Marketing Emails to Customers

 

  • From the home screen click Reports/Marketing/Marketing Campaigns

Marketing.jpg

MarketingCampaign.jpg

  • Click on add New Campaign then name your Campaign
  • Now select the criteria that meets your needs

MarketingFilters.jpg

  • Once your customers are pulled up:
    • Click on Email
    • Select your template
    • Enter your Subject
    • Then click on Generate Emails

CreateEmail.jpg 

  • Next Screen you get to preview the letter/email,   If it looks good click on the Close Print Preview

ClosePrintPreview.jpg

  • Then click yes to Send these emails.
  • Once the emails have been sent, a box will pop up asking: “Post Note To Customer Folders”?
  • Then a Follow Up Date box will open, asking if you want to enter a Follow Up Date?
    • If you enter a follow up date, it will create a follow up activity for each email sent.
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