After you've completed setting up your email marketing campaign, its time to send it out to your contacts and see the results!
From your campaign builder, click on the send button. From there, there are two steps to preparing your campaign to send: select contacts and sender info.
You can select your contacts four ways: all contacts, by type, by tag or by custom entry.
All contacts will select all the contacts entries in your list. This will include all contacts created from submitting any of your forms, logging into Proofing events, ordering from your e-commerce, or contacts you added manually to your Contacts tool.
If you choose to select contacts by type, you will choose either customers, leads, or vendors, or any combination of the three. Contacts are designated as customers if they order from your e-commerce. Contacts are designated leads if they submit a form. Contacts are designated vendors if you create them with that designation (or edit an existing contact to give it that designation).
You can choose to select contacts by tag. Tags can be added to a contact entry manually, or automatically applied to a contact if they submit a form that has been tagged by you in the Form tool. When you select by tag, you will see a list of your tags and be able to choose one or many of your tags by clicking the check box to the left of a tag.
Finally, you can choose to send to a custom list of emails. These can be emails that exist or do not exist in your Contacts tool. If they don't exist in your Contacts tool, a Contact will be created for the new email automatically! Do you have a large list of emails and want to import them at once? Click here for instructions.
Let's say that you want to send a Marketing Campaign to all of your contacts, but need to exclude certain groups. The EXCLUDE CONTACTS section allows you to indicate if any Types or Tags should be excluded from receiving this email.
After you've selected the contacts you'd like to send your campaign to, you'll need to complete the sender info. The from name and from email will automatically be pre-filled with the information on your account, but it can be changed here if necessary. Next, you'll need to enter the email subject. This will show in the subject line of your customer's email.
You'll also need to check the checkbox for "I confirm that all recipients granted their permission to be send this email".
When you've completed both steps, click on the send button at the bottom of the page.