Email Campaigns in Essentials Solution

March 25, 2024

Description

Watch a video about creating and managing email marketing campaigns in Essentials Solution

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Watch the video:

You can manage your Merchant Services account online through Business Advantage 360 , our small business online banking.
The Essentials Solution
Email Marketing Features allow you to reach customers
in relevant and meaningful ways
that will help grow your business.
In this video, you will learn how to use
the Welcome email feature,
the Miss you email feature,
as well as the Bulk email feature.
To begin, go to pointofsale.bofamerchantservices.com
then log to Bank of America Essentials Solution Back Office.
The welcome email feature allows you to
welcome new customers to your store,
and gives you the option to attach an offer or coupon
to use on their next visit to encourage them to return.
To start, select the Customers tab,
then select the Email Marketing sub-tab.
Now select the Setup icon below
the thank new customers image.
Then select Turn Email On to enable the welcome email
to automatically send to new customers.
First, add the subject line of your email.
If you'd like to add an offer to your email,
select Click Here To Add Offer.
From the offer setup window,
you can select an existing discount,
or create a new discount to add to your email.
To create a new discount, select Add New.
Then create a unique discount code.
Then provide the offer description your customers will see.
Next, select the discount type and amount of the discount.
You can also add a minimum purchase amount,
and a disclaimer indicating discount rules.
Once completed, click Save Changes.
Next, customize the body of the email
with a message for your customers, then click OK.
Click the Preview button to review
your newly created welcome email.
Then click Save Changes, and your email will automatically
be checked for a spam risk.
Once the spam check is complete, click Continue Saving.
If the spam check indicates your email
has a high risk of being considered spam,
you'll receive suggestions for changes.
On the confirm save screen,
click Save one more time to apply your changes.
The welcome email will be sent automatically
to new customers who provide their email address
at the time of their first purchase.
After you've created the email,
you can return and edit it at any time.
The Miss You Email Feature lets you reach out
to your customers who have not made a purchase
in a certain number of days.
To begin, select the Customers tab,
then the Email Marketing sub-tab.
Next, select the setup buttonbelow the miss you image window.
Now, check the Turn Email On box.
Use the dropdown box to select the number of days
since a customer last made a purchase
to trigger the sending of a miss you email.
The subject line will default to we miss you,
but you can customize it if you like.
Next, to encourage customers to visit your business again,
add an offer to your miss you email
by selecting Click Here To Add Offer.
After you have set up your offer,
click Save Changes to apply your offer
to the miss you email.
Click the Preview button to review your email.
When you click Save Changes,
your email is automatically checked for a spam risk.
Once the spam check is complete, click Continue Saving.
On the confirm save screen,
you'll click Save One More Time to apply your changes.
Your miss you email will now automatically be sent
to your customers who haven't made a purchase
in the number of days selected.
You can come back and make changes
to your miss you email at any time.
The bulk email feature lets you broadcast
special offer and announcement emails
to as many as 2,500 customers.
If you have more than 2,500 customers,
the system will send the email to the 2,500 customers
with the most recent purchases.
To start, select the Customers tab.
Then select the Email Marketing sub-tab.
Next, click Customize Email in the bulk email image window.
First, you'll select who you want to send your email to.
Click the three dot button to the right of the to field.
From the select recipients window,
you can choose to send your bulk email
to one or more customer categories.
You can use categories to create targeted email campaigns.
Once you have selected your categories, click OK.
Next, create the subject line of your email.
You can add an image, such as your company logo,
by selecting Click Here To Add Image.
Then add email body text by selecting
Click Here To Insert Text.
When you're done adding the body text, click OK to save.
You can also add an offer to your bulk email
by selecting Click Here To Add Offer.
After you have set up your offer, click Save Changes
to apply your offer to the bulk email.
Click the Preview button to view the entire email.
Then click the Test Email button to start the spam check.
Next, click Continue Testing.
Then enter at least one email address
to send the email to see the final formatting.
This will allow you to see the email exactly
as your customers will see it.
Click Send Test to send the test email.
Next, click the Spam Check button
to ensure your email will pass spam filters.
Then click the Send Email button
to preview your email one last time,
and if you are satisfied with your email,
click Save And Send to immediately send
your bulk email message to your customers.
The bulk email report provides information
about the success of your bulk email campaign.
This will help you determine
if your current email campaign is effective,
or if you should adjust it for future efforts.
To run the report, click the Results tab,
then the Reports sub-tab.
Select Bulk Email under customers in the left hand column.
Then select a date range
and click the refresh button to run the report.
The bulk email report displays
the date you sent the bulk email,
how many total emails were sent,
how many times customers opened the email sent,
and the total ticket sales
generated by your email campaigns.
To learn more, visit bankofamerica.com/MerchantHelp