Email marketing is the act of sending a commercial message, typically to a group of people, using email. In its broadest sense, every email sent to a potential or current customer could be considered email marketing. 

Article Sections:

  • Tips & Tricks
  • How to Use the Email Marketing Tool
  • Email Marketing Dashboard
  • Contacts & Lists
  • Emails & Templates
  • Schedule Campaigns
  • Reports
  • Unsubscribe Report

Accessing Email Marketing

To Access the Email Marketing options, Please Follow the Steps Listed Below:

1. In your dashboard menu, select the "Email Marketing" module to the left-hand side of your screen

2. In the drop-down menu, you will notice you have the following choices.

• Dashboard

• Contacts & Lists

• Emails & Templates

• Schedule Campaigns

• Reports

• Unsubscribe Report

Tips & Tricks

We’ve put together a few standard pointers to aid in your email marketing strategies. You will find the Email Marketing module in your Dashboard on the left hand side of your screen, as seen below. Now, let’s review those tips and tricks!

Be cautious with your subject line:

This is one of the most common elements in email marketing that will get your email flagged as spam. Here is a resource to help aid with words and characters to avoid in marketing subject lines: https://econsultancy.com/blog/64878-45-words-to-avoid-in-your-email-marketing-subject-lines/.

Include a “Add to Safe Sender List”: 

Add a line in the footer of your email blast to encourage your email recipients to mark your email account as “Not Spam.”

Make sure the images and content are engaging and interesting:

Use exciting titles for your newsletter sections! Making the content look good and relevant to the audience will increase likelihood of a reader clicking on a link. We also recommend you consider offering customer incentives to boost clicks or engagement with content and social shares. The incentive could be a gift card or coupon, company swag or any other creative offer/freebie.

To increase email newsletter sign-ups:

You can promote the newsletter on your social sites like Facebook to encourage your fans to sign up and share it.

Test the newsletter before you send it out:

Make sure the newsletter looks good in all the different email clients (Outlook, Hotmail, Webmail, Gmail, Thunderbird). They all handle email code differently so test to those different platforms to make sure your newsletter recipients aren’t receiving a broken newsletter design.

Do some research to find new ideas for newsletter stories and ways to increase effectiveness:

Here is a good resource: 


Email Marketing Dashboard

Your Email Marketing Dashboard allows you to track the success of your campaigns, and to learn and improve from your mistakes. The Dashboard displays valuable analytics and KPIs for each campaign.

What Will My Email Marketing Dashboard Offer?

• Access to view total clicks.

• Access to oversee what devices are used to open your web page.

• Tracking Unsubscribe Rates.

• Tracking page interactions

• Tracking Opens, Unique Opens, and Clicks on your page.

Now you have a general overview of Email Marketing. Should you have any questions about using any part of the DIY system, please check out the additional articles in the help-desk.

Contacts & Lists

1. When you click on Contacts and Lists a new screen will open, like the one listed below. There will be a box on the right that will let you load your contact list. The buttons on the right will also allow you to export your list via .pdf, .csv, excel or just print.

2. Each row is designated to each individual list which includes the options that apply to that said list. If you look to the right-hand side of the list you are working on you will notice a blue "Options" button which when selected, will present you with several abilities for managing you list.

This List Abilities Include The Following...

• Mapping

• Upload

• Export List

• Remove From List

• Rename List

• Delete List

3. To the left of the “Options” button, you can manage your subscribers by selecting the blue “Manage Subscribers” button.

Emails & Templates

1. Once you enter the Emails & Templates page any and all existing templates will appear in list format on this screen.

2. On that same page is a “Build Custom Template” button. In order to begin creating templates, select that button and you will be taken to a drag n drop builder page where you can personalize the email blasts that you want to send.

3. Below is an image of the Email Template Builder. In this window you can drag elements from the left-hand side into the builder to create your own Email Template. 

4. If you would rather use one of our existing templates, we have you covered. Select the blue “Browse Template Library” button to the top right-hand side of your screen next to the Build Custom Template button.

Schedule Campaigns

1. In the image below you will see what the email schedule tool looks like. A few sections need to be completed:

• Subject - Title

• Message - Created Message 

• Email List - Uploaded List

• Email From - Valid Email Address

• Date/Time - When the Message Should be sent

• Time Zone - Zone in area message is being sent

2. Once the form is completed, click the “Create Email Schedule” button to either send now or to send at a specific time.


What you data you have access to?

• Unique Opens: The number displayed in this section indicates the distinct number of recipients who have opened your email at least once.

• Opened: The number displayed in this section indicates the percentage of recipients who have opened your E-Blast.

• Clicks: The number displayed in this section indicates the percentage of recipients who have clicked on one of the URL links in the email.

• Email Reports (Select Dates): This section grants the user the ability to view reporting data specifically to a designated date you wish to view.

• Opens by Device log: This section is used to inform the user of what type of devices the recipients are using to view E-Blasts.

At the bottom of the page you will notice a “Campaign Log” which compiles all existing campaigns. You will also notice that it includes additional elements not listed above. 

Additional columns include…

• Time Sent: This column indicates the date your E-Blast was sent out.

• Campaign Names: This column indicated the title of the Campaign you sent out.

• Total Sent: Either this section is the total times this E-blast has been sent out to any recipients or the total amount of recipients the E-Blast went to?

• Open Rate: This column will depict a number indicated the percentage of recipients who have opened your E-Blast.

• Click Through Rate: This column will depict what percentage of users click on a specific link to the number of total users who view a page, email, or advertisement

• Bounce Rate: This column will depict what percentage of visitors have entered your site and then leave rather than continuing to view other pages within the same site.

• Unsubscribe Rate: This column will depict what percentage of visitors opted out of an email list.

In your “Campaign Log,” you will notice that on the right-hand side of each campaigns row depicts a blue button titled “View Details.” 

By selecting the “View Details” button you will gain access to individual campaign information such as…

• Email Stats

• E-Blast Settings

• E-Blast Run History

• Click Through Stats

Unsubscribe Reports

What Is the Unsubscribe Report Used For?

• Selecting a date range for review of reports.

• Export your data to either Excel, CVS, or PDF formats.

• Print hard copy of your reports.