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

• • Send Email Campaigns

Managing Lists

• • Create Marketing Lists
  • Create ‘Smart Lists’
  • Create a Marketing List using Advanced Filters
  • Exporting Marketing Lists
  • Add/remove Contacts or Companies from Lists
  • Editing existing List members
  • Filtering by Lists

Digital marketing

• • About Web Forms
  • Create a Web Form
  • Add reCAPTCHA to Web Forms
  • Importing Facebook Leads to CRM

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.