Email marketing is a key way to boost sales and connect with customers. It helps you share important updates and offers directly with your audience.

In this article, we will walk you through 3 easy steps to set up your Email Marketing.

TABLE OF CONTENTS

Step 1 - Turn on your BranchUp Email Marketing

Step 2 - Customize your Signature

Step 3 - Upload your contact list

Step 1 - Turn on your BranchUp Email Marketing

• From your BranchUp home page, go to the "Your BranchUp Connections" section
• Select 'Click to Connect' to turn on your Email Marketing

• Select 'View a sample email' to preview what it will look like

Step 2 - Customize your Signature

Your signature will show your agency information. This article has a complete guide on how to update your profile and agency details.

Step 3 - Upload your contact list

There are view options to manage your contacts. 

• Read this article to Upload your contact list in bulk using an Excel file.
• Read this article to Add or Delete your contacts one by one.

Now you are set. You will receive an email notification before the email marketing is sent to your contact list, allowing you to edit and customize the email marketing as you like.