Email Campaigns allow you to send e-newsletters and other mass emails to email addresses in your NeonCRM database and/or email addresses collected through your website.
To create a Campaign Email, go to Communications > Email Campaigns and select Build New Campaign Email.
This page asks you to select a template for your email. Learn more about configuring Email Templates here.
By default, NeonCRM will select your Default template, but you can also build or upload a new template, or use one of the newsletter templates with predefined layouts and styles by selecting the second option.
Once you select a template, click Next.
On this page, you can draft the contents of your email using a WYSIWYG editor. You can insert data from NeonCRM using <<Insert Token>>.
You can also copy content from a previous email using the Build From Existing Email button. Select Continue once you have finished drafting your email.
Although files are unable to be attached directly to Email Campaigns, there are still some available options that will allow you to share files with constituents via an Email Campaign.
- Utilize the Document Center (if you have it enabled): Upload your file to the Document Center within your NeonCRM and choose to Publish the file. NeonCRM will generate a URL which will link to the file. This URL can then be included in your desired Email Campaign(s). **Please Note: You must make your file Available to public for the URL to work.
- Make use of an outside document sharing service (i.e. Google Drive or Drop Box): These services operate much like NeonCRM's Document Center where you can upload your file to the service, grab the generated URL, and then include the URL in your Email Campaign for constituent's to download and access the file.
The next page will ask you edit the Plain Text version of your email. Some email users prefer to view emails only in Plain Text, so you will need to make sure that your Plain Text version is as close to your original email as possible. By default, NeonCRM will generate plain text based upon the content of your original email.
The following items from your original email will not work in Plain Text and will be removed:
For example, in our original email, we included a link to buy tickets to our event online. Notice that this link is now gone in the Plain Text version.
Once you are okay with the way that your Plain Text email looks, select Continue.
NeonCRM is required to enforce spam laws, which means you must include an unsubscribe link in your email campaigns. Clicking the unsubscribe URL in an email takes the constituent to a page where they can choose to unsubscribe from all future campaign emails.
- If the email template you use to build the campaign email does NOT include the Unsubscribe URL token, then you will be required to add the <<Unsubscribe URL>> token to the HTML content of your message.
- If the email template you use to build the campaign email includes the unsubscribe link automatically, then Neon will add this token to the Text-Only content of your message by default.
To add the token to the HTML content of your message, click on the "Insert <<Token>>" menu
The <<Unsubscribe URL>> token will be added automatically to the text-only version of all Campaign Emails.
The next page will ask you to define several items about your email:
- Enter email subject - This will appear as the subject line on your email
- Enter email campaign name - This is your own internal name for this particular Campaign Email
- Enter email sender name (optional) - This is the name that will appear as the sender on your email
- Enter sender email address - This is the email address that will appear as the sender on your email
Once you have entered the appropriate information, select Save.
On the next page, you have the option to send yourself a test copy of your email by entering your email address and selecting Test.
*Note: Test Emails are not an exact copy of what your Email Audience will receive. Some tokens populate with fake/dummy data, while others do not. Many links contained in a test email are not active and will generate an error if clicked in a test version. It is recommended that you create a test audience with your own email address to use for testing Campaign Emails once they are ready to send.
If you still have more changes to make to your email, select Edit to go back to the WYSIWYG editor.
When the email is ready, select from two options regarding saving your email:
- Save Draft
- Ready to Send
If you choose Save Draft, your work will be saved and the email will go to your Email Drafts list. Draft emails can still be edited.
Once a campaign email is marked Ready to Send, you cannot make any further changes. This closes the email to future editing and makes it available for sending. Choosing this option will take you to further sending options.
Immediately after marking your email Ready to Send, you will be prompted to send out your email blast. You can always do this later by navigating here: Communications tab > Send Campaign Emails, but to do it now, click the Setup Email Schedule button.
Select the Audience from the list, then click Continue.
After selecting an audience, you can either schedule the message to go out in the future or send it immediately.
- Send on: [future date] - the email will be sent by the Nightly Scheduler around 5:00 AM Central Time on the date you have specified.
- Send immediately - the email will be sent today.
Note: an Email Campaign cannot be sent to the same Audience twice.
- A Ready to Send email means that you have finished building the content and the email is ready to be sent. You cannot edit an email once it has been marked Ready to Send. To make changes to an email with this status, you can build a new one using the 'Build From Existing Email' function.
- A Draft email is not yet complete and is still open for editing. An email must be Ready to Send before you are able to sent it.
- Email Communication (Video)
- Create a Test Email Audience Using Your Test Account
- Send Campaign Emails
- Email Templates
- Campaign Email Status Monitoring
- Email Audiences
- Uploading Your Own Email/Web Templates
- Build From an Existing Email
- Sent Emails (Email Monitoring Service)
- Unsubscribing from Campaign Emails
- User's Guide for the HTML content editor (CKEditor 3.x)