eCampaigns allow you to create targeted marketing campaigns to create new opportunities using your existing client base. For you to be able to set up eCampaigns, you must first set up eCampaign Types. These are categories which your eCampaigns exist under.
You must be within the Advanced band or higher to use Email Marketing as this is a chargeable module/integration. Please speak to your CSM if you are unsure whether you should have access to this feature.
You will also need to create a SendGrid account in order to send bulk emails. To learn how to do this, click here.
To learn how to use eCampaign Types, click here.
Where to find eCampaign Types
Click on the User Icon at the top right hand side of the system and select Administration:
Within this page, click the menu option eCampaign Types:
Setting up an eCampaign Type
There are a couple of fields you'll need to fill in to set up an eCampaign Type. Below is an overview of each of the fields:
Label
This is the name of your eCampaign Type.
Training Provider
This is the Training Provider that the eCampaign type is mapped to.
Is Marketing
Ticking this box allows you to designate whether this type of eCampaign is a Marketing campaign.