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# 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)
4. **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
4. **Design Email**: Use editor to create content
5. **Preview**: Test how email looks
6. **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](../troubleshooting/common-issues.md).

## Next Steps

- [SMTP Settings](https://help.swellsystem.com/en/article/smtp-settings-173kxmm/) - Configure email sending
- [Email Client](https://help.swellsystem.com/en/article/email-client-lfdw6t/) - Manage emails
- [CRM Overview](https://help.swellsystem.com/en/article/crm-overview-11ilr42/) - Link campaigns to contacts