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Creating A Marketing Campaign
Important :
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Preferences for email need to set. |
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Software for assistance. |
Select New to launch the Marketing Campaign dialog.
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- Give the Campaign a name
- Set the Send address. If you want it to be the Salesperson who created the lead, set the Send From Staff? to Yes. Otherwise, enter the SMTP 'From' Address.
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Ensure the Salesperson staff members have their email address correctly recorded against their entity records. |
- Enter an address to send a test email to. If no test email has been added, there will be a prompt to do so.
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- Enter the email Subject
- Enter the content of the email. There are HTML editing tools available for formatting and links. If required, you can toggle between standard and HTML views.
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Inserting images into the HTML requires a separate process. |
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Contact Insula Software for help with this. |
The Preview tab will display the content as it will appear in the output.
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At any point, select OK on the dialog to save it.Important :
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Once the Send button is used, the emails are sent and the campaign cannot be edited. |