How to run a successful Email Marketing campaign with Viindoo

Four things you should do to run a successful Email Marketing campaign:

  • Define your relevant email lists and email targets;

  • Plan the email marketing campaign with clear content;

  • Schedule an appropriate time to send;

  • Keep track of the whole mailing process.

Email Marketing app in Viindoo supplies you with great tools to manage your email marketing campaigns.

Requirements

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

Email marketing

Configuration

Go to Email Marketing > Configuration > Settings, check the box of Mailing Campaigns, and click on the Save button to activate the mass mailing campaign management feature.

Mass mailing campaign feature in Viindoo

Create an Email Marketing campaign

Now you will see the Campaigns on the menu bar of the Email Marketing app. Navigate to Campaigns > New to make a new email marketing campaign.

Create an email marketing campaign in Viindoo

Fill in the form with the following information:

  • Campaign Name: Give it a suitable and easy to recognize name;

  • Responsible: The employee who is in charge of this campaign;

  • Tags: This is to clarify different campaigns by targets, mailing lists, etc. You can create or edit these tags in Configuration > Campaign Tags.

Click on Save button to finish.

Fill in the email marketing campaign form

After saving, Send Mailing button will appear. When you hit the Send Mailing button, the system will nagivate you to a new view to edit the marketing email.

Edit the marketing email in Viindoo Edit the marketing email in Viindoo

Edit the email marketing content

On the email view, you can edit the following information:

  • Subject: keep the title short, concise and express the main content you want to convey.

  • Recipients: the system allows to select the following types of recipients:

Edit email marketing content in Viindoo

For each type of recipient, the software helps you find records according to different rules that are relevant to the campaign you are running.

  • Contact:

Match condition for contact type.

  • Mailing contact:

Matching condition for mailing contact type.

  • Sale order:

Match condition for sale order type.

On the Mail Body tab, the system shows some available email templates. Click on the one you want and edit it.

Select an email template

Let’s expand the Mail Body by hitting the arrow icon on the top right side. Now you can edit the content easily just by dragging and dropping the available blocks on the right side.

Edit the email content

On the Settings tab, you need to set up some information including:

  • Preview text: The text appears with the title email for recipients before clicking to view the email;

  • Send from: The recipients will know who sent the marketing email to them;

  • Reply to: When the recipients reply directly on the marketing email, it will go to this email address;

  • Attach a file: You can attach other files to the mail here;

  • Campaign: The campaign of the email marketing;

  • Responsible: The user who is in charge of this campaign.

Mailing lists in email marketing

After setting the necessary information, click on the Save button to finish.

Test, Schedule, and Send email marketing

You can preview your email marketing, send right away, or schedule to send later in Viindoo by hitting the buttons: Test, Schedule and Send.

Function buttons in Email Marketing

Test

You should send a sample email marketing to a test email address in order to check and fix the errors that may appear before mass mailing. Click on Test, type in an email address and Send.

Send sample mail in Viindoo

Schedule

Click on the button Schedule, pick a time in the future to send the email on Send on, and then hit the button Schedule to finish scheduling. After that, the system will move the email marketing campaign to the In Queue status and automatically send the email marketing later.

Schedule to send the email marketing

Send Email

When you want to send the email marketing right after finishing all the settings, click on Send. The system will notify you to confirm this action, click the Ok button. After that, the email will be in the In Queue status.

Email confirmation Send email marketing

Keep track of the mailing process

After sending the email to all the recipients, the system will keep track of the result in real-time (including % Received, % Opened, % Clicked, % Replied and % Bounced) and show it right on the email marketing view like the image below.

Keep track of the email marketing

See also

Related article

Optional module