Create a Smart List

Start by creating a smart list to manage your email recipients effectively. This list will serve as your main email list.

Tag Your Contacts

Use tags like ‘newsletter’ or ‘marketing’ to categorize contacts and exclude those who shouldn’t receive emails.

Exclude Child Records

Ensure emails are sent to parent records only, as child records typically lack email addresses.

Automate Tagging

Set up automation to assign marketing tags to new contacts automatically.

Create the Email

Navigate to the marketing section, then to emails, and start a new campaign using your template.

Select an Email Template

Choose a pre-existing template, such as a newsletter template, for a clean and effective design.

Keep the Design Simple

Use minimal images and icons to avoid spam filters. Aim for black text on a white background.

Compose Your Message

Insert your message and ensure it includes necessary compliance information.

Review and Send

Save your email and decide whether to send now or schedule for later.

Configure Sender Details

Set the sender name and domain to ensure emails are recognized and not marked as spam.

Input Subject and Preview Text

Add a subject line and preview text to enhance email engagement.

Select Recipients

Choose recipients from your smart list or by tags to target the right audience.

Test the Email

Send a test email to yourself to verify everything appears correctly.

Finalize and Send

Once satisfied with the test, send the email to your selected recipients.