Email Blast

V01. l Q1 2023

Updated over a week ago

Binox CRM is focused on providing the right tools for MSPs to successfully create and manage ongoing email campaigns, and for this reason we have built an “Email Blast” feature. We understand that on this digital age, email remains a crucial tool for businesses and organizations to reach out to their customers and prospects, and with “Email blastyou can create mass emails that you can send to a large group of opportunities without leaving Binox all-in-one CRM platform.

Pre-Requisites:

  • To start using “Email Campaign” and “Email Blast”, you need to set up your email client under the “My Account” section on Binox, see instructions on how to connect them here: “Microsoft 365” or “G Suite”.

⚠️ Important: To enable the unsubscribe feature in your email campaigns, ensure your company information under the "My Account" section is fully completed. Without this information, your campaigns could be less effective and might not comply with legal requirements."

Step 1: Smart Campaign and Email Blast

1. Click on “Smart Campaign” to create a new campaign or to manage previous and ongoing campaigns.

2. Under “Campaign” you will see a list of all the past and ongoing campaigns along with the Audience, Type, Status and Start date.

3. Click on the3 dots, Action button” so you can edit, delete or save your campaign to draft.

4. Select “New Campaign” to start a new campaign, in this case we are going to start “Email Blast”.

  • Click on “Marketing” at the right top corner, select “Smart Campaign” on your left then start a “New Campaign”. Please follow the animation below.

  • Select “Email Blast”

Important: You need to Authenticate a Domain to use Binox “Email Blast” features, click here if you have “Amazon Web Services” or “GoDaddy”. Click on “Authenticate Now“.

  • Type in a new campaign name and click on the down arrow to choose an audience and click on next.

  • You can choose from one of your pre-build “templates” or make a new template with “Email Template”.

Important: If you do not have a pre-build template built already, you can create a new e-mail template, click “Here” to learn how to use an “Email Template”.

  • When you are finished building your email, click on “Save and Continue” to review and publish the email blast or “Save Changes” to save this campaign on Smart Campaign for later use.


Step 2: Review & Publish

⚠️ Important: To enable the unsubscribe feature in your email campaigns, ensure your company information under the "My Account" section is fully completed. Without this information, your campaigns could be less effective and might not comply with legal requirements."

1. Select an email to send the email Blast from, and click on “+ New Verified Email” to select your Domain.

○ Select the email group this email blast is assigned “To”.

2. Type in a “Subject” for your email and a Preview Text.

3. You can schedule a Date and Time for the Email Blast Campaign to start.

4. You can type in an email to test and click on “Send Test” to test it.

  • Save as a Draft will save this email to your Campaign builder list and save and publish will save it and start/schedule the email campaign.

For more information and tutorials please visit our Help Center.

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