5 Steps to Launch an Email Campaign

January 9th, 2012 by Richard Murdock

Every good Marketing Automation suite of tools has an Email Campaign editor built in to the product. LoopFuse is no different and today we’re going to highlight that editor and share some tips on how to use that editor effectively to your advantage.

Our editor is divided into a five step process. Anytime during the campaign creation you can click on the progress bar at the top to skip to any step you need.

Step 1
Select the recipients for your Campaign. Expand the folders on the left to find your lists and check them to include them. Uncheck the list to remove it from the campaign. Most campaigns triggered by lead flows don’t need lists so you can skip to Step 2 in many cases. Don’t get hung up on trying to include a list if you really don’t need to.

Step 2
Campaign preferences such as the subject of the email, “From Email”, and “Reply-to Email” are set in Step 2.  You can also take advantage of our Auto-Authentication for improved email deliverability by checking the appropriate box in this step. Name your campaigns in such a way that they are easy to identify for future users of the system. Make sure you create folders to organize your campaigns in a meaningful way.

Step 3
This is the heart of the Email Campaign editor. We provide a WYSIWYG editor powered by TinyMCE to create and edit your HTML messages. Using the provided toolbar you can create an HTML email much like you would create a Word document. If you already have a template in HTML we have provided a place where you can paste that in. Just click the button on the toolbar and a window pops open. Paste in the HTML and save it. Your template is now ready to be tweaked if needed. Make sure you follow our Tips for Better HTML Email Design to get the best delivery rates possible.

Step 4
With one button press you can import your HTML email from Step 3 and save it in plain text. This is a great alternative message for those prospects that still use text-based email clients, especially on the go. The one button import process will sometimes create an email that has breaks in the middle of sentences. I prefer to take a moment and remove those so that it reads as I intended it. I’ll let the recipient email program do any word-wrapping if needed.

Step 5
The final step in the campaign editor is for scheduling the email and setting up advanced options. You can add suppression lists, assign personalization defaults, and even define a BCC recipient email address for every copy of the campaign. Again, you may not need to schedule an email that will be used in a Lead Flow. This is also where you can send a test email to make sure it looks good. Always test your campaigns before you send them out. Always!

You can find our full documentation on the Support Portal.

Richard Murdock (@shinyranger) is the Senior Manager of Customer Support at LoopFuse. Our goal is to make sure you have the best experience possible with our products.

We would love you to try out LoopFuse here.

To find out exactly what LoopFuse does, click here.

To add LoopFuse to Salesforce.com, click here.

You can follow LoopFuse on Twitter here or join us on our Facebook fan page here.


Leave a Reply