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Send clients\entities an email newsletter with Smart Campaign
Send clients\entities an email newsletter with Smart Campaign
- Matthew Garrett
Owned by Matthew Garrett
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The Finance Shop Release Notes
In TFS Administration you can create HTML email newsletter templates.
You can use SmartCampaign to target specific groups of entities that you have within TFS such as;
- Clients
- Referrers
- Accountants
- Vendors
A record of the email that is sent is made in the Client / Marketing screen;
The reference number can be used to tie the newsletter to a specific application. You can run a Return on Investment report in TFS SmartCampaign.