XstreamCRM Marketing 


How to setup an email list

  1. Login to your XstreamCRM and click on the Marketing Toolkit tab and then click on "Marketing Lists." 
  2. Next, click "Create New List." 
  3. From the next page you have the ability to create lists on multiple criteria. For example, say you want to create a list based on client's who traveled on a past group trip. Scroll down to the bottom of the page and select the group name from the "Company/Group Association," drop down. This may be especially helpful if you would like to book that same group for another group trip to gain repeat business! Another idea is to select clients who you've assigned travel interests or marital status (for a singles trip or couples cruise package, etc). You can also search by client name and add them manually or select all clients. 
  4. Name your list and then click "Create New List," at the bottom.

Please know, clients can unsubscribe from your email list through their email and it's handled automatically by your CRM. 

How to setup an email campaign 

  1. Login to your XstreamCRM and click on the Marketing Toolkit tab and then click, "Create/send Email." 
  2. Name the campaign, select a subject line (select other to give your own subject line), and search for an image.
  3. Create the message body of your email. You can use the tags listed to help automatically input information that will be specific for each client. ex. The tag {ClientFirstName} is going to pull the first names of the clients in your email list and input it in that field so you don't have to create a new promotion for each client separately.

    You can then input the promotional information into the body of the email.     (For those using Windows, you can use the "Web Select," feature by right clicking and copying and pasting web promotions right into the body of your email!)

  4. Next, select the list you want this email campaign to go out to, or select a single contact. 
  5. Run a test email! Just click "Run Test Email." This makes sure you see what this promotion will look like before it goes out. Think of this as checking your rough draft for accuracy and grammar before the final draft is sent. 
  6. When you're ready, click "Send Email Campaign." 

Support

Additional training is located on your XstreamCRM under the Training Menu. You'll find step-by-step tutorials on how to record your bookings and manage your clients. 

If you need additional support, please submit a support ticket directly from your XstreamCRM under the "CRM Support Tickets," tab. Please also request access to the XstreamCRM Facebook page here.