Help Center

We are excited to announce that Email Marketing Campaigns are now live in LeadCenter.AI! It is the first financial advisor CRM that allows the users to schedule email marketing campaigns from within the CRM with full access to contact fields in campaign filters and email templates.

Previously, email marketing software worked in isolation from the CRM. Advisors were unable to view the email marketing campaigns. With LeadCenter.AI Email Marketing Campaigns, Advisors will be able to view emails sent to contacts under a contact page, along with open and click rates — insights they need to make informed decisions and improve conversion rates of prospects to clients.

What's New?

• Built-In 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 a visual workflow builder. Easily set up schedule, apply filters, and select email templates to tailor your campaigns to your audience's needs.
• Personalized Email Content: Hyper personalize emails using shortcodes, ensuring each message resonates with its recipient.
• Flexible Scheduling: Plan ahead by scheduling your email 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 Campaigns in LeadCenter:

   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 pricing please visit Email Marketing Campaigns pricing page.

2. Configure Shared Email Settings:

   1. Go to 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 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 the campaign. Choose your schedule, apply filters, and select the email template you created.
   

If you need assistance in setting up this feature, please send an email to support@leadcenter.ai. You can also book a demo at https://bookmytime.ai/steve/30-mins