A Marketing Campaign is a template that can be created for a batch HTML email to be sent from Sales Advice Management.
Each Template contains the sender information, the email content and format, and the selected recipients.
Creating A Marketing Campaign
Select New to launch the Marketing Campaign dialog.
On the General tab;
- Give the Campaign a name
- Set the Send address. If you want it to be the logged in user, set the Send From Staff? to Yes. Otherwise, enter the SMTP 'From' Address.
Note: Ensure the 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.
On the Email tab:
- Enter the email Subject
- Enter the content of the email. There are HTML editing tools available for formatting and links. If required, you can to
Note: Inserting images into the HTML requires a separate process. Contact Insula Software for help with this.
The Preview tab will display the content as it will appear in the output.