Skip to main content

Creating Effective Email Campaigns in Freshworks CRM

Remember that time when you were so excited about a new product, you sat down and actually wrote a heartfelt email to tell your friend about it? No? Just me? Alright, let me take you back. It was the launch of a quirky tech widget, and I was more hyped than a puppy at a dog park. That email – it worked, and it became the seed of my philosophy on creating effective email campaigns. Let’s channel that personal enthusiasm and learn to create impactful email campaigns in Freshworks CRM.

Setting the Stage: The Great Campaign Begin​

So there I was, Freshworks CRM open, a blank slate staring back at me like a challenge. Remember David from marketing? He told me once, “Campaigns are like telling a story.” And he was right. We need a plot, characters, and a climax. Just like in that email to my friend – which he still teases me about, by the way.

First, we need to define our story. What's our main message? What do we want our readers to feel? That afternoon with a cup of coffee, I realized that emails should not just inform but engage. Picture your campaign as a cinematic trailer – short, punchy, and compelling. Let’s dive into how we set this up in Freshworks CRM.

Creating and Segmenting Contact Lists: Meet Your Audience​

David always said, "Know your audience like you know your dog's favorite toy." Start by creating and segmenting your contact lists. Freshworks CRM makes this smooth, but it’s essential to be meticulous.

  1. Navigate to the Contacts Module: Open Freshworks CRM. Your first stop is the ‘Contacts’ module.
  2. Segment Your Audience: Think in categories. For instance, potential buyers are different from loyal customers, right? Use filters like location, purchase history, engagement level.
  3. Create Smart Lists: Use dynamic lists based on criteria such as recent activity. This is like keeping a live audience tally – always updated and relevant.

It felt like organizing a surprise party where I knew exactly who loved cake and who preferred karaoke.

Crafting Your Message: Channel Your Inner Poet​

Once, I spent hours crafting an email that resonated emotionally with its recipients. That’s when I realized the importance of the message. Your next step is to craft a captivating email. Remember, it’s not about verbosity—less is often more, and tone is everything.

  1. Go to Campaigns: Click on the ‘Marketing’ module, then ‘Campaigns’. Imagine this as your creative studio.
  2. Create a New Email Campaign: Click on ‘New Campaign’. Give your campaign a name, something that excites you (and hopefully your audience as well).
  3. Writing the Email: Use the email editor. Personalize it with merge tags like First Name. Think of those little details you love in a good story. Add images, buttons, and make it visually appealing. It’s like adding sprinkles on your favorite cupcake.

I like to think of this step as channeling your inner poet. Not Shakespeare, but close – make it heartfelt and relatable.

Testing the Waters: Preview and Test​

Remember Alice from sales who always tests her salsa recipe before the big party? She was right – you never want surprises when you go live.

  1. Preview Your Campaign: Freshworks CRM allows you to send test emails. Use this feature like you would rehearse a speech.
  2. Check Across Devices: Open it on your phone, tablet, laptop. Ensure it looks fabulous everywhere – no one likes a party crasher.

Sending It Out: The Grand Finale​

The big moment is here. You’ve done the hard work. Now, send it out and let the universe take it from there. But wait, always schedule your emails for optimal times. Ever received an email at 3 AM? Exactly.

  1. Schedule or Send Now: Decide between sending immediately or scheduling for later. Think through the best timing – know when your audience is most likely to be sipping coffee and checking emails.
  2. Hit Send: Take a deep breath, and click that send button. It’s exhilarating – like releasing a message in a bottle into the digital sea.

Analyzing the Response: The After-Party Cleanup​

Remember how we waited for feedback after that product launch email? The same applies here. Once sent, the job isn’t over.

  1. Check Campaign Reports: Dive into the analytics in Freshworks CRM. Open rates, click rates, conversions – these are like our party snapshots.
  2. Tune and Improve: Adjust future campaigns based on the insights. It’s no different from tweaking a recipe after tasting.

So here we are, at the end but just the beginning. Remember to infuse every email with a bit of yourself, a dash of personality, and plenty of clarity. Start your journey in Freshworks CRM, and let’s create campaigns that resonate, captivate, and convert. Cheers to impactful storytelling, one email at a time.