SalesHandy Mail Merge with automated followups


Hello & Welcome to SalesHandy!! My name is James & I am knowledge producer
here at SalesHandy. In this video, I will show you how you can
use mail merge to send personalized email campaigns with automated follow-ups with SalesHandy. First, Open your Saleshandy app and click
on “Email Campaign”. Click on “New Campaign” to get started. Give a title to your campaign and import a
CSV file consisting of email list of your recipients. You can also download a Sample CSV file from
here. Click here if you want to select recipients
from a previously sent campaign. It is important to note that if you are uploading
more than 200 contacts, you would need to enable the same from here. Here you can see the email accounts which
you have integrated with SalesHandy. Select an email account from which you want
to send your email campaign. Select “Send as Reply” to send your follow-up
emails in the same thread as the first email. Write your “Subject line” here and “Message”
in the editor below. To select templates which you have created
in SalesHandy, click on “Insert Template”. You can select Template of your choice from
here. Click “Insert Document” button to select
the “Document” that you want to attach with your email. Also, you can send HTML email to your recipients. Click this source code icon and paste your
HTML code here. You can personalize your email using these
merge fields. Just click on it and it will be added in your
email. These merge fields pull data from uploaded
CSV file, making your email look personalized to each recipient. Please note, you can create a maximum of 20
merge fields. To enter a “Test Email” at any stage,
you can hit this button. Now, click on “Add Follow-up Stage” to
set follow-up emails. There are three trigger conditions you can
select, upon completion of which, your follow-up emails would be sent. Not Opened – If the recipient has not opened
the previous email. Not Replied – If the recipient has not replied
to the previous email and Been Sent – If you want to send the follow-up
email to all the recipients in the email list. Enter the Number of days, After which you
want the follow-up email to be sent. You can add up to nine follow-up stages by
repeating the same process. Finally, you will find “Preference” section
of Mail Merge. Enable “Track Links” if you want to track
the number of link clicks by each recipient. You can set a time interval between two emails
from here. And can schedule your campaign to be send
later from here. Please note, it is mandatory to schedule your
campaign at least 15 minutes in the future from your current time. You can add “CC” and “BCC” fields
to your emails from here. Tick the “I Understand” box and click
here to “Save your Campaign as a Draft” or hit “Schedule Campaign” to set-up your
campaign. Now, let’s get to the analytics available
under “Email Campaign”. Here you can see the list of all the campaigns
that have been sent. If you are an “Admin”, you can view “All”,
“Yours” or “Your Team Member’s” “Campaign list” from here. Additionally, you can filter a given “Campaign
list” according to its “Status” from here. You can view a Campaign’s “Status”,
“Open Rate Percentage”, “Number of Replies” and “Number of Link-Clicks” from here. See who has created the campaign from here
and choose to “Edit”, “Copy” or “Delete” a given campaign from here. Click on a particular campaign to see its
performance report. Here you can find over-all details of your
campaign or its individual “Stages”. You can find data like “Current Status”,
“Total number of Recipients”, “Total Emails Sent”, “Number of Emails Opened”,
“Number of Replies Received”, “Total Number of Link-Clicks” and “The total
number of Bounced Emails” – With their respective percentages. From here, you can view Stage wize in-depth
reports. It shows “Status” of individual recipient
in a given Stage, including “The number of email opens”, “If a reply has been
received or not” and “Total Number of Link-Clicks”. Additionally, you can click here to preview
an email. Finally, if you want to block sending emails
to a given domain, click on “Domain Block”. Then Click on “Create Blocklist”. Here you can upload a CSV file containing
a list of Domains to be blocked. You can then choose an option to “Append
the Existing List” or “Replace the Existing List” with the current list that you have
uploaded. You can click here to delete a given Domain
from the list. That concludes SalesHandy’s “Email Campaign”
feature. If you have any further questions, you can
reach our support team via chat support in SalesHandy dashboard or send us an email at
[email protected] Also, you can schedule a demo with our pre-sales
team from our Website. Thank you for watching.

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