Email Marketing

1. Benefits of Email Marketing

Email marketing is a method of using email, text messages, or other forms of communication to deliver sales, marketing, product introduction, or customer service content to recipients.

Using email marketing will help you:

Increase customer engagement and loyalty.

Boost brand awareness with customers.

Save time and demonstrate professionalism.

2. Email Marketing Permissions

To create and manage emails in the system, you need to be granted permissions for the Email Marketing function.

Access: View the Email section in the Marketing feature.

Add New: Add new emails to the system.

Edit: Edit existing emails.

Delete: Delete emails.

View All: View all emails in the system.

3. How to Create and Send Emails

3.1. Creating an Email Template

Navigate to the system -> Marketing -> Email Marketing -> Email Templates -> Add New.

The screen for creating a new email template displays the following fields:

Title: Enter the name of the email template.

Content: Enter the email content and use the variables in section (4) to personalize the email content for each customer.

Video Tutorial: View a video guide (if necessary).

Getfly Variables List: A list of available variables for personalizing the email (based on customer-related data stored in the system).

Email Design Tools: Utilize tools to design the email layout.

After successfully creating the template, click "Add New" to save the template.

3.2. Sending an Email

Navigate to Marketing -> Email Marketing -> Add New to send an email.

The new email screen displays the following fields:

Sender: Choose whether to send the email from a personal email address or the system email (the personal account email is the one in the account information of the user).

Recipient: Select the customers to send the email to. You can filter by my customers, customer groups, campaigns, or specific customers.

Email Campaign: Choose or quickly create an email campaign to easily track the total number of emails sent, the number of emails read, the number of unread emails, and the click-through rate.

Email Setup: Set up the time to send the email. You can either send it immediately or schedule a specific time.

Track Mail: Check if the customer has read the email by enabling email tracking.

Variables List: Choose variables to personalize the email.

Select Template: Choose a pre-existing email template to send.

Once all fields are filled, click "Add New" -> Send the email to the customers.

Note:

To send emails through the system, you need to integrate with an email partner/service (Instructions for integration can be found here).

Tips for Avoiding Spam:

Ensure the font displays correctly before sending.

Send a test email to company employees first and ask them to mark it as important to improve the sender's reputation.

Use the variables provided by Getfly to personalize the email content.

Avoid sensitive words like "promotion," "discount," "sale off," etc., as they are likely to be flagged as advertising.

Limit the use of large images and attachments. Instead, upload the file to Getfly and include a link in the email. This helps you track whether the customer opens the document.

Use a professional email signature that includes your and your company's contact information.

3.3. Editing an Email Template

Navigate to Marketing -> Email Marketing -> Email Templates -> Select the email to edit.

3.4. Deleting an Email Template

Navigate to Marketing -> Email Marketing -> Email Templates -> Select the email to delete.

4. Email Management

Navigate to Marketing -> Email Marketing. The screen displays a list of all emails in the system.

Email List: A list of all emails sent from the system, including the status of whether the customer has read the email, the time they read it, and the number of clicks on links within the email.

Statistics: Manage email statistics by email subject. CTR (Click-Through Rate) is the percentage of customers who clicked on a link in the email. The formula is: (Number of clicks on links in the email / Total number of emails sent) x 100%

Email Campaigns: Manage and track emails by the campaigns you’ve sent.

Email Templates: Contains available email templates in the system.

Search Toolbar: Quickly search by email subject, campaign ID, or customer email (email sent or received). Advanced Search: Search by sender, subject, email addresses, campaign ID, or sending time.

Total Emails: Displays statistics for emails sent this month by default.

Sent: Emails sent this month.

Read: Emails read this month.

Filter by Email Status: Filter by all, read, unread, sent, not sent, or failed.