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E-marketing E-mail Fields

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

Field Description

Subject

The subject line for the email. The following special characters must not be used in this field: ^ { } [ ] ~ | / < >

Send As

Choose from a drop-down of enabled and verified E-marketing users. You can select active or inactive E-marketing users to send the email from. The email is sent from the email address associated with the selected user.

Group (Recipients)

Select from a list of all groups you have access to - for example a mix of your own private groups, and those made available to all users. If you have not yet created a group for the E-marketing E-mail wave activity, you can do this either from My CRM | Groups, or from the New Group button in Step 3 of the New E-marketing Campaign Wizard.

Get E-mail Address From

Select the source of the email address. All email addresses included in the view, used to create the group, are displayed for selection. For example, if you have a group based on the Company Group view, you can choose between the Person's Business E-mail or the Company's Business E-mail address to send the email to.

Template

Select from a list of global and local templates available in the Swiftpage Template Manager. If you want to upload a custom template to use in the E-marketing email, go to E-marketing | Edit E-mail Templates first. Once uploaded, the custom template displays in the list. See Editing E-marketing E-mail Templates for more information.

View/Edit Template

Allows you to preview and edit the template in the Swiftpage Template Manager.

Personal Message

A short block of text specific to this wave activity, which can be added as a merge field to an email template. This means that you can reuse the same template for a number of wave activities. For example "Get the Early Bird Rate" in the first wave activity, and "Last chance for the Early Bird Rate" in the next wave activity. The following special characters must not be used in this text: ^ { } [ ] ~ | / < >

Schedule Mail

Set the date and time to send the email blast, or leave blank to send to the email queue for immediate processing.

See Also:

Campaign, wave and wave activity fields

Creating an E-marketing email

Editing E-marketing E-mail Templates