Note!
This feature is available in Sales Edition, Support Edition and
Ultimate Edition of Simply CRM.
Sending emails and tracking results just got easier
The email Campaigns feature helps you to create email campaigns and send beautiful email templates to the selected list of subscribers. Additionally, the email results — clicks, opens, unsubscribes, bounces — are tracked and measured on an engagement scale to help you identify your customers’ areas of interest. CRM application with email campaigning abilities helps you close more deals in less time.
Video – Email Campaigns and Analytics
Build A Template
Email Campaigns feature in Simply CRM gives you the flexibility to choose from a range of predefined email templates. The inbuilt template designer makes it easy for you to create content, define styles, insert images, merge tags to match your unique business requirements. You’ll have complete control over the email templates you create and it requires absolutely no programming knowledge.

Create A List
Simply CRM gives you the flexibility to create any number of lists you need. Filters help you segment your subscribers list on almost any criteria. Whether it is territory, city, interests, or any field criteria; we’ve got you everything covered. You have complete control over your lists. You also have a wide variety of options to introduce your lists in Simply CRM.

Send A Campaign
Once you have your target list and email template ready, you can start building your campaign. You can send your campaign either to an entire list or a sub-list with selected recipients. You can segment your lists with almost any field criteria. After building your campaign, you can send test mail to yourself or someone you know to check the deliverability and the appearance of your email campaign.

Schedule Campaigns
Scheduled Campaigns feature gives you the ability to schedule your campaigns to dispatch desired days, weeks or months later. Before scheduling an email campaign, make sure that you have configured an appropriate time zone in your My Preferences page.

Analyze The Outcome
You’ve put in a lot of efforts to design beautiful email template, create a list and send an email template. You know the fact that you have not been done yet. You want to know who has opened, clicked and unsubscribed. How many emails were bounced? That’s exactly what Simply CRM does. In addition to tracking reports, Simply allows you to download the results in .csv format. You can also track how effective given campaign is compared to other campaigns. It’s all like you’ve complete analysis over the actions your subscribers have performed on your email.

Improve Performance
Know who’s famous from the email campaigns you’ve sent. The scores of your subscribers are measured on engagement level considering the number of opens, clicks, bounces, unsubscribes and complaints. Engagement level gives you the ability to identify common interests of your customers and help you close more deals in less time!

Have Questions?
Here’s the list of the most frequently asked questions on Email Campaigns

Note!
To avoid your Email Campaign from landing in the Promotional page of the Gmail, follow the 2 simple steps:
- 1. Use only personal email address instead of non-existing email(Email Alias).
- 2. Remove the size of the image, right click on the image > Image Properties > remove the width and height of the image.