Getting Started With Email Marketing

Email marketing is simple with LevelUp. Follow the steps below or in the video to start your email marketing campaigns in a few minutes. 

Add Contacts

1. Go to People
2. Click Add New or Import
3. Complete the necessary information or import steps. 

Create Email

1.  Go to Emails
2. Add New
3. Add Email Name
4. Add Subject Line
5. Add Content
6. Click Create
7. Take the email out of draft mode 
8. Choose the Sender by selecting the correct user in the From field. (Note: Only SMPT validated email accounts can send email.)
9. Send a test email to yourself before sending to contacts

Send A Broadcast

1. Go to Broadcasts in the Emails submenu to the left of the screen.
2. When the popup appears, choose the email you want to send.
3. Define when the email should be sent.
4. Tell the system who should receive the email using filters.
5. Review your Broadcast details
6. Click Confirm and Send when you’re satisfied with the details.