Overview
This collection brings together all the documentation related to Email Campaigns and guides you through the entire process of creating, sending and tracking email campaigns in Sage Sales Management.
The articles follow the typical workflow, from the initial service configuration through to campaign analysis and tracking customer engagement within the CRM. This structure allows you to quickly access the information you need without duplicating content across multiple articles.
The collection is organised into three main areas:
Email Campaign Configuration
Configure the service and prepare everything you need before sending your first campaign.
Email Campaign Recipients
Manage recipient consent and organise the audiences used in your campaigns.
Email Campaign Analysis and Tracking
Analyse your campaign performance and use that information to improve customer follow-up within the CRM.
Data location and processing in Email Campaigns
The Email Campaigns module requires the processing and storage of certain data to manage email delivery, campaign tracking and the technical email infrastructure. To provide this service, a global infrastructure is used, with primary data centres located in the United States, outside the European Union.
What does “global infrastructure” mean?
The email marketing service operates on a globally distributed infrastructure. In addition to the primary data centres, other locations outside Europe may be used to optimise service delivery, for example for email routing or message reception.
What data may be processed?
When using Email Campaigns, certain personal data related to email delivery may be processed or stored as part of the service. This includes, but is not limited to:
Data processed during email delivery
Email content (message body), required to complete delivery.
Data that may be stored for service tracking
Sender and recipient email addresses.
Email subject.
Email event data, including deliveries, opens, clicks, bounces, unsubscribes and other engagement metrics.