Overview
REsimpli lets you email your buyers in two ways. You can send one email to a single buyer, or send an email campaign, also called an email blast, to many buyers at once.
Both ways use an email template, so you set your message up once and reuse it. After you send a campaign, you can see how many people opened it and clicked it.
Steps
Part 1: Set Up Your Email Template
You need an email template before you can send anything.
Step 1: Open your templates
Click Settings in the lower-left corner of your screen.
Click Templates.
Make sure you are in the Email Templates section. This page also holds your SMS templates and task templates.
Step 2: Organize your templates (optional)
You can create template folders to keep your templates sorted.
To look at a template you already have, click Preview Template. You will see what is inside it.
Step 3: Start a new template
Add a template name.
Click Continue to Email Builder.
Step 4: Add your sender details
Fill in the sender details.
Add the sending from email address.
Step 5: Write your email
Fill in the Subject.
Fill in the Email Text.
Step 6: Choose plain text or rich format
You have two choices:
Plain Text — a simple email with words only.
Rich Format — lets you add photos and design your email.
If you choose rich format, you can add:
A photo. Click the photo option, then drag it to where you want it on the email.
A divider
A column
A heading for your social links
Arrange these however you want your email to look, then check the body and content.
Step 7: Verify your sending email address
Your emails will not send until this address is verified.
Click Verify Email.
Fill out the details.
REsimpli will send you a verification link. Open it to finish.
Once verified, you can use this address to send both campaigns and individual emails.
Part 2: Send an Email to One Buyer
Step 8: Open your buyers
Go to Contacts.
Click Buyers.
You can view your buyers in List View or Grid View.
Step 9: Start the email
Open the buyer you want to email. The buyer must have an email address saved.
Click the email icon.
Step 10: Choose your template
Select the email template you want to send.
You will also see how many email credits you have left.
Step 11: Add your sender details
Fill in the sender details and the from email address.
Step 12: Check the preview
Click the preview option to see exactly what the buyer will receive.
You can view it two ways:
Phone view
Desktop view
If you want to change something, edit the email here.
Step 13: Add attachments and send
Add any attachments you want to include.
Send the email.
Part 3: Send an Email Campaign to Many Buyers
Step 14: Choose who gets the email
Apply a filter if you only want to reach certain buyers.
Click Select All, or select the buyers you want.
Step 15: Open the Actions menu
Click the Actions tab. You will see two ways to send:
Primary Email — sends to each buyer's main email address only.
All Emails — sends to every email address saved for that buyer. Use this when a buyer has more than one contact or address.
Step 16: Name your campaign
Type a campaign name.
Click Continue.
Step 17: Choose your template and check your details
Select the email template you want to use.
Add the sender details and email.
Look at the receiver details.
Only buyers with an email address saved will receive the campaign. In the video, only 4 of 9 buyers had email addresses, so only those 4 were included.
Step 18: Check your email credits
Make sure you have enough email credits for the number of people receiving the email.
If you do not have enough credits, your email blast may run into problems.
Step 19: Preview and send
Check the preview to see what your buyers will receive.
Edit it if you want to change anything.
Send the campaign.
Step 20: Check your results
Open the Email Marketing module to see how your campaign performed. You will see:
The campaign name
The date it was sent or delivered
The message
The recipients
The open rate
The click rate
How many people unsubscribed
Important Notes
Set up your email template before you try to send anything.
Your sending email address must be verified. Verification is not finished until you open the link REsimpli emails you.
Choose Rich Format if you want photos or design in your email. Plain Text is words only.
Buyers without an email address saved will not receive your campaign.
Check your email credits before sending a campaign. You need enough credits for everyone receiving it.
Primary Email sends to one address per buyer. All Emails sends to every address that buyer has.
Always check the preview before you send. You can view it in phone view or desktop view.
Troubleshooting
Your emails are not sending
Your sending email address may not be verified. Click Verify Email, fill out the details, then open the verification link REsimpli sends you.
You cannot add photos to your email
You may be using plain text. Switch to Rich Format and the photo, divider, column, and heading options will appear.
Fewer buyers received your campaign than you expected
Some of your buyers may not have an email address saved. Only buyers with an email address will receive the campaign. Check the receiver details before sending.
Your email blast runs into problems
You may not have enough email credits. Check your credit balance against the number of receivers before you send.
A buyer only received the email at one address
You may have chosen Primary Email. Choose All Emails to reach every address saved for that buyer.
Summary
You set up an email template, chose plain text or rich format, and verified your sending email address. You then sent an email to a single buyer by opening their record and picking a template. You also sent an email campaign by selecting your buyers, choosing Primary Email or All Emails, naming the campaign, checking your credits and preview, and sending it. Finally, you reviewed your open rate, click rate, and unsubscribes in the Email Marketing module.