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Setting up an E-marketing campaign
User Requirement: Info Manager Administration Rights and E-marketing enabled.
Before you start, make sure that:
- Your E-marketing Administrator has enabled you for E-marketing. Check that you have access to the E-marketing action button (New E-marketing Campaign) from Marketing | E-marketing.
- You have completed the email address verification with Swiftpage. Check your Junk or Spam email folder if you have not received it yet.
- You have access to the Internet. This allows communication between Sage CRM and Swiftpage.
To set up an E-marketing campaign:
- Click Marketing | E-marketing, and click New E-marketing Campaign. All the fields on the Campaign, Wave, and Wave Activity panels are described in Campaign, wave and wave activity fields.
- Complete the necessary fields, and click Next until you have reached the New E-marketing Campaign Step 3 of 3 page.
- Complete the E-marketing E-mail fields. These are described in E-marketing E-mail Fields. You can Preview Recipients to review who will receive the email.
- Click Save & Send. If you have not put a date/time in the Schedule Mail field, the email blast is 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. Swiftpage also sends an email notification including statistics on the number of emails sent, bounced, and failed.
Once a E-marketing wave activity is completed, and the information is synchronized back to Sage CRM from Swiftpage, a status banner is displayed at the top of the wave activity.
- Click Continue to return to the E-marketing Wave Summary page. From here you can add more wave activities to the same campaign wave.
See Also:
E-marketing E-mail Fields
Campaign, wave and wave activity fields
Campaign wave activity action types
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