Create email campaigns

Email campaigns can promote your products and generate hot leads for your salespeople. You can manage your campaigns from the Marketing tab in Partner Center.

Pick a focus

Add recommended campaigns

Create custom campaigns

Preview and test your campaigns

Publish your campaigns

Pick a focus

The first step to preparing email marketing campaigns is identifying your focus. You can choose between 3 marketing focuses:

• 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 customers.
  • Keep people coming back to your products.
  • Typically highlight the value of your solutions and give customers essential tasks.

• Product Upsell campaigns:
  • Are sent to existing customers.
  • Generate hot leads for your salespeople.
  • Increase the number of products you provide to each customer.

Add recommended 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 allow your salespeople to connect with more prospects and determine where it’s best to spend their time.

To add a recommended campaign:

1. Go to Partner Center > Marketing. Select your marketing focus: Customer Acquisition; Product Adoption; or Product Upsell.
2. Go to the Recommended Campaigns tab.

   

3. Browse the selection of ready-made campaigns.
   You can preview each email within a campaign by clicking the Menu icon  at the end of the row. Then, click Preview.

   

4. When you find a campaign you like:
   1. Click the Menu icon  at the end of the row, then click Add to My Campaigns; or
   2. Click on the campaign name, then click Add to My Campaigns.

   

5. Click Add.
   • This adds the campaign to My Campaigns and directs you to the campaign’s edit page.
6. Edit the campaign details as desired.
7. When you are ready, click Publish.
   • This adds the campaign to Sales & Success Center, where your salespeople can send it to their prospects and customers.

Create custom campaigns

You have the flexibility to craft your own email campaigns.

To create a custom campaign:

1. Go to Partner Center > Marketing. Select your marketing focus: Customer Acquisition; Product Adoption; or Product Upsell.
2. Click Create Campaign in the upper right.

   

3. Enter a descriptive name for the campaign that your salespeople will recognize. Click Create.
4. Click Add Event.

   

5. Select Email or Snapshot Creation.

   

6. If you selected Email, continue reading below. If you selected Snapshot Creation, skip ahead to Step 7.
   1. You can select a template or create your own from scratch. To add a template, click Add below the email template. To create your own, click Create New in the upper right.

      

   2. If you clicked Create New, continue reading below.
      1. Give the email a descriptive and recognizable title in case you ever need to use this template for other campaigns. Your prospects and customers will never see this title.
      2. Write a subject line that’s clear and concise.
         Check out our Best Practice Email Checklist for tips on creating your campaign. To open the checklist, you’ll have to download the PDF at the end of the Email Marketing Quick Reference Guide.
      3. Write your email.
      4. Add Dynamic Components to personalize the email. Learn more
      5. Click Preview to see what the email will look like.
      6. Once you’ve finished, click Save.

      

7. If you selected Snapshot Creation, the campaign will automatically create or refresh a Snapshot Report for your prospect. If any of the emails in the campaign link to the Snapshot Report, this event ensures the information in the report is up-to-date.
8. Continue adding events until you have finished creating the campaign.
9. Adjust the time delay between each email.
   We recommend the following email frequencies:
   Customer Acquisition: lower frequency (1 email/week)
   Product Adoption: higher frequency (3 emails/week)
   Product Upsell: lower frequency (1 email/week)

   

10. Configure your campaign to bring in the right number of leads on the right days:
    1. Click Campaign Configuration to expand the menu.
    2. Configure the settings.
    3. Click Save.

    

    

11. If you have an Enterprise subscription, you can add marketing automations. Learn more
12. Before publishing your campaign, preview and test your emails.

Preview and test your campaigns

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

To test your emails from the campaign page:

1. Click Preview under the first email.

   

2. Click Send Yourself a Test Email.

   

3. Enter the test email address, then click Send Test.
4. Scroll to the following emails, if applicable. Click Send Test for each email.

   

   Don’t like how your campaign looks?
   You can edit your campaign before launching it. Learn more

Publish your campaigns

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

To publish the campaign from the campaign page:

• Click Publish.