How to Set Up and Use Email Marketing in AgentMoves

Full Video Training:

1. Understand the goal of the email marketing setup 0:00

• AgentMoves email marketing can replace tools like MailChimp, Constant Contact, and ActiveCampaign.

• The video walks through the recommended setup and best practices.

• The same principles apply even if you use another email platform.

2. Set up a dedicated sending domain 0:49

• Start with the domain your emails will be sent from.

• Do not use a generic CRM sending domain like mail.lofty.me.

• Use your own subdomain instead, such as mail.yourdomain.com or email.yourdomain.com.

• Why this matters:

  • Protects your email reputation.

  • Makes emails feel authentic and personal.

  • Lets you swap subdomains later if one gets a bad reputation without harming your root domain.

3. Add the dedicated domain in AgentMoves 3:03

• Go to Settings → Email Services.

• Click Dedicated Domain and IP.

• Choose Add Domain.

• Enter a short, simple subdomain name.

• Click Add and Verify to begin DNS setup.

4. Add the required DNS records at your domain registrar 4:41

• AgentMoves will ask you to add DNS records for the subdomain.

• Log in to your domain registrar, such as:

  • GoDaddy

  • Cloudflare

  • Another DNS provider

• Find the domain’s DNS records or Manage DNS section.

• If your registrar is supported, AgentMoves may connect automatically.

• If not, you’ll need to add the records manually.

5. Authorize and verify the domain 6:25

• Review the DNS records AgentMoves says it will add.

• Click Authorize Domain.

• Approve the DNS changes when prompted.

• Wait a few minutes if verification is still pending.

• Return and click Verify Domain until the status turns green.

• A green verified status means the sending domain is ready.

6. Decide whether you need a dedicated IP 8:00

• Most users do not need a dedicated IP.

• Consider one if you send more than 150,000 emails per month.

• Dedicated IPs are available for purchase if needed.

• For most accounts, the dedicated domain setup is enough.

7. Configure the domain used for sending 8:33

• Go to Domain Configuration.

• Select the dedicated domain you just verified.

• Use the same domain for all email sending unless you have a reason to separate them.

• Confirm the domain is saved and active.

8. Create or import an email template 9:12

• Go to Marketing → Email Settings.

• Before building campaigns, create a reusable template.

• Template options include:

  • Create from an existing campaign

  • Use a built-in template

  • Start from a blank template

  • Import email with AI

• The AI import option lets you send an email to a special address and turn it into an editable template.

9. Import a template from another email platform 10:13

• This is the recommended shortcut if you already have a good email design elsewhere.

• Send a test email from your current provider to the import address.

• Click Continue so AgentMoves can find it.

• AgentMoves will generate a template based on the email’s design and layout.

• This is useful for importing from:

  • MailChimp

  • ActiveCampaign

  • Kajabi

  • Another agent’s email you want to model

10. Edit the template content and branding 11:49

• Once imported, edit the template so it matches your brand.

• Update items like:

  • Template name

  • Logo or header image

  • Body text

  • Signature

• Use the visual editor or AI builder to make changes.

• Make the template your own rather than copying it exactly.

11. Set the template’s sending details 13:48

• Open the template settings from the three-dot menu.

• Set the From email address to match the verified sending domain.

  • Example: if your domain is mail.yourdomain.com, use an email from that domain.

• Add a subject line.

• Add preview text, ideally the first sentence of the email.

• Save the template settings.

12. Save the template for repeated use 15:11

• Save the template after editing.

• Reusable templates save time and should be used for most campaigns.

• Most email sends should be built from templates so they can be repeated later.

• You can find the saved template in your recent templates list.

13. Create a campaign from the template 15:23

• Go to Campaigns → New.

• Choose your saved email template.

• The template will populate the campaign draft.

• Next, move to the scheduling step.

14. Choose how and when to send the campaign 16:04

• In Send Schedule, choose one of the send options:

  • Send now

  • Schedule for later

  • Batch schedule

  • RSS-based sending

  • Smart send

• Batch scheduling is important for large sends.

• For newer domains, keep volume low, such as around 1,000 emails per day or less.

• You can also limit sends to certain days of the week.

15. Use RSS or smart send if needed 17:03

• RSS can automatically send emails when a blog feed updates.

• This is useful for blog content or other regularly updated feeds.

• Smart send uses past sending data to recommend the best send time.

• Smart send becomes useful after you’ve sent at least 1,000 emails in the last 60 days.

16. Confirm sender verification and campaign settings 17:48

• Make sure the campaign is using the verified sending domain.

• If needed, check Verified Sender Settings.

• Additional settings to review:

  • Attribution window

  • Fonts

  • Tracking options

  • Unsubscribe behavior

• Recommended defaults:

  • Attribution around 5 days

  • Keep tracking on

  • Use dynamic unsubscribe settings

17. Choose who receives the email 20:04

• Select the audience for the campaign.

• Options include:

  • Individual contacts

  • Smart lists

  • Tags

  • Prebuilt segments

  • Custom segments

• Common choices are smart lists and tags.

• Smart lists are useful for filtered audiences like hot leads or valid contacts.

18. Add final delivery options and resend settings 21:11

• Review additional settings before sending.

• You can resend to people who did not open the email.

• This is especially useful for event emails or important announcements.

• You can also change the subject line for the resend.

• When everything looks right, click Review and Send.

19. Check campaign status after sending 21:49

• After sending, the campaign will appear in the campaign list.

• Status may show as:

  • Scheduled

  • Sending

  • Processing

• It should no longer appear as a draft once it is active.

20. Use the help center for deeper support 22:06

• If you need help, use the AgentMoves Help Center.

• Search for topics like:

  • Email deliverability

  • Email validation

  • Campaign setup

• There is also a dedicated email campaign support section for more guidance.