Create and Schedule Emails to a Contact List

1. Sending a simple marketing or mass email

To send a simple marketing or mass email, navigate to Marketing → Emails and click Create Campaign. From here, you can build and send a one-time email to your selected contact list.

2. Create a blank plain text email

When creating your campaign, select Blank to start with a plain text email. This keeps the message simple and personal, which is ideal for first-touch outreach.

3. Format of email:

Select the format you want to use for your email:

• Design Editor: A visual, drag-and-drop editor for building styled emails with images, buttons, and layouts.
• Code Editor: An HTML editor for advanced customization and full control over the email design.
• Plain Text Editor: A simple, text-only format that feels personal and works well for first-touch and relationship-based emails.

Lets start with a plain text editor.

4. Writing a simple introduction email to your list.

Write your email directly in the editor just like you would in a standard text editor.

You can type, edit, format text, and insert personalization fields such as first name. Once your message looks right, preview it and then send or schedule it to your list.

Once finished click > Send or Schedule

5. Schedule an Email

When you’re ready to send, select Schedule, choose the date and time you want the email to be delivered, and confirm the sender details.

6. Update Send To: and Send From:

Sender Name:

This is the name the recipient will see. It can be your personal name or your firm name.

Sender Domain:

This is the marketing domain that has been configured for you and will be used to send and deliver the email to safeguard your main business email.

Sender Email:

This is the email address the message appears to be sent from (what your contact will see). For display purposes, it can be your business email, even though the email is sent delivered through the configured Sender Domain.

7. Add a mass list to send emails

Choose the list of contacts you want to send the email to. For mass emails, select Send to Smart List and choose the appropriate list to ensure the message is sent to the correct group of contacts.

Instructions how:

1. Create a Smartlist
2. Upload a bulk list of contacts + attach a Smartlist

8. Choose a Smartlist

9. Additional Settings:

• Track clicks

  Records which links are clicked, how often they’re clicked, and which contacts clicked them. Useful for understanding engagement, but not required for simple informational emails.

• UTM Tracking

  Automatically adds UTM parameters to links so traffic from this email can be tracked in tools like Google Analytics. This is typically used for marketing campaigns, not routine client communications.

• Add tags

  Applies tags to contacts based on how they interact with the email. This is helpful for automation and segmentation, such as tagging contacts who click a specific link for a campaign, not routine communications.

• Resend email to unopened

  Allows you to resend the email to contacts who did not open it the first time. This can improve visibility for marketing emails, but is usually unnecessary for client updates or announcements.

10. Click on Review and Send or Schedule