Difference between revisions of "Drip Marketing"
From Commence CRM-Help
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| − | 1. | + | 1. From the Accounts module or the Leads module select '''Marketing Program''' from the Home section of the screen. |
[[File: Drip_marketing_accounts_1.jpg]] | [[File: Drip_marketing_accounts_1.jpg]] | ||
| − | + | ''The marketing program listing screen displays.'' | |
[[File: Drip_marketing_accounts_2.jpg]] | [[File: Drip_marketing_accounts_2.jpg]] | ||
Revision as of 17:27, 26 December 2012
The drip marketing feature of On Demand allows you to periodically schedule marketing campaigns based on selected account, contact or lead lists. It also helps you automate your lead and account management processes. Drip marketing supports multi-channel campaigns, task management, list management, bulk e-mail, campaign analysis and reporting.
You can create drip marketing programs from the Accounts or Leads modules.
Creating Marketing Programs
1. From the Accounts module or the Leads module select Marketing Program from the Home section of the screen.
The marketing program listing screen displays.
3. From the listings page, click New. The Create New Marketing Program screen displays.
4. Enter a name and description for the program.
5. Click Save. The Marketing Program Details screen displays.
From this screen you create the steps or steps for your marketing program.
6. Click Add New Step.
