Email Marketing Training Manual - Email Campaigns Setup - Launch and Reporting Guide

Sep 13, 2026

Upload by Jiven

Email Marketing Training Manual explains how to plan and execute email campaigns using an in-application marketing studio. It walks through viewing existing campaigns, accessing campaign options, launching a new email campaign, and building or selecting email message templates. The guide details steps for naming the campaign, selecting eligible recipients with search and limit controls, scheduling send time, configuring message fields, signatures, merge fields, and template formatting. It also covers reporting, managing bounced addresses, and sending a test before final submission.

LanguageEnglish

CategoryLetters

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

Email Campaigns Overview

Viewing and Managing Email Campaigns

Launching an Email Campaign

Building the Campaign Step by Step

Naming, Recipients, and Scheduling

Selecting Templates and Configuring Message Fields

Signature and Final Options

Reports and Address Management

Email Campaign Reporting

Managing Bounced Email Addresses

Email Marketing Training Manual Email Marketing Campaigns When you want to send a mass email out to your contacts you will need todo so with an“Email Campaign.” To send a mass email such as a newsletter or announcement, find the "Marketing Studio" or "Campaign" menu on the top banner. Depending on your setup, this may be named differently. Contact your company’s admin ifyou do not see the option in the main menu: From the “View Email Campaigns”menu, you will see a page with a list ofall previously created Email Campaigns. (See below image) Email Marketing Training Manual From this screen you may view details of your campaigns such as the Name, Date it was set to send, and even the number of sent/opened emails. Clicking the “Options”menu button at the top allows you several options such as launching/creating a new Email Campaign, Reporting on Email Campaigns, and Managing your Email Templates. Launch An Email Campaign This allows you to create a new Email Campaign. Add an Email Message Template This allows you to create a new Email Template which can be used for sending emails from various places in the application. Manage Email Message Templates Brings you to a list of all Email Templates (Including the system’s sample templates – 'Save As') where you can Add, Edit, or Delete your Email Templates. Report On Email Campaigns Allows you to see various reports on specific Email Campaigns, such as who has Opened the email and who has chosen to Opt-Out of emails. Manage Bounced Email Addresses This gives you a list of those emails which have bounced when the system attempted to email the contact, so you may take further action such as calling. Email Marketing Training Manual Launch an Email Campaign Either by choosing “Add an Email Campaign” from the banner menu, or selecting“Launch an Email Campaign from the option menu, allows you to begin creating an Email Campaign from the following screen. From here, it is as simple as reading and following the steps from top to bottom. Step 1-Name your Campaign – Choose something specific enough that you know what the email is, and perhaps to whom it is being sent. Email Marketing Training Manual Step 2-Choose who will receive your email. To avoid being considered spam by email servers, your database is limited by Monthly, Daily, and Per Search amounts. If you need this limit increased, please talk to your LeadMaster Representative overseeing your account. To select your contacts, choose either the “Search Contacts” or “Search Records”radio buttons. This depends on which data you need to search for. For example: If you need to send to specific Contact Titles/Positions, search contacts. If you need to send to specific Record Statuses search Records. Click the blue “Select Contacts/Records” button to bring up a search screen where you may specify which contacts will receive this email. If your search contains more than your allotted Search Limit, you will need to further limit the search (perhaps into specific Locations/States) , and send the email over multiple campaigns. Step 3-Choose when to send the email. You can send it “Now” or at a “Later”date specified within the date and time fields. Email Marketing Training Manual Step 4-You may now choose the Email Template you wish to use (Or you may choose no template, and Manually create the email in the next section) . Click“Select Email Message Template” to open a window with a list of all your alreadycreated templates. To use a template, select the blue “Check mark” next to your template. Step 5-After selecting the Template (Or choosing to manually create the email here), notice that the template’s details are now in the “Your Message” Section. From here you can specify several email options To – Is the receiver of the email message. This is blank and will be filled in by the system based upon your search criteria. Recipients will only see their name / email. They will not see the li

FAQs

How do you find existing email campaigns and view their details?

Use the “Marketing Studio” or “Campaign” menu, then open “View Email Campaigns” to see a list of previously created campaigns and details like name, scheduled date, and sent/opened counts.

What are the steps to launch a new email campaign?

Launch a campaign from the banner menu or options menu, then follow the step-by-step flow to name the campaign, choose recipients, set the send time, select or manually create an email template, and configure message fields.

What should you do if the search limit prevents selecting all needed contacts?

Further narrow the search (for example by location/state) and send the email through multiple campaigns to stay within monthly/daily/per-search limits.

Sep 13, 2026

Upload by Jiven