Freshworks CRM allows you to create Marketing email campaigns. There are two types of marketing campaigns that you can create in Freshworks CRM.
Email Campaigns: It consists of email campaigns run by the user for a large group at once.
Journey Emails: Email campaigns that are a part of the Journeys created by the user. These email campaigns cannot be targeted for a specific audience at the time of configuration and can only be in "Ready to send status". These campaigns can be used when designing a journey.
To set up a marketing email campaign,
Click on the conversations icon and click the Email Campaigns button.
Click the and provide your campaign a name. button
Configure the campaign:
The configure section helps you set up your email campaign with details like:
Campaign name: The name of your campaign
Subscription type: Choose the subscription type.
Sender name and email address: The email address of the sender needs to be verified before sending any campaign. All the pre-verified email addresses will be populated on the dropdown.
Reply-to email address: The email address to which the reply emails should be sent. If you prefer to use the same email address as the sender, you can enable the checkbox “Same as sender email address”.
Recipient List: The contact list to which the campaign has to be sent. Click on the ‘Recipient List’ dropdown to select the list that you have uploaded. Once you select a particular list, the segments inside the list will also be displayed. You can either choose the entire list or you can choose the segments within the list for your campaign. Multiple segments can also be selected and personalised within a list.
Subject: The subject line of your email. You can personalize the subject line based on the contact properties that you have configured earlier. The properties which you have set previously will be populated in the Personalize dropdown. For example, by choosing the first name property as shown below, the emails received by the contacts will have their first name on their email subject line. The dropdown includes the custom contact properties too.
Pre header: A summary text to provide a brief of the email content. This will be shown next to the subject line of your email.
Footer details: The footer information set from your end would be displayed in the end. Choose the appropriate footer details for your campaign from the options listed.
Clickto proceed to the next step.
Style your emails the way you want to with the below four options:
Themes: Choose from our existing themes based on categories like Newsletter, Transactional, Offers etc., for your emails. The categories can be chosen from the All templates dropdown.
Layouts: If you prefer to style your email without themes, simply choose a basic template and use the editor to create your preferred email design and content.
Saved: You can style your emails with an existing template also. The previously saved templates will be displayed in the below tab, from which you can select and proceed to design.
Upload HTML: You can upload your own design as an HTML file and make minor modifications using the editor. This is recommended for users familiar with custom coding.
Design your email template:
Once you choose your layout, you will be directed to the ‘Design’ step where you can customize your emails based on the different editing options that we have. If you have chosen multiple segments from the list, you can personalize your design for each and every segment.
Optimizing the design for a mobile screen
If you'd like to tweak the email for mobile screens, click. This brings up the mobile screen editor which allows you to optimize your email specifically for mobile screens. This design will exist alongside the desktop design and will have no impact on the same.
After you’ve completed configuring the design, click Save for the changes to take effect. The template will be saved under Style which can be reused. You can preview your design on both mobile and desktop.
A test email can be sent to a maximum of 5 contacts from the preview. This gives a glimpse of how your email will look like to the user.
Clickto proceed to the next step.
Add a View in browser link (optional):
Enable your subscribers to view the email as a separate website. This allows them to send the link to their email, refer it to someone they know, or also bookmark it for a later read.
To add the 'View in browser' link, click Special Links and add the 'View this email in your browser' merge tag to the body of your email.
Review your email campaign:
Once you’ve completed the above steps, you can preview your email on Desktop, Tablet, and Mobile. The configuration details can be verified and edited before sending. The ‘Send Now’ button will be enabled after all your configurations are verified/resolved. If any of the configure details aren't verified or resolved, a warning icon will be shown that allows you to navigate to that step upon clicking.
Choose the embedded links that you want to track.
Click Send Now to send the campaign immediately, or you can schedule it for later.