Category: Marketing

Setting Up an E-Marketing Campaign in Sage CRM

Sage CRM version 7.1 and above includes Sage E-Marketing, an integrated system that makes it easy to setup and track your email campaigns. In previous tutorials, we’ve shown how to create your list of recipients, import your email template and how to insert merge fields and hyperlinks for personalization and tracking. In this tutorial, we show you how to setup an E-Marketing Campaign and send an email blast.

Sage E-Marketing Template Merge Fields & Trackable Links

Sage E-Marketing, now included in Sage CRM, allows you to personalize your emails as well as track the interest of your recipients. Personalization involves insertion of merge fields into your email template and tracking interest is accomplished by hyperlinking text and images that when clicked are reported to you in Sage CRM. In this tutorial, we show you how to insert merge fields and trackable hyperlinks into your email templates.

Importing Email Templates Into Sage E-Marketing for Sage CRM

Sage now includes Sage E-Marketing, an integrated system that makes it easy to setup and track your email campaigns. One of the initial steps when setting up a campaign is to create the email you’re going to send. To help you get started, Sage E-Marketing comes with a number of templates. Alternatively, if already have one, you can easily import it into Sage E-Marketing and in this tutorial, we walk you through the process.

Using Advanced Find for Complex Searches & Lists in Sage CRM

Sage CRM provides you multiple search tools that can be used to locate records and build reports and lists. These include the standard finder, Key Word Search, and Advanced Find. We covered the standard and key word search tools in a previous tutorial, and in this demonstration, we focus on Advanced Find.

Link Your Web Forms to Wave Activities to Track Web Leads in Sage CRM

The Web to Lead feature creates a lead in Sage CRM when a visitor fills out a form on your web site. In a previous tutorial, we showed how to create a basic Web to Lead form and insert it in a page on your web site. Now we get a bit more advanced and show you how to better track your web generated leads by linking your web forms to marketing wave activities in Sage CRM.

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