IV Help Guide

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Campaigns and Email Templates

Welcome to our tutorial on creating an Email Campaign using an Email Template. The Email Campaign tool is a powerful feature we offer to allow you to better connect with your customers using either imported email lists or emails collected from a form on your website. The tutorial below will walk you through setting up an Email Template, effectively the email that will be sent to all of your customers notifying them of a new product, sale, or just reminding them how much you value your business. From there we will explain how to create a New Campaign using that template to setup the date and time your customers will receive the email. Finally we will show you how to add specific contacts to the campaign allowing you to send targeted emails to specific customers, or just send out a mass notification to everyone. If you have any further questions on how to use our Email Campaign tool please feel free to contact our 24/7 technical support for a full walkthrough.

  • From the Customer Manager menu, select Email Templates.
  • Click New Email Template.
  • Choose the design you like best, then click Next >
  • Enter an Email Template Name, which is the name you'll use to select the template for future use.
  • Enter an Email Subject, which will be the Subject of the email your recipients will get when the template is sent out.
  • Enter a Sender Name, which will be the Name that will show in the Inbox of your recipients will get when the template is sent out.
  • Enter a Sender Email, which will be the Email Address that will show in the Inbox of your recipients will get when the template is sent out.
  • To customize text, click on the text you want to change, then type or delete as needed.
  • To add or change an image, first click the area you want to add it.
  • Click the image icon.
  • In the window that comes up, click Select File to open up the File Manager, then find and Select the image you want to use.
  • When you're finished, click Save.
  • From the Customer Manager menu, select Campaigns.
  • Click New Campaign.
  • Enter a Campaign Name.
  • Select a Campaign Type.
  • Select a Delivery Date & Time.
  • Click the Select... button.
  • Choose the template you want to use, then click Select.
  • When you're finished, click Save.

For more information about Contacts, visit the Contacts page.

  • From the Customer Manager menu, select Email Templates.
  • Click the campaign you want to edit.
  • Click Select from Contacts.
  • Check the box next to the contact(s) you would like to add to the campaign. You can add up to 1000 contacts for a single campaign.
  • Click Add to Campaign.
  • Select the campaign you would like to add to, then click Add to Campaign.

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