Sending a marketing email campaign
Turn an offer into a broadcast: pick a list, draft the email, and track opens.
Marketing emails go out through the same offers flow as one-to-one quotes, but batched to a list of recipients. This is how you launch a promotion, announce a new product, or send a monthly newsletter without leaving Jeanus.
Starting a campaign
- Go to Offers and create a new offer batch. This is the container for the campaign.
- Pick the products or services the offer covers. For a newsletter with no specific offer, add one placeholder line.
- Draft the email content. The marketing card editor lets you write a headline, intro paragraph, bullet points and a call-to-action button.
- Add your recipient list (see below).
- Preview, then send.
Picking a recipient list
Jeanus does not require you to maintain a separate mailing list. Your recipient list is any filter of your existing customers or leads. Common shapes:
- Everyone with portal access. Fastest broad reach for existing customers.
- Everyone tagged X. If you tag customers by segment (say "restaurant" or "retail"), send a segment-specific version.
- Everyone assigned to a rep. Regional or vertical campaigns can be scoped to one rep's book.
- Recent leads. Nurture flow to leads created in the last 90 days.
Personalising each email
Jeanus can personalise the intro paragraph per recipient using their customer name, their assigned rep name, or their recent order history. Turn on personalisation on the send screen and pick which fields to swap in.
Tracking
The batch detail page shows an aggregate opened count, a click-through count on the CTA button, and a per- recipient list you can filter by "opened", "clicked" or "no engagement" for follow-up.
Lead campaigns vs customer campaigns
Leads and customers see different content by default. Leads never see confirmed prices - they get generic offer language with a "Log in for pricing" button. Customers see their repeat price. Jeanus handles the split automatically based on which recipient is which.