Articles on: Email

Email Marketing

Email Marketing


Create and send email marketing campaigns to grow your business and nurture customer relationships.


What is Email Marketing?


The Email Marketing module helps you:

  • Create Campaigns: Design professional email campaigns
  • Manage Lists: Organize subscriber lists
  • Send Emails: Send to targeted audiences
  • Track Performance: Monitor opens, clicks, conversions
  • Automate: Set up automated email sequences


Email Lists


Creating Lists


Organize your subscribers:


  1. Go to Marketing → Email Lists (or Email → Lists)
  2. Click "New List" or "Create List"
  3. Configure List:
  • Name: List name (e.g., "Newsletter", "Customers")
  • Description: What the list is for
  • Double Opt-in: Require email confirmation (optional)
  1. Save: List created


Adding Subscribers


Manual Add:

  1. Open list
  2. Click "Add Subscriber"
  3. Enter email address
  4. Add name (optional)
  5. Save


Import:

  1. Open list
  2. Click "Import"
  3. Upload CSV/Excel file
  4. Map columns
  5. Import subscribers


From CRM:

  1. Go to CRM → Contacts
  2. Select contacts
  3. Add to email list
  4. Contacts subscribed


Creating Campaigns


Campaign Builder


  1. Go to Marketing → Campaigns (or Email Marketing → Campaigns)
  2. Click "New Campaign" or "Create Campaign"
  3. Configure Campaign:
  • Name: Campaign name
  • Subject: Email subject line
  • From: Sender name and email
  • List: Target email list
  1. Design Email: Use editor to create content
  2. Preview: Test how email looks
  3. Schedule or Send: Send immediately or schedule


Email Design


Editor Features:

  • Drag & Drop: Easy email builder
  • Templates: Start from templates
  • Custom HTML: Advanced HTML editing
  • Images: Add and manage images
  • Links: Add clickable links


Content:

  • Text: Write email content
  • Images: Add images
  • Buttons: Call-to-action buttons
  • Personalization: Use merge tags ({{name}}, etc.)


Sending Campaigns


Immediate Send


Send right away:

  1. Complete Campaign: Finish design
  2. Click "Send": Send button
  3. Confirm: Confirm sending
  4. Emails Sent: Campaign sent to list
  5. Tracking Starts: Opens and clicks tracked


Scheduled Send


Send later:

  1. Complete Campaign: Finish design
  2. Click "Schedule": Schedule button
  3. Select Date/Time: When to send
  4. Save Schedule: Campaign scheduled
  5. Auto-Send: Sends automatically at scheduled time


A/B Testing


Test different versions:

  1. Create Variants: Create multiple versions
  2. Test Subject Lines: Different subjects
  3. Test Content: Different email content
  4. Send Test: Send to small group
  5. Choose Winner: Select best performing
  6. Send to All: Send winner to full list


Campaign Analytics


Tracking Metrics


Monitor campaign performance:


Open Rate:

  • Percentage of emails opened
  • Indicates subject line effectiveness
  • Industry average: 20-25%


Click Rate:

  • Percentage of links clicked
  • Indicates content engagement
  • Industry average: 2-5%


Conversion Rate:

  • Percentage that completed action
  • Tracks goal completions
  • Varies by goal


Bounce Rate:

  • Percentage that failed to deliver
  • Indicates list quality
  • Should be under 5%


Viewing Analytics


  1. Open Campaign: Go to campaign
  2. Analytics Tab: View performance metrics
  3. See Details:
  • Opens over time
  • Clicks by link
  • Top performing links
  • Geographic data
  • Device breakdown


Automation


Drip Campaigns


Automated email sequences:


  1. Create Sequence: Set up email series
  2. Define Triggers: When to start (signup, purchase, etc.)
  3. Add Emails: Add emails to sequence
  4. Set Timing: Days between emails
  5. Activate: Sequence goes live
  6. Auto-Send: Emails sent automatically


Use Cases:

  • Welcome series for new subscribers
  • Onboarding sequence
  • Re-engagement campaigns
  • Educational series


Triggered Emails


Send based on actions:

  • Signup: Welcome email
  • Purchase: Receipt and follow-up
  • Abandoned Cart: Reminder emails
  • Birthday: Special offers
  • Anniversary: Thank you emails


Best Practices


  1. Segment Lists: Send to targeted groups
  2. Personalize: Use merge tags for personalization
  3. Test Subject Lines: A/B test subjects
  4. Mobile-Friendly: Ensure emails work on mobile
  5. Clear CTAs: Strong call-to-action buttons
  6. Track Performance: Monitor analytics regularly
  7. Follow Up: Send follow-up campaigns
  8. Respect Unsubscribes: Honor opt-out requests


Troubleshooting


Campaign not sending?

  • Check SMTP settings
  • Verify email list has subscribers
  • Test email connection
  • Check sending limits


Low open rates?

  • Improve subject lines
  • Test send times
  • Clean email list
  • Avoid spam triggers


High bounce rate?

  • Clean email list
  • Remove invalid emails
  • Use double opt-in
  • Verify email addresses


For more help, see Common Issues.


Next Steps



Updated on: 13/03/2026

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