8.3. Using Campaigns

This section describes ways to use the Campaigns application effectively. Campaigns assist organizations with their list of contacts by allowing users to create, organize, report, filter, create campaigns, etc, from a list of relevant contacts.

8.3.1. New Campaigns

You can create email campaigns to send to your contacts. Campaigns are often used as marketing and sales tools and can be customized to fit your needs. Letterheads, created by the administrator, can have a company's logo and/or colors in it and the actual campaign can be created with words and images, depending on your needs. You are able to select from the entire list of contacts, as well as any filtered lists of contacts that you may have created, allowing for easy organization and targeting of the campaign.

  1. Click on Contacts from the main toolbar then click Campaigns on the left menu.

  2. From the Campaign List screen, click New Campaign on the button bar within Campaigns. Set the basic properties by filling in the Company Name and Description along with the other identified fields. After completing all fields Click Save.