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Start using Email Marketing
Start using Email Marketing

Short guide on your first steps using Email Marketing

Training avatar
Written by Training
Updated over a week ago

🔗 This feature is available for plans Essential and Starter.

For detailed information about each plan, you can check it out 👉 here.

The Email Marketing functionality in ForceManager enriches your experience by offering an integrated platform for the creation, sending, and tracking of emails.

This tool, which is constantly evolving to include more features, has been designed to be one of your main resources in communication management.

You can start drafting an email directly from any contact file or through the Companies module. Look for the Email Marketing icon located next to the contact's name to quickly access this powerful tool.

This integrated approach simplifies your workflow, allowing you to focus on what truly matters: building lasting and successful relationships with your clients.

You will also be able to send sales documents and start your email at the same time if you click on "send email" from reports in your Company file.

Once you have finished editing your email, you will be able to:

  • Attach documents.

  • Know if any link added in the email has been opened by the recipient.

  • Know if the email has been opened by the recipient.

With advanced email tracking, you will have the ability to identify when a potential client has opened your proposal, which gives you the opportunity to contact them directly. This function not only improves interactions with clients but also significantly increases your chances of closing sales.

*If you open the links or the email, it will also be counted.

Permission to send emails.

The moment you click on "send email" for the first time, a window will pop up with a message requesting permission to send emails from ForceManager.

This permission request is solely for sending emails through ForceManager.

We recommend that you read this article about Email Tracking functionality and its compliance with GDPR.

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