Sometimes there is not enough time in the day to create your own marketing. We have created several email templates for each month of the year to help you promote your catering through all major holidays and seasonal niches. 


To see a video of the following steps put into action, see below: 


1. Log in to your CaterZen account. Once logged in, go to the Marketing Tab.



2.Click Email Marketing.





3. Click Email Templates.



4. Select the month that you would like to send out your email for. 



5. When you click on the month that you are interested in, you will see the options of the different campaigns that are available. You can do a few things here: 


a).. To preview the HTML email template, click the (5) symbol under Actions. 


b.) To preview the Plain Text version of this email, click the (A) symbol. 




c.) To email yourself or someone else a sample of this campaign, click the envelope symbol. 



6.After previewing the campaigns, click the (+) symbol when you are ready to create the campaign


7. For email templates, they will already have a Campaign Name. This will only be shown to you, not the client. This is to give your campaign an easily identifiable name. This is will appear when you view reports for the campaign.



8. For email templates, they will already have a Subject Line



9. Give your email a "From" Name. This will appear in the "from" field in your client's inbox. Typically your first and last name, or from "(Your Company) Catering Team", whichever you prefer.



10. Give your email a "From" Email Address. This is what will appear in the From field of your recipients' email client when they receive this campaign.



11. Give your email a "Reply To" Email Address. If someone responds to your email, this is where the email will go.





12. Click Save and Continue.



13. Edit HTML Email Message. This is what will appear if the recipient can view HTML-formatted messages. ***IT IS VERY IMPORTANT THAT YOU FILL IN ALL AREAS THAT ARE SHOWN IN RED. THESE ARE NOT MACROS.***



14. Edit Plain Text Email Message. This is what will appear if the recipient cannot (or chooses not to) view HTML-formatted messages. ***IT IS VERY IMPORTANT THAT YOU FILL IN ALL AREAS THAT ARE SHOWN BELOW. THESE ARE NOT MACROS.*** Any changes you make to the HTML message, make sure you make to the plain text version. 


15. Click Save and Continue.


16. Select Recipients for your Email Campaign. You have 5 options.
 a.) You can send to 
Everyone in your CRM



b.) You can send to Specific People that you select by putting a check mark in the box beside their name.



c.) You can send it to specific Groups in your CRM.



d.)  You can send to all people in your CRM that are checked as "Prospects".


e.) You can select customers that have ever ordered off of a specific Menu



 17.  Click Save and Continue.




18. Choose When you would like your email to be sent out. You have 2 options:


a.) Send Immediately


b.) Send at a Specific Time and Date


19. Review Your Email Settings before finalizing to be sure that everything is correct.


20. It is always recommended to Send a Preview of this Campaign to yourself to be sure that everything is formatted correctly and that there are no typos.


21. Once you have reviewed your email campaign, hit Finalize and Send Campaign Now to activate it. If you have selected to send your email at a future date and time, this just puts it in the queue to go out at that date and time.