Create Recipient List

To begin you need to create the recipient list for the email. Depending on the nature of the campaign, you can create the list one of two ways.

This first method allows customers who visit your site to fill out a subscription form which will subscribe them to a list and subsequently your email campaign.

1. Under the Marketing tab, click on ‘Lists’. Create a new list and give it a meaningful name. e.g. Christmas card list, Newsletter.
2. Save and click Next
3. This is the email that customers will receive if they are subscribing to this list from your website. Add any extra information you would like them to receive. Save.
4. Click on the link within the Action Box called ‘Add subscribe box to webpage’ A dialog box will appear with a list of all the webpages on your website.
5. Click on the webpage you want the subscribe box to be placed on.
6. Place the cursor where you want the box to appear, click on the ‘1-Click Insert’ dropdown and then click ‘Insert’ The Subscribe box should now appear in the webpage editor.
7. Click Save and Publish

This second method is for you to select the customers who will receive the email campaign.

1. Under the Marketing tab, click on ‘Lists’.
2. Create a new list and give it a meaningful name. e.g. Christmas card list, Newsletter.
3. Save and click Next Click
4.  Next again
5.  If you only have a handful of people you want to receive the email you can click the ‘Subscribers’ link in the Action Box and type in the name and email of the recipients.
6. If you have a large number of people to add to the list, click on the ‘Download Import Template File’ Fill out each column. NOTE: If you do not want to fill out all fields leave the column there. Do not delete any problems.
7. Save it in a .CSV format and upload it.
8. You can view the subscribers list by clicking on ‘Subscribers’ in the Action Box

Creating the Campaign

There are two types of campaigns; the first is a one off email sent to customers a particular date and the second is a recurring campaign.

One Off Email

1. Go to ‘Email Campaigns’ under the Marketing tab.
2. Under the Action Box create a new Campaign.
3. On the first page, the one-off campaign is the default choice. Keep this selected and click Next
4. Campaign Name: This is the name that will appear in the admin for your reference
   Delivery Date: is the date the email will be sent
   Delivery Time: The time of day you will want the email to be sent.
   Template: If you have an email template, select it here. If you don’t, leave it as ‘Don’t use template.
   Email From Name: This is the name that customers will see the email come from
   Email From Address: The email address the email will be sent from
   Email Subject: The subject that will appear in the customers email client
   Email Format: leave as HTML
5. Next
6. Select the list that you have created for this email. 
7. Next
8. If you selected a template back at point 3, then click Next. If you didn’t select a template, select an industry and style type from the options and click Next.
9. Place your content for the email into the template. There are tags available to be used if you want to learn more about these tags go here.
10. Click Next
11. If you’re happy with the way it looks, click Save and Send.
12.  Before the email will be sent, the from email address will be verified by the system. Once it is Verified there will be a tick next to from address field in point 3.

Email Series Campaign

1. Follow the same process as the One Off Email campaign.
2. Remember to select ‘Create a customer loyalty program for recipients‘ and select the type of campaign. The most common is an Email Series and this is the one I’m working with today.
3.  Complete the rest of the points from One Off Email campaign.
4. To create the second email in the series, go back and view all the campaigns by click on ‘Email Campaigns’ in the menu.
5. Find the campaign you just created and right click on it. Select Follow up.

You can add as many followup letters as you want to.

The video below covers the two methods of creating a list and a one off email campaign.

Now that you have created your campaign and it has been sent to your customers, you can monitor the actions of customers by clicking on the email that you want to view and go to ‘Reports and Performance’ in the Wizard.