Help Center

Email Marketing Campaigns

* Page referenced in this article: email marketing campaigns page.

LeadCenter.AI is the first financial advisor CRM that allows users to schedule email marketing campaigns from within the CRM with full access to contact fields in campaign filters and to email templates. Previously, Email Marketing Software worked in Isolation from the CRM. Advisors did not see the email marketing campaigns results. In LeadCenter, advisors will be able to see, directly under a contact page, the emails sent to contacts with open and click rates, providing the insight they need to make informed decisions and improve the conversion rate from prospects to clients.

What's New?

• Built-In Email Contact Management: Since all your contacts and leads are already in LeadCenter, there’s no need for importing or exporting lists. You can segment your audience effortlessly using the built-in filters within the campaign tool.
• Visual Workflow Builder: Create and automate your email campaigns using our intuitive visual workflow builder. Easily set up schedule triggers, apply filters, and define actions to tailor your campaigns to your audience's needs.
• Personalized Email Content: Personalize your emails using shortcodes, ensuring each message resonates with its recipient.
• Flexible Scheduling: Plan ahead by scheduling your mail merge campaigns for any future date and time, making it easier to reach your audience at the optimal moment.
• In-Depth Reporting: Monitor the success of your campaigns with detailed analytics, including open rates and click-through rates, to gain actionable insights.

How to Get Started:

1. Subscribe to the Email Marketing in LeadCenter.AI:
   
   1. Visit the Subscription page.
      
   2. Find Email Marketing under Other Subscriptions.
      
   3. Click on Update Subscription and toggle the Email Marketing feature to enable it. For more information about email marketing pricing, click here. 
      


2. Configure Shared Email Settings:
   
   1. Settings -> Basic Settings -> Shared Email Settings.
      
   2. Click on LC Email Marketing   and add your domain.
      
   3. Add the records shown to your domain DNS.
      
   4. Verify your domain in LeadCenter and set up your sending email address.
      
   
   
3. Create Email Template:
   1. Go to Settings -> Workflows & Templates -> Email Templates .
      
   2. Create a new email template, add  content, and personalize it using shortcodes.
      
   
   
4. Set Up Email Marketing Campaign:
   
   1. Navigate to Email Marketing.
      
   2. Use the visual workflow builder to set up a campaign. Choose your schedule, apply filters, and select the email template you created.
      


5. Check Your Campaign Performance:
   
   1. After your campaign has been sent, monitor its performance through the Engagements Report.
      
   2. Open the "Emails" tab to view metrics such as open rates and click-through rates.
      

If you need assistance in setting up this feature, please send an email to support@leadcenter.ai.