Creating a Marketing Campaign

 

Before you start decide on:

  • Who do you want to send an email to
  • What do you want the email to look like
  • When do you want to send the email campaign

 

Step One - Who - Build Your Customer List


There are many ways to market to your customers whether all of them or only a select few with special criteria attached. 

It is important to tell the ResDiary system which types of customers you want the email to go to. 

To create a new marketing list go to `Promote > Manage Marketing List > Add New`

 

 

Video Tutorial | Marketing Campaign | Who

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Step Two - What - Creating a Marketing Template


Make sure the message is professional and eye catching with our text editor. 

Created specifically so that most email clients will show it optimally and not too large that it will pop up in spam. 

To Create a template for marketing go to `Promote > Manage Templates > Add`

 

Video Tutorial | Marketing Campaign | What - Basics

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Video Tutorial | Marketing Campaign | What - Advanced

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Step Three - When - Scheduling Your Campaign

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Tips:

Dynamic Filters - this will email on a rolling basis. If you set it to every week it will email the relevant customers

Static Filters - this will email everyone on the Customer List once. 

 

Sending A Test

If you want to see what it looks like going to your email client you can do so using the test feature. 

Simply enter  your email address and click 'Send' (the second send button)  you will activate an email to whatever email address is in that field. 

Please note, it will not populate your tokens (i.e. {NAME}) as it has not pulled through any customer data