How to Create and Schedule an Email Template in LeadDec: A Comprehensive Guide
Welcome to another training video with Catherine! Today, Catherine will guide you through the process of creating and scheduling an email template in LeadDec. Let's dive in!
Step 1: Access Email Template Creation
Log into your LeadDec account and navigate to the Marketing section. Hover your mouse over "Email" and select "Create Email Template."
Step 2: Begin Template Creation
Here, Catherine demonstrates how to create an email template within LeadDec. Before diving into editing, Catherine recommends outlining your content in a Word document or notes app for easy reference.
Step 3: Customize Your Template
Follow Catherine's lead as she customizes the email template with placeholders, headings, descriptions, and URLs. Utilize drag-and-drop functionality to add images and other elements seamlessly.
Step 4: Save Your Template
Once you've perfected your email template, save your changes. Catherine emphasizes the simplicity of LeadDec's interface, making it easy to create professional-looking email templates in no time.
Step 5: Schedule Your Campaign
After creating your email template, it's time to schedule your campaign. Navigate to the Campaigns section and select "Emails." Choose the email campaign you want to schedule or create a new one.
Step 6: Schedule Your Campaign
Follow Catherine's instructions to schedule your email campaign. Choose the date, time, sender email, and subject line for your campaign. Select your recipients, whether it's all contacts or a specific smart list.
Step 7: Save and Schedule
Before hitting the schedule button, don't forget to save your settings. Once saved, schedule your campaign to send at your desired date and time.
Step 8: Confirm and Conclude
Congratulations! You've successfully created and scheduled your email campaign in LeadDec. Catherine wraps up the training, encouraging users to reach out for support or feedback as needed.