📧 Email Marketing Guide

📊 Email Campaign Overview

Your email marketing dashboard provides comprehensive campaign management with powerful targeting, professional templates, and detailed analytics.

📈 Understanding Your Email Metrics

• ⏰ Next Scheduled Send: Upcoming campaign scheduled for automatic delivery
• 📧 Total Campaigns: All campaigns created (4 campaigns currently)
• 🚀 Active Campaigns: Currently running campaigns (0 active)
• 📬 Emails Sent: Total emails delivered (4 delivered successfully)
• 💳 Available Emails: Remaining email credits (999 emails available)
• 📊 Average Open Rate: Percentage of recipients who opened your emails

📊 Campaign Performance Metrics

• 📬 Sent: Number of emails successfully delivered
• 👁️ Opens: Number of recipients who opened the email
• 🖱️ Clicks: Number of recipients who clicked links in the email
• 📊 Stats: Detailed analytics and performance reports
• 📋 Copy: Duplicate campaign for reuse with different content

🚀 Creating Your First Email Campaign

Follow our step-by-step wizard to create professional email campaigns that engage your customers and drive business growth.

📋 Campaign Creation Overview

Team Connect uses a 5-step wizard to guide you through campaign creation:

🎯 Campaign Creation Process

1. Click "New Campaign": Start the campaign creation wizard from your dashboard
2. Configure Details: Set campaign name, subject line, and sender information
3. Choose Template: Select from AI-generated templates or create custom designs
4. Select Recipients: Choose contacts, filter by tags, or select specific lists
5. Schedule Delivery: Send immediately, schedule for later, or save as draft
6. Review & Send: Final review before campaign launch

📧 Understanding Template Variables

Your campaigns can use dynamic variables that automatically personalize content:

• {{firstName}}: Recipient's first name
• {{lastName}}: Recipient's last name
• {{businessName}}: Your business name (e.g., "Loft Restore")
• {{month}}: Current month name
• {{company}}: Recipient's company name
• {{email}}: Recipient's email address

📝 Step 1: Campaign Details Setup

Configure the essential information for your email campaign including naming, subject lines, and sender details.

📋 Campaign Details Explained

🏷️ Campaign Naming Strategy

• Descriptive Names: Use clear, descriptive names like "Monthly Newsletter - January 2025"
• Date Conventions: Include dates for time-sensitive campaigns
• Campaign Series: Use consistent naming for ongoing series
• Business Identification: Include business name for multi-business accounts

📧 Subject Line Optimization

• Personalization: Use {{firstName}} for higher open rates
• Length: Keep under 50 characters for mobile optimization
• Urgency: Create appropriate urgency without being spammy
• Business Variables: Use {{businessName}} for brand consistency
• Emojis: Use sparingly and test across different email clients

📤 Sender Information

• Business Selection: Choose which business sends the email (affects branding)
• From Name: Uses your business name for recognition
• From Email: Professional email address associated with your account
• Reply-To: Automatically configured based on your business selection

🎨 Step 2: Template Selection & Management

Choose from AI-generated templates, customize existing designs, or create brand-new templates for your email campaigns.

🤖 AI Template Generation

Team Connect's AI can create professional email templates tailored to your business:

• Business Context: AI understands your industry (loft conversions, detection services)
• Brand Consistency: Templates match your business tone and style
• Personalization Ready: Automatically includes relevant personalization tokens
• Mobile Optimized: Responsive design for all devices
• Call-to-Action: Strategically placed buttons and links

🎨 Template Customization Options

📝 Content Customization

• Text Content: Edit headlines, body text, and call-to-action buttons
• Images: Upload your own images or choose from stock library
• Colors: Adjust brand colors and styling
• Fonts: Select professional fonts that match your brand
• Layout: Modify sections, columns, and content blocks

🎯 Business-Specific Templates

• Service Announcements: New services, special offers, seasonal promotions
• Customer Updates: Project progress, appointment reminders, follow-ups
• Educational Content: How-to guides, maintenance tips, industry insights
• Testimonials: Customer success stories and reviews
• Event Invitations: Open houses, consultations, community events

📊 Template Performance Tracking

• Usage Statistics: Track how often each template is used
• Performance Metrics: Open rates and click rates by template
• A/B Testing: Compare different template versions
• Optimization Suggestions: AI recommendations for improvement

👥 Step 3: Recipient Selection & Targeting

Choose your campaign recipients using advanced filtering, contact lists, and targeted segmentation for maximum engagement.

🎯 Advanced Targeting Options

📋 Contact Selection Methods

• All Active Contacts: Send to everyone with active status
• Custom Lists: Use pre-created email lists and segments
• Tag-Based Filtering: Target contacts with specific tags
• Individual Selection: Manually choose specific contacts
• Exclude Lists: Remove certain contacts from campaigns

🏷️ Segmentation Strategies

• Geographic Targeting: Segment by location or service area
• Service Interest: Target by specific services (loft conversions, consultations)
• Customer Lifecycle: Prospects, active customers, past customers
• Engagement Level: High-engagement vs. inactive subscribers
• Purchase History: Based on previous services or spending

📊 Recipient Management Best Practices

• Quality over Quantity: Better engagement with targeted, smaller lists
• Regular List Cleaning: Remove inactive or bounced email addresses
• Opt-in Verification: Use double opt-in for new subscribers
• Unsubscribe Respect: Honor unsubscribe requests immediately
• Engagement Tracking: Monitor open rates to identify inactive contacts

⏰ Step 4: Campaign Scheduling Options

Choose when to send your campaign with immediate delivery, scheduled sending, or draft saving for later completion.

⏰ Scheduling Strategies

🚀 Immediate Sending

• Time-Sensitive Content: Breaking news, urgent updates, limited-time offers
• Real-Time Engagement: Follow up on recent conversations or events
• Testing Campaigns: Quick sends to small test groups
• Reactive Marketing: Response to competitor actions or market changes

📅 Scheduled Sending

• Optimal Timing: Send when your audience is most likely to engage
• Time Zone Considerations: Coordinate across different customer locations
• Business Hours: Send during professional hours for B2B campaigns
• Planned Campaigns: Regular newsletters, seasonal promotions

📝 Draft Management

• Campaign Development: Save progress and return later
• Approval Workflows: Save drafts for team review
• Template Creation: Build campaigns for future use
• Content Planning: Prepare multiple campaigns in advance

🔄 Automated Campaign Series

• Welcome Series: Automated sequence for new subscribers
• Follow-up Campaigns: Post-service or consultation follow-ups
• Nurture Sequences: Educational content delivered over time
• Re-engagement Campaigns: Win back inactive subscribers

📊 Email Performance Analytics

Track and analyze your email campaign performance with comprehensive metrics, insights, and optimization recommendations.

📈 Key Performance Metrics

📬 Delivery Metrics

• Sent Count: Total number of emails sent (4 emails in your current campaigns)
• Delivered: Successfully delivered emails (4 delivered)
• Bounce Rate: Undeliverable emails due to invalid addresses
• Spam Reports: Recipients who marked your email as spam

👁️ Engagement Metrics

• Open Rate: Percentage who opened your emails (currently 0%)
• Click-Through Rate: Percentage who clicked links in your emails
• Click-to-Open Rate: Clicks as percentage of opens
• Unsubscribe Rate: Percentage who opted out after receiving email

📊 Advanced Analytics Features

🕐 Time-Based Analysis

• Send Time Optimization: Best times for your specific audience
• Open Time Tracking: When recipients typically read emails
• Engagement Patterns: Daily, weekly, and seasonal trends
• Response Timing: How quickly people respond to different campaigns

🎯 Audience Insights

• Geographic Performance: Engagement by location
• Device Analytics: Mobile vs. desktop open rates
• Email Client Data: Which email programs your audience uses
• Demographic Analysis: Performance across different customer segments

🔧 Optimization Strategies

📧 Subject Line Optimization

• A/B Testing: Test different subject lines with sample groups
• Personalization: Use {{firstName}} and other dynamic content
• Length Optimization: Test shorter vs. longer subject lines
• Emoji Testing: Determine if emojis improve open rates

📱 Mobile Optimization

• Responsive Design: Ensure emails look great on all devices
• Touch-Friendly Buttons: Large, easy-to-tap call-to-action buttons
• Scannable Content: Short paragraphs and bullet points
• Fast Loading: Optimize images for quick mobile loading

📊 Campaign Comparison & Benchmarking

• Campaign Performance: Compare different campaigns side-by-side
• Industry Benchmarks: How you compare to similar businesses
• Historical Trends: Track improvement over time
• Goal Tracking: Monitor progress toward engagement goals

🎯 ROI and Business Impact

• Conversion Tracking: Emails that lead to appointments or sales
• Revenue Attribution: Business generated from email campaigns
• Customer Lifetime Value: Long-term impact of email marketing
• Cost per Acquisition: Email marketing cost efficiency

🚀 Quick Actions

Ready to create professional email campaigns? Use these direct links:

📧 Open Email Campaigns 🎨 Manage Templates 📇 Manage Contacts ← Back to Help Center