Add-ons
Discover Sage Sales Management add-ons and learn how to configure and use optional capabilities that extend your CRM.
By Product1 author20 articles
Email Campaigns
Learn how to configure, create, send and analyse email campaigns in Sage Sales Management.
- Email CampaignsEmail Campaigns allows you to create, send and track mass email communications directly from Sage Sales Management.
- Configure a sender identity for email campaignsBefore sending campaigns from Marketing Campaigns, you must configure a sender identity. This configuration defines how recipients will see your emails and helps ensure better deliverability.
- Verify your domain for email campaignsBefore sending email campaigns, you need to authenticate your domain. This step ensures your emails are trusted by providers like Gmail or Outlook, improving deliverability and preventing messages from going…
- Manage subscribers and marketing statusManage the marketing status of Companies and Contacts to define which records can receive email campaigns and ensure compliance with privacy and consent regulations.
- Create and manage email templatesThe Templates section in Email Campaigns allows you to create reusable email designs for your campaigns. You can use either a visual editor or an HTML.
- Understand campaign analytics and engagement metricsMarketing Campaigns provides analytics and engagement metrics that allow you to evaluate the performance of your email campaigns directly from Sage Sales Management.
- Filter records based on campaign behaviourMarketing Campaigns allows you to segment companies, contacts and other entities based on how users interact with email campaigns. These filters help identify more engaged audiences, improve sales follow-ups and…
- Sales Campaigns in Sage Sales ManagementSales Campaigns allows you to organise, launch and track sales campaigns directly from Sage Sales Management.
- Configure Sales CampaignsSales Campaigns configuration allows you to define permissions, manage campaigns and control which actions users can perform depending on the status of each campaign
- Sales Campaigns: FAQ and troubleshootingThis article gathers the most common questions related to Sales Campaigns in Sage Sales Management.
- SignatureManager
- The Legality of Digital Signatures by CountryThis article provides information compiled by the service provider Signaturit.
- Signature Manager: How to Use Signature Manager on the Web and Mobile DevicesSignature Manager allows you to manage the signing of PDF or DOC documents directly from Sage Sales Management.