How to create email campaign?

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Posted on by ClixSol

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How to create email campaign.
Email campaign is used for sending out same email template to a list of contacts
once it is sent to everyone, the results of opening that email/success rate is to be measured using CRM tools.

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Bhuvaneswary Rajase... 405 on at

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To create an email campaign

1. find out your Target audience be it Leads, contacts or accounts.

2. To achieve step 1 - you have to create marketing list (ML). Navigate Marketing-->ML

fill in all the mandatory fields

2.1 choose your target.

2.2 List Type can be static or dynamic depending on your requirement.

refer - crmbusiness.wordpress.com/.../crm-2011-the-difference-between-dynamic-and-static-marketing-lists

3. click on 'Manage Members' ribbon button to add members to the ML created.

4. you will find the campaign sub grid below. create a campaign by clicking on '+'

5. In campaign form, you ll find 'Campaign Activity' subgrid. Click '+' to create campaign activity

5.1 choose 'email' as your mode of channel

5.2 save the form. (you ll notice the Marketing List which u created previously populated in the ML subgrid)

5.3 click on 'Distribute Campaign' ribbon button in the Campaign Activity form.

5.4 Here you get to decide the content of the email either by writing the body or choose the email template.

6. Click on Distribute button.

Thanks

Bhuvi

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