Platform Skills Guide 2

Marketing Automation and Sales CRM: Advanced Skills

Tip: Keep the platform open on your computer screen while following the guide on a second monitor/ tablet/ phone.

NOTE: When working on the platform, and particularly with the email editor, ALWAYS use your browser in Incognito Mode.

Platform Advanced Skills #2: How to Copy Email Templates

Success Guide: These steps show you how to copy an email template.

NOTE: When working on the platform, and particularly with the email editor, ALWAYS use your browser in Incognito Mode.

  • > Go to Content dropdown on the navigation bar
    • Select emails
    • Find the email template you want to copy
    • Click on the dropdown arrow next to the gear wheel
    • Select copy email

Next...

  • Type in the new name for the email
  • Type in the new subject line
  • Leave the From name and from email address unless you specifically need to change it
  • Click the blue copy email button on the right

Next...

  • Double click on the content box you want to edit.
  • An edit box will open up.
  • Place you curse on the line you want to edit
  • Edit the text, image etc.

Remember to check the...

  • Font sizes
  • Font colour
  • Button links (if any)
  • Image size

If you are happy, click the DONE box on the top right

  • Click the green Save button on the top of the page

On the left navigation toolbar on the left-hand side of the page

Envelope icon: Send settings

  • Check subject line
    • From name
    • From email address
    • Reply-to email address (uses from email address as a default)
  • Tick the following boxes if required
    • Can send multiple times to one person
    • Make available as a Smart Mail
    • Send from Lead Owner when sending from an automation engine
    • Include “view in browser” link

Grid icon: Add contact

  • Drag and drop content areas and layouts if you require

Paperclip icon: Attachments

  • Add up to 4 attachments if required

Paintbrush icon: Styling

  • Edit the global email theme style link font colour, background colour, headings, text if required

*Ignore the other icons unless you are working with RSS feeds, shopping carts or dynamic content.

NB - Always send a test email before sending out.

Platform Advanced Skills #3: Bulk Email Sending

Success Guide: These steps show you how to send bulk emails.

NOTE: When working on the platform, and particularly with the email editor, ALWAYS use your browser in Incognito Mode.

To send a test:

  • Click the blue send button on the top of the page

Scheduling:

  • Send as soon as possible
  • Or select a date and time

Email:

  • The email you are working on will automatically be selected

Recipients:

  • Select the test list you want to send the email to

Exclusions:

  • Only select if you want to exclude a list/tag from receiving the email
  • Otherwise, ignore that section

Tick or un-tick the boxes

  • Exclude recipients who have already received this email
    • Un-tick if a recipient can receive the email more than once
    • Tick if a recipient should not receive the email more than once
  • Exclude recipients with low engagement
    • Un-tick if the email is likely to get engagement
  • Exclude unengaged
    • Un-tick is the email is likely to get engagement

Click the Send button on the bottom of the box

A confirmation box will appear before sending.

NB - double check...

  • Email name
  • Email subject
  • The list you have selected
  • Number of the recipients in the list

Confirm your send Time and Date.

If everything is correct for sending, click the blue Send email button.

Platform Advanced Skills #4: Creating a Blog Post

Success Guide: These steps show you how to send bulk emails.

NOTE: When working on the platform, and particularly with the email editor, ALWAYS use your browser in Incognito Mode.

Create an image for your blog post

  • Make sure the image is the correct size (800 x 450 pixels at 72dpi), landscape
  • Sign in to SharpSpring

 

Top navigation bar, click on Content

  • Click on Blogs
  • Click on the grey box with the gear wheel on the right-hand side of the page
  • Select New Article
  • Type in the title of your article
  • Click on the blue Create Article Button
  • A Blog editor will open
  • On the left-hand navigation bar, click on the first Article Info Icon
  • Select the Author of the Blog
  • Click on the second Media icon on the left navigation bar
  • Upload the image you created for your blog
  • Add a description if required
  • In the Content Editor, insert the text for your article. You do not need to add the image again here. It will pull in from the image you have already uploaded
  • However, if you would like to add another image, you can add it within the editor
  • Remember to check spelling, errors will be underlined in red automatically
  • Edit the text by selecting a color, size and fonts, paragraphs, bullets and more
  • Save the article by clicking the green Save Changes on the top right of the page. The article will not save unless an author has been selected as per point 12

 

To publish the blog, go back to the top navigation bar

  • Click on content > Blogs
  • Find the article and click on the grey box on the right of that row
  • Select publish
  • Schedule a date and time to publish the article
  • You can also choose to edit or delete the article if required
  • Once you have published your article, go to the live blog page url and check that the article has published correctly

 

Create an email with links to blogs

  • Create the main image for your email
  • Make sure the main image is the correct size (1000 x 545 pixels at 72dpi), landscape
  • Edit the image as required to allow for the elements in your email. For example, if you want to add text over the image, edit the image to allow for text to legible

 

Now Sign in to SharpSpring

  • Top navigation bar, click on Content
  • Click on Emails
  • Select an email from the templates
  • Create and edit the email using the email editor
  • To manually add a link to the blog post, copy the URL of the live blog post and insert it into the email according to the design template you have chosen
  • Contact us to assist you if you are interested in creating an automated email with RSS feed that pulls in your latest blog posts on a weekly or monthly basis
  • Save your email and schedule as required