Module 6 - Grow with Email Campaigns

Module 6 - Grow with Email Campaigns

Grow with Email Campaigns


IMPORTANT: Send a test email to your Test List before sending your first campaign. 
Ask our team to review your campaign set up before sending.





IMPORTANT AREAS TO DISREGARD:

Disregard “Mailing Lists > Mailing list Contacts”
Never choose “Mailing Contact” from recipients.





IMPORTANT: Don’t ever delete a mailing list! Contacts created from forms are added to your mailing lists, therefore you risk the form not submitting if the list doesn’t exist.





NOTE: If you add two lists, it won’t filter only to those on those two lists, it will add everyone on each list Always ask our team to create a list for you if you want to filter by specific tags or specifications.



Blacklisted vs Unsubscribed

Blacklisted: A contact is blacklisted when their email address or contact information is manually added to the Blacklisted Email Addresses list. Once blacklisted, they will no longer receive any future emails.

Unsubscribed: A contact is unsubscribed if they have opted out of receiving future emails by clicking the "unsubscribe" link in an email campaign.

Both blacklisted and unsubscribed contacts are excluded from receiving emails. You can view both types of contacts in one location by going to the Email Marketing app ‣ Configuration ‣ Blacklisted Email Addresses.
​
To unblacklist a contact, simply select the contact and click the "Unblacklist" button in the upper-left corner of the record’s page. This will remove them from the blacklist and allow them to receive future email campaigns.

    • Related Articles

    • How to Edit Email Templates

      Introduction: This guide outlines the process of editing email templates within the CRM, enabling users to customize and enhance their communication with recipients. Instructions: From the main dashboard, click CRM. From the CRM’s top menu, click ...

    • How to create your own email template

      Introduction: This article guides you through the steps to add your own email templates, providing flexibility in your client interactions. 1. To create a new email template, go to the "Email Templates" tab, located at the top of the CRM page. 2. ...

    • How do you send an email in the journey

      Introduction: This article guides you through the steps to efficiently send an email within a journey. 1. Access the Journey: Start by accessing the specific journey from which you intend to send the email. 2. Click on "Action" and Select "Send ...

    • Module 1: Understanding Tags and How To Distinguish Journeys for Multiple Services

      SUMMARY KEYWORDS tags, journeys, intake, therapy session, evaluation, stars, practice, purposes, sorting, care coordinators, person, type, client, email marketing campaigns, color, fill, email, eval, forms, pathway Summary Using tags in a CRM system ...

    • Module 4: Intake Paperwork Milestones

      SUMMARY KEYWORDS paperwork, task, journey, complete, reminder, practice, email template, scheduled, client, customize, column, coordinator, intake, milestone, session, biller, update, call, days, move Summary Standardizing process for missing ...