Creating e-mail campaigns

An e-mail campaign is a document in CAS genesisWorld. Therefore, you create a new document when you want to create an e-mail campaign.

If you have already saved recipient lists as views or if you want to use a distribution list, you can link the recipients directly when creating the e-mail campaign.

• Adding recipients to e-mail campaigns

Creating empty e-mail campaigns

Click New and select Document.

The Create document from window opens.

• Open the All templates or Default templates view in the document template navigator.

• Document template navigator

You can change the names of the views. You may find the templates in a different view.

• Select the template for e-mail campaigns and click OK.

The New e-mail campaign window opens.

The General tab contains the required information to create and send e-mail campaigns.

The Advanced tab contains default information for a CAS genesisWorld data record, for example, category or date.

Basic settings for e-mail campaigns

Fields on the General tab

• Enter the subject of the Mail merge.
• Select the e-mail account with which you want to send the e-mail messages.

The drop-down list shows all the e-mail accounts you have access to.

• Enter the names that the recipients of the e-mail message will see in the Sender field.

After you have selected the e-mail account, the sender field is automatically filled in. You can change the sender by entering a new value if required.

The sender is displayed as sender <e-mail account> to the recipient of the e-mail, for example, newsletter <newsletter@example.com>.

• In the Document language field, you select the language for the e-mail campaign.

The document language is relevant for placeholders such as mail merge fields. The contents are filled in using the selected document language if contents are available in the selected language.

• Using mail merge fields and field variables

Defining sending options

• Click Sending options on the General tab of the e-mail campaign.

The corresponding window opens.

• Activate the Contact identical e-mail addresses only once option if recipients who have been added multiple times should only receive one e-mail.
• If you activate the Automatically archive e-mails after sending option, each sent e-mail is automatically archived using the default template and linked with the recipient address.

In addition, each sent e-mail is linked automatically with the e-mail campaign.

• Activate the Store e-mails in the "Sent objects" folder option to save all sent e-mails in the respective folder of the sender's e-mail account.

Writing the e-mail text

In the next step, you write the text of the message.

• Writing e-mail campaigns