As a Campaign Manager Edition user (See Plans and Pricing,) you will have access to our powerful campaign management tools for email marketing. Integrating your email marketing and CRM into one complete small business sales and marketing solution.  


Sending Emails


The first step in sending an email through your AddressTwo CRM is to create and save your email template. 


  1. Once logged into the CRM.  Click on the marketing tab at the top of your screen: http://screencast.com/t/hmtpsfMqTfbf.  This will take you to your marketing dashboard.
  2. In the marketing dashboard select the plus button next to the template section to open up your email canvas. http://screencast.com/t/uon4Ox9V8Gf.
  3. This will then bring you to the Template Editor / Email Canvas.  
  4. For a plain text email you can begin by clicking in the blank area and start typing. http://screencast.com/t/i1wMiJP93X4
  5. For monthly newsletters drag the content blocks over to the Email Canvas: http://screencast.com/t/rtUKGkA2i
  6. Once you have the blocks in place that form the outline of your template click on "Full Editor" to begin creating your email content: http://screencast.com/t/HWLpIcomfoZH.  With full editor open this will give you more tools to work with: http://screencast.com/t/ruLmCkgy.
  7. Highlight and delete the text you wish to edit with your own content http://screencast.com/t/FoPVxQS3.  And then replace with your content: http://screencast.com/t/WYKRXLAaE.  And repeat throughout the body of the email: http://screencast.com/t/azB5oaBI
  8. Time for graphics.  
  9. Double click on the area where the graphic place holders are: http://screencast.com/t/bxN1FQ71vf, and our Image Properties window will appear: http://screencast.com/t/ds7uiSWJhg.  
  10. The image properties window will allow you to upload your own images to your email template. Click on the Browse Library button: http://screencast.com/t/R2XDu4m7t7
  11. This will bring up your stored image library with AddressTwo.  To upload a new image to your library click the "Choose File" button at the bottom of this window: http://screencast.com/t/yzeKsO4h4.  
  12. Select the file you wish to upload to your image library and click open: http://screencast.com/t/QWlL8UGZhb3.
  13. You will now see where the image is loaded and ready to be uploaded into your image library: http://screencast.com/t/ORqY6UhG.
  14. Click Here to add the uploaded image to your email template: http://screencast.com/t/97JB8Kny2EEr
  15. The Image is now ready for you to adjust the size to fit within your email: http://screencast.com/t/S0bDBV6bH2VG.
  16. Adjust the image size here: http://screencast.com/t/UrgDyMnjO8M7.  Note: if you lock the image ratio by clicking the pad lock it will insure the Width and the Height are proportional.
  17. Click "OK" to insert the image into your email template: http://screencast.com/t/iXPi5Hb1Ve. 
  18. Your image is now inserted into your email: http://screencast.com/t/jIrO034LE
  19. Repeat for other images throughout your email template.
  20. Adjusting text: For a video explanation Click Here
  21. Creating Links:  To create links in an email back to your website/blogs/social media pages, highlight the text you wish to link IE - Click Here to go to our website.  Then click in the tool bar at the top of your email canvas the button that looks like a globe with a chain: http://screencast.com/t/UGvHkdbiVw
  22. Paste the url you wish linked to the text in this window: http://screencast.com/t/3WDxFItikH
  23. Once you've adjusted the email to look like you want it to look name your template: http://screencast.com/t/mjyon8JT
  24. Now save your template: http://screencast.com/t/uB8THtaRH
  25. Your template will now be available in your template library: http://screencast.com/t/gBcSccfCTHxa
  26. Ready to go?  NO!!! not yet!  Now it's time to test the email to yourself!  Why?  You should always test your email template before sending for a number of reasons.  #1 To make sure it looks good.  Test it on not only your laptop or desktop, but also open it up on your cell phone.  Speaking of mobile phones *Note: Any image you insert into your email should not be larger than 620 pixels wide.  This is the largest width most mobile phones can read.  #2 To make sure any mail merge features you have inserted into your email worked properly (http://screencast.com/t/iSP3TRtB.) and #3 is to test all clickable links in your email are linked properly.
  27. How to Test:
  28. Add yourself as a contact to the database
  29. Click the blue bar just below your contact details to expand the section to show all fields in the contact section of an account card: http://screencast.com/t/MDwgckN3qbk.  Don't forget to make sure you're opt'd in to receive your own emails: http://screencast.com/t/TFsKuvMN
  30. Click Send Email: http://screencast.com/t/t5glUg6Hjo9
  31. Click "Add Contacts To Recipients" http://screencast.com/t/L48bRa1C
  32. Recipients box should now read 1.  Click Step 2 Email Design: http://screencast.com/t/SWYypDSHMgA
  33. Click on Custom in the middle of your Preview page to bring up all saved email templates: http://screencast.com/t/Fc7feh2Gp
  34. Choose your saved template: http://screencast.com/t/1Td51T52
  35. Review the template one more time for errors.
  36. Enter your email subject line: http://screencast.com/t/EXk3c4RVa5 
  37. Scroll to the bottom of your screen and Prepend with link to view in Browser if it is a templated email or do not select that if it is a text based email.
  38. Hit Sent to test this email to your email address.
  39. Review your test email and make sure the things mentioned above work correctly
  40. Ready to go Now? - YES!
  41. Put your mouse over the Marketing Tab at the top of your screen and select "Send Email" http://screencast.com/t/sVaLd8yog
  42. Tell us who you want to send it to by Querying the correct recipients. http://screencast.com/t/AmIqoSkEAXa
  43. If you are sending to everyone in your database run the following query: Contact Details / Email / Is Not Blank + Contact Details/ Email / Status / Opted-in: http://screencast.com/t/Hh81tnPg click search.
  44. Click Add Contacts to Recipients then Click Step 2 Email Design: http://screencast.com/t/1vnqdu8XHCao
  45. Choose your saved template: http://screencast.com/t/1Td51T52
  46. Review the template one more time for errors.
  47. Enter your email subject line: http://screencast.com/t/EXk3c4RVa5
  48. Speaking of email subject lines here is a great article of what NOT! to do: 45 words to avoid in your email marketing subject lines
  49. Need some help with great subject lines we found this article help on what to do: 557 Email Subject Line Hacks to Get Your Noticed in the Inbox
  50. Schedule your Send Date or Send Immediately: http://screencast.com/t/FeLAro2C
  51. Choose the sender profile you wish to send from: http://screencast.com/t/x1BlRZefPryy. For more information about sender profiles please review this help video: "How to Create a New Sender Profile for Email Marketing."
  52. Scroll down to the bottom of your template.  For Templated emails I recommend choosing to "Prepend with a link to view this email in a browser."  For Text base emails I recommend not selecting the Prepend box.
  53. Click Send!  (Pending your choice to send in step 48) your email will be going out shortly!
  54. For More information as to what happens after your email sends please review other help guides: AddressTwo Email Marketing Help
  55. Contact Support@AddressTwo.com with any help or questions.