Automate & Personalize Email Campaigns in FBS

Key Points:

1. Bulk Email Basics (00:00–11:00) – How to select contacts, use custom values, and send personalized emails in bulk.
2. Consent & Compliance (11:01–17:00) – Why opt-in and permission are critical for bulk outreach and how to avoid deliverability issues.
3. Drip & Scheduled Sending (17:01–22:00) – How to use drip mode, batch sending, and scheduling for large lists.
4. Tagging & Smart Lists (22:01–30:00) – Creating segments with tags, building smart lists, and targeting specific groups.
5. Campaign Creation & Design (30:01–39:00) – Using the drag-and-drop editor to build, schedule, and test email campaigns.
6. Templates & Cloning (39:01–45:00) – How to use, clone, and customize templates for repeated use.
7. Campaign Analytics (45:01–48:00) – Tracking opens, clicks, unsubscribes, and other key stats for each campaign.
8. Nurture Campaigns & One-Offs (48:01–51:00) – Leveraging pre-built nurture templates for ongoing engagement or single emails.
9. Contact Communication Tracking (51:01–51:51) – Viewing all emails and texts sent to each contact for complete follow-up.

Key Takeaways:

• Segment your audience with tags and smart lists for targeted, relevant messaging.
• Use templates and custom values to save time and personalize every email.
• Schedule and drip campaigns to avoid spam flags and improve deliverability.
• Monitor campaign analytics to refine your messaging and follow-up.
• Ensure all contacts have consent to receive your emails to protect your sender reputation.

Notable Quotes:

• “Custom values are like variables—the system fills in the contact’s name for you.”
• “You want to ensure these are persons you know, who have opted in to receive these messages.”
• “The nurture campaign can be added at any time—just make sure you have consent.”

Action Steps from the Call:

1. Tag and segment your contacts to create smart lists for targeted campaigns.
2. Build and schedule your next campaign using the drag-and-drop editor and templates.
3. Use custom values for personalization in all bulk emails.
4. Review campaign analytics after sending to track engagement and optimize future outreach.
5. Regularly update and familiarize yourself with available templates for nurture and one-off emails.

Resources & Tools Mentioned:

• Focused Business Suite (FBS): CRM and marketing automation platform.
• Smart Lists: Dynamic segments for targeted email sends.
• Templates: Pre-built and customizable emails for nurture and campaigns.
• Bulk Actions: For sending, tagging, and managing contacts at scale.
• Campaign Analytics: Dashboard for tracking opens, clicks, and more.

Call Date: July 10, 2025