Marketing Campaigns 

A Marketing Campaign is a tool that can be used to organize all mail and email campaigns for a customer. 

Each campaign can be assigned a name, customer, and due date in the basic setup. Once a marketing campaign has been run, it can be marked as completed. This helps keep track of the current marketing campaigns being run and for which clients.


Promotional materials utilized for the campaign can be added under Items. Depending on the type of marketing campaign being run, items may not be required (e.g. An Email Campaign may only require the Contact list).

Contacts can then be added to the marketing campaign for mailing and solicitation. When utilizing one of the marketing lists, the contacts will be copied to the campaign so that if the list is updated in the future, the campaign will contain the actual contacts it was sent to. 

Marketing Lists

A Marketing List is a tool for creating and storing email/mailing lists for you or your customers. 

Existing Contacts from one or more of your existing customers can be added to a Marketing List

For your customers, you can import the contact lists they provide without affecting your own customers and contacts in the CRM section. This allows for promotional mailers to be sent to potential customers and contacts without having to add them to your existing client base. 

Once a Marketing List has been created, it can be exported and used as variable data for mail outs or imported into an email marketing product for email blasts. 

For more information, see Marketing Campaigns - Creating a Marketing Campaign and Marketing Lists - Creating a Marketing List.