[intro] In this Guide, you’ll learn about all the Settings you need to configure before you begin to create your first email newsletter. Before you begin, you need to ensure that not only does your EKM online shop have a domain, but that you’ve set up an emails address on that domain so customers have a professional contact email for them to contact you if need be. [/intro]

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Before you begin to create your first email newsletter, it’s essential that you configure your Settings first. This ensures that the correct details are displayed on your email and that when your customers subscribe to your newsletter, the confirmation they receive is configured correctly.

1. To begin, from the EKM Email Marketing Dashboard, click the Settings tab:

This page will load with Your Details by default. The email address is not used to send email newsletters - the rest of the fields should be completed with contact details for your EKM online shop, which can be set to display in the footer of your email newsletter:

Email Footer

2. Click Email Footer on the left-hand side:

3. This will reveal a list of checkboxes:

The Company Name is always set to display by default, but the rest of the boxes are optional. If your EKM online shop trades purely online, then it’s recommended that you tick the box to Display Telephone Number, so customers have a point of contact in case there are any issues. However, if you have a physical shop as well as your EKM online shop, click all of the boxes to ensure that the address of the shop premises are displayed.

4. When you have finished ticking the boxes, click the green Save button on the bottom right of the page.

Custom Email Address

5. Click Custom Email Address:

6. On this page, you can amend the address that the email newsletter is sent from, and the email address that customers can reply to:

Outgoing Email Address

7. The Outgoing Email Address by default is set as your EKM Email Marketing username:

8. You need to amend this to be something more applicable for your EKM online shop, like this:

Campaign Defaults

9. The Campaign Defaults are the ‘From’ name and the ‘Reply-To’ address. You need to amend these so that the name and email address are applicable to your EKM online shop:

[remember] The Default Reply-To Address needs to be an actual email address you have set up on your shop domain, such as 'team@yourdomainname.co.uk'. If your shop domain is hosted by EKM Domains, click here for a Guide which explains how to set up a domain email address. However, if your domain is hosted elsewhere, you need to contact your domain provider to set up an email address on that domain that your customers can use to contact you.

Under no circumstances should you add a free personal email address into that field, such as @btinternet, @gmail, @yahoo, @aol, etc - as doing so not only looks unprofessional, but it can seriously impact your newsletter as it may be marked as spam by email providers. [/remember]

10. When you have finished making changes, click the green Save button on the bottom right:

Signup Confirmation Email

1. To create your Signup Confirmation Email, you will need to upload a copy of your logo into your EKM Email Marketing account before you begin. From the Dashboard page, click the Campaigns tab:

2. Then you need to click File Manager on the bottom left-hand side of the page:

3. This is where you can upload images to be used in your email campaigns. For now, you just need to upload your logo. Click the Images folder to open it:

4. Now you need to click Upload File:

5. Locate the file on your computer and click it before clicking the Open button:

6. You’ll then see that the file has been added to your Images folder. Click the Settings tab:

7. Click Signup Confirmation Email:

8. You now need to click the green Add Custom button:

9. This will launch the EKM Email Marketing Visual Designer, where you can edit the look and content of the standard email which is sent to customers:

[caution]A Signup Confirmation Email is a basic notification, so you need to keep it very simple. You don’t need to add in a lot of text, graphics or different sections; you just need a variation of that default template that is customised to your brand. The simpler this email design is, the more chance you have of it not being blocked or going into the spam folders of your customer’s email inboxes. [/caution]

10. You’ll be presented with a default template to use, so all you need to do is add your logo, amend the colour scheme and text. To begin, click in the blank cell above the ‘Newsletter Subscription’ text, and then click the Image button to the right-hand side of the screen and drag it into the blank cell:

11. You’ll then see this window appear. Click the Images file:

12. You now need to click on your logo:

13. This will add your logo into the blank cell. If you need to resize your logo, click it once and use one of the blue corner dots (to prevent distortion of the image) to resize it accordingly:

14. To centralise your logo so that it sits in the middle of the cell, click the cell once to highlight it and then click the paintbrush symbol in the top right-hand corner:

[remember] You need to highlight the cell itself to centralise the logo, not the logo itself. [/remember]

15. You then need to click Typography:

16. You then need to click the centralise button, listed under Text Align:

17. This will then centrally align your logo. Click the grid icon on the top right-hand side:

18. This will return you to the Visual Designer Dashboard. Your next step is to rewrite the text to something more befitting for your brand. Click the cell containing the main body of text - you do not need to adjust the ‘Automatically generated email ‘ text:

19. When you are editing the text, keep it simple and do not edit the Confirm Subscription link under any circumstances as this is required to make the Signup Confirmation Email work:

20. When you have finished editing the text, click the dark grey bar above your logo to highlight it, before clicking the paintbrush icon:

21. You then need to click the square in the far right-hand side of the Background field:

22. This will open a colour picker window where you can select your colour by dragging the dot and using the slider before clicking OK:

23. Alternatively, if you know the hex code for the colour you’d like to use, add this to the Background field directly, before clicking the Enter key on your keyboard:

[tips]If you don’t know what a hex code is or where to find the hex code for the colours that you’d like to use, this Guide will be able to help you. [/tips]

24. Now you have completed customising your Signup Confirmation Email, scroll down and click the Save & Close button on the bottom right-hand side:

25. This will return you to the Signup Confirmation Email page, where you’ll see your own custom email listed. Click the Make Active button to use your version instead of the default preview:

26. A window will then appear. You need to click the green button on the right-hand side to activate your custom email:

27. A second window will then appear as the system checks the quality of your custom email:

28. When the window closes - which it will automatically - you’ll see your custom email is now Active. The final step is to complete the fields within the Signup Email Details if you wish to customise these too. It’s recommended that the words ‘Newsletter Sign Up’ are included in at least one field, to make it clear to your customer the purpose of the email:

29. When you have amended these fields, simply click the green save button on the bottom right-hand side of the page:

Now you have configured your Signup Confirmation Email, which is what customers will receive automatically in the process of subscribing to your Email Newsletters; your next step would be to create some Contact Groups, which you can do within this Guide

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[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question ask the EKM Team, join us in ekmCommunity.  [/contact]