Following are very important points to keep in mind, while starting the Marketing Campaign:

1. There must be at least one department added in CRM system. 2. The user must be attached to the department used to launch the campaign. 3. There must be at least one Draft (Mail Template) in CRM system. Click Here for help 4. There must be at least one Distribution List in CRM system. Click Here for help

These are the steps while getting started Advanced CRM Marketing Campaign:

1. Composing a Draft (Mail Template):   A mail draft must be composed before launching the Campaign. Drafts, Newsletters, Brochures etc. are designed in this section. You can find it by navigating CRM system Left Menu >> Admin >> Mail Draft. Click Here for help. 2. Making a Distribution List:   Make a Distribution List which contains the customers you want to send newletters, marketing stuff etc. Follow this navigation to make a distribution list. CRM system Left Menu >> Marketing >> Distribution List Click Here for more help. 3. Launching a Test Campaign:   Log-in to CRM system Make sure that at least an email draft and distribution list is already created Navigate to CRM system Left Menu >> Marketing >> Mass Mailing >> Schedule New Bulk Select Department, Mail Draft and check Start Immediately Select Distribution List and save the campaign It will start sending Email (selected mail draft) to the customers associated to selected distribution list

Following are very useful articles related to Marketing Campaign:

1. How to add a department in Advanced CRM system ? 2. How to schedule an Email Marketing Campaign ? 3. Is it possible to pause, cancel and stop any active campaign ? 4. How to track the Email Marketing Campaign ? 5. How to add new distribution list ? 6. How to manage/Add customers to distribution list ?