TaskFlow Mass Mailing

This tutorial is to provide guidance on using the Mass Mailing features within TaskFlow. Mass Mailing allows you to set up marketing email campaigns that can send and track the status of the emails. It also provides the ability to manage mailing lists.

Setting Up

1. Head over to the Email Marketing app

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2. Hit Create to start a new Email Marketing campaign.

3. Choose a starting template

   1. The Plain Text options allow us to build a simple text-based email

   2. The second option provides building blocks to build out a template

4. Give your Email Marketing campaign a Subject.

5. Choose the recipients:

   1. Contact or Lead/Opportunity allows you to filter further as required

   2. Mailing List, choose from an existing mailing list or create a new one

6. Set From, Reply-To (both are required) and add attachments from the Options tab

7. The following options are presented once the setup is complete:

   • Test: Send to an email address to asses the email content

   • Schedule: Schedule for the email campaign to run on a specified date

   • Send Now: Start the email campaign immediately.

Mailing Lists

Mailing lists are separate from Contacts. Mailing Lists are simply containers for Mailing List Contacts. Mailing List Contacts can be imported from CSV (or created manually). Only an email address is required for a mailing list contact. Once imported, a list can be created where you can add multiple mailing list contacts simultaneously.

Email Campaign Tracking

Once the email campaign has been started you are able to track the status of the email campaign. The Header blocks provide information about the emails that have been sent out. The statuses can be tracked and provides a list of the contacts that have done the following action on the email:

• Is Sent

• Received

• Opened

• Replied (this relies on email forwarding if you are using your own email provider)

• Clicked

• Did Bounced

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