So, if you're completely new to email

marketing and really not sure where to

start, I'm going to walk you through

step-by-step everything that you need to

know from building an email list to

sending your first campaign and

automating all of your emails. So, let's

jump in. Now, for the purpose of this

tutorial, I'm going to be using a tool

called Brevo. There are tons of email

marketing softwares and apps that are

out there. This is one that I just

personally like and have used and find

it very user-friendly. But, no matter

what app that you're using, whether it

be Mailchimp or Brevo or another one,

these principles will all still apply.

Just where they're located in the app

might be a little bit different, but the

basic framework for what we're doing

today is going to be available to you in

any of these CRM or email marketing

tools.

So, the first thing that we're going to

do is set up an account. So, on Brevo's

website, if you go to brevo.com,

it'll take you to this landing page and

right there up front, you'll see a

button for signing up free. So, you can

click on that and it'll take you up to a

page like this and you can either sign

in with your Google or Apple account or

just add an email and create a password

and click on create your account. Now,

in my case, I already have an account,

so I'm going to sign in from there. Now,

when you land on the home page here,

it's going to kind of walk you through

some of the initial steps to get

started, which we're going to talk about

as we go and you can see how much you're

using in your plan and some of the

dashboard items like that.

So, once you've familiarized yourself

with your dashboard, we're going to next

head over to the CRM and let's talk

about your contact list. Your contact

list is really the through-line of your

email marketing campaign. And truly,

this is what makes email marketing so

powerful is as you build this list, you

own this. This isn't like when you post

on social media and you're depending on

the algorithm to show your information

to people that might be interested in

this. This list, although it may start

small at the beginning, it'll grow over

time and it's something that you can

take with you. No matter what program

you're using or software that you're

using to send out the emails, this is

your list. You can import and export it

as you need to. And the other key thing

about this is this list is not just a

bunch of random emails. These are people

that have shown some interest in your

company, whether it be past clients or

customers, whether it be people that

that were interested and wanted more

information from you, whether it be

people that you networked with in person

and you got your their business cards or

anything like that. This is where all of

that information will lie. So, from

here, you can certainly just add in any

contacts that you have manually. You

just go up here to create contact and

you fill in the information here. And

then you also have the option to add SMS

or their telephone number, WhatsApp,

landline, anything like that because

that's an add-on. That's something you

can also incorporate is text messaging

your contacts. In this case, what we're

focused on is just email. So, you can

add some other information, your contact

time zones, job titles. And then you can

also add them to a list, which we'll

talk about here in just a second. And

you can just walk through here and kind

of add in as much or as little

information as you want. In particular,

I would say you need your their name and

their email address. And then you just

click on create. And sometimes you need

to just refresh the screen to have that

pop up. And there you go. There's Bob

Smith and of course mine in here as well

since that's what the account's created

under. And so, you can just add your

contacts that way. The other option is

if you go up here to import contacts,

you can click on that. And from here, if

you have your contacts in another server

or in another list, you can import them

here as well. Now, as your list grows,

one of the things that I recommend right

from the beginning is start creating

lists or categories to keep your

contacts in.

This is much easier to do when you have

just a handful of emails and it'll set

yourself up for success later versus

having thousands of emails and having to

go through and try to remember where

everybody fits into.

And the reason for this is the lists are

used when you set up campaigns to email

those and you want to email different

segments. So, let's go over here to the

lists.

And we're going to just start by

creating a couple of lists. So, we're

going to create a list

and we're going to call this first one

we're going to call this first list

current customers and then you can also

add it to a folder.

So, add that. And then we're going to

create a new one called future customers

and so on. So, I would recommend at

least starting out with those types of

groups because that's an easy division.

People that have already done business

with you are going to get one type of

email saying, "Hey, thanks for being a

customer. Here's a loyalty discount.

Here's something that we're rolling out

to people that have already bought our

service or products before." And then

you have another group of of people that

have never done business with you and

you're going to have introductory offers

and you're going to have information of

why they should do business with you and

that sort of thing. But, another

recommendation is maybe you just have a

group of people that want to sign up for

your newsletter. That would be a

separate list. Maybe you have certain

lead magnets that people came into your

list with. You can set up lists that

way, okay? So, so far we've been talking

about how you add your contacts into

your list. Let's talk about how to have

it set up so that people can add

themselves to your list. So, we're going

to go down here to marketing and we're

going to go to forms

and here we can create a sign-up form.

This is great, especially for

newsletters or if you have a blog or

something like that that people want to

be a part of, they can sign up for

themselves. So, here in the forms, we're

going to create a sign-up form. So, you

can see within Brevo, you can create a

full page or embedded form, so that

would be live on your website or

something like that. And then you also

have a pop-up, which is, as you can see

it says professional, that's part of the

professional package that you'll need to

pay for. For our purposes, we're just

going to do the full page embedded and

we're going to call this newsletter.

Very common reason for people to want to

sign up for your list. We won't get into

too much detail about the design

elements, but you certainly add your

colors and your fonts and your logos and

all of that sort of thing, but the basic

form of this is to be able to go,

they'll see it's a newsletter, subscribe

to our newsletter and stay up-to-date

and then where they'll add the email in

there and subscribe. And you can see

here, you can make this as complicated

or as simple as you want. You can add

additional questions or checkboxes,

multiple choice, have you been here

before, what types of products do you

like to to purchase, those sorts of

things.

And then you click next and then you can

have these automatically categorized for

you. So, you can see down here we have

our current customers and future

customers. I'm going to create a list,

we're going to call this

newsletter,

so that we know these people are

specifically here for the newsletter.

We're going to create that. And another

thing to note is that you can have

people in multiple lists. Maybe you have

people that are current customers that

also want to sign up for your newsletter

and maybe you have people that have not

done business with you that want to be

on your newsletter. You can have them in

multiple lists. So, there's really no

sky's the limit as far as creating lists

that go. So, select the list that you

want them to go to, click next, and then

from here you can have a confirmation

email that's sent out to them or just

going to do the simple confirmation

and

default confirmation. You can design

these yourselves and make those more

elaborate. We'll talk more about that as

we go. So, we'll click next, and then

they have the information that will go

out in that message. Click next, and

then this gives you all the information

to be able to post this. So, you have

your embedded version. Just copy and

paste this into your web builder or send

it to your web developer to be able to

put that on your website. You also have

a link here that you can copy and send

this out. And you can also create a QR

code. So, if you have like a

brick-and-mortar store or business

cards, you want to put the QR code on

there for people to just snap a photo

and it'll take them directly to that

sign-up page so that you can get their

email that way as well. And then we'll

click done. So, now we have our first

form. So, this is another way of

capturing emails and capturing people's

contact information automatically. And

by the way, in case you're wondering,

email marketing isn't dead, despite what

people might be saying.

I think the old playbook is a little bit

obsolete. So, what we did is we put

together a free toolkit for you that

pulls data from 600-plus email marketers

and gives you a dashboard and expert

frameworks and playbooks and AI

strategies to actually grow your list

and stay out of the spam folder. Plus,

it's completely free. So, all you need

to do is just click the link in the

description below, and it's all yours.

So, next, let's talk about creating your

email template. So, now we've got a list

of people to send emails out to. Now

we're ready to start sending them

emails. So, what we're going to do is

we're going to go up here to templates

in the marketing tool,

and they already have a couple of

templates that are sort of preloaded,

unsubscribing, final confirmation,

sample confirmation, things like that.

And you can look through those and

customize them as you need to. But we're

going to go up here to create template,

and we want to create an email template.

And then this is basically the structure

in which you will be creating your

emails under. So, you'll want to include

your sender email. I would recommend

setting that up as a general bucket

email, whether that be info or contact

or something like that.

And then you can add a sender name,

which right now it's just my company

name. I think it always works better if

you have an actual name, so we're going

to put my name in here so that it looks

like it is a personal email from me.

And then you're going to create the

subject line. The key to a subject line

is you want to get entice people to open

up the email. You don't want it to

always be salesy. You don't want it to

always be, "Hey, here's this offer. Do

this." because there's tons of those.

You want to think of like subject lines

that are going to get people interested

in opening out this. Such as, "I want to

share this amazing idea with you."

What's the amazing idea? Well, you got

to click on the email to open that up.

And then you can add your text to what

you want to say in the message, and then

you can go down here to the advanced

settings where you can tag this. Once

you get more of them, you want to keep

them organized, know where they're

going.

Uh you can add folders, things like that

to be able to get more information. And

then we're just going to go up here to

preview and test. And then over here

we're going to add the content. And then

from here you can scroll through all

these different templates that they have

available to you, some basic templates

ready to use, and see one that you like.

Let's say I like this one. We'll use

that template. And then all of this is

customizable, okay? So, you can add your

logo in here. You can add your tagline,

put your pictures, your information, and

add that through there. And once it's

the way that you want it, you just go

save and quit. And then you'll have that

design will be embedded on your email as

you go. And we're going to go up here to

save, and then you can see our template

in there. So, now anytime you want to

send out an email, you can just jump in

there. You have the template pre-made,

add in the specific information that

you're wanting to share with people, and

you're good to go. So, the next thing

we're going to do is set up our

campaign. This is the through-line of

your emails that you're going to be

setting. So, we're going to go up to

campaigns up here, and what we want to

create is an email campaign.

Again, you can also have the option to

do text messaging or WhatsApp, anything

like that. Then obviously, you just need

a campaign name. So, let's say this is

new customer onboarding. So, we'll

create campaign, and then again, you can

customize who that's coming from, and

then you'll go through, you'll add your

recipients that you want, your subject

line for this campaign, and the design.

And just like we did for the individual

emails, you can use these templates or

create a new template, and be able to

design everything that you need to do

and get all your information in there.

So, you just click on use the template,

and it's all customizable about what

information you want to have in there.

Now, some types of emails that are

really great to send is you don't want

to all your emails to be buy this now,

sign up for this, do this, do this, do

this. You always want to think about

what sort of value can I add for my

customers? So, giving them, "Hey, here's

the top five tips that I found in XYZ

trade or whatever that you happen to be

in." Or give them updates about new

products that you have. Again, not

necessarily saying, "Hey, buy this." but

just going, "Hey, I have this available,

and I think it really help you out.

Those types of emails are much more

engaging, much more apt to get people to

interact with your company than just

hey, buy this, give me money now. And

once you have all the information in

there, you can preview it, so you can

see exactly how it's going to show up in

their inbox, so you know exactly what

they're going to be getting. You can

also send a test email, so you can have

this come to yourself, so you can

actually see what it looks like in your

inbox, how you open it up, what buttons

you can click on and interact with it.

And I typically always do this before I

send out any emails or new campaign,

just to make sure that I know

everything's going to work before I send

it out to hundreds of people. Then once

you have all the in needed information

in here, then you click on schedule. And

so you've got a couple of different

options up here. You can send it right

now if you are ready to send those out.

You can send later, or there's a couple

AI options in here as well. We're going

to so go send later, and let's say I

want this to go out on Monday morning,

and let's do 8:00 a.m. and go schedule.

Now that campaign will go out, and it'll

start sending out those emails

at that time. Now, the other thing that

I want to draw your attention to is in

your campaigns here, now you've got some

really valuable data that's going to be

available to you once those emails start

going out. You can see how many people

are getting the emails, how many people

are opening them, how many people are

clicking on there, unsubscribing, all

that great information, so that your

next campaign you can make it a little

bit different and tweak it even more.

Now I want to just touch on just briefly

automations here, which is another

really powerful tool that kind of does

this for you. So if somebody clicks on a

lead magnet and signs up for your

newsletter or something like that, then

you can automate that so they

immediately get some emails. So we'll go

in here to automations, we'll go create

our first automation, and we're going to

go create automation, and they have some

pre-built automations in here that

probably make sense. Let's go to the

welcome message just so you can see what

this is. So, here's the basic layout

that it's going to do. We're going to

create this automation, and then you can

customize this as you want. So, contact

added to a list, we're going to go here

to the first list. We will say we they

add themselves to the newsletter, okay?

Then we go next, and then it has wait 2

days. So, we don't want it to be 2 days,

we want it to be say 1 minute. Click

next. So, somebody has seen that form,

they entered their email, 1 minute later

it's going to send them this welcome

email. And again, you can customize

this. If you click on edit, add your

logo, add your information. Hey, thanks

for signing up for the newsletter. Just

want to confirm we got your email and

we're ready to go. And you see what it's

going to do. It's going to create a

subject line adding their first name,

preview text, email coming from them,

and you go confirm, and then it'll exit

that. So, you can create these

automations for anything. If somebody

abandons their shopping cart, or it

could be, you know, you get off a Zoom

call with somebody, you have this email

go out. You create these automations so

that you can set it and then you don't

need to worry about it again. It'll take

care of it all for you. So, we're going

to exit out of that editor, activate

automation, and it's going to do all

this for you. And then we're just going

to hop back to our home screen here. And

what's really nice in this day and age

with AI is you don't have to be a

marketing expert to really get a lot out

of email marketing. There are AI tools

that are built right into Brevo as well

as Mailchimp and all the other tools

that really help you customize this and

create the best subject line to get

people to click on that, or the types of

email, or even the frequency that you

should send these out in. And so, like

anything else, once you get the tool and

you find the tool that you like, just

let the data inform how you move

forward, and you will be well on your

way to being an email marketing expert.

Thank you so much for watching this

video, and I'll see you in the next one.