Envision Cloud's marketing engine is loaded with features and capabilities. Creating a template for your promotional emails is easy to do. You can customize templates that look like they were professionally made for you.
To create Email Marketing Campaigns, hover over Marketing on the Tool Bar of Envision Cloud and select Email Campaigns from the drop down menu.
Step 1: Name your campaign
When adding a new campaign, you will be taken to the first step. Give your campaign an easily identifiable name as you may want to use this campaign to send a duplicate in the future. Once entered, select the blue arrow in the upper right to move to the next step.
Step 2: Create a client filter
This is to identify which clients you wish to target for this campaign. You can create a filter in this step or select a filter previously made to be applied. The "Check Client Count" button will display the number of clients that meet your filter selections. If the fields are left blank, all clients with an email address will be targeted. Select the blue arrow in the upper right to move to the next step.
Step 3: Select a template
Select a template from the previews that you wish to use. The layout headers and footers will match the image, but the words and formatting will be customizable. After choosing, click the blue arrow in the upper right to move to the next step.
Step 4: Customize the template text
The text section is customizable. It will be displayed in the main body of the template. You can change the position, size, font, size, and color of the text. You can use Merge Fields from the available drop down to include fields that will insert client or business information when sent.
To insert an image into the template, please see the instructions on how to insert images.
Choose the blue arrow in the upper right to move to the next step.
Step 5: Preview the email template
A preview of the text within the selected template will be displayed. Take time to check the text and placement. Use the blue arrow in the upper right to move to the next step.
Step 6: Confirm and send your campaign
Enter an email subject line to be used for your campaign. The number of clients that will be emailed will be displayed. You can choose to send a preview email to an email address of your choice via the "Sample" button. You may also hide any merge fields that reference company information., which can be helpful for multi-location businesses. The "Send" button will confirm and send your campaign to your clients.
Once a campaign has been sent, you may view statistics about the campaign. The statistics are updated in real-time, so choosing to view these at a later time will show updated statistics.
After a campaign has been sent, it cannot be re-sent. You must create a new campaign to send another campaign, or you may duplicate an existing campaign by selecting the "Duplicate Campaign" button on this page.