Create new mailing

You can create a new mailing either directly in SuperOffice Marketing, or as a mail-merge from a selection in SuperOffice CRM.

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The mailing workflow

When creating a mailing, you follow a workflow consisting of 5 steps:

1. Setup
2. Template (skip if you are creating the mailing from a template or an existing mailing)
3. Content
4. Recipients (not applicable to forms)
5. Confirm (not applicable to forms)

Green (filled )= Complete step | Green (ring) = Incomplete or skipped step | Grey/dotted = Step not started Each step in the workflow must be completed before you can move on to the next. You can, however, click on complete steps to make changes before sending the mailing.

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Select mailing type

The first thing you must do, is to select what type of mailing you want to send. When you choose your mailing type, SuperOffice CRM will safeguard that you do not send your mailing to the people who did not subscribe to the mailing you are about to send.

1. Select the Mailings tab.
2. Select one of the following options under Create new mailing on the right side of the screen:
   • Email
   • SMS
   • Document
   • Form response
3. You have now started the workflow to create a mailing. Follow the steps for your selected type:
   • Email
   • SMS
   • Document
   • Form response

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Opening rates

Your subject line affects the opening rates of your mailing. People determine whether they are going to open and read your email based on your subject line. So make sure your subject line stands out. The sender also plays a part in the opening rates. People are more likely to open your email if they recognize the sender’s name. You control how the sender appears by specifying the sender’s name and email address like this: "Name"<email@address.com> If you use Google Analytics to analyze traffic and user behavior on your website, you can connect your mailings to your Google Analytics reports.

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Send a mailing

In step three, you can test your mailing by sending it to yourself and/or your colleagues to review the content you have added. This way you can make sure you are a 100 percent happy with your mailing before you dispatch it. In step four you are ready to add your target list containing the recipients to your mailing. In the fifth and final step you confirm and send or schedule your mailing. You can either send your mailing immediately or you can schedule your mailing.