How to use Email Marketing

Enabling and using Email Marketing

What does this feature do?

If one of your customers has purchased a filter, service, or gotten a quote, they will have a customer record in your Contractor Commerce Dashboard. You now have the ability to run Email Campaigns directly from the dashboard using the guide below.

For a video walkthrough, click the link below:

Video

Step by Step Guide:

1. You should Validate your DNS settings before you can use this feature. 
   1. In your Dashboard, navigate to Settings > Shop / Store > General > Scroll to bottom > Click Get DNS Records > Validate the Changes
      
2. Once you validated with No errors, navigate back to Marketing > Email Campaigns > Dashboard
   
   
   1. Click Create Campaign
3. This will open a window where you can select a Campaign Type > Select Type > Create Campaign
   
   1. Each type of Campaign has its own separate Email Templates relevant to that specific offering
   2. Hovering your mouse over a type will pop open an explainer 
      
4. Create the Email Campaign with just a few easy steps!
   
   1. Name your Campaign 
      
      1. This is an internal name only and will not show up on your customers end
   2. Email Subject
      
      1. This will be the Subject line your customers see on the email
   3. From Name 
      
      1. This will appear as the sender to your customers
   4. From Email
      
      1. This will appear as the sender email address to your customers
      2. Make sure this is set before selecting your template
   5. URL
      
      1. This will default to your Shop URL but can be set to any URL you would like. It will appear as the CTA (Call To Action) clickable button in the email template
         
      
      
      
5. Choose your Email Template by clicking Template in the right hand side of the screen above
   1. This will open another window to select your template and click Save
      
   2. You can edit the template by clicking Edit in the template column
      
6. The formatting and text size is already preset inside the template. You can simply click into the box you want to edit or delete.
   1. You can edit anything you would like on the screen but be aware that you will need to reformat it 
   2. All of the text size, spacing, alignment can be found at the top
   3. It's recommended to leave CTAs and Logos as is
      
7. From here you will just Select Audience which will be the list of Customers you are going to send this email campaign to
   1. You can add Contacts Manually 
   2. Or we recommend import from CSV by clicking the button on the top right
       
   3. This will open a window to Download CSV Template 
   4. Fill out the template then Upload the customer list back into this same window
      1. The template will ask for First Name, Last Name, Email Address for your customers
   5. Then simply click Upload Contacts 
      
   6. We are working on functionality to pull in your Customers from Filter orders, Quotes, etc. Stay tuned!
   7. You can Manually add or remove contacts from the screen once you have uploaded through CSV
      
8. We recommend you send a Test Email before proceeding to the next steps
   1. Click the Send Test Email in the top right corner
   2. Enter in the email address you'd like to send the test to
      
9. You're now ready to send your first Email Campaign!
   1. Click Back to Email campaign in the top left of screen above
   2. Then click Schedule / Send Email  in the bottom left
      
   3. This will open a window to either:
      1. Send Immediately - Sends it right away and there is no option to un send
      2. Schedule a Date and Time - Saves the campaign and schedules the email to be sent at a later date / time of your choice. You have the ability to cancel these before the Scheduled Send date
         
10. Congrats! You sent your first email campaign. You can check the Status of the Campaign by navigating back to Marketing > Email Campaigns > Dashboard
    
11. Here's an example of the finished product below: