1:46
Forms that fill your pipeline
Every enquiry lands straight on the customer's record. See how Sales Intellect forms are built, what happens when someone submits, and how each submission is kept.
What this video answers
What is an email campaign?
One email sent to many customers at once - a newsletter, a seasonal offer or an announcement.
Watch this part (0:00)How do I create an email campaign in Sales Intellect?
In four short steps: the details (a name for the team, the subject line and the preview text), who it comes from, the content, and who it goes to.
Watch this part (0:21)Do marketing emails include an unsubscribe link?
Yes. Every marketing email carries an unsubscribe link automatically, and anyone who has unsubscribed is left out of the recipients.
Watch this part (0:31)Can I send campaigns from my own email address?
Yes. Campaigns come from a verified sending address with the name your customers recognise.
Watch this part (0:37)Can I use my own email template?
Yes. Pick a template you have already designed with your logo and colours, design one in the built-in designer, or paste in your own.
Watch this part (0:45)Can I personalise a campaign with each customer's name?
Yes. A name in curly brackets becomes each customer's first name as the email goes out. The preview shows it exactly as it will arrive.
Watch this part (0:55)How do I choose who gets an email campaign?
Pick customers on the contacts page, import a list, or use a saved View - for example every customer with an ageing hot water system who is happy to hear from you.
Watch this part (1:05)Can I send a campaign gradually instead of all at once?
Yes. Send it now or pick a time, and for a bigger list drip it out across the day - on weekdays only if you like - so the replies and phone calls do not all land at once.
Watch this part (1:23)Everything said in the video
0:00
Email campaigns
Email campaigns send one email to many customers at once: newsletters, seasonal offers and announcements. Before winter, Acme wants to reach every customer whose hot water system is getting old.
0:21
Campaign details
A campaign is built in four short steps. First the details: a name for the team, the subject line customers will see, and the preview text beside it. It's a marketing email, so every copy carries an unsubscribe link automatically.
0:36
Sender and content
Next, who it comes from: a verified sending address, and the name customers recognise. For the content, Acme picks a template they've already designed, with their logo and colours. You can also design one right here, or paste in your own.
0:55
Preview
The preview shows it as it will arrive. The name in curly brackets becomes each customer's first name as it goes out, and the unsubscribe link is already in place.
1:05
Choosing recipients
Then who it goes to. Pick customers on the contacts page, import a list, or use a saved View. Acme uses the View from our first video: every customer with a hot water system over ten years old who's happy to hear from them. Anyone who has unsubscribed is left out automatically.
1:23
Scheduling and drip feed
When it's ready, send it now or pick a time. For a bigger list, drip it out across the day, on weekdays only, so the replies and phone calls don't all land at once.
1:37
Wrap-up
One email, written once, reaching exactly the right customers, at a pace the team can handle.
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