Email Campaign – Feature Guide

1. Feature Overview

With LeadSquared’s Email Campaign feature (navigate to Marketing>Email Campaigns), you can –

• Design and send powerful Email Campaigns to your leads within minutes.
• Personalize the content using email personalization mail-merge fields.
• Schedule your mails to be sent at a later date and time.
• Engage with your existing Leads and nurture them by sending updates, offers, greetings, or informational content.
• Use Automation to send email campaigns based on lead behavior.
• Track the activities of your Email recipients (leads).
• Gain useful insights from Email Campaign Reports and Analytics.

2. Prerequisite

You must be an Administrator or a Marketing user.

3. Create and Schedule Email Campaigns

• To create new email campaigns, see Create and Schedule Email Campaigns.
• To know the best practices to follow while designing an email, see How to Prevent Emails from Ending up in the Spam Folder.
• To create and save email templates, see Email Library – Adding Templates to Email Library.

4. How to Use the Email Editor

• To design emails with the BEE Editor (visual editor), see BEE Editor.
• To design emails with the HTML Editor, see HTML Editor.
• To customise your email footer message, see Customizing Email Footer Message.
• To personalise your emails, see Personalize Email Campaign using Mail Merge fields.

5. Add Images and Documents

To add images and documents in your email, see Image and File Manager.

6. Email Campaign Report

To view reports of your Email Campaign, see How can I use the Email Campaign report?

7. Send Follow-up Emails to Leads

To resend emails or send follow-up emails to leads, see How to Send Follow Up Emails to Leads?

FAQs

Why can’t some leads access links in email campaigns?

• Issue: Some leads are unable to open links in email campaigns, while others can.
• Cause: This happens when leads are deleted from LeadSquared after the email campaign has been sent. Since email links contain tracking scripts for URL forwarding, the links become inaccessible once the lead is deleted.
• Workaround: To restore access, recreate the deleted lead and resend the email.

Why can’t a sales user create an email campaign even after the Marketing permission is enabled via Permission Templates?
This is the expected behaviour. To create an email campaign, the user must be assigned an Administrator or Marketing User role.

Why does the email campaign report show emails as delivered even when they weren’t?
One of the reasons, among others is if the sender’s email domain is not whitelisted and is used as the “From” address, emails won’t be delivered. The report will still show them as delivered for all leads, however, but there’ll be a discrepancy because it won’t show up under open/clicked sections of the report. When troubleshooting, ignore the delivered status in the email campaign report.

Why was the email campaign not triggered for a specific lead in my list?
One possible reason could be that the lead was added to the list after the campaign was already sent.

Why are Mail Merge values not reflecting in emails sent via Automation?
 This may happen if changes in the email template were not saved. To fix this:

1. Remove the mail merge field from the email template.
2. Re-add the field using the mail merge drop-down.
3. Save and publish the template.
4. In Automation, remove the email template.
5. Re-add the template, then save and publish the automation.

Any Questions?

We’d love to answer your questions or hear your unique use cases. Feel free to share your experiences in the comments section below.