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- Marketing
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- Smart Lists
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- About Web Forms
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Training
About Marketing
The modules grouped in Marketing allow you to make CRM the centre of any marketing strategy. This group contains the following modules:
- Campaigns – create and manage your all your campaigns in one place – from planning and budgeting to capturing results.
- Lists – sort and segment your customers by creating lists for closely tailored marketing, communications, follow-up, service and advice.
- Web Forms – you can create numerous forms, and with a single click, copy the embed information straight into your website code or CMS so that information collected from your forms is automatically transferred into your CRM.
You can also connect third-party marketing services to your CRM (Mailchimp or Campaign Monitor) to deliver and track targeted campaigns.
Campaigns
Managing Lists
Digital marketing
Setup Guides
You can also see our Marketing and Template guides for more information on how to:
- Set up integrations with third-party marketing services.
- Upload your Marketing Lists to Facebook or Google Ads.
- Learn more about how you can use Web Forms.
- Customise a range of templates in CRM and use them in your marketing.