Support Center

Create an Email Marketing Campaign

Last Updated: Sep 20, 2017 11:42AM EDT
The Email Campaigns menu lists information about email campaigns that have been sent or queued, including the date, list it was sent to, email template used, the number of contacts mailed, and reporting information. 

To create an email campaign:

1.  Click Menu > Sales & Marketing > Email Campaigns. 

2. Click the “New Email Campaign” button.

3. Give a name to the Campaign.



4. Choose the template to be sent. 


4. Choose the Contact List to send to.


5. Choose if a trackable phone number will be utilized in this campaign.


5A. If using trackable phone numbers, click the edit button.

5B. Enter an area code and choose from a list of available phone numbers. 

5C. Choose the destination phone number that the call should forward to. 

6. Choose “Send Now” to send the email blast immediately.


7. Choose “Schedule for Future” to pick the time and date for the email to be sent. 
8. After your Campaign details are entered, preview what it will look like in a recipient’s inbox by clicking “Preview.”

9. You may send a test version of the email by clicking “Send Test Email,” and entering an email address for it to be sent to.  

10. Click “Send emails” to either send the blast, or queue for sending. 

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