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The CAMPAIGNS page will be displayed.
2. Click (
) in the row of the campaign which you wish to edit.
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- Enable Email Marketing: When enabled, edit the following email section
The Email Marketing feature allows users to send a marketing email as a disposition from the Feed section to a lead.
- Email Subject: Enter the desired email subject. Press the
to add pre-fixed information - From: Enter the desired email address to send from. Press the to add pre-fixed information
- Reply To: Enter the dered email address to reply to. Press the to add pre-fixed information
- BCC (comma separated): Enter the desired email address to BCC
- Email Body: Enter the email body for the marketing email.
Refer to the table below for field descriptions and example values:
Field | Description | Example |
Email Subject | Refers to the subject of the email which the intent of the email | 20% off if you sign up today! |
From | Refers to the email address from which you wish to send the marketing email | |
Reply To | Refers to the email address to which you wish to receive client replies | |
BCC (comma separated) | Refers to the email address to which you wish to send a blind carbon copy | |
Email body | Refers to the body / content of the email. You can upload or attach a document | Hi there, hope all is well |
- Users: Select the users from the Assignable Users list that you wish to assign to the current campaign
- Assigned Users Can Add Leads: When enabled, Users that are in the Assigned Users list can add leads to the current campaign
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