Setting up Campaign

Once your list and forms are set, you are ready to go for creating an email campaign. You can run email campaigns to send your marketing messages to the subscribers opted for your marketing messages. In FluentCRM, an email campaign is a bulk email marketing campaign that sent to many contacts at once instantly or in a scheduled time defined by you. This is as easy as add a template, add the content, design the template, select your audience group, and then send it off to your subscribers.

Things to do before you start an email campaign with FluentCRM

Go to Email Campaigns tab, click on the Create New Campaign button.

FluentCRM Create Your First Email Campaign

Now give a Title and click Continue.

Fluent CRM Email Campaign Name

Email Body #

Basic Email Styling #

After giving the name, choose the content for your email body. At first, you will need to provide some basic Email Styling Settings for the email content. Click on the little setting icon and a popup will appear with the default settings. You can customize the styles to fit your need.

After selecting the basic styling, choose the template settings for the email. Three predesigned template options available (Simple Boxed, Plain Centered, and Classic) to choose from or you can raw code the HTML also. If you already created any predesigned template in the template library you can import the template by clicking on the “Import From Library

FluentCRM Basic Email Styling For Email Campaign

Body Content #

Add your content in this section. This section is basically the block editor to add contents into your email body. Add texts, media, or other contents using the block style editor.

FluentCRM Email Body content

You can save the data by clicking on the “Save” button while editing the content. When you are done with the email body click on the “Continue” button which you lead you to the Email Subject & Settings Window.

Subject & Settings: In this section, you will work on the various components of your email.

Subject and Settings #

In this section, you will work on the various components of your Email Subject & Other Settings.

Email Subject #

In the Subject field, enter a subject line for your email. The subject plays a very important role in whether the email will be opened by a user or will just ignore the email.

A/B Testing of Email Subject #

You can add multiple subjects for A/B testing. This will help you determine which subject is working best for your emails by checking the A/B test result.

FluentCRM Email Subject AB Testing

Email Pre-Header #

This is the short summary text that follows the subject line when viewing an email from the inbox.

What is email subject and pre header

Set Custom From Name and Email #

Click the checkbox to set the custom from the name and email. If you don’t set it here then your global email setting will be used for sending the emails.

Set Custom From Name and Email

Add UTM Parameters For URLs #

Click the checkbox to Add UTM Parameters For URLs: Campaign source, medium, and Campaign name required for the UTM parameter. You can also add Campaign Term and Content for the URL parameter.

FluentCRM Email Campaign Add UTM Parameters For URLs

When you are done with all the fields of Subject & Settings, you can send a test email to your mailbox. Just click to the Send a test email and the email associated with your user account will receive a test email so you can check if everything is done right for your email campaign.

Click the Continue button and go to the next step to add the recipient to this email campaign.

Recipient #

You can add recipients by List & Tag and also from Dynamic Segment for example, from WordPress users or Woocommerce Users or from other integrations available with FluentCRM.

Add recipient By List & Tag #

Choose your list & tag. You can select one list and one tag from the dropdown. You can also exclude any list and tag from the campaign.

Add recipients from List and Tag

Add recipient By Dynamic Segment #

You can also run the campaign by dynamic segments, for example, Woocomemrce Users or LearnDash or LifterLMS users or to any other integration available with FluentCRM. Once you are done choosing the list click continue to the Review & Send step.

Add recipients By dynamic segments

Review & Send #

The email campaign has successfully been set up. Now you can review all your settings in this step. If anything needs to change you can go back and edit. If everything has been set up correctly you can start the campaign right away or you can schedule the campaign also by selecting the date and time.

Edit Recipients #

You can exclude any user manually from the Edit Recipients option. These users will not be deleted from your lists, They will be only excluded from this campaign.

edit recipients from email campaign

Edit Subject & Email Body #

Edit the Email Subject or Email Body if needed. Clicking those will take you to the respective setting step.

Broadcast/Schedule Email Campaign #

You can start broadcasting the emails right away or you can schedule to a time for broadcasting.

FluentCRM Broadcast or Schedule Email Campaign

8 Comments

  1. Hello, Is there a way to do a test email broadcast to only one or two email recipients. I need to see what the received email will look like in Outlook, Gmail, Hotmail… for mobile and desktop devices.

  2. when adding images in emails they are not getting displayed in any mail client, Gmail, mac os mail app, outlook, any idea’s why? permission is all set, working with amazon SES.

  3. It would be really helpful if there was a simple ‘Save Draft’ radio button *as well as* Send the emails now and the Schedule the emails options.

    My first time using this I drafted the email and couldn’t see where to save (and did know when it would be sent so ignored Schedule).

    So, I pressed the ‘Schedule this campaign’ button and instead of saving the draft, or taking me to the calendar to (temporarily) place it in a date, it sent the campaign instantly.

    Not what I was expecting!

    Please consider adding a ‘Save Draft’ option.

    1. Hi Rob,
      I’m not sure where you’re looking for the “save draft” button. FluentCRM allows you to save the email template as you’re editing it. you can also schedule the email campaign in the “review and send” step. If this didn’t work for you, please contact our support: https://wpmanageninja.com/support-tickets/

      1. I’m not looking to save a template just a draft of the email I am working on.

        I do not want to schedule it either as it won’t be finished (as I often draft emails before finishing and sending them).

        I’m simply looking for a Save Draft function and for that email to go into a holding position (not a schedule one) until it is reopened, finished and ready to send/schedule.

        Also, I cannot see how to Pause and Edit a previously scheduled email that has not yet been sent. How can I do this?

        Thanks!

        1. Hi Rob,

          Thanks for your query (and suggestion!). Unfortunately, FluentCRM does not have a save draft button and you can’t edit your copy or campaign once you’ve scheduled it. At this moment, you can save your email as a template and schedule it for a specific date. However, we believe that the save draft feature and the ability to edit an email campaign after you’ve scheduled it should be also available in FluentCRM. So we have forwarded your suggestion to our developers. We appreciate your patience.

          Thanks!

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