New in Neon CRM: Meet Your Improved Email Tools

April 02, 2021
Adam Stevenson headshot
Adam Stevenson
Product Manager, Neon One
New in Neon CRM: Meet Your Improved Email Tools

It’s no surprise that email continues to be one of the most effective ways to engage an organization’s supporter base. In the past ten years, the ways that individuals digest email communication has changed. Nearly 50% of users are checking their email on their mobile devices.

We know a large number of our clients rely on email to run successful campaigns. In 2020 alone, Neon CRM clients sent out over 250 million emails to individuals and organizations.

Making email the absolute best it can be is one of our product team’s top priorities. That’s why we are excited to announce our new and improved email tools for Neon CRM.

Before sharing what you can expect in the new Neon CRM email updates, we wanted to share the reasoning around the decisions we made to make the product better for our clients.

How Neon CRM approached the email redesign

Our product team invested time and energy into research, not just what our clients were experiencing but what some of the best practices around email marketing were. 

Reviews

At Neon One, before we start the process to upgrade any products, we prioritize and review a few key metrics:

  • Net Promoter Scores. Scores are measured in-product by how satisfied an individual user is with the product.
  • Forum Submissions. Our team reviews all community forum submissions to look for any trends that cite areas within the product that need improvement.
  • Support Tickets. Users submit tickets, and if there are consistent issues, it is flagged for improvement.

After reviewing these metrics, we realized that we needed to get back to the basics. Administrators within Neon CRM need streamlined tools that make their messages clear, are easy to read on any device, and can look really good without a designer on staff. 

Technical Infrastructure

Another key influence surrounding our product update decisions was our technical infrastructure. We needed to support continued growth and maturity in communications, so we prioritized behind-the-scenes work to manage our email servers to ensure the best deliverability rates possible. 

Many other CRMs outsource their email server management to a platform like SendGrid, whereas everything that the Neon CRM system relies on is built under our direct supervision.

Interviews

Along with our metrics, we also scheduled discussions with a handful of clients and consultant partners to walk them through our product decisions as we were making them. This allowed us to improve on our features and functionality with feedback to make better adjustments before launch.

One client we interviewed expressed, “I think this is awesome and more fun to use. I think there’s a lot of things that people are afraid to use Neon CRM’s email builder, and this will make it much better.”

Our design team, development team, and quality assurance team all worked together to test, revise, and get things ready for a launch that we’re excited to get in front of our thousands of users. 

Neon CRM’s new email tools

Now without further ado, let’s share some of the new features and functionality you can expect in the first round of improvements for Neon CRM’s mass email features.

Modern Email Campaigns

Our completely redesigned email builder can now be used for creating modern email campaigns with:

  • Mobile-responsive emails
  • Multi-column layouts
  • Advanced formatting options with a brand new text block editor
  • Improved “tokens” menu
  • Sidebar controls for easier formatting of the entire email
  • Full email previews while building
  • Pre-built templates

Updated UI 

We have also updated our UI to work seamlessly with email campaigns, audiences, and statistics.

Simplified Email Audience Segmentation

You can also expect a simplified email audience structure, so you can use one audience type with multiple sources to populate your audience recipients.

In the new Tapp Network + TechSoup Nonprofit Digital Marketing Benchmark Report, 41% of nonprofits cited that they cannot segment their email marketing audiences. Having the email segmentation and builder right within the CRM is vital for creating personalized appeals. 

Upgraded Email Server Infrastructure

Our upgraded email server infrastructure, happening behind-the-scenes, will increase the deliverability of emails sent from Neon One products.

More Support & Guides

We have also put in major effort to train staff on the new builder and upgraded our guides and videos to reflect these enhancements. These improvements are vital to helping drive more revenue to our clients and tell their stories in the best way possible. 

Want to see the email builder in action? Check out our on-demand video from our product team.

6 responses to “New in Neon CRM: Meet Your Improved Email Tools”

  1. Do you have a readable version of the information provided in the video? I hate videos – sorry , but I can read faster than people can talk …

  2. Is there a written user manual? Not a transcript (again too much dross, not enough information) or a video … at the risk of seeming rude, I dislike videos! I can read faster than the video presents the information.; I just want the facts, how do I do what it is I need to do to get an email out to my chosen group.

    • Allison Smith says:

      Hi Monika, we appreciate your insight: its understandable not all of our clients prefer video. Today we released the Neon One Academy course that explains the updates entitled “Neon CRM Email Campaigns.” There is a pdf that has written out instructions for how to use the new features in the section marked “introduction”, and you can find the links to relevant support pages in the ‘more resources” section of the course. Hope this helps! Here it is: https://neonone.learnupon.com/catalog/courses/1103902

  3. Sorry that link didn’t get me to a pdf that I can read or download … it took me to the email module which again, I don’t want to be spoon fed instructions. I simply want something I can read and follow along with. I’m already quite familiar with the current version of email in Neon and just want to see the new functionality.

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  • Do you have a readable version of the information provided in the video? I hate videos – sorry , but I can read faster than people can talk …

  • Is there a written user manual? Not a transcript (again too much dross, not enough information) or a video … at the risk of seeming rude, I dislike videos! I can read faster than the video presents the information.; I just want the facts, how do I do what it is I need to do to get an email out to my chosen group.

    • Allison Smith says:

      Hi Monika, we appreciate your insight: its understandable not all of our clients prefer video. Today we released the Neon One Academy course that explains the updates entitled “Neon CRM Email Campaigns.” There is a pdf that has written out instructions for how to use the new features in the section marked “introduction”, and you can find the links to relevant support pages in the ‘more resources” section of the course. Hope this helps! Here it is: https://neonone.learnupon.com/catalog/courses/1103902

  • Sorry that link didn’t get me to a pdf that I can read or download … it took me to the email module which again, I don’t want to be spoon fed instructions. I simply want something I can read and follow along with. I’m already quite familiar with the current version of email in Neon and just want to see the new functionality.