Initial CRM and Email Marketing Setup

Introduction

This guide summarizes the video about initial setup for the CRM and email marketing features of Oh My Hi!

Step-by-Step Guide

CRM Settings

1. Business Settings
   • Update your business name, address, and logo (optional).
   • Edit the email footer to include your business information and an unsubscribe link. You can also set a redirect URL for unsubscribes (optional).
   • Define custom contact fields to store additional information about your contacts (e.g., number of kids, last order date).
2. Double Opt-In Settings (optional)
   • Set the email that is sent when double opt-in is enabled for your forms. This sends a confirmation email to new subscribers before adding them to your list.

Email Marketing Settings

1. Default Email Template
   • Update the default email template with your desired styling (e.g., text color, background color, font). This template will be used as a starting point for your campaign and sequence emails.

Additional Notes

• When creating or editing emails, you can use smart codes to insert dynamic content like contact information.