🚀 Step 1: Open Email Marketing
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From the Dashboard, click Marketing in the top navigation.
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This opens the Email Marketing list page where all campaigns are stored.
📋 Step 2: Review Existing Emails
Here you can:
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View all marketing emails
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Check campaign status
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See high-level performance metrics
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Use search and filters to find campaigns quickly
📊 Check Usage
Look at the Usage Meter (top-right corner) to:
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Monitor how many emails have been sent
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Confirm you haven’t reached your sending limit
If emails can’t be sent, check this first.
➕ Step 3: Create a New Email
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Click Create New Email
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Choose one of the following:
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Use an existing template
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Create a new template
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Start from scratch
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Select your template to open the Email Builder.
🧩 Step 4: Configure Email Settings
In the builder:
Left side → Settings
Set your campaign details:
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Contact List
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Optional Don’t Send To exclusions
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Sender name
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Sender email
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Subject line
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Preview text
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Send now or schedule for later
🎨 Step 5: Design Your Email
Right side → Visual Builder
Use drag-and-drop components to:
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Add or remove sections
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Insert content blocks
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Duplicate elements
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Adjust fonts, spacing, alignment, and colors
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Match company branding
You can also:
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Add new layout sections
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Customize background and link colors
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Adjust email width and alignment
💾 Step 6: Save Your Work
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Click Save Draft anytime to preserve changes
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Update the current template or save as a new template for reuse
📤 Step 7: Review and Send
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Click Review and Send
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Confirm:
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Recipients
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Sender details
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Subject line
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Timing
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Send immediately or schedule delivery
✅ Result
Your marketing email is sent and tracked directly within Followup CRM.