How to Create Email Campaigns under Email Marketing in CRM?

The CRM enables personalised and targeted communication with your members. It allows you to send informative newsletters, event invitations, membership renewal reminders, and customised content based on member interests. With automation workflows, you can nurture leads, onboard new members, and drive engagement, fostering a stronger membership experience.

  1. Navigate to the “Emails” Section: On the CRM dashboard, locate the navigation menu on the left-hand side of the screen and click on the “Emails” tab. This will take you to the list view of all your emails.
  2. Add new email: In the Emails section, you’ll see a list of existing campaigns if you have any. To create a new campaign, click on the “Add New” button at the top of your screen. 
  3. Select email template: You can select an email template that has already been created or you can create a new email template. To select an existing template scroll through your options on the screen and click on “Start Writing” to choose the template. You can also select a template from the “Pro Templates” section that has some pre-created email formats. 
  4. Creating a new template: To create a new template simply click on any of the templates in the “Pro Templates” section and start editing the template. You will first need to change the subject of the email and then edit the remaining parts. 
  5. Testing an email template: Once editing is completed, you will first need to toggle the “Draft” button in red to “Ready” in green. Before testing, you can review how your email will be displayed on a desktop and mobile view by clicking on the mobile and desktop icons on the right top corner of your screen.  Now you can click on “Update & Test” to send yourself a test email.

Saving an email template: Now that you have reviewed and tested your email template, you can click on “Save”. Now that you have saved your email, it will automatically appear on the list of your email homepage. Alternatively, you can start a campaign and broadcast an email on the same page.

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Updated on 26/03/2024