Email Archives - SQLWorks

Fact Sheet: Email Marketing & Mailshots

email marketing

If you have SQLWorks linked to your email account, SQLWorks can be used for email marketing and mailshots, bulk sending emails with custom designs.

Accessed within SQLWorks CRM, users can create a new email campaign by making a new mailshot project, and create multiple mass emails within a campaign.

Right clicking in the main list and selecting ‘New Mailshot’ will open a new email creation window, where users can give the mailshot a unique name, choose an email from address, subject line, and ‘drag-and-drop’ in attachments.

The list of intended recipients can be chosen from the ‘Client Lists’ dropdown, selecting from one of your custom client lists, which you can build from your saved SQLWorks CRM contacts.

For the design of an email, you can choose from a wide range of tools from within the formatting pallet on the right of the main email editing window – get creative with different fonts and text sizes, colours, bulletpoints and alignment, insert images, tables and more!

You can format elements by highlighting them and clicking the format buttons, and confine the margins of your email by setting these measurements in the ‘Document’ tab.

For tidy formatting, we recommend creating a borderless table in which to align all the elements of your email marketing email – to ensure any custom designs are displayed consistently in the inboxes of recipients.

SQLWorks database tags can be input into the main email body so that each email contains mail merged custom data from elsewhere in your contact directory. This can be used for targeting with ‘informal’ detail (e.g.: a first name – ‘Dear John’) and a “fall-through” function which pulls in substitute data as a ‘formal’ backup (e.g.: surnames – ‘Dear Mr Smith’) where the main data is unavailable. These functions can be customised by our SQLWorks team, to email your contacts using any piece of data from your SQLWorks CRM, Accounts or Stock Control data.

SQLWorks allows you to preview each version of a mailmerged email to check for errors by clicking the ‘Prev’ / ‘Next’ buttons, and ensure each email is correctly personalised. Using the spellcheck function, and undo/redo buttons, email marketeers can also avoid any errors being broadcast to a wide audience.

If you wish to remove all formatting, and send your email as a ‘plain text’ email to improve chances of deliverability, simply tick the ‘Send as Plain Text’ checkbox at the top of the Mailshot window. Using the ‘Show Plain Text’ checkbox, you can also check how this email is likely to be seen by email inbox previews.

Deploying these tools, you can field imaginative, targeted and ongoing email campaigns, linking all the intelligence of your SQLWorks data together with your marketing.

 

For expert CRM tools, contact us about SQLWorks today:

Fact Sheet: Adding Emails

Adding emails

SQLWorks integrates with your email inbox to let you view, send and use emails to complete other tasks: here’s how.

To add your email account to SQLWorks, click ‘User Prefs’ under Preferences (1) in the main navbar. Select your User ID, and under the ‘Employee Info’ Tab put your email settings into email settings fields, including your account ID and password. This will give SQLWorks permission to see the contents of your email inbox.

In the main Companies List (1) by clicking the ‘Emails’ Tab (2) under a selected company’s record you can view the contents of your inbox on the left hand panel, and emails saved within SQLWorks on the right hand panel.

Dragging an email from the left panel to the right panel saves a copy to the system and makes the email visible to other SQLWorks users, whilst selecting an email makes the message content visible in the yellow viewing box below.

This is most useful for adding emails which are to valuable to just sit in your inbox – emails which your team will need to be able to share or recover details from in your absence.

You can also use this tool to place important emails within the system, linking important correspondence to projects, sales leads, quotations and more.

 

SQLWorks can even be configured to recognise significant emails and automatically add them to projects and other areas – for additional information, ask the SQLWorks team today.

Did you know? Changing Your SQLWorks email password

If your company email password has changed, SQLWorks won’t be able to integrate with your email – here’s how to fix that.

You can update your SQLWorks integrated email password via ‘Preferences’ in the main Nav Bar (1). Clicking ‘User Prefs’ will open your company’s SQLWorks users, giving you access to some of your own accounts settings by clicking your own name on the user list.

This opens the Employee Info window shown above. In the bottom right panel your email settings are saved (2) – here you can update your User ID and Password, along with other integrated email settings such as your email signature.

Higher security user settings can only be changed by a designated system administrator, or the SQLWorks team by formal request.

 

Contact us for more information: 01272 375999