There are a few areas from within your Eagle account that you are able to set up bulk marketing/newsletters. This can be done directly from your 'Marketing' tab at the top of your screen, in the 'Marketing' tab of a specific listing or from your 'Contacts' tab.
This article will show you how to set up a bulk marketing campaign/newsletter from your 'Marketing' tab.
New Email Campaign
Click on the 'Marketing' tab at the top of your page
This will give you a new menu on the left side of your screen. From here select 'Campaigns'
Click on "New Email Campaign"
Select Groups
This will take you to a page "Select Groups". Select which groups you would like to send an email to. Scroll down and click "Save and next"
Confirm Recipients
This will take you to a page "Confirm Recipients". Here you can untick recipients if you don't want them to receive an email. Scroll down and click "Save and next"
Design
Then choose the email design you want to use. This will give you the option of selecting the 'Fast and easy' (the standard Eagle email design) or a design you have created for your account using the 'Email Designs' tab. Once you have selected your design click 'Save and Next'
Click here for more information on creating an Email Design.
Content
Using the 'Fast and easy' email design;
This will take you to a page "Content"
From here give this a 'Campaign Name' The Campaign Name is your internal name for the campaign
The 'Send From' section allows you to select who the email will come from. Not only will the email be sent from this email address, that agent's details will be at the footer of the email
Give your email a 'Subject'. This is a required field and will send to the contacts.
'Add field' is a drop down menu that will allow you to use a template tag to personalise your email to each of your contacts you are sending this to. To use the 'field' simply search the drop down menu for the tag you want to use eg. 'contact first name'. Put your cursor in the email 'Message' where you want this tag to display, then click the 'Add' button under 'Add field'.
The message is content that you can write which will show up at the top of the email. For instructions on how to add an image to the content of your email click here.
Attachments allows you to add an attachment from your documents
Underneath the content, you can select which properties will be included in the email. Tick a section to include it in the email.
a. You can change the title for a section by changing the "Title" text
b. Select which 'Template' you want this to display in from the drop down menu. This can be either a Feature, Large Grid, Small Grid or List view.
c. Select which properties you would like to include in the email by clicking on them. The selected properties will move into the box on the right hand side.Click "Save and next"
Using an 'Email Design' created in your account;
This will take you to a page "Content"
From here give this a 'Campaign Name' The Campaign Name is your internal name for the campaign
The 'Send From' section allows you to select who the email will come from. Not only will the email be sent from this email address, that agent's details will be at the footer of the email
Give your email a 'Subject'. This is a required field and will send to the contacts.
Make any updates you need to make to the design you have created by editing the 'Blocks' you have already selected and/or adding additional 'Available/Saved Blocks' to your design.
Once your design is complete, click 'Save and next'
Confirm
This will take you to the "Confirm" page. The confirm page is a checklist of all of the previous sections. If any content has been missed, an "x" will show up next to it indicating that it needs to be fixed. Once the checklist is all ticked, you can 'Send Now'. 'Schedule' the campaign for a later date, 'Preview' the campaign or 'Send Test Email'.
Cloning a Campaign
If you wish to recycle a draft or sent campaign, you can click 'Clone' to copy the campaign. This will save time compared to creating a similar campaign from scratch.
What will copy across to the new campaign?
Recipient list
The design (from step 3)
The content (from step 4)
Remember to re-check all the sections of this campaign prior to sending it out as some information may have changed from the original campaign.
For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: support@eaglesoftware.com.au