Overview
The Email Campaigns section allows you to set up targeted campaigns based on billing events such as successful purchases, feedback submissions and delayed payments. Segment your customers using smart filters and send personalised updates, offers and service notifications automatically. To access Email campaigns page:- Select E-mail under Communication Channel in the left navigation menu.
- Alternatively, you can also select E-mail in the Select Campaign Listing dropdown on the All Campaigns page.
Create New Email Campaign
To create a new email campaign:1
Click **+ New E-mail Campaign**.
Click + New E-mail Campaign.
The Email - New Campaign page appears.
2
Enter the Campaign Name, Description and select your Company. Selec...
Enter the Campaign Name, Description and select your Company. Select the Email Route and choose to either send the email by a name or an Email ID. Click Next Step.
- Click Add New to configure an email service provider of your choice.
3
On the **Message** page, customise your email message with dynamic...
On the Message page, customise your email message with dynamic design options. Click Next Step.
- For example, drag and drop Text from the Components pane to the board and enter your text.
4
On the **Whom To Send** page, select or upload a list of customers....
On the Whom To Send page, select or upload a list of customers. Click Next Step.
- To upload a new list of customers, click Upload New Data and upload a CSV file.
5
On the **When To Send** page, select the time and date on which you...
On the When To Send page, select the time and date on which you want to send the email campaign. You have the option to select Send Now, Send Later and Recurring. Configure the timelines and click Next Step.
6
Preview the details of your email campaign and click **Publish**.
Preview the details of your email campaign and click Publish.The Email Campaign is published and appears in the list of email campaigns.