Setting up an E-marketing Campaign

Before you start, make sure that:

• Your E-marketing Administrator has enabled you for E-marketing - check that you have access to the E-marketing action button (New E-marketing Campaign) from Marketing | E-marketing.
• You have completed the e-mail address verification with Swiftpage - once the E-marketing Administrator enables you for E-marketing, an automated verification e-mail is sent to you. Check your Junk or Spam E-mail folder if you have not received it yet.
• You have access to the Internet - communication between Sage CRM and Swiftpage is required for the E-marketing features to work. This is carried out over the Internet.

To set up an E-marketing campaign:

1. Select Marketing | E-marketing, and click on the New E-marketing Campaign action button. All the fields on the Campaign, Wave, and Wave Activity panels are described in Campaign, Wave and Wave Activity Fields.
2. Complete the Campaign fields in New E-marketing Campaign, Step 1 of 3.
3. Click Continue.
4. Complete the Wave fields in New E-marketing Campaign, Step 2 of 3.
5. Click Continue.
6. Complete the Wave Activity fields in New E-marketing Campaign, Step 3 of 3.
7. Complete the E-marketing E-mail fields. These are described in E-marketing E-mail Fields. You can Preview Recipients to review the people who will receive the e-mail.
8. Select Save & Send to complete Step 3. The E-marketing E-mail Activity Summary page is displayed. If you have not put a date/time in the Schedule Mail field, the e-mail blast gets sent to the e-mail queue for immediate processing.
   An E-marketing E-mail communication is created for the user and can be viewed from My CRM | Calendar. Once results have been synchronized back to CRM from Swiftpage, the communication status is updated to Complete, and the communication record is displayed in the Communications tab of each recipient. An e-mail notification is also sent from Swiftpage including statistics on the number of e-mails sent, bounced, and failed.

Once any E-marketing wave activity has been completed, and this information has been synchronized back to CRM from Swiftpage, a status banner is displayed at the top of the wave activity.

9. Click Continue to return to the E-marketing Wave Summary page. From here you can add more wave activities to the same campaign wave. For example, this could be another E-marketing e-mail or any other standard wave activity types.

Go to Campaign Management home page...

See Also:

E-marketing E-mail Fields

Campaign, Wave and Wave Activity Fields

Campaign Wave Activity Action Types