Configuring Email Campaigns

In this article, we review the steps required to install and configure Propertybase Email Campaigns.

Note: Already installed? Click here to learn more about using Email Campaigns.


Table of Contents

 


Enable control center tile

When configuring Email Campaigns for the first time a setting must be added to Propertybase. This setting allows the "Mass Email Campaign" tile to appear in the Control Center.

Note: With the release of Propertybase 1.536 this step is no longer required. Click here to update.

  • 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.

 


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.

Not a reader? Watch this video instead.

Activate campaign reporting

 
  • 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.

Not a reader? Watch this video instead.

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.

Not a reader? Watch this video instead.

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 here to learn about using Email Campaigns.

Powered by Zendesk