Emails

FAQ:

• Why were emails to unengaged contacts suppressed?

• Converting an email to pdf in FunnelBud

• How to send emails individually using the Smart Email Feature

Worth Checking prior to sending Newsletter/ Email to a list:

1. Check subject line & send from name and email

2. Send to yourself and check in Outlook/ Gmail/ Mobile view

3. Untick "Can send multiple times to one person" (keep "view in browser" ticked for Newsletters)

4. Check whether images in both editors are the correct size (for legacy emails only)

5. Add links to the images (most leads will be checking your emails on mobile, therefore worth considering for small and medium sized images)

6. Add description to images (otherwise your email might end up in a spam folder)

7. Check whether ALL links work (including image links)

After send out:

1. Check whether all emails have been delivered: Analytics >> Email Jobs

2. To check Report go to Analytics>> Email jobs>> View email report

3. Email Report statistics explained

How to add content:

• Add an image

• Add a link to a text (Read more etc)

• Add a link to an image

• Add a link to CTA (Call-To-Action)

• Add a merge variable

• Use merge variable as a link to a text (View in Browser link, Unsubscribe link, etc)

How to Send Emails To A LIST

FunnelBud emails can be sent to lists but not to an individual contact. To send to an individual contact, please check How to send emails individually using the Smart Email Feature

Before sending an email, make sure that you have created:

• An email

• A list to send the email to

Sending from Emails

(Click to watch)

1. In FunnelBud's top toolbar, click Content > Emails.

2. Hover over the email that will be scheduled and click the Send to List icon.

3. Alternatively, open the email and click the Send button at the top right corner.

4. In the Scheduling section of the modal window that appears, choose either to send the email:

• • As soon as possible (if you want to send the email immediately)

  • At a designated time (if you want to send the email at a later date/time)

5. In the Recipients section, enter the name of the list to send the email to. You can send the email to more than one lists.

6. In the Exclusions section, enter the list to exclude sending the email to.

7. Optionally, check any or all of the following checkboxes:

• • Exclude recipients who have already received this email (if you don't want the email to sent to the same person multiple times)

  • Exclude recipients with low engagement (if you don't want to include contacts who won't likely open to receive the email)

8. Click Send.

9. In the modal window that appears, click Send Email.

Sending from Lists:

(Click to watch)

1. In FunnelBud's top toolbar, click Contacts > Lists.

2. To the right of the list you want to send to, click Options (gear icon) > Send Email to List.

3. In the Scheduling section of the modal window that appears, choose either to send the email:

• • As soon as possible (if you want to send the email immediately)

  • At a designated time (if you want to send the email at a later date/time)

4. In the Email section, enter the name of the email.

5. In the Exclusions section, enter the list to exclude sending the email to.

Note: You cannot send to multiple lists and you can only select one list to exclude.

6. Optionally, check any or all of the following checkboxes:

• • Exclude recipients who have already received this email (if you don't want the email to sent to the same person multiple times)

  • Exclude recipients with low engagement (if you don't want to include contacts who won't likely open to receive the email)

7. Click Send.

8. In the modal window that appears, click Send Email.