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:
4. • 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:
4. • 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:
4. • 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

• SMTP Settings - Configure email sending
• Email Client - Manage emails
• CRM Overview - Link campaigns to contacts

Updated on: 13/03/2026