Published at: 2026-10-12

Email marketing overview

Email marketing helps you introduce products, invite customers to events, and nurture interest.

Overview

Email can carry detailed content, files, and links. Use opens, clicks, and other customer actions to understand interest.

Email Marketing is a core capability in Marketing Management.

Before you begin

Your marketing administrator must enable the email service and configure a sending domain or account. Confirm that recipients have valid email addresses. Follow your provider’s reputation, quota, and content rules.

Create a bulk email task

Open Email Marketing and click Create Bulk Email.
Enter the task name, then select an audience or import email addresses.
Select an email template or create the email content.
Set the subject, sender, reply address, and send time.
Check links, images, and personalization variables.
Send a test email and review the result on desktop and mobile.
Submit the task and review the sending results.

Edit email content

Use the rich text editor or the visual template editor:

Explain the value of the email and the sender’s identity in one sentence.
Focus the body on one primary topic.
Use headings, short paragraphs, and a clear call-to-action button.
Link to an event, micropage, document, or product content.
Provide an unsubscribe option or another clear opt-out method.
Check image alternative text, link validity, and rich text compatibility.

AI can generate a first draft or improve wording. A human must still verify product facts, names, prices, promises, and compliance content before sending.

Use email templates

Templates reuse a company header image, body structure, buttons, and footer. Create templates for event invitations, document downloads, product updates, and customer follow-ups. When brand information changes, check whether related templates need updates.

Use an Email SOP

An Email SOP follows customer email behavior. Supported triggers include email opens, link clicks, unsubscribes, and complaints. Use subsequent actions to send messages, add customer tags, or notify employees. Open an existing SOP to review its execution data and individual user timelines.

For the workflow, see Email SOP.

An SOP is suitable for multi-step nurturing. A sequence should progressively address the same customer problem and should not repeat the same content every day.

Manage invalid email addresses

Use Invalid Email to review invalid addresses, unsubscribes, and spam complaints. Remove listed addresses from future recipient lists as appropriate.

For list operations, see Manage invalid email addresses.

Review sending results

Review the sending results and customer behavior recorded for your email task. Evaluate these alongside registrations, page visits, downloads, and lead conversion. Avoid relying only on open rate.

Improve deliverability

Use a stable, verified sending domain.
Control sending frequency and batch size.
Do not use purchased lists without authorization.
Avoid exaggerated subjects, fake replies, or impersonated senders.
Remove invalid addresses and high-complaint recipients promptly.
Monitor reputation and the available daily quota.
Send test emails and check the body, links, and attachments.

Operating recommendations

Use different subjects and content for different audiences.
Adjust the subject for recipients who did not open, and provide the next step for recipients who clicked.
Keep a real reply address and assign people to handle replies.
For overseas email, consider time zones, language, privacy, and local marketing rules.
After each task, record the time, audience, template, metrics, and optimization conclusions.

Supported email providers

ShareMarketing supports personalized bulk email and lead nurturing. Use it for customer acquisition, engagement, brand building, event invitations, product promotion, and holiday greetings. Register and add credit with a supported provider before sending emails.

Provider	Capabilities	Notes
SendCloud	Bind API information and verify a domain, send to target audiences, and track opens, link clicks, submissions, unsubscribes, and complaints in ShareMarketing.	Recommended for its cost performance and local support.
Twilio SendGrid	Bind API information and verify a domain, send to target audiences, and track opens, link clicks, submissions, unsubscribes, and complaints in ShareMarketing.	Suitable for overseas delivery.
Mailchimp	Sync ShareCRM contacts to Mailchimp for sending. Sync sending results and customer actions back to ShareMarketing.	This integration uses data synchronization instead of a sending API.