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There are essentially two ways to use email messages created in Lead Liaison; send an email to a list and send emails through a nurture workflow. Sending emails to a list is a common practice for sending out your company newsletter. When sending emails to a list the email messages will be sent from one person. When sending emails through lead nurturing email messages may be sent from different people, such as the Lead Owner. These instructions show you how to get started with both use cases.
Sending
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a One-Off Email
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- Create an Email List by going to New > List
- Fill in the list details
- Check the "Notify the List Owner" box if you want to know when people subscribe and/or unsubscribe from your list
- Now that your list is created you can create your email message.
- Go to New > Email. If you created a template, use that as your starting point. Templates are covered here.
- When designing your email you can insert any standard or custom field (as long as it's in the database for the Prospect) by clicking the "Custom Fields" button.
- Underneath the Text block section make sure to pull in the code from the HTML block by clicking the drop down underneath the text block and selecting "Get Text Content from Editor"
- Click Save and Exit
- Now send your email campaign to your list by going to Content > Emails > Send an Email Campaign
- Select the list to send to and choose your email message
Send Email through Automation
In this example we'll create two email messages that we can use in an automation.
- Go to New > Email. If you created a template, use that as your starting point. Templates are covered here. For the Name, use something logical, so that you can find it when you are adding the email into a workflow. We suggest numbering the emails and using something like " Post Demo Follow Up - Email 1" or "Nurture / Marketing / Any / Long Term #1". The name is just for internal use.
- When designing your email you can insert any standard or custom field (as long as it's in the database for the Prospect) by clicking the "Custom Fields" button.
- Underneath the Text block section make sure to pull in the code from the HTML block by clicking the drop down underneath the text block and selecting "Get Text Content from Editor"
- Click Save and Exit
- Repeat this process for your second email
- Now, let's begin creating the automation. In this example, we'll create an automation that our sales team can use. Sales will be able to drop the prospect into this automation directly from the Prospect Profile page, their CRM or from their email client. More details on lead nurturing are covered here.
- Click New > Automation
- Select Action-Only as the automation type.
- Based on your selection, the system automatically creates a template for you:
- Select the email messages you created in prior steps and add the appropriate wait period.
- Click the Next button
- Click Activate
- The lead nurturing automation is ready to use!
- following the instructions here.
- Confirm the subject, Sender, and Reply email.
- If you have multiple Email fields, select which to use.
- Select how to send the email.
- Send to List(s) – send to one or more marketing email Lists; select in boxes below.
- Send to Test List(s) – send to one or more test Lists; select in boxes below.
- Send to a portion of my database – create a new marketing email List using Filters.
- Send to specific email addresses – manually enter the email address for sending; select a List to add the emails into or select the One-Time Emails List.
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Send to every List that should be included at the same time. If a Prospect is on multiple Lists, they will only receive the email one time as long as you send to both Lists at once. For example, if you selects Lists A and B, the prospect will get one email. If you select List A and the later send the same email to List B, the Prospect will get the email twice. |
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Every time you send to a portion of your database, the system creates a new marketing email List. If you need to use the same filter criteria again, use the previous List or the system will create duplicates. |
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If you've selected Send to List(s), you can also choose to apply filters to your List. For example, you may wish to only send to people in a certain state/country, or might want to apply a Saved Filter. To Filter your List, select Filtered List Criteria on the right side of the screen. You can apply different filters to different Lists.
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- Choose to send the Email now or send later.
- Optionally adjust Advanced Options
- Notify List Owner on Start/Stop – send the List Owner a notification when the first and last email are sent.
- Sending Server – if your account has multiple VMTA providers, you can select which to use here.
- Personalize To – adjust metadata.
- Send as Multi-Part
- Embed Images in Content – directly embed images instead of loading remotely.
- Track Opens – disable for deliverability to high-security servers.
- Track Link Clicks– disable for deliverability to high-security servers.
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Embedding images will force them to load when the user opens the email. On most email clients, this will allow them to see images without having to give permission first. However, it makes the email more likely to be blocked by hight-security spam filters and increases the size of the email. |
- Click Next.
- Review your email one last time.
- Click Schedule.
Once you schedule, the email will be sent within 1 minute. Make sure the email is correct before you schedule it!
Send Email through Automation
You can use Fulfillment Actions and Automations to automatically send your emails to prospects. For example, you might want to send an email in response to filling out a form. You might also want to build an email drip campaign for prospect nurturing.
If you want to use this email in a Fulfillment Action or Automation, simply click the Exit button and Save and Exit.
Once the email is saved, it will appear in the drop-down menu for the Send Email action in Fulfillment Actions and Automations. Learn more about Fulfillment Actions and Automations from here.