Email marketing is a powerful tool for engaging with customers, promoting services, and sharing important updates. PRO Software Solutions offers a built-in Email Marketing module that allows businesses to create, send, and track email campaigns with ease.
This guide walks you through the process of setting up, designing, and sending email campaigns using PRO Software.
Step 1: Access the Email Marketing Module
1️⃣ From the PRO Software Home Screen, click Email Marketing.
2️⃣ Click Create to start a new campaign.
- (After your first campaign, you’ll be able to duplicate past campaigns for faster setup.)
3️⃣ A new template builder window will open.
Step 2: Design Your Email
1. Choose a Template
- Select a pre-designed email template to speed up the process.
- A new editing screen will open, allowing customization.
2. Edit and Personalize Your Email
The drag-and-drop editor allows you to customize every element of your email:
✅ Add Text & Images – Click and edit directly in the email body.
✅ Edit Buttons & Links – Double-click any button to add a hyperlink.
✅ Change Colors & Fonts – Modify design elements to match your brand.
✅ Insert Marketing Elements – Use the left-side menu to add headers, footers, and special marketing blocks.
💡 Pro Tip: Double-clicking an image opens an upload window where you can insert new visuals.
Step 3: Set Up Email Details & Recipients
1. Configure Email Options
- Click the Options Tab to set up:
- From Email Address
- Reply-To Address
- Attachments (if needed)
2. Select Recipients
There are two ways to choose recipients:
1️⃣ Sort & Filter Contacts within the email itself.
2️⃣ Create a Mailing List for future campaigns.
💡 Pro Tip: You can apply multiple filters to target the right audience for your campaign.
Step 4: Creating a Mailing List (Optional)
For businesses that send recurring emails, a mailing list is an efficient way to manage recipients.
How to Create a Mailing List:
1️⃣ Click Mailing List in the top navigation.
2️⃣ Click Create, then name your list.
3️⃣ Click the new list to add recipients.
- Manually enter contacts or
- Import contacts via an Excel file (best for large lists).
Step 5: Sending & Scheduling Emails
Three Sending Options:
1️⃣ Send Now – Immediately sends the email to recipients. (You'll get a final confirmation prompt.)
2️⃣ Schedule for Later – Select a date and time to send your email. (You can cancel it up to 1 hour before sending.)
3️⃣ Send a Test Email – Send a preview to yourself or a team member to review formatting before launching.
💡 Pro Tip: Always send a test email before scheduling a campaign to check formatting, links, and images in a real inbox.
Step 6: Tracking Email Performance
Once an email is sent, PRO Software provides detailed analytics to measure engagement.
Key Email Metrics Tracked:
📩 Delivery Rate – Number of emails successfully sent.
👀 Open Rate – Percentage of recipients who opened the email.
📥 Replies – Number of direct responses to the email.
🔗 Clicks – Tracks how many recipients clicked on links inside the email.
💡 Pro Tip: Clicking on stats provides a deeper look at customer interactions.
Tracking Customer Interactions in Chatter
- Any customer who receives, opens, or interacts with your email will have an activity note in Chatter.
- This helps sales and support teams follow up with engaged customers effectively.
Final Thoughts
With PRO Software’s Email Marketing Module, businesses can create professional email campaigns, target the right audience, and track engagement with ease.
🚀 Start sending emails today!