Creating a text e-mail campaign

Before you begin you must have already created a mailing group and have contact records subscribed to it.

To create a text email:
1. Go to the CRM > mMail module.
2. Click the New record button. A new empty record will be created.
3. Under Type select Email and Group.
4. Click in the Mailing Group field and select a mailing group with an Email delivery type from the selection window. You will notice that all contacts belonging to the mailing group are now listed in the right hand side of the mMail window.
5. Complete the fields for addressee, salutation, salutation name, category and date. These fields define how you address the contact.
6. Enter a subject, message and footer. Insert data tags if you require contact specific information such as the recipients name, address or perhaps other contact specific information.
7. When you are ready to send the message select Message > Send E-mail to Group.