Get started with Email Marketing in Viindoo: overview and configuration

Email marketing is a manner of business that uses emails to market, launch products and services to potential customers and maintain close relationships with customers.

Viindoo Email Marketing module provides the features as following:

  • Design your own email templates and customise your contents by simply dragging and dropping the set of templates.

  • Manage and categorise email lists.

  • Manage and set up email campaigns.

  • Automatic statistics, accurate reports.

  • Integrate data with other modules in the Viindoo system such as Contact, CRM, Sales, etc. to save time for entering and classifying customer data.

Requirements

This tutorial requires the installation of the following applications/modules:

Email marketing

The setup module instructions

Navigate to Viindoo Apps from the main view of the system.

Viindoo Apps list

Type “email marketing” on the searching toolbar to find the module. Select Email Marketing module and click on Install button.

Install module

After completing installation, the Email Marketing module will be in the main view of the system.

View module

Grant access rights

To grant access rights, navigate to Settings > Users & Companies > Users. Click Create to add a new user or select an existing user to give more access rights to this app.

User access rights User access rights

User right allow the user to:

  • View, create and delete emails list.

  • View, create and delete the standardised mailing campaigns.

  • View reports and statistics.

  • Access rights on configuration of email marketing.

List of users access rights

Configure module

Before using, the users could choose to configure the feature accordingly. Navigate to Email Marketing > Configuration > Settings to set up the following information:

Email marketing configuration

Note

Only users with Setting/Administration access can make the above settings.