Email Marketing
Design professional emails, reach your target audience and track campaign success
The Email Marketing app allows you to design professional emails, reach your target audience with precise filters, and track the success of your campaigns in real-time.
Create mailing lists, design emails with drag-and-drop editor, schedule sending and analyze performance with metrics like open rate, click rate and bounce rate.
Creating a Mailing List
Before sending emails, you need an audience. Mailing Lists help organize and manage your recipient lists.
Steps
1. Go to Mailing Lists → Mailing Lists.
2. Click New and give it a name (e.g., "Monthly Newsletter").
3. To add people, click into the list and click Create for individual entries, or use the Import tool.
4. Tip: You can also use "Dynamic filters" to target people directly from your CRM (e.g., "All Leads from Vietnam").
Designing Your Email
Use the drag-and-drop editor to create professional emails with pre-built building blocks.
Steps
1. Go to the Mailings dashboard and click New.
2. Subject: Enter a catchy subject line.
3. Recipients: Select your Mailing List.
4. Body: Use the drag-and-drop editor - drag building blocks from the right sidebar.
5. Click on any text or image to edit it.
6. Use / to insert dynamic placeholders like {{ object.name }} to personalize the email.
Sending & Scheduling
Always send a test email to yourself before the final launch. Click the Test button at the top left of the mailing form.
Key points
• Send Now: Sends the email to all recipients immediately (via the queue).
• Schedule: Pick a date and time for the mailing to start.
Understanding Your Results
Once the email is sent, you can monitor its performance via the smart buttons on the mailing record.
Key points
• Sent: Total emails dispatched.
• Received: Successfully delivered emails.
• Opened: Percentage of recipients who opened the email.
• Clicked: Percentage of recipients who clicked at least one link.
• Bounced: Emails that couldn't be delivered.
Best Practices
Key points
• Segment Your Lists: Don't send everything to everyone. The more relevant the email, the better the engagement.
• Keep it Simple: Use clear images and concise text.
• Check Your Links: Ensure all buttons and links are working correctly before sending.
• Timing Matters: Schedule your emails for when your audience is most likely to check their inbox.
FAQ
Key points
• How do I unsubscribe a customer? Customers can click the "Unsubscribe" link at the bottom of the email. They will be added to the Blacklist automatically.
• Can I see who specifically clicked a link? Yes, by clicking the "Clicked" smart button, you can see the secondary list of specific contacts.