- From the home screen click Reports/Marketing/Marketing Campaigns
- Click on add New Campaign then name your Campaign
- Now select the criteria that meets your needs
- Once your customers are pulled up:
- Click on Email
- Select your template
- Enter your Subject
- Then click on Generate Emails
- Next Screen you get to preview the letter/email, If it looks good click on the Close Print Preview
- 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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