Creating a Marketing Campaign
Select More at the top of the screen.
Select Marketing.
Click the + sign in the bottom right corner.
You can select one of our already created recurring campaigns or build your own campaign. Select Continue.
Select one of the pre-designed templates or create a brand new template.
Enter a Campaign Name for the template. The customer will not see this name.
Enter a Subject for the email the customers will receive. This will be the subject line the customer will see when they receive the e-mail.
In the body of the message enter in the message that you wish to send to your customer.
Within the e-mail template by default their will be insert items for Company Mailing Address Line and Unsubscribe. These insert items are required in order for the email campaign to send. If you remove them, simply select the Insert Placeholder drop down menu and select them from the list.
To add a picture, click where in the email you wish the picture to go and press the picture icon on the tool bar. You can then select Upload and navigate to a picture saved on your computer. Once you have selected your picture, press Insert.
Once you have finished creating your e-mail template, press Continue.
Select either All Clients or Selected Clients. Selected clients will let you use various filter options to narrow down which customers in your list will receive the e-mail campaign.
If you chose the option for Selected Clients, you will now be able to select your various filter options. Simply check the box next to the filter option you wish to use and select the desired option from the drop down window or enter the number of days as it applied.
Press Continue.
Review your campaign settings. You can select Send a Test Message to send yourself the e-mail before you send it to all of your customers.
Once you are satisfied with the campaign settings, press Schedule to Send.
Select the Date and Time you wish this campaign to send to your customers.
Press Schedule.
