Email Campaign

An Email Campaign is a coordinated set of emails sent to leads or contacts according to a particular schedule.

Email Campaigns are still one of the most effective ways to reach your Customers, Contacts or Leads and keep them engaged. For example, you could set up Email Campaigns for introducing your product to the customers, with every email revealing an interesting feature of your product.

To create an Email Campaign, go to:

Home > CRM > Campaign > Email Campaign

1. Prerequisites

Before creating and using Email Campaign, these need to be created first:

2. How to Create an Email Campaign

  1. Go to the Email Campaign list, click on New.
  2. Select the Campaign for which you want to set up an Email Campaign.
  3. Set the 'Start Date' for the Email Campaign.
  4. In 'Email Campaign For', select whether you want to set up Email Campaign for a Lead or a Contact or for an Email Group to send to multiple email contacts.
  5. In 'Recipient', select the respective Lead or Contact or Email Group for whom you want to start