Marketing

How to create an email campaign

5 min read·Beginner

An email campaign is a one-off marketing email you send to a group of customers, such as a promotion, an update or a seasonal offer. CRMit Email Marketing lets you choose who receives it, build the email and send it in a few steps. Here is how to create one.

  1. Open Email Marketing and choose Campaigns

    From the CRMit menu, select Email Marketing, then open the Campaigns area. This is where your one-off broadcasts live.

  2. Create a campaign

    Start a new campaign. Give it a clear name so you can find it again, and add a subject line that will make people want to open it.

  3. Choose your audience

    Pick the group of customers who should receive the email. Keeping your audience focused means your message stays relevant to the people who get it.

  4. Pick or build the email

    Choose one of your saved templates, or build the email content from scratch. Add your text, images and any links you want people to click.

  5. Preview and test it

    Preview the email to check how it looks, then send a test to yourself. Read it as a customer would and fix anything that does not look right.

  6. Schedule or send

    When you are happy, either send the campaign now or schedule it for a date and time that suits your audience.

Tip: Always send a test to yourself first. Checking the email in your own inbox is the quickest way to catch a broken link or an awkward line before it goes out to everyone.

What's next

Save time on your next campaign by building reusable templates, and let CRMit send some emails for you automatically.

Want a hand getting set up?

Book a quick demo and we will walk you through setting up email marketing and sending your first campaign.