Social Media and Email Marketing in Your CRM

Your CRM makes it simple to manage social media and email marketing all in one place. You can schedule posts across platforms and send email campaigns without switching tools. This helps you stay consistent and reach your audience where they already are.

Watch the Marketing Walkthroughs

In these videos, you will learn how to:

• Connect social media accounts to your CRM
  
  
• Create and schedule social posts in advance
  
  
• Build and send email campaigns
  
  
• Use templates to save time and keep branding consistent
  

Social Planner

Email Marketing

Additional Help for Social Media and Email Marketing

• Social Planner Overview (Official Guide)
  
  
• Email Marketing Tools
  

Quick Tips for Social Media and Email Campaigns

1. Batch schedule a week of posts at once to save time.
   
   
2. Test your emails by sending them to yourself before sending to clients.
   
   
3. Keep posts and emails short, clear, and consistent with your brand.
   
   
4. Use analytics to see what’s working and adjust future campaigns.