Email Marketing

Email Marketing

Email Marketing lets you create and send branded email campaigns directly from Cuddles using the client information already in your account.

Whether you’re promoting a seasonal offer, announcing an event, or sharing important business updates, Email Marketing makes it easy to stay connected with your clients without using a separate marketing platform.

Where to Find It

Go to Marketing > Email Marketing.

The Email Marketing section includes:

• Email Campaigns: Create, send, and manage email campaigns.

• Email Templates: Create and manage reusable email templates.

• Email Sender: Configure and verify your sender email address.

Configure Your Sender Email

Before you can send email campaigns, you’ll need to verify the email address you’d like to send from.

1. Open the Email Sender tab.

2. Enter the email address you want to use as your sender.

3. Click Save & Verify.

4. Check your inbox and click the verification link.

Once your email address has been verified, you’re ready to send marketing emails from that address.

Create an Email Campaign

1. Go to Marketing > Email Marketing.

2. Open the Email Campaigns tab.

3. Click New Email Campaign.

4. Enter a campaign name.
   
   

Choose Your Recipients

Select who you’d like to send your email to:

• Clients & Leads

• Clients Only

• Leads Only

• Clients with a specific Client Tag

After selecting your audience, you can review the recipient list and manually select or deselect individual recipients before continuing.

Tip: Client Tags can be created and managed under Settings to build targeted mailing lists.

Build Your Email

Add:

• Subject Line

• Preview Text (optional)

• Sender Name

• Sender Email Address

Next, choose an existing template or create a new one.

Review your campaign, preview how it will appear on desktop and mobile devices, then either:

• Send Now

• Save as Draft

Create an Email Template

Templates allow you to save email designs for future campaigns.

1. Open the Email Templates tab.

2. Click New Email, or duplicate an existing template.

3. Enter a template name.

4. Design your email using the drag and drop editor.

You can customize:

• Text

• Images

• Buttons

• Layout

• Fonts

• Colors

• Backgrounds

• Alignment

You can also upload your own images or choose images from the built in image library.

When you’re finished, save your template for future use.

View Campaign Performance

After sending a campaign, return to the Email Campaigns tab to view its performance.

Available metrics include:

• Send Date

• Delivery Status

• Open Rate

• Click Rate

Things to Know

• Campaigns can be sent immediately or saved as drafts.

• Verified sender email addresses are required before sending campaigns.

• Clients who have unsubscribed from marketing emails are automatically excluded.

• Every marketing email includes an unsubscribe link.

• Email templates can be reused across multiple campaigns.

• Recipient lists can be reviewed and edited before sending.

Frequently Asked Questions

Can I send to only certain clients? Yes. You can send to all clients, filter by tags, or manually adjust your recipient list.

Can I use my own email address? Yes. Simply verify your sender email in the Email Sender tab.

Can I edit a campaign after it’s been sent? No. Sent campaigns cannot be edited.

Can I reuse email designs? Yes. Save templates to reuse in future campaigns.