CRM - Campaigns

Modified on Wed, 6 Dec, 2023 at 10:29 AM

This is where you can send out Marketing Campaigns, either by Email, SMS or both.You can search for campaigns using the date range options and/or key words in the search bar. You can select Draft, Active and Complete to be shown here as well.



To set up a new email campaign, click the +Create button. Provide a name and brief description for the campaign on the details screen. Set a date when it should run and set the status to “draft” until you have finished entering all details. You can have the campaign run repeatedly, make your selection in the respective drop down (daily, weekly, monthly, yearly). If you are only running this campaign once then choose Never from the drop down.


The right side of the Details screen lets you choose the  recipients of your campaign. You can your customer type and make several further distinctions (Countries, Postcode, Email, name, by arrival or departure date).


Then, switch to the Content tab and provide a subject line and an Email body – the text editor allows you to format your copy, add links and images and add attachments. If you have uploaded documents (images etc.) under the "CRM / Documents" tab, you can add them to your campaign here. You can also create SMS campaigns. Save before leaving this page.


Tracking only becomes relevant once the campaign has been sent out; you will get details on the number of recipients, how many opened your email and how many were deleted unopened.

At the bottom of the email the recipients from a campaign receive there is an unsubscribe link, if this is clicked the recipient will get a confirmation message that they have unsubscribed and their Individual record in CRM will be updated automatically, the 'Receive Brand Offers' box will be unticked on the Preferences tab within their profile.

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