Published at: 2026-10-12
Email marketing scenarios
Overview
Use bulk email for a selected audience, or use an SOP to send messages after a form submission or scheduled event.
Before you begin
- Prepare the email content or a saved Email Template.
- Prepare CRM recipients, uploaded email addresses, or a marketing scenario that collects form submissions.
Send a bulk email manually
Send to a CRM audience
When you create a task in ShareMarketing > Email Marketing > Bulk Email, select recipients and set the email content. You can edit the content in the task or select an existing Email Template.
- In ShareMarketing > Audiences, create a test audience with yourself and two or three testers. Create another audience for the actual send.
- In ShareMarketing > Email Marketing > Email Templates, create the content template. Use the rich text editor to paste existing email HTML. For SendCloud, you can use the visual editor and its free templates.
- In ShareMarketing > Email Marketing > Bulk Email, send the message to the test audience and check its appearance and delivery.
- Create a bulk email task for the actual audience. After sending, review the execution data.
Upload email addresses
- In ShareMarketing > Email Marketing > Bulk Email, create a task.
- Select the option to upload email addresses.
- Download the Email Upload File Template.
- Enter the addresses in that template and upload the completed file.
Send email automatically
Scenario SOP: send after a form or event
For a document download or event registration, use an SOP to send related material immediately after a visitor submits a form. To greet the recipient by name, insert the name variable from the Lead or Contact record into the email.
- Open the SOP in the marketing scenario that collects the form submission. You do not need to create a separate target audience. Scenario SOPs are available in Event Marketing, Live Marketing, Conference Marketing, Email Marketing, Official Account Marketing, and Website Operations. For WeChat Official Account campaigns, open Official Account Marketing.
- Create the email content and select a template that you prepared in advance.
- Click Insert Variable, select the Lead object, then select Name as the Attribute Name. You can use the corresponding Contact name variable when appropriate.
Audience SOP: scheduled or behavior-triggered send
For example, select CRM Leads, customers, or Contacts whose Last Updated On date is more than one year ago. On a chosen holiday, send them an email with recent industry news and relevant materials.
- In ShareMarketing > Audiences, create a test audience with yourself and two or three testers. Create the audience for this campaign using the CRM selection criteria.
- In ShareMarketing > Email Marketing > Email Templates, create the content template. Use the rich text editor to paste existing HTML. For SendCloud, you can use the visual editor and its free templates.
- Create a target audience operation task and select a one-time operation as needed.
- Open SOP in the one-time operation and create the SOP flow.
- Configure the SOP steps for the chosen audience and sending scenario.
Expected result
Bulk email sends to the selected audience, and you can review execution data. An SOP sends the prepared email after its configured trigger.