Create and send your mailing

In this article

    Learn how to create and send your first mailing in SuperOffice Marketing in 5 easy steps. You will learn how to lay the mailing out, choose a template, add content, add a target list, and schedule your mailing.

    The 5 steps to follow to learn how you can send your first mailing.

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.

    1. Setup: Create your mailing

    First things first. Let’s learn how to set up your mailing, add the subject line, where to save it, and how to use Google Analytics.

    How to create a mailing

    2. Template: Choose your mailing template

    Templates are a great way to not only make sure you and your teams are consistent in your customer communication and your brand’s language, but they also can save you a lot of time in producing the same routine messages over and over.
    We have many templates for you to choose from. But you can also add your own customized mailing template to your mailing.

    How to select a template

    3. Content: Add your content, images, and links

    Now it’s time to add your message into your mailing. We will show you how you can add your text, images, and template variables.
    You will also learn how to add a link and how you can track it. This way you can find out what your recipients are interested in.


    Before you actually send out your mailing, it’s a good idea to test it. To make sure you are 100% happy with the final version we will show you how you can send the mailing to yourself.

    How to add content, images, and links

    4. Recipients: Add your target list to your mailing

    After you’ve narrowed down whom you want to send your mailing to, it’s time to add your recipient list. We will show you how.

    How to add your target list

    5. Confirm: Send or schedule your mailing

    Do you want to send your mailing straight away or do you want to schedule it to send on a specific date and time? Learn how to do both.

    How to send your mailing