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- Open the Campaign screen.
- Create a new Campaign.
- Create a new Campaign Run.
- Enter a meaningful name and the Scheduled date for when this campaign will be run.
- Open the Stream screen.
- Create a new Stream.
- Enter the external marketing company's details, if required.
- Click on the Output tab.
- Change the Target to Clients & Prospects.
- Choose Email as the Format.
- From the Email Template field, click the popup button ( ) and select the required email template.
- If there are attachments to send with the email, click the New button ( ).
- Create a new Stream.
- Open Criteria screen.
- Select the criteria needed to choose which clients to include in the email.
- Click the Run Stream button when the criteria has been finalised.
- After running the stream, the Review screen will be displayed. Deselecting clients from the marketing campaign can be done on this screen.
- Click the Finalise button.
- The Email will be sent immediately.
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