Overview
The structure of this collection is designed to guide you step by step through the process of creating and managing email campaigns in Sage Sales Management.
Unlike other CRM features, Email Campaigns follows a very specific workflow:
Verify your domain
Configure a sender identity
Manage recipients and marketing consent
Design the email content
Create and send campaigns
Analyse campaign results
Track campaign activity
Segment records based on engagement
Each article in this collection focuses on a specific part of this workflow to help you quickly find the right information without duplicating content across articles.
Configure a sender identity for email campaigns
The sender identity defines how your campaigns will appear to recipients.
In this article you will learn how to configure:
sender name
sender email address
reply-to address
postal address
You will also understand the requirements needed for a sender identity to be used correctly in campaigns.
Verify your domain for email campaigns
Before sending campaigns, you need to verify your domain to improve deliverability and prevent emails from being marked as spam.
This article explains how to generate and configure the DNS records required to authenticate your domain in Marketing Campaigns.
Manage subscribers and marketing status
Email Campaigns only sends emails to contacts with a valid marketing status.
This article explains:
subscription statuses
marketing consent
automatic unsubscribes
bulk subscriber management
Create and manage email templates
Templates help you reuse designs and maintain a consistent visual identity across campaigns.
This article includes:
template management
visual editor
HTML editor
personalisation using dynamic variables
Create and send an email campaign
Once your sender identity, recipients and design are configured, you can create and send campaigns.
This article explains:
campaign configuration
recipient selection
test emails
campaign sending
Understand campaign analytics and engagement metrics
Email Campaigns provides detailed analytics to help you evaluate the performance of your communications.
In this article you will find information about:
opens
clicks
bounces
unsubscribes
engagement funnels
link performance
Filter records based on campaign behaviour
Email Campaigns allows you to segment records based on how users interact with your campaigns.
This article explains how to use filters to identify:
interested users
engaged recipients
clicks and opens
related opportunities
segmented audiences
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.