Shortcuts Marketing Plus: How to Send a Campaign to a Nominated Member List

Step 1: Prepare Your Template

• Template Creation:

  • Start by logging into Shortcuts Marketing Plus.
  • If you haven’t already created a template, browse the Template Library or use the Email Creator. Note that templates created through the Email Creator won’t be saved to your library.
  • Select and edit your desired template. Changes made here will only apply to the current campaign and not to the original template.

• Personalize and Finalize:

  • Add a subject heading that grabs attention (e.g., include the recipient's name).
  • Enable tracking options like:
    • Performance Tracking: Monitor link engagement.
    • Online Viewing Option: Allow clients to view the email in their browser.
    • Refer-a-Friend Link: Optional feature to let recipients share the email.

Step 2: Set Up Your Campaign

1. Name Your Campaign:

   • Choose a clear, descriptive name for internal use.

2. Schedule the Send Date and Time:

   • Select a date and time for your campaign to be sent.

3. Sender Details:

   • Confirm and edit "sent from" and "reply-to" email addresses as needed.

4. Audience Selection:

   • Choose the Nominated Member List option.
   • Search and select recipients based on criteria like surname or other filters.

Step 3: Add a Promotion Code (Optional)

• Track ROI:

  • Create or select a promotion code for your campaign.
  • To create a new code:
    • Navigate to the Admin Menu > Promotion Codes.
    • Enter details and save.
  • Link the promotion code to your campaign by returning to the Promotion Tab.

• Discount Setup:

  • In Shortcuts Fusion, link the promotion code to a discount reason.
  • Configure the discount (amount, applicable services/products) to measure ROI effectively.

Step 4: Test and Activate

1. Send a Test Email:

   • Proofread the email content.
   • Check the subject line, spelling, and all links to ensure functionality.

2. Confirm Details:

   • Verify recipient numbers by clicking Check Now.
   • Confirm all test checks by ticking the provided boxes.

3. Activate the Campaign:

   • Once satisfied, click Activate. Your campaign will be sent at the scheduled time.