Mass Email Campaigns (BETA)

Propertybase Mass Email Campaigns allows you to schedule emails for up to 10,000 recipients, design and customize templates, view detailed reports and statistics for your sends and more. Mass Email Campaigns takes the features normally found in a standalone email marketing suite (and the extra associated costs) and makes it available inside Propertybase - which you already use! In this article we will cover the steps required to configure email campaigns as well as an overview of all available features.

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Installation (Required)

Before you can start building email campaigns, there are a few steps that must be taken. First, campaign reporting should be enabled for your account. Second, you will want to import default templates and customize them with your own branding. Lastly, you will need to contact Propertybase Support to disable the default "trial mode".


Activate campaign reporting

Enabling campaign reports will allow you to view detailed statistics about your email campaigns. Follow the instructions below to activate campaign reporting.

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Activate campaign reporting

  • Add the following setting to Propertybase: "mass_email_campaign_active" equals "true".

Need help adding this setting? Click here.

  • Click the app launcher in the top left of the page and select Settings.
  • Click New in the top right corner.
  • Enter setting name, key and values in the modal window, as shown below.
  • Click Save.
  • Click the App Launcher in the top left corner of the screen, then click Control Center.

Note: Only administrators have access to the Control Center.

  • Next, click Mass Email Campaigns.
  • Next, click Activate Reporting.
  • When prompted, click Allow.

Once you have successfully authenticated you will see the following message.

Done! Campaign reporting is now enabled for your account.

Note: If the administrator for your account changes, reporting will need to be re-enabled.


Add "opt out" to contact page layout

Just like drip campaigns, there is a specific "opt out" field located on each Contact record. When a recipient unsubscribes from a campaign, this box will become "checked" on their Contact record.

Follow the instructions below to add this field.

  • Click the gear icon in the top right of the screen, then click Setup.
  • Next, click Object Manager located near the top left of the screen.
  • On the following page, scroll down and click Contact.
  • On the left side of the screen, click Page Layouts.
  • Next, click Individual Contact.
  • Next, drag "Email Campaign Opt Out" from the list of fields above to the area shown in the animation below.
  • Lastly, click the Save button located near the top of the page.

Done! The email campaign opt out field will now appear on all Contact records.


Importing default templates

Propertybase has developed several default templates to help get you started. Two of these templates, "Branded Template" and "Default Template", as well as five new templates created just for the marketing center can be downloaded from the Propertybase update page.

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Importing default templates

To import marketing center templates, follow the instructions below.

  • Once logged in, click the Resources tab at the top of the page.
  • Click the import link underneath Mass Email Campaigns.
  • When prompted, click Execute Update.

Done! You now have the default marketing center templates.


Customizing templates

Once you have imported templates from the update page, you will want to customize them with your company's logo. To update these templates to match your company's branding, follow the steps below.

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Customizing templates

  • Click the App Launcher in the top left corner of the screen, then click Templates.
  • Locate the marketing center templates and select one of them.

Customizing template header

Follow the steps below to update the template header.

Note: It is recommended that only those with proficiency in HTML & CSS coding language modify templates. Propertybase does not support or offer guidance for HTML or CSS code.

  • Scroll down and locate the "HTML" section, then click the pencil icon.
  • Replace the highlighted text below with the URL to your company logo. 

Note: The recommended logo size for marketing center templates is 210x36.


Customizing template footer

By default, several "merge fields" are available in the footer. These fields automatically pull information located on the User record. For example: "User.Name" will pull in the name of the User sending the email. You can leave these fields at their default, remove some of them, or remove all of them.

Note: It is recommended that only those with proficiency in HTML & CSS coding language modify templates. Propertybase does not support or offer guidance for HTML or CSS code.

Follow the steps below to update the template footer.

  • To remove a field, highlight the tags that surround it and then delete the code.
  • When finished scroll to the bottom of the page and click Save.

Note: Repeat the steps above for all marketing center templates. (1, 2, 1-2, 1-3 and 1-2-1.)


Disable trial mode

When you install mass email campaigns for the first time, a "trial mode" will be enabled. During this trial mode all standard features are available, however any scheduled campaigns will be sent to your email address only, regardless of which recipeients are selected.

To disable this limitation, please contact Propertybase Support.

In your message, please include the following information:

  • Org ID
  • Email Address
  • Your Domain

Once submitted, our support team will notify you when the trial mode has been deactivated for your account. Until then, please continue to familarize yourself with all available email campaign features!

Note: Want to send emails from a custom domain? See below.


Sending from a custom domain (optional)

By default, Propertybase will send all email campaigns from your domain via sendgrid. When a recipient receives your email campaign, the "from address" will look similar to the image below.

Using mass email campaigns without a custom domain

If you would like to remove the "via sendgrid.net" messaging shown in the image above, please include that when sending your support request above. Our support team will reply with additional instructions.


Ready to build a campaign? Click the "Creating Campaigns" tab at the top of this page.

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Creating Campaigns

Ready to send some campaigns? In this section we will learn how to build, schedule and send email campaigns.

Note: Before sending campaigns, complete instructions located in the "Installation" tab on this page.


Create "all email campaigns" list view (optional)

To build an email campaign, start by opening the "Email Campaigns" tab. (Email campaigns can also be accessed through the Marketing Center located in the Control Center or quickly through the application launcher.)

Not sure how to use the application launcher?

The application launcher (a.k.a. "app" launcher) can be used to access most Propertybase features. If you don't see a tab for something, there is a good chance you can still find it in the app launcher. Follow the steps below to open Email Campaigns using the app launcher.

  • To open the app launcher, click the "nine dots" in the top left corner of the screen.
  • Locate and click Email Campaigns in the feature list.

When you first open Email Campaigns, you will be presented with a list of recently viewed Email Campaigns. If you haven't viewed any campaigns recently, this page will be blank. If you would like to view "All Campaigns", you will need to create that list view. Follow the instructions below to do so.

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Create "all email campaigns" list view (optional)

  • Click the gear icon to open list view controls, then click New.
  • Fill out the fields according to the image below, then click Save.
  • Leave the filter options at their default settings.

Done! You just created a new list view for email campaigns.

You can view all your campaigns by changing the current list view to "All Email Campaigns".


Creating and editing campaigns

Use the table below to learn more about creating and modifying email campaigns.

Creating a new campaign

  • To create a new email campaign, click the New button in the top right corner of the screen.

Modify an existing campaign

  • To modify an existing campaign, click on the campaign name.

Navigating campaign creation

Once you open a campaign, you will notice that there is a "path" at the top of the screen. This path shows your current position in the creation process. In addition to this path, there are a few other interface elements that will help you navigate email campaigns.

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Navigating campaign creation

Use the table below to learn more about these interface elements.

Campaign path

The path at the top of the screen shows your current position in the creation process. You can navigate the elements of a campaign by clicking on any of these four stages.

Saving your progress

You can save your current progress at any time by clicking the Save button in the top right corner. By using the save feature, you can edit your campaign at a later date without losing progress.

Note: Closing a campaign without clicking "Save" will erase changes to the current campaign.

Next and previous

To move from one stage to the next (see "Campaign path" above), use the left and right arrows at the bottom of the screen.

Note: Using these arrows will not erase changes to the current campaign. 


Defining campaign details

The first screen, when creating or modifying a campaign, is the "details" screen. If you are creating a new campaign these fields will be blank; if you are editing an existing campaign these will be filled with the information you entered previously. Use the table below to familiarize yourself with each detail field and how it will effect your campaign.

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Defining campaign details

Campaign Name

This field is used to distinguish between the different campaigns in your Propertybase account. This field is for internal use only and will not be visible to recipients of your campaign.

From Address

This field will be used as the first part of the from address. For example: if you entered "name", this would result in the campaign being sent from "name@domain.com". Lowercase is recommended.

Domain

This field will be used as the second part of the from address. For example: if your domain is "example.com" this would result in the campaign being sent from "name@example.com".

Administrators can change the domain in the Control Center. For instructions on changing the domain, see the "Domain Settings" section in the "Prerequisites" tab on this page.

From Name

This field will be used as a label for the from address. For example: if you entered "Company Name", this would equal "Company Name <name@example.com>". Using your full name or company name is recommended.

Recipient List

This field is used to determine who will receive the current campaign. Campaigns can only be sent to "lists". These lists can be created and modified using the Contact Manager. For more help using the Contact Manager, click here.

Additional Recipient(s)

This field is used to send the current campaign to recipients outside the selected list. When entering more than one additional recipient, email addresses should be separated by a comma. 

Subject

This field will be used to determine the subject for the current campaign.

Once you have determined details for your campaign, the next step is to select a template and add some content.

  • Click the "right" arrow at the bottom of the screen to continue.

Saving your progress

You can save your progress at any time by clicking the Save button in the top right corner. This can be done from any of the campaign screens: Details, Template, Content or Send. By using the save feature, you can edit your campaign at a later date without losing progress.

  • To save your progress, click the Save Progress button in the top right corner.
saveprogress.jpg

To learn more about using templates, click the "Templates & Content" tab at the top of this page.

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Templates & Content

Once you have determined the details of your campaign, it's time to select a template and start adding content. 


Understanding template types

Templates that display the indicator below are fully editable. This means that you can add and remove text, images, listings and more using the content editor. If a template does not show the indicator below, that means it is not editable. It is recommended that you only use "editable" templates when creating email campaigns within the marketing center.

Not a reader? Watch this video instead.

Understanding template types

Want to create additional templates?

To create templates that work with Propertybase email campaigns, you must use the MJML templating language. MJML is a templating language that allows you to quickly create responsive emails that work will all major email clients (Outlook, Gmail, etc.)

Note: This information applies to email campaign templates only, it does not apply to quicksend templates.

To add additional templates, open the application launcher, select "Templates" and then click the "New" button.

Click here to learn more about MJML.


Selecting a template

Each available template on this screen will display a preview image (if available), the name of the template and a drag and drop indicator if applicable.

Note: Selecting a new template after creating content (see "Defining campaign content" below) will erase your work!

  • To select a template, click the blue select button beneath it.

Once you select a template, you will automatically be taken to the content screen.


Defining campaign content

Once you have defined details and selected a template, it's time to define content for your campaign.

Not a reader? Watch this video instead.

Defining campaign content

Currently, there are six different types of content available to campaigns: text, listings, dividers, images, buttons and raw code.

  • To add content, drag it from the right side and drop it onto an available content area (as shown below.)

Once you have dragged a content to an available content area, a new menu will appear on the right side of the screen. This menu will be specific to the type of content you selected. Use this area to modify the selected content (format text, select a listing, etc.)

To learn more about specific content types, click on the individual sections below.

Adding text to campaigns

Use the table below to learn more about adding text to campaigns.

Modify text size

To modify the size of text, highlight it and select from the list of headings. To reset text to the default size, select "text".

Modify text style

To modify the style of text, highlight it and select from the list of formatting options.

Insert merge fields

To insert merge fields, click the "code" icon in the bottom left corner and select from the available merge fields. For example: "First Name" will automatically pull the "First Name" field from the recipient's Contact record.

Adding listings to campaigns

Use the table below to learn more about adding listings to campaigns.

Search for listings

You can search your listing database using the search bar. This will display results that contain your search query.

Select a listing template 

Using the drop down menu, you can select which template should be used to display the selected listing in your campaign.

Add a listing to your campaign

To add a listing to your campaign, simply click the "plus" sign on the left side of the listing. Once added, this will change to a green checkmark.

Adding dividers to campaigns

Use the table below to learn more about adding dividers to campaigns.

Adding a divider

Like other content types, a divider can be added simply by dragging it to a content area in your template. Currently, there are no formatting options available for dividers.

Adding images to campaigns

Use the table below to learn more about adding images to campaigns.

Search for images

You can search your image database using the search bar. This will display results that contain your search query.

Upload new images

To upload new images, use the upload button.

Add an image to your campaign

To add an image to your campaign, simply click the "plus" sign on the left side of the image. Once added, this will change to a green checkmark.

Note: Only images 1 MB or smaller will show up in this list. This size limit will be increased in the future. Keep your eye on the release notes!

Adding buttons to campaigns

Use the table below to learn more about adding buttons to campaigns.

Adding button text

Use this field to determine a button's text.

Adding a button link

To link a button to a specific URL, select "Web address (URL)" and specify the URL in the address field below.

Adding a button email link

To link a button to someone's email address, select "Email" and specify the email address after the "mailto:".

Note: The email link will not work if the "mailto:" is not included.

Change button alignment

You can change the alignment of the button, within your email, but using the available alignment buttons.

Change button size

You can make a button "full width" (take up the entire horizontal space of a content area) by toggling this option.

Note: Alignment cannot be changed on full width buttons (see "Change button alignment" above.)

Adding raw code to campaigns

Use the table below to learn more about adding raw code to campaigns.

Add raw code

To add HTML to an email, drag the "raw code" content type to any content area. Your HTML should go between the table tags, where is says "insert your code here."


Once you are satisfied with the content in your campaign, the next step is to send it.

To learn more about sending and scheduling, click the "Sending Campaigns" tab at the top of this page.

Sending Campaigns

Coming Soon

Campaign Reports

Coming Soon

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