Help Center

Email Marketing is one of the most requested feature by LeadCenter Users. We are thrilled to announce the roadmap to implement Integrated Email Marketing as part of Leadcenter by July 2024. It will bring you the power of running email marketing campaigns from within LeadCenter without wasting time and resources integrating with 3rd-party email marketing tools. Clients and prospects interactions (Open, clicks, etc) will be readily available to your sales and marketing team for insight and decision making.

To give you the ability to send hundred of thousands of emails per month without the limitation imposed by Google and Microsoft email systems, we are also pleased to announce a partnership with SendGrid, a leading mass email marketing provider, to power LeadCenter.AI Email Marketing Module.

The Email Marketing Module will be an optional paid add-on feature with competitive pricing. However, the system will be available for free use in June and July 2024. We will be announcing the pricing at a later date.

To configure the integration to be able to send emails using the new system, please follow these steps:

1. Go to Settings -> Email Setup -> Shared Email Settings
2. If you have configured a Shared Email Setting using Office 365 or Gmail, you will see the following screen. Click on LC Email Marketing Radio Button. If you are a new user, LC Email Marketing will be the only option available to send emails.
3. Click on Add New Sending Domain button
4. This will open the Register New Sending Domain Modal. Enter your domain name here and click Save button.
5. Click on the DNS Records button in the row of the newly added domain
6. This will show the DNS records you have to add to your domain DNS so LeadCenter can send emails from it. Go to your domain provider (ex: Godaddy) and add those records. It can take up to 24 hours for those settings to propagate.
7. Wait for at least 15 minutes and then go back to the previous page. Click on Verify Domain button. This will open the verification window.
8. If the domain is not verified, you will see a error messages like this:
9. Either you have to wait more time for the DNS records to propagate or the DNS records are not added correctly.
10. If the domain is correctly verified, you will see a message like this:
11. The next step is the add a sending email. Go to the Shared Email Settings Screen and click on Add Sending Email Address
12. Fill sending email information here with a physical address (physical address is required by CAN-SPAM act) and click Save

Now you have the Shared Email Account configured using SendGrid. This email account will be used by default for :

• Events and seminars confirmations and reminders emails
• Appointments confirmations and reminders emails
• Client reviews reminders emails
• Events and Appointments Follow-up emails
• Email Marketing Campaigns (coming in July 2024)
• Automated Workflows (coming in July 2024)

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