Emails & SMS
Send Personalized Emails to Individual Contacts
Do you want to send personalized emails to individual contacts? With KlickTipp Enterprise, it's easy. Create custom email templates and make tailored offers without setting up a full campaign. This guide will show you how to prepare and send individual emails quickly and effectively.
To activate this feature, go to the email editing dialog in the Settings section at the bottom. There, you'll find the option → Use as email template for sending to individual contacts.
Important to Know
Please note that this feature is available only with KlickTipp Enterprise.
Step-by-Step Instructions
Create a New Field in the Customer's Data Fields
- Click on → Contacts → Data Fields → New Field.
- Name the field, e.g. → Individual Offer (URL).
- Select the → URL option under → Type.
- Click on → Create Additional Field.
- Confirm with the green → Save button.
Create a New Email
- In the menu, click → Campaigns → Emails/SMS → New Campaign Email.
- Name the email, e.g., → Template for individual Offer.
- Select the email builder.
- Give your email a meaningful name.
- Click → Create Campaign Email.
- Now select the → Advanced Settings.
- Check the box next to the option → Use as email template for sending to individual contacts.
- Enter a subject and design your email.
- Click → Save and continue.
- Select a suitable template from the templates or your existing templates and click → Apply.
- Insert the additional field you just created → Individual Offer (URL) as a placeholder in your email.
- To do this, click on → Insert placeholder in the text editing menu and then select → Additional Fields.
- Select the text of the placeholder and copy it to your clipboard.
- Select a button to download the offer, for example, and link it to the placeholder in the menu on the right-hand side.
- Select → URL as the → Link type and then paste the copied placeholder next to URL.
- Important: When linking to placeholders in the rich text editor, always select the protocol → Other.
- Click → Share.
Go to → Contacts → Manage Contacts.
- Select the contact to whom you would like to send an individual offer.
- Click on the tab → Details and scroll to the appropriate field.
- Select the → Upload File button next to the → Individual Offer (URL) field.
- Upload your offer, ideally as a PDF file.
- Ensure your file size doesn't exceed 2 MB, or you will receive an error message.
- The link displayed is automatically transferred to the placeholder in your email.
- Click on → Save.
Send Your Email
- Click on the → Send Email tab at the left.
- In the drop-down menu under → Email, select the email template you created.
- Select → Preview to get display preview of the email content.
- Click on → Send to send the email to your desired recipient.
Sending personalized emails helps you build stronger connections and deliver tailored offers. KlickTipp Enterprise makes this process simple and efficient. Start using this feature today to engage your audience personally.