Automating Sender Details for Email Campaigns in Notary Success CRM
Objective:
Learn how to save time by automating sender information for every email campaign, focusing on setting up templates that include consistent sender details.
Steps to Automate Sender Information:
Access Email Templates:
Navigate to the Email section in the CRM's main navigation menu.
Select "Templates" to view existing email templates or create a new one.
Create/Edit an Email Template:
If creating a new template, select "Create New" and choose a layout or start from a blank template.
For existing templates, click on the three dots next to the template you wish to edit and select "Settings."
Configure Sender Details:
In the template settings, input your standard sender email and sender name. This step ensures that every campaign created using this template will automatically include your preset sender details.
Save the Template:
After entering the sender information, save the template to apply the changes.
Utilize the Template for Campaigns:
When creating a new email campaign, select the template you've configured with your sender details.
Proceed to the "Send or Schedule" section of your campaign setup. You'll notice the sender email and name fields are pre-filled based on the template settings.
Additional Tips:
Customize Subject Lines: Although the sender details are automated, you have the flexibility to customize the subject line for each campaign to ensure relevance and engagement.
Understanding Preview Text: The preview text (preheader) is a snippet that appears next to or below the subject line in recipients' inboxes. It offers a glimpse of the email content and can be used to encourage open rates. Customize this text to complement your subject line and entice recipients to open your email.
Conclusion:
Automating sender details for your email campaigns in Notary Success CRM streamlines the process, saving valuable time and ensuring consistency across communications. By utilizing templates with pre-configured sender information, you can focus on crafting compelling subject lines and content tailored to your audience's interests. This automation feature enhances efficiency in your email marketing strategy, allowing you to maintain a professional and consistent brand image with minimal effort.