In this article, we'll cover the steps to create a new email campaign, empowering you to effectively engage your audience and optimize your marketing efforts.
Newsletter campaigns serve as robust tools to uphold efficient communication with your clients in Pabau. They provide various advantages, such as precise outreach, valuable insights derived from statistics, and the capability to maintain a personalized and professional approach. In this guide, we'll guide you through the steps of creating and managing newsletters in Pabau.
Step 1: Navigate to Broadcasts
Step 2: Review Existing Campaigns
On the left side, view existing newsletter campaigns categorized by status - Ongoing, Draft, and Completed. In the center, see campaign details such as status, name, subject, sent date, recipients, and performance statistics.
Step 3: Initiate a New Email Campaign
To start a new email campaign, click "Create Campaign" in the top right corner. In the "Select a channel" window, choose "Email".
Step 4: Campaign Creation Sections
The newsletter creation page is divided into four parts: Settings, Design, Audience, and Send or Schedule.
Settings Tab: Provide the campaign title (for internal purposes) and the email subject (visible to clients). Choose the campaign type: Standard (one-time) or Automated.
Design Tab: Choose a preexisting template or code your own.
- If using a preexisting template, click on the desired template, then click "Next" in the top right corner.
Add a new component (columns, heading, text, image button, divider, HTML code, or a menu) by closing the editing menu (clicking the X button or outside the template).
- If coding your own template, click on "Code Your Own," input HTML code, and preview the email before saving the code.
NOTE: The templates you've created on your own will be added in the Custom Templates category of the Design tab, right below the Premium templates.
Audience Tab: Here you can choose who will receive your SMS campaign. If you want all clients to receive it, click on "All Clients".
If you choose to send it to all clients, you can easily select only clients who have opted into Newsletters. Additionally, you can filter clients by labels. To learn more about client labels, read this article.
If you wish to send it only to a specific group of clients, click on "Client groups" and select the group you need.
To create a new client group, follow the steps provided in this article.
Send or Schedule Tab: Decide to send the campaign immediately by clicking "Send Campaign Now," or schedule it by expanding the "Schedule campaign" field and selecting the date and time.
Confirm by clicking "Scheduled" or cancel the schedule by clicking "Cancel Schedule." To send a test email, click "Send Test" in the top right corner.
Step 5: Campaign Completion
The campaign will appear in the Newsletter tab on the Broadcasts page, initially marked as "Processing" until sent, then changing to "Sent" status.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Broadcasts article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.