Create an email marketing campaign with Campaign Monitor - EvolveGo

EvolveGo allows you to email market to your clients in various ways. The easiest way to start email marketing is to create lists based on Contact Tags within EvolveGo  .

Enable Email Marketing

To enable Email Marketing:

1. In the EvolveGo desktop app, navigate to EvolveGo Settings.
2. Select Integrations.
3. Select Email Marketing.
4. Check the Enable email marketing box.
   
5. Choose the administrator who will receive an email to continue setting up Email Marketing.
   
6. Once the setup is complete, you can access Email Marketing via Contacts View from the EvolveGo desktop app.
   

Sync a contact list from EvolveGo 

1. From the Email Marketing screen in EvolveGo Settings, select Add New under the List syncing table.
   
2. Choose to sync either a specific EvolveGo Contact Role or any custom Contact Tags. Learn more about Contact Tags.
   
   Note: You can also enter Campaign Monitor and upload a list of contacts there to create lists manually.

Create the email campaign

To enter Campaign Monitor and create a campaign:

1. Select Email Marketing from the Contacts View in the EvolveGo desktop app.
   
2. Campaign Monitor will open on a web browser. Select the Campaigns tab. 
3. Select Create a campaign.
4. Name your campaign and select Continue.
   
5. Add the campaign details, such as the Subject Line, "From" email and list of recipients.
   
   • Clicking Select recipients will bring up a list of the contact tags you configured in EvolveGo earlier.
   • Select Design email to customise the look and feel of the campaign. 
   • Use the Send a test and Preview buttons on the top-right corner to test the email.
     
6. Once you are ready to send, select Prepare to send. Choose whether you wish to send it immediately or schedule it for later.
   
7. Confirm details for a final time, then select Send Now.
   

Access email campaign performance

Your list of campaigns will appear on the Campaigns tab in Campaign Monitor. Click on the relevant campaign to view standard metrics such as open rates, clicks and bounces.