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SOP: Sending Email Campaigns

Step 1: Setup

1. Navigate to Marketing Tab: Go to the Marketing tab, then select the Email tab.
2. Verify Sender Emails: Ensure sender emails are verified to improve deliverability.
3. Enable Tracking: Turn on UTM tracking and click performance tracking for link analysis.

Step 2: Create Campaign

1. Access Campaigns: Go to the Campaigns section.
2. Select Audience: Choose to send the campaign to all clients or a specific segment.
3. Create New Campaign: Click "New" to start a campaign.

Step 3: Choose Email Format

1. Template vs. Blank Email:
   • Template: Use for a polished look with graphics.
   • Blank Email: Use for a personal, handwritten feel.
2. Select Template: Browse and select a template that fits your theme (e.g., Thanksgiving).

Step 4: Customize Email

1. Edit Content: Use the graphical email editor to:
   • Add or delete sections.
   • Insert images, buttons, and links.
2. Upload Images: Click the pencil icon to upload images from the media library.
3. Organize Media: Store images in folders for easy access.
4. Personalize with Custom Values: Insert recipient's first name and other details using the custom values button.

Step 5: Finalize Email

1. Add Footer: Include an unsubscribe link, social media icons, and logos.