Step 3: Prepare email marketing campaigns

Building email campaigns is a hassle, so we’ve done the legwork for you—we’ve built ready-made campaigns that are proven to generate hot leads. These automated campaigns will allow your salespeople to connect with more prospects and determine where it’s best to spend their time.

Now that you've set up your products and built your Store, it's time to curate email campaigns that will promote those products and generate hot leads for your salespeople.

To manage your campaigns, go to the Marketing tab in Partner Center.

Pick a focus

There are three focuses to choose from:

  • Customer Acquisition campaigns:
    • Are sent to prospects
    • Generate hot leads for your salespeople
    • May contain the Snapshot Report
  • Product Adoption campaigns:  
    • Are sent to existing clients
    • Keep people coming back to your products
    • Typically highlight the value of your solutions and give your clients essential tasks
  • Product Upsell campaigns:
    • Are sent to existing clients
    • Generate hot leads for your salespeople
    • Increase the number of products you provide to each client

Add a Recommended Campaign

Once you pick a focus, go to the Recommended Campaigns tab to choose from a selection of ready-made campaigns. When you find one you like, click Add to My Campaigns. And, to use it out of the box, hit Publish. This adds the campaign to Sales & Success Center, where your salespeople will be able to send it to their prospects and clients.

Add a Recommended Campaign

Create a custom campaign

You also have the flexibility to craft your own email campaigns. To create a campaign:

  1. Go to Partner Center > Marketing and select a focus.
  2. Click Create Campaign.
  3. Give the campaign a descriptive name that your salespeople will recognize.
  4. Add an email. You can select a template or create your own from scratch.
  5. Give each email a descriptive and recognizable title in case you ever need to use this template for other campaigns. Your recipients will never see this title.
  6. Write a subject line that’s clear and concise.
  7. Use Dynamic Components to personalize your emails. These components will help improve the effectiveness of your campaign. Here’s how they work: once the email is sent, Dynamic Components are automatically replaced with real information about your recipients, products, etc. (depending on the component you chose). That means you only have to build one campaign, and the content in your emails will automatically be personalized!
  8. Optional: Back in the Campaign Details screen, add an event that creates or refreshes a Snapshot Report. If any of your emails link to the report, this event ensures that the information is up-to-date.
  9. Once you’re done loading the campaign with emails, adjust the time delay between each email. We recommend using a low frequency for acquisition and upsell campaigns—about one email per week—and a high frequency for adoption campaigns—about three emails per week.
  10. Configure your campaign to bring in the right number of leads on the right days.
  11. Select a Market and then add automations that start or stop this campaign when you activate a specific product.

Create a Custom Campaign

Preview and test your campaign

Email clients—such as Gmail, Apple Mail, and Outlook—display emails differently. As such, we suggest that you preview and test your emails. You need to make sure everything looks great and all your links are working. Send each email to your own email address or, better yet, a third-party testing tool.

Publish your campaign

Once everything looks good, click Publish to make the campaign available to your salespeople in Sales & Success Center.


Next step: Embed lead generation tools on your website »

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