Create and Send an Email Campaign

This article covers how to create and send one-time email campaigns (marketing emails) to specific clients or your entire client list.

For email marketing ideas and examples, including templates you can use, visit our blog.

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Create and send an email campaign

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To create an email campaign, you must be an Admin user, or you must have the Can edit campaigns permission enabled in Staff Member settings.

To create an email campaign, open the Campaigns app and select New Campaign.

Select Email.

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Settings tab

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In the Settings tab, update the campaign settings, including the subject line and recipient list.

• Campaign name: The campaign name displayed in the Campaigns app. This will not be visible to clients.

• Subject line: The subject line for the email. This will be visible to clients.

• Preview text: The text displayed in the recipient’s inbox directly below the subject line, as shown below. This will be visible to clients.

In the Send campaign to section, specify the recipient list. You can select from all clients, regardless of client ownership or your permissions.

• All clients: Select this option to send the campaign to every client who is eligible for campaigns.

• Only certain clients based on filters: Select this option to only send the campaign to clients who are eligible and match specific filters.

Once you specify the recipient list, a preview will display that shows the list of clients who will receive the campaign. The campaign will only be sent to clients who match the criteria now, not clients who will match the criteria at the time the campaign is sent.

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Content tab

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In the Content tab, create the email by selecting an email template or starting from scratch. To learn more about how you can create your email, watch our on-demand Email Builder Tips & Tricks video.

When creating the email:

• Update any social media links with your unique social media links.

• Merge tags can be used to personalize the email for each recipient. For example, when the email is sent, the First Name merge tag is replaced with the client’s first name, and the Business Address merge tag is replaced with your address from Apps > Settings > Business Setup > Locations. To add a merge tag, select Merge tags as shown below. You can either highlight existing text to replace with a merge tag, or insert the merge tag into an empty space.

• Special links can be used to add an unsubscribe link. Unsubscribe links are required to send an email campaign. To add an unsubscribe link, select Special links > Frequently used > Unsubscribe as shown below.

After creating the email, you can duplicate the email if needed. This allows you to easily send similar emails without having to recreate the same email every time.

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Review & Send tab

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In the Review & Send tab, you can send the campaign immediately or schedule it to be sent at a later date and time.

By default, email campaigns are sent from the mangomint-email.com domain. Learn how you can send emails from a custom email address.

To send or schedule a campaign:

• You must be an Admin user, or you must have the Can send campaigns permission enabled in Staff Member settings.

• You will need a Contact email address in Apps > Settings > Business Setup > Locations. This email address will be used as the reply-to address.

• You will need marketing credits. Learn more about campaign message pricing.

After the campaign is sent, you can view the campaign's performance, such as how many emails were delivered, opened, etc.