Shortcuts Marketing Plus: How to Create a Newsletter Campaign

A template is the foundation of your campaign, providing the layout and design for your newsletter.

Access the Template Library: If you don’t have a template ready, explore the library for pre-designed layouts.
Create or Select a Template:
- Choose a design from the template library or use the email creator (note: email-created templates won’t be saved to the library).
- Customize the template as needed, but remember changes made here will only apply to the specific campaign.

Once you’ve selected your template, move to the campaign editor to adjust the content.

Subject Heading: Write a compelling subject line. Consider personalizing it with a client’s name for better engagement.
Key Features to Enable:
- Link Tracking: Monitor the performance of your campaign links.
- Online Viewing: Allow clients to open the email in their browser.
- Referral Links: Add an option for clients to share the email with friends (optional and situational).
Preview Options: Check how the email appears on both desktop and mobile devices.

Save your changes and continue.

Set up key campaign details for sending:

Campaign Name: Choose a clear, descriptive name for internal tracking (clients won’t see this name).
Frequency and Timing:
- Most newsletters are sent as a "one-time" campaign.
- Schedule the date and time for sending.
- Ensure duplicate clients won’t receive the email more than once.
Recipient Selection: Send the campaign to all clients or restrict it to specific demographics (e.g., by gender, last visit date).

If your campaign includes a promotion, you can create and link a promotion code.

Create a Promotion Code:
- Navigate to the Admin Menu > Promotion Codes to create a new code.
- Save the code, return to your campaign, and link it in the promotion code tab.
Track ROI: Link the promotion code to a discount reason to measure its effectiveness.

Expand your campaign’s reach by sharing it on social media platforms.

Post Details: Enter the content for your social media post.
Platform Integration: Log in to Facebook or Twitter, select the profiles/pages to post on, and schedule the post.

Before sending your campaign, ensure everything is perfect:

Send a Test Email:
- Proofread the email, check the subject line, and verify all links.
- Send a test to yourself or others to review.
Review Recipients: Confirm the number of clients receiving the campaign.
Activate: Once satisfied, activate the campaign. The system will send it automatically at the scheduled date and time.

For campaigns with promotions:

Link promotion codes to discount reasons in Setup > Configuration > Discounts.
Define discount parameters (e.g., percentage, applicable items) to ensure accurate tracking and application.

Creating a professional newsletter campaign is an essential way to keep your clients informed about your latest updates and promotions. Follow these simple steps to design, customize, and activate your email campaigns with ease.