patronlink diy email campaign tool- step by step
TRANSCRIPT
Patronlink Email Campaign Flow
Start Your Campaign Once you have built your list within Patronlink, click on the Email Campaign bu>on above your list. This will bring up pricing based on the emails available per your search’s criteria and ask you to name your campaign. Then click Get Started.
Designing Your Email (Step 1 of 6) Choose I Want To Design My Email and click Get Started. Next you will create your Email Subject Line and make sure your informaQon is correct under the Sender’s Physical Address secQon. Once complete, click Next.
Designing Your Email (Step 2 of 6) Next you will get a pop up asking you to choose the Industry you are in-‐ for public libraries this would be other. Then select conQnue. Select the type of email you want to send or scroll through the list of all templates and select the one you would like to work with. If you have a predesigned template you can upload it from this page as well.
Customize Your Email (Step 3 of 6) From here you can customize your email. You are able to change the color theme, modify the layout, and change the content. When you are done select the next bu>on.
Customize Your Email (Step 3 of 6)-‐ change the color theme To change the color theme select the change color theme bu>on. Choose the color theme you’d like for the email then press done. You can modify this at any Qme while in step 3.
Customize Your Email (Step 3 of 6)-‐ Modifying Layout To change the layout select the Modify Layout bu>on. Choose the elements you’d like to add. Drag and drop them to the area you’d like them in the email. When complete press done. You can modify the layout at any pint in step 3.
Customize Your Email (Step 3 of 6)-‐ Customizing Content To customize the content of your email by clicking each secQon of the email. A popup will open and allow you to modify the various elements of the secQon. Add the text, images, and links required for your email.
Confirm Plain Text Content (Step 4 of 6)-‐ You have the opQon of cleaning up the text version of your email for anyone who is unable to receive HTML emails. Click in the grey text box and edit as you wish. This does not make changes to the HTML version of the email. When you are saQsfied with the appearance of the text email, press next.
Test & Approve Email (Step 5 of 6)-‐ You now can send a test email of the campaign to yourself and other individuals. Enter the email addresses into the box and select send test email. If you want to go back and edit your email select the back bu>on or the edit email bu>on. Once you are saQsfied with your email enter the iniQals of the account holder and select approve email.
Test & Approve Email (Step 5 of 6)-‐ Select the Qme and date your wish the emails to be sent to your list. List the email address you would like to receive a copy of the email blast. Select whether you have an opt-‐out list or not. Agree to the terms and condiQons. Once you have selected next, credits for the email blast are taken from your accounts and the email is placed in the queue. If you don’t have the credits you will be prompted for credit card informaQon.
Accessing/Reviewing/Monitoring Campaigns Select the My Account drop down menu from the top right corner. Select Email Campaigns. Select the Qtle of the campaign to conQnue working on it. You can also select the gear icon to view stats take other acQons.
Email Stats From the gear icon select See Stats. You can Re-‐Blast the email, Export Mailing List, or Copy the informaQon. You can view an overview, catergory, or tracking of the staQsQcs as well.