Activate Email Marketing (Step 3):
Automatic and Customized Email Campaigns

November 13th, 2009 • Posted by Andrea Feucht • Permalink

Now that you've learned why Email Marketing is a must for your business, you've started gathering your clients' information, and you've decided how to reward them for their loyalty, it is time to send them some newsletters with your personal touch!

The easiest way to start is simply make sure that you have our automatic campaigns enabled:

Go to Setup Tab, click on "Basics," and scroll down to the Email Marketing Section.  If the first box is not checked, it will look like this:

Email Marketing Not On

Go ahead and click the box, which will give you a few more boxes:

Email Marketing On

I recommend enabling everything to get the ball rolling ASAP.  That's it!  You can now go into your Marketing Tab and see which campaigns will be sent on your behalf — just click on "Email Marketing" in the left column.

Email Marketing List View

Don't see anything?  Click "Update Emails" to get a current list of the campaigns we've created for the next few months.

Update Emails List

Any of those schedule campaigns can be customized, from the time and date sent, to the text that appears in them, to the color scheme!  Just click on "Edit" to go into the campaign and start customizing away.  We have great detailed help topics on how to edit your campaigns, but that step is totally optional — you can just let the emails go on their timetable to all of your opted in clients automatically — that's the simplicity of the system.

For live demonstration and discussion, you'll want to sign up for either of our two webinars: