunately, once an email is sent, it can't be unsent. However, you can quickly follow up with a correction email. It’s always good to double-check your audience segmentation before hitting send to avoid this issue.
How do I make sure my emails don’t end up in the spam folder?
How do I make sure my emails don’t end up in the spam folder?
To avoid the spam folder, make sure your emails are well-crafted with a clear subject line, relevant content, and proper email authentication (like DKIM and SPF). Avoid using too many promotional words like "free" or "guarantee," and always provide an easy way for recipients to unsubscribe.
What’s the best time to send my email campaign?
What’s the best time to send my email campaign?
The best time can vary depending on your audience, but generally, emails sent mid-morning (around 10-11 AM) or early afternoon (around 1-2 PM) tend to perform well. Your CRM’s analytics can help you identify when your audience is most active, so you can time your campaigns accordingly.
How can I improve my open rates?
How can I improve my open rates?
Improve open rates by crafting compelling subject lines, keeping your sender name recognizable, and sending emails at optimal times. Personalization and A/B testing different subject lines can also help boost open rates.
What if I don’t have a large email list yet?
What if I don’t have a large email list yet?
If your email list is still growing, focus on quality over quantity. Engage your current subscribers with valuable content and encourage them to share your emails. You can also use Your CRM’s tools to create lead magnets and capture forms to grow your list organically.
Can I use images and videos in my email campaigns?
Can I use images and videos in my email campaigns?
Yes, images and videos can make your emails more engaging. However, be mindful of file sizes to ensure your emails load quickly. It’s also a good idea to include alt text for images and a fallback link for videos in case the media doesn’t load properly for some recipients.
How do I handle unengaged subscribers?
How do I handle unengaged subscribers?
If you notice subscribers who haven’t interacted with your emails for a while, consider sending a re-engagement campaign. Offer them something valuable to reignite their interest, or give them the option to update their preferences. If they remain inactive, it might be best to remove them from your list to maintain a healthy engagement rate.
Can I automate my email campaigns?
Can I automate my email campaigns?
Yes! Your CRM offers automation features that allow you to set up email sequences, trigger campaigns based on user behavior, and more. Automation can save you time and ensure your audience receives timely, relevant content.