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Send Email Campaigns

To send email campaigns, you should first make sure that Campaign Monitor or Mailchimp is enabled on your account. You’ll use your hosted email marketing platform to compose and send your campaign, and the CRM will help get it to the right people.

Start by creating a marketing list and adding the appropriate users to that list. Once your list is set up correctly, head to the list record by navigating to the Main Menu -> Marketing -> Lists and then selecting the desired list from the grid. On the right hand side, click ‘Upload to Campaign Monitor’ (or ‘Upload to Mailchimp’ – depending on your desired platform).


Once the sync has been completed your list will be available for use within your email marketing client, ready to be selected for your campaign.

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