This guide will show you how to create and send an Email Blast using DriveCentric. Before you begin, make sure the following requirements are met:
Requirements:
Your store has the Email Blast product enabled.
Your user account has the Email Blast permissions activated in User Management.
You’ve created a target list in the Data Mining Tool to use for your blast. (Note: Email blasts are limited to lists under 50,000 recipients.)
Below are step-by-step instructions to guide you through the process of creating a target list, transferring it to the Email Blast tool, and composing and scheduling your email blast.
Step 1: Create Your Target List
Use the Data Mining Tool to create a list of customers or deals that you want to target with your email blast.
For example, you can select "Mine Deals" or "Mine Customers" depending on your target audience. Apply filters such as "Email has value" to ensure only contacts with email addresses are included. Save the segment for reuse if needed.
How to Use the Mining Tool- Save your segment for future use to streamline repeated email blasts.
Step 2: Send Your List to the Email Blast Tool
Once your target list is ready and contains fewer than 50,000 recipients:
Click the Email Blast icon (located in the top-right corner of DriveCentric).
Your list will automatically transfer to the Email Blast tool, and you’ll see it displayed in the recipient count.
Step 3: Compose Your Marketing Email
Now you’re ready to create your email. Here’s what you’ll need to do:
1. Review Recipient Details
The Recipient Count will display the number of customers in your list, minus the following exclusions:
Customers without an email address in their Customer Card.
Customers who’ve unsubscribed from emails.
Customers with an open deal marked as “Snoozed.”
Customers who received an email blast in the last 24 hours.
2. Enter the Subject Line
Add a compelling subject line for your email.
3. Add Email Content
You can:
Type your email content directly into the text editor, or
Upload your HTML email design:
Click the “Insert HTML” button in the bottom-left of the message box.
Paste your HTML code into the box.
Click “Save” to preview your email design.
Use prebuilt templates by clicking the folder icon. Templates can include tokens for personalization, such as customer names. Ensure all required tokens are included to avoid missing information.
Step 4: Save or Schedule Your Email
Once your email content is complete, you have a few options:
Save it as a Draft to come back to later.
Send a Test Email by using the menu icon in the upper-right corner to preview how your email will look when it’s sent. After entering the email address for the Test Email, hit enter to confirm that email address. *Note: Tokens will not populate customer information when sending a test email due to no customer card being available to pull that information from.
Delete the Email if you want to start over (use the menu icon for this as well).
When you’re ready to schedule your email:
1. Click “Schedule Message”
This will trigger a Genius Email Score check.
To ensure smooth delivery, large email blasts (up to 50,000 recipients) may send in batches over 24 hours.
2. Review the Genius Email Score
Click on the Genius Email Score section to see tailored recommendations to improve your email. These recommendations are designed to:
Improve your email’s deliverability and avoid spam filters.
Ensure your email is engaging and effective for your target audience.
3. Make Adjustments or Proceed
After reviewing the Genius Email Score, you can:
Make any suggested adjustments to improve the email, or
Proceed to schedule your email for the selected date and time. DriveCentric automatically excludes duplicates, ensuring a clean recipient list.
Congratulations! You’ve successfully created and scheduled an Email Blast.
Email Blast is permission based. If you do not see the option to send an Email Blast, contact your CRM admin or Manager.
Ensure you have created and saved a valid segment in the Mining Tool. The Email Blast button will only appear for valid segments.
You will receive a notification when an email is opened. This can be managed under My Settings -> Notifications -> Email Opened
Need Further Assistance?
For assistance, reach out to your Customer Support Team.
Additional Resources