Depending on the type of automation you want to use, you'll need to understand a couple of basic principles to get started:
Email Templates are saved copies of any sent eCard or email that can be quickly accessed to start a new message. Templates can contain images, pre-composed messages and color/style information, as well as a subject line and preheader text.
Email Templates are also necessary if you want to use CorpNote's 'Automated Email Campaigns' feature for occasions such as birthdays, anniversaries, holidays or other interval-based email campaigns. You must have at least one email template saved to create an Automated Email Campaign.
Note: If you want to send email using QuickSend, our mobile-friendly automation tool, you'll need to create a 'QuickSend Template', which differs from a regular Email Template, and is discussed below and in the QuickSend tutorial.
Once you have imported your contacts into your address book, you can assign your contacts to Email Lists for easy addressing to segmented groups of recipients. In your address book select the 'Email Lists' tab and click 'Create a New Email List'. Name your email list and then select the contacts you want to receive your message when you send using that list. You must have at least one email list saved to create an Automated Email Campaign. See our tutorial Address Book > Email Lists for more information.