Create Your Own Emails
While AgentMethods does automatically create and send out marketing emails on your behalf, there are times that you may want to create a personalized marketing email. Maybe you recently moved locations, are offering expanded services, or have another custom announcement for your client base.
This guide walks you through how to create a custom email from scratch using the AgentMethods platform.
IN THIS ARTICLE
Create Your Email
To start adding a new email, click the Add Email button from the main Email Marketing page.
A dropdown will appear. Select Add New Email.
Once you select Add New Email, you will be redirected to the email editor.
Add a Campaign Title. This will be the title of the email in your list of AgentMethods campaigns— it is for your reference only and won't be visible to recipients.
On the left side of the page, you'll see a preview of your email. This is what the email will look like in your recipient's inboxes.
If you'd like to make changes to the newsletter, make your edits on the right side of the page.
Don't forget to add a Subject line!
To see your email changes, click the Preview button on the right side of the page.
Once you're happy with your email, you can save or schedule your email to be sent.
Save or Schedule Your Email
To save your email as a draft, click the green Save button.
You'll be able to locate this email in the future (for further editing and scheduling), by going to the "Draft" tab of the main Email Marketing page.
To schedule your email, click the gray Schedule button at the top right of your page.
A pop-up will appear asking you to input the contact and delivery details, such as:
Name: What is the name that you'd like to send this email from? Usually, this will be your name.
From: Type the address that you want this marketing email to be sent "From".
To: Which of your contacts do you want to send this email to?
Delivery date/time: When do you want this email to send?
Click the green Schedule button to complete the process and schedule your email to be sent!