Once you have created the content for your mailing and images are reviewed and ready for use, you are ready to add your content into the mailing.
Follow these steps:
- Edit layout and format
- Insert and edit columns and paragraphs
- Edit text and images
- Move, copy and delete columns and paragraphs
Insert columns and content
Once you have chosen your template, you can change it to your needs. By adding or deleting columns, you can set up your mailing to look the way you want it to look.
Once you have the right amount of columns you can start adding content, such as text, template variables, social media buttons, and images.
How to add columns and content
Personalize with template variables
To give your mailing a more personal touch, you can add template variables. A template variable will insert customer-specific information to your mailing. For example, you can start your mailing with the customer’s first name. Or perhaps you want to insert the name of the customer's company.
You can use a wide range of data available to you in your SuperOffice database. By adding the template variable connected to a field in SuperOffice CRM, you can add the content of this field to your mailing.
How to use template variables
When creating a message you might want to add links to lead your readers to various resources, like web pages.
You can also use links to track people's clicking behavior. Which call-to-action did people click on most? How many people clicked? You can use this information to follow-up on your readers after your mailing by adding the contact to a selection or a project, add follow-up activities to your calendar, or change your contact’s details. The use of tracked links is only available for users with a Marketing license.
How to set up a link
How to add a link and track it
A picture says more than a thousand words. Cliché, we know. But there is a lot of truth in it. By adding images to your content, you can strengthen your message to your readers and make it more appealing.
How to insert an image
Test your mailing
Before sending your mailing it’s common practice to test your mailing. By sending the mailing to yourself as a test, you make sure your message looks like you intend it to look We will give you a checklist you can use to guarantee the quality of your mailing.
How to test your mailing
Optimize for mobile devices
SuperOffice CRM will help you to optimize your mailing so it is easy to read on a mobile phone or a tablet.