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Creating an E-marketing email

User Requirement: Info Manager Administration Rights and E-marketing enabled.

You can create an E-marketing email in a number of ways:

To create an E-marketing email:

  1. From either Marketing | Campaign List or Marketing | E-marketing, click a campaign. Note: If you're adding the E-marketing E-mail wave activity to a standard campaign, the associated campaign can only be accessed from the E-marketing tab in the future. Click Cancel if you do not want to proceed.
  2. Drill down to a campaign wave, and click New Wave Activity.
  3. Complete the Wave Activity Fields, making sure that the Type is set to E-marketing E-mail.
  4. Complete the E-marketing E-mail fields. These are described in E-marketing E-mail Fields. You can click Preview Recipients to review the people who will receive the email.
  5. Click Save & Send. If you have not put a date/time in the Schedule Mail field, the email blast gets sent to the email queue for immediate processing.
    An E-marketing E-mail communication is created for the user and can be viewed from My CRM | Calendar. Once results have been synchronized back to CRM from Swiftpage, the communication status is updated to Complete, and the communication record is displayed in the Communications tab of each recipient.

An email notification is also sent from Swiftpage including statistics on the number of emails sent, bounced, and failed.

  1. Click Continue to return to the E-marketing Wave Summary page. From here you can add more wave activities to the same campaign wave. For example, this could be another E-marketing email or any other standard wave activity types.

See Also:

E-marketing E-mail Fields

Campaign, wave and wave activity fields

Campaign wave activity action types