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Email and Marketing Campaigns

1 Export Clients For Print Mailers

Overview This tutorial explains how to export the clients from StudioCloud to a csv file which can then be imported into third party programs such as Microsoft Excel to print mailing labels. Export Clients To CSV Using StudioCloud Marketing campaigns you…

2 How to Add Images, Documents, or PDF's to an Email

Overview This overview explains how to add images, documents, pdf's or any file to an email or an email template. Upload File to the Cloud In order to send an item to a customer it must either be attached as a file to the email or uploaded to the cloud and…

3 How to Create or Edit a Marketing Campaign

Overview StudioCloud marketing campaigns allows you to group together clients using a variety of different parameters including name, organization, tags, relationships, etc. And then you can use the marketing campaigns to market to customers as well as track…

4 How to Create/Edit a Document Template

Overview This tutorial explains how to create document templates. What are Document Templates Document templates are custom templates that can be used to print documents or printable contracts from StudioCloud. A document template can be used to print information…

5 How to Create/Edit a SMS Text Message Template

Overview StudioCloud allows you to store SMS text message templates that can then be used to quickly create a personalized message when texting a client. How to Create/Edit SMS Text Message Templates Click on the Settings component Click on the Settings tab…

6 How to Send A Mass Email / Email Blast to Clients

Overview Sending an email to one or more clients is important in today's business. This article will help you determine different ways in which you can send mass emails using StudioCloud. Requirements Please note that before you can send emails from StudioCloud…

7 How to View And Export Clients By Tag

Overview This tutorial will explain how to view and Export Clients by Tag How to View Clients Associated With a Specific Tag Click on the Clients Component Click on the Settings tab Click the Manage Tags button Find the desired tags and then click on the…