Getting started – Expo Email Platform

Getting started – Expo Email Platform

Last modified: September 25, 2019
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The Expo Email platform is a fully-featured email marketing application to enhance and further your business development so that you can manage your email campaigns, lists, create/modify the templates you want, track and follow-up on your campaigns and have website tools at your disposal if you have your own website.

Your area is private and your lists, campaigns and personal templates are not shared whatsoever. Below is a summary of the main features of the Expo Email Platform and this document will show you how to use these features.

Lists – You can create/import any type of list – personal contacts, outside sales associates, clients and any other type you have or need.

Templates – You can create, design, modify, store and re-use any template you want. Further, you may find a template you like on the web, save it to your system and upload to your ‘My Templates’ area.

Campaigns – You can create unlimited campaigns to your lists, sending manually or you can set up auto-responses to your subscribers.

Tracking/Follow-up – One of the most important aspects of any online system is a tracking method to engage in client follow-up.The Expo Email Platform gives you detailed tracking logs so you may engage those clients who have shown interest merely by their click activity.

Tools – Multiple forms are available for you to simply copy and paste into your webpages if you have a website. The more forms you use, the better tracking methods you can create.

Terminology – If you are unfamiliar with Email Marketing, please view the Terminology area at the end of this document manual before reading so that you will have an understanding of the terms throughout.

IMPORTANT – TO CREATE YOUR FIRST CAMPAIGN, YOUR PROFILE/ACCOUNT, LISTS AND TEMPLATES MUST BE SET UP AND CREATED FIRST!

Required order before creating your first campaign:

  1. Set Account requirements within the company tab.
  2. Create at least one Email List.
  3. Create or import at least one Template.
  4. Create your first Email Campaign.
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