Step 1: Add Your First Email Contact #

A. In your WordPress dashboard, navigate to FluentCRM → Contacts.

B. To add a new contact, click + Add Contact button.

C. Insert the following information in the fields, then click Create Contact.

D. After adding a contact, you can use this to test the Uni-Emails.

Step 2: Selecting Your Email Template #

A. Navigate to FluentCRM → Email Templates.

B. Select a template that aligns with your campaign goals, and click Edit.

Step 3: Getting Familiar with the Email Layout #

A. Explore the structure and elements of the chosen template.

B. Identify areas for customization like text fields, buttons, or layout changes.

Step 4: Customizing the Email #

A. Replace default content with your own – from text to images.

B. Adjust visual elements like color and fonts to reflect your brand.

Step 5: Adding and Modifying Elements #

A. Click a row element and click the ‘+’ button above or below in the editor to add new row. Then drag and drop the selected field.

B. Rearrange elements within the email for a coherent flow and layout.

C. Tailor each element’s settings for a customized look and functionality.

Step 6: Previewing and Making Final Adjustments #

A. Regularly click the “Save Template” button on your email to update the changes and make your email live.

Step 7: Deploying Your Email Campaign #

A. Once satisfied with your customized email, click the Send a test email button and insert your email. after successfully submitting check your email.

B. Congratulations! You’ve finished the setup process and you’re good to go.