Hello & Welcome to Saleshandy!!
My name is Kevin & I am knowledge producer here at saleshandy.
Let see how you can use mail merge with auto follow-ups to send email campaigns.
Head over to "Email" icon and click on "Mail Merge Campaign".
Click on create a campaign to get started.
Give a title to your campaign and import a CSV file of your recipients.
You can download Sample CSV file from here.
Also, you can select recipients from previously sent campaigns from the list.
Write your message here and subject line.
Here you can select templates which you have created in SalesHandy.
Also, you can send HTML email to your recipients.
Click this source code icon and paste your HTML code here.
You can personalize your email using these merge fields.
Just click on it and it will be added in your email.
These merge fields pull data from CSV file and your email will look personalized to every
recipient.
Please note, you can create maximum fifteen merge fields.
Now, click on "Add New Stage" to set follow-up emails.
Here you need to select any one condition according to your requirement.
Enter Number of days, After which your follow-up email will be sent.
You can add up to nine stages by repeating this same process.
Now, let's go to the settings section of mail merge.
Here you can see the emails which you have integrated with SalesHandy.
Select an email address from which you want to send your email campaign.
Check this Send as Reply box to send your follow-up emails in the same thread with the
first email.
Check Track Links box if you want to track links in an email.
You can know which recipients have clicked on your link.
Here you can set the time interval between two emails.
Here you can schedule your campaign to send later.
Please note, it is mandatory to schedule your campaign at least 15 minutes in future from
your current time.
Here you can keep an email address in CC same as Gmail or Outlook.
Click on "Save & Schedule".
Let me show you the analytics of mail merge campaign.
Here you can see the list of all the sent campaigns with overall performance report.
Now, Click on "view".
Here is the details of your campaign.
This is the report of stage one.
This red color indicates bounce emails.
Here you can see the open count of every recipient.
These right tick marks indicate that these recipients have replied to your email.
Here You can see the number of clicks on links of every recipient.
By clicking on email icon, you can see the preview of the email body.
You can remove any recipient from here before your campaign sent.
Now, click on Stage two.
Here you will get same analytics as stage one.
All These numbers shows the overall report of your whole campaign.
one last thing, If you are admin, you can see your team member's campaign reports.
Please note, you can not edit your team member's campaigns.
Okay, that concludes SalesHandy's mail merge with auto follow-up feature.
If you have more questions, you can reach our support team via chat support from here
or send us email at support@saleshandy.com.
Also, you can schedule a demo with our pre-sales team from our Website.
Thank you for watching.
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