With our Email Campaigns product you can bulk email your customers or you can send a single email campaigns to a select few customers. Using Email Campaigns in combination with our Reports feature also allows you to build well-defined recipient reports and send targeted marketing messages. This type of marketing has a high return-on-investment and is well proven to increase new sales, brand awareness, and customer loyalty. Email Campaigns is a pay as you go feature, so fees are applied when an email campaign is scheduled. 

TABLE OF CONTENTS

• Set Email Campaign Signature
• Schedule a Single Email Campaign
• Schedule a Bulk or Drip Email Campaign
• Manage & Stop Campaigns
• Suppression List

Set Email Campaign Signature

Before you send an email campaign, you want to set the email address for replies and what your signature will look like if you include it. 

Note! The Email Campaign Signature settings are connected to the Settings > Email Signature. If you update one, it will automatically update the other.

1. Hover over the Communication Center icon.

2. Click Settings. 

3. Click the Modify button. 

Did you know? The Default Consumer Quoting Portal is a cool feature if you are going to be sending out the Consumer Quoting Personalization Tag in an Email Campaign. By default, we link your agency's portal for you so there is no need to adjust the setting unless your agency has 2 Consumer Quoting Portals.

4. Insert the email address you want the customer to reply to. 

5. If you are HTML savvy, you can edit the source code by clicking the Source button.. 

6. If you have an image that you want to copy and paste, click the Paste button. 

7. If you have an image that you want to upload from your computer, click the Image button.

8. If you want the signature to pre-fill certain information for you like your agency's address, click the Insert Personalization Tag button. 

9. Check if you want the email signature to be in every email you send or not. 

10. Once all changes are made, click the Save button. 

Note! The Email Campaign Signature settings are connected to the Settings > Email Signature. If you update one, it will automatically update the other.

Schedule a Single Email Campaign

Depending on what type of email campaign you would like to send will depend on where you start the campaign from. If you wish to send a single email campaign to up to five customers, you would start the campaign from the customer's account.

1. On the Overview tab, click the Actions button.

2. Click Additional Actions.

3. Click Add Campaign. 

4. Check who to send the campaign as.

5. Use the Send to drop-down to add the recipients. 

6. Use the Select Template drop-down to select template. There are EZLynx Templates that are included with your system, but you can also make your own. See: Designing Email Campaign Templates

7. Check if the email is marketing or non-marketing. 

8. Input the date you would like the email to go out on. 

9. Check any of the follow-up options that apply. 

10. Once all the changes are made, click the Schedule button. 

Note! You can only send an already created template using this workflow. If you want to make a campaign from scratch, you will want to use the Bulk or Drip Email Campaign workflow.

Did you know? You can preview the email you are about to send by click the Preview icon next to the email.

Schedule a Bulk or Drip Email Campaign

Depending on what type of email campaign you would like to send will depend on where you start the campaign from. If you wish to send a bulk or drip email campaign (an email campaign to more than 5 customers), you would start the campaign from the Communication Center icon. 

1. Hover over the Communication Center icon.

2. Click New Campaign.

3. Under the Recipients tab, input a title for the email campaign. 

4. From the Saved Reports section, check which report you would like to use as the list of recipients. 

5. Click the Next button. 

Note! Only a Management System Admin can create, save, and share reports that will appear under the Saved Reports section. Work with your Managements System Admin to build the necessary report needed for the Email Campaign, or you can use the Start typing to being searching field to find and add individual customers to the recipients list. Also, the Lists option was replaced when the Reports feature was released and is no longer used.

An email campaign can be comprised of multiple steps. A step is simply an email that is sent automatically at the designated time. A campaign with multiple steps is often referred to as a drip campaign. For example, the first step/email is sent the day the campaign is started, a second step/email is sent a few days later, and a third step/email is sent a week later. 

6. To add additional steps to the email campaign, click (+) Add Step. Make sure to adjust how long the system should wait before sending out the next step. Currently, you can have a total of 10 steps on one email campaign. 

7. Use the Templates, Select Design, and Select Content buttons to go through the pre-built content to save yourself some time. 

8. Use the From drop-down to decide who the email is from. This is useful if you have to send an email campaign on another agent's behalf.

9. Use the Reply To field to input the email address you want the customers to reply to. 

10. Input the Subject of the email. 

11. Click on the Insert Personalization Tag and Insert Personalization Tag in Subject to have information like the customer's name pre-fill in email. 

12. If you are HTML savvy you can change the source code by clicking the Source button. 

13. If you have an image that you want to copy and paste, click the Paste button. 

14. If you have an image that you want to upload from your computer, click the Image button.

15. Once you have built your email campaign, click the Next button. 

Did you know? After building the perfect campaign you can save it as a template using the Save as Template button. That way you don't have to worry about having to recreate all your hard work from scratch.

16. Check when you would like the campaign to go out. 

17. Check if the campaign is marketing or non-marketing. 

18. Click the Schedule button. 

Did you know? You can send a test email to yourself using the Send a Test Campaign section at the bottom. You can also click on the number next to Total Recipients and see a full list of who will get the email campaign.

Manage & Stop Campaigns

Now that you have created your campaigns, you can view your scheduled, sent, and drafted email campaigns from the Campaign Overview page. You can use the Search for Campaign Title and filters to find a specific campaign, or sort the campaigns on the screen by clicking on the column headers. You can also delete/stop a campaign, edit drafts, and copy current or old email campaigns to save yourself some manual work. 

1. Hover over the Communication Center Icon.

2. Click Campaign Overview.

3. Use the search bar and filters to find a specific filter. 

4. Click the Delete icon to delete a campaign or draft. 

5. Click the Pencil icon to edit a draft. 

6. Click the Copy icon to copy a sent or scheduled campaign to save some yourself some manual work. 

Note! Deleting a campaign from the Campaign Overview will delete the entire campaign. If you are looking to remove only a single customer from the campaign, you can do so by deleting the campaign from the Customer's Overview page. Also, you cannot edit a campaign once it is scheduled.

Did you know? You can start an email campaign from the Campaigns Overview page by clicking the Create New Campaign button. Also the See All Scheduled, See All Drafts, and See All Sent links take you to the exact same place as the Communication Center icon links.

Suppression List

Email addresses can be added to the Suppression List if the customer unsubscribes from your emails, if the email address bounces too many emails, or if a user places the customer's email address on the list. Email addresses can be removed from the Suppression List but you should only do this if you have the customer's approval. 

1. To access the Suppression List, hover over the Communication Center icon.

2. Click Suppression List.

3. Use the search bar and filters to find a specific customer on the list.

4. Click the Add button to add someone to the Suppression List.

5. Click the Delete icon to remove someone from the Suppression List. If the customer was unsubscribed from receiving emails, make sure you get the permission before you remove them from the Suppression List.