Email Automation Overview


Understanding the Different Types of Email Automation

With CorpNote, there are several ways you can automate the creation and sending of emails. In general, there are three steps to using email automation:

  1. Design your email templates
  2. Select who is going to receive your email
  3. Choose a date or recurring interval on which your email will be sent

thumb_up Here are the tools and features that you should familiarize yourself with, so you can get the greatest benefit from CorpNote's email automation capabilities...

Email Templates

Email templates are saved copies of complete emails, which can contain images, pre-composed messages and color/style information. They can quickly be selected and sent, or can be a time-saving starting point for further editing.

Email Templates are also necessary if you want to use CorpNote's email automation features for occasions such as birthdays, anniversaries, holidays or other interval-based email campaigns, or if you want to use QuickSend, our mobile-friendly networking feature. You must have at least one email template saved before you can create your first automated email campaign.

Email Scheduling

The most basic type of email automation is scheduling a message to be sent at a later date. Scheduled email can be sent on any future date you specify, and you can edit the email up until the day it is sent.

Email scheduling works similar to how you create an email and 'Send Now'. After creating your message (or selecting a saved template) type or paste email addresses into the 'Address List', or selected up to 250 recipients from your CorpNote Address Book. You can also address an email to an 'Email List' (described below) of up to 2,500 of your address book contacts. Once your recipients are selected click "Select Date" (instead of "Send Now") and choose any date in the future. See our tutorial Sending Email > Address & Send/Schedule your Email for further instructions on how to schedule an email.

Email Lists

Before you create an automated email campaign you need to have contacts in your CorpNote Address Book and create at least one 'Email List'. 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 emails when you send using that list. See our tutorial Address Book > Email Lists for more information.

Automated Email Campaigns

Automated email campaigns let you create different email messages and automatically send them, randomly or in an order you choose, on specific dates, occasions or intervals. You can run multiple automated email campaigns at the same time, and each campaign can send to a unique email list of contacts that you select from your online address book. Our system tracks which template designs have already been sent in each campaign so your contacts don't get duplicates.

We offer four different types of email automation:

  • Birthday – sends on your contact's birth date
  • Anniversary – sends on an anniversary date OR the contact's start date
  • Holiday – sends on the holiday or up to 7 days before
  • Interval – sends on the interval you choose such as 4 times/year or enter a number of days to wait between sends (7 days or more)

QuickSend Speed Templates

QuickSend is a CorpNote tool that lets you send a pre-designed, personalized email message within moments of meeting a new contact. This makes it perfect for tradeshows, networking events, sales calls or customer service follow-ups. QuickSend uses an interface and workflow that is quicker to navigate than our full desktop interface.

QuickSend templates can be a simple email, eCards, or graphically rich email layouts, and can contain links to event invitations, online surveys and more. QuickSend also automates the process of adding your new contacts to your address book at a later time, helping you build your contact list and continue the conversation.

Next Tutorial: Email Templates double_arrow

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