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Email Blast - How to Create and Send an Email Blast

Written by Genius
Updated over a week ago

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.

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.

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.

  • 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.

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.

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

  • 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

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