Capitan Systems Limited

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Tel: 0208 051 7906

Step 1: Login to Capitan

Step 2: Create the recipient list

Either:

a) You can use a group of subscribers that has previously been used, proceed to next step.

OR b) You can import a new group of subscribers

Importing recipients (if required)

  • Prepare a CSV file containing your contacts, this must include each contacts email address, first name, last name, GDPR basis, and a 'Y' if they have consented to receive email
  • In Capitan go to 'Contacts & CRM' > 'Import / Export Contacts'
  • Use the drag and drop interface so that the column on the right contains all of the fields you've included in your CSV, and in the same order
  • Go to the 'Import' tab and set a name for the group in 'Add Contacts to a new Group (name)'
  • Click 'Select CSV File' and browse to the file on your computer to upload it
  • Capitan will process the import in the background and send a confirmation email to the admin username email address when it has finished

Step 3: Create the email

Either:

a) You can copy a previous email:

  • In Capitan go to 'Email' and click on the Service or Marketing email that you want to copy from the menu on the left hand side. When it loads clikc"
  • Make any necessary changes to the 'Email Name', 'Subject Line' and 'Your Design' (click the 'component editor' button on the sections)
  • Choose the group that you want to send the message to in 'Receipients'
  • Click 'Create the Email' to save a draft
  • When you are ready to send the email, you can open the email (you'll find it in the left hand menu with the Email Name you gave it) just set the 'Dispatch Date / Time' and click Save Changes

OR b) You can create a new email. In Capitan go to 'Email' then 'New Marketing Email' if it's classified as marketing, or 'New Service Email' if it's classified as a service update

  • Set the 'Email Name', 'Subject Line' and build 'Your Design' (click the 'component editor' button on the sections) using the drag/drop interface
  • Choose the group that you want to send the message to in 'Receipients'
  • Click 'Create the Email' to save a draft
  • When you are ready to send the email, you can open the email (you'll find it in the left hand menu with the Email Name you gave it) just set the 'Dispatch Date / Time' and click Save Changes

email

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Keywords for: Send a Marketing Email or Service Email

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