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Creating E Mails

Initial Setup

In order to use e-mail marketing, you must specify some default settings. 

  • Navigate to: Dashboard > Marketing > E-mail > New Message.
  • Default From Address: Enter the e-mail address that this message will be sent from. Most of the time, this is your business's generic contact email. For example: info@domain.com.
  • Default From Name: Enter a name, so your recipients can identify you as the sender. This could be your business name.
  • Click the "Save Default Settings" button.
  • These settings can also be changed later via Dashboard > Marketing > E-mail > Three-dot Button > Configuration.

Note: You must clearly identify yourself as the sender. Providing false or misleading information will cause you to violate spam acts.

Create a New E-mail

  • Navigate to: Dashboard > Marketing > E-mail > New Message.
  • In the pop-up window:
    • Method of Creation: Select whether you want to create the e-mail from scratch or a post.
    • Message Type: Select whether you want to create a Broadcast or an Automation. Most of your regular e-mail marketing campaigns should be a Broadcast.
  • Click the "Create E-mail" button. 
  • Give a subject title to the e-mail at the top of the page.
  • Then you can start editing the content of the email on the visual page editor, which is similar to editing a web page.
  • Spam Analysis: This tool will scan the different elements of you email and let you know if your email is likely to be caught in spam filters.
  • Send a test message to yourself to catch errors and preview the final look.

  • Once you are ready to send the e-mail, click the "Next" button in the left panel.
  • On the "Prepare to Send" page, you can:
    • Preview: View the e-mail in a different preview formats.
    • Choose Recipients: Select recipients for your email using our Conditions Tool.
    • Send Options: Schedule to send the e-mail at a specified time in the future.

Note: If you don't select specific recipients for your email, then the e-mall will be sent to all contacts.

The following example is showing schedule an e-mail to recipients who are in the "VIP Members" group.

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