How To Create An Email Marketing Campaign In The SystemisedToScale CRM

Setting up email marketing with subdomains, smart lists, and campaigns

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Step 1. Create Subdomain for Email Marketing

  • Goal is to give each client their own email score
  • Subdomain will be warmed up and separate from other clients

Step 2. Build Positive Email Sending History

  • Continue to build positive email sending history
  • Email score will improve with opens and engagement

Step 3. Improve Email Deliverability

  • Create subdomain
  • Remove spam contacts
  • Use Google domains to scan for spam contacts

Step 4. Create Smart List for Email Marketing

  • Go to contacts and filter by email
  • Save as smart list (e.g. "Contacts with Valid Email")

Step 5. Create Email Campaign

  • Go to marketing > emails > campaigns
  • Create new campaign with design editor
  • Drag and drop elements to design email

Step 6. Schedule Email Campaign

  • Choose specific time and batch quantity
  • Use batch scheduling to drip feed emails
  • Consider timing based on demographic

Step 7. Set Up Email Settings

  • Go to account > email
  • Set up email and name
  • Set up subject and preview text
  • Choose smart list for recipients