Send Personalized Emails to Individual Contacts

Step-by-Step Instructions

Create a New Field in the Customer's Master Record

• Click on → Contacts  → Master Record Fields  → New Field.
• Name the field, e.g. → Individual Offer (URL).
• Select the → URL  option under → Type.
• Click on → Create Additional Field.
• Confirm with the green → Save  button.

Create a New Email

• Go to → Campaigns  → Emails / SMS  → New Email  in the menu.
• Name the email, e.g. → Template for Individual Offer.
• Check the box → Use as Email Template for Sending to Individual Contacts.
• Click on → Create Campaign Email  and enter a subject and design your email.
• Insert the newly created additional field → Individual Offer (URL)  as a placeholder.
• Now, cut the placeholder to copy it to the clipboard.
• Import a graphic or create a text link that points to your placeholder by clicking the Link button in the Editor menu and pasting the content from your clipboard under → URL.
• Important: If you link to placeholders in the rich text editor, always select the → Other  protocol.
• Click on → Save and Calculate Spam Score.

Go to Your Contacts

• Select the contact to whom you would like to send an individual offer.
• Click on the → General  tab.
• Select the → Upload File  button next to the → Individual Quote (URL)  field.
• Upload your quote, ideally as a PDF file.
• Ensure your file size doesn't exceed 2 MB, or you will receive an error message.
• The link displayed is automatically transferred to the placeholder in your email.
• Click on → Save.

Send Your Email

• Click on the → Send Email  tab at the top left.
• In the drop-down menu under → Email,  select the email template you created.
• Select → Preview  to get display preview of the email content.
• Click on → Send  to send the email to your desired recipient.