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

Important :

Preferences for email need to set. Contact Insula Software for assistance.

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 Salesperson who created the lead, set the Send From Staff? to Yes. Otherwise, enter the SMTP 'From' Address.

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.

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 toggle between standard and HTML views.

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.

If the preview is approved, go back to the Email tab and select Test to send a copy of the email to the test recipient, for final approval.

On the Recipient tab:

Using the available filters, produce a list of the potential recipients
Tick the recipients to select.
To ensure that the emails will be sent from and to legitimate emails, check the Valid Email? columns for both the leads and the salespeople.

At any point, select OK on the dialog to save it.

Once the Send button is used, the emails are sent and the campaign cannot be edited.

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