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  • Contact your CRM support team to create a new query that targets everyone you need, and use this query as the target for your Campaign.
  • Copy your Campaign, and change the Target for the new one.


Best Practices

 

  1. Enter 1 -2 Best Practices Always be sure to send a Test of your message before finishing your Campaign. This allows you to be sure that the formatting of your email is correct when viewed from within an actual email client. Microsoft Outlook is particularly notorious for displaying certain elements of email messages differently than the rest of the internet, so if you have this installed on your computer, it can be beneficial to send yourself a test there to troubleshoot.
  2. If you are sending your Campaign to the results of a Query, run that query before sending, and go through the results to ensure that the contacts returned are exactly who you expect them to be. If you notice any discrepancies, don’t hesitate to contact your CRM Support Team!

 

Downloadable Guide

CRM Campaigns - Guide

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