Email Marketing Wizard Campaigns

To create Email Marketing Campaigns, hover over Marketing on the Tool Bar of Envision Cloud, and select Email Marketing Wizard 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 NEXT button in the lower right to move to the next step.



Step 2: Select a Template 

Select a template from the previews that you wish to use. The templates you have previously created in the Marketing Template Creator tab can be chosen from this section. After choosing, click the NEXT button in the lower right to move to the next step.



Step 3: 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 "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 NEXT blue in the lower right to move to the next step.



Step 4: Preview

The next screen will show you a preview of the email, so you can adjust or change anything you'd like before you send it out. A preview of the text within the selected template will be displayed. Take time to check the text and placement. You can also send a preview of the email by sending it to yourself in the "Send Template Preview to Email" section. Enter your personal or work email and you'll be able to view the sample before sending it to your client list. Then, click the Send Preview button when you're ready. And the NEXT button to proceed to the last step. 




Step 6: Confirm and send your campaign

Enter an email subject line to be used for your campaign. You can schedule when you want the email to send either right now or schedule it for later. Click the calendar icon and clock icon to determine the date and time you want the campaign to send. The template, filter, and number of clients that will be emailed will be displayed.  You can also see how many emails you have left on your Cloud account. 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. Statistics for email campaigns can be found in the Email Campaign Status tab under the Marketing tab. 


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 it in the Select Template section of the Email Marketing Wizard. 


Email Campaign Status 

Under the Marketing tab, you'll see the Email Campaign Status. On this screen, you can view your previously sent email campaigns and pull statistics from each email sent. This is where you can see which emails converted the most or least. You'll also see the date the email was sent on and whether or not it was a scheduled email. 

The View Selected Campaign option in the menu will show you the statistics from the email campaign. 


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