Getting Started Guide

Getting Started Guide

Welcome to the Getting Started Guide!

This Quick Start Guide will walk you through the 4 basic steps to get started as a new user for Club Caddie's built-in email marketing tools.

If you have elected to add email marketing to your facility you will have received a primary admin account for your business that can be used to create new users allowed to access your email marketing tools.

Once you complete this brief tutorial, you'll be able to:

To get started, click the Get Started button below:

    • Related Articles

    • Managing Contacts and Lists in the Email Marketing Tool

      Managing Contacts and Lists Syncing Data from Club Caddie The first and most important step in the set-up process, is the syncing of your customer data from the Club Caddie platform to the Club Caddie Email Marketing tool. By setting up this sync, ...
    • View Tracking Reports for Your First Email

      Email Tracking The Email Tracking report displays a summary report for all of the messages that are sent. This report shows an overview of how an email send performed by displaying opens, clicks, and delivery information. To view all tracking details ...
    • Site Visitor Signup Box

      Add a Signup Form to Your Website The Site Visitor Signup Box gives your website visitors a simple method to subscribe to your email publications and thus be added to the appropriate subscriber lists in your account. This tools allows you to create ...
    • Send Your First Email

      Test Send Please make sure to test before making a live send. Different email clients render HTML in different ways, so you'll want to send yourself test emails before sending a live email message to your subscribers. Test Send To send yourself a ...
    • Advanced Automation

      The advanced automation is a powerful tool that allows you to create email workflows to engage and nurture all of the people in your subscriber database. You can use this tool to set up workflow actions triggered by subscriber information, such as ...