Sage Sales Management

Product Learning

Discover Sage Sales Management add-ons and learn how to configure and use optional capabilities that extend your CRM.

Add-ons

Email Campaigns is a Sage Sales Management add-on designed to create, send and track bulk email campaigns directly from the platform.

Email Campaigns

Learn how to configure, create, send and analyse email campaigns in Sage Sales Management.

Before 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.

Configure a sender identity for email campaigns

Before 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…

Verify your domain for email campaigns

The 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.

Create and manage email templates

The campaign creation process guides you through configuring the sender, recipients, subject and email design step by step, helping you deliver more secure, targeted and effective email campaigns.

Create and send an email campaign

Configure your domain and sender identity to send secure email campaigns and improve deliverability.

Email Campaigns Configuration

Before sending an email campaign, you need to prepare the records that will be eligible to receive marketing communications.

Prepare subscribers and Marketing Status

Manage the Marketing Status of Accounts and Contacts, view its change history and understand how different events affect recipient consent.

Manage the Marketing Status of Accounts and Contacts

Create and manage recipient lists to group Accounts and Contacts and reuse them as target audiences for your email campaigns.

Manage recipient lists

Manage consent, marketing status and recipient lists to prepare your email campaigns

Email Campaigns Recipients

Email Campaigns provides metrics and analytics that allow you to evaluate the performance of your email campaigns directly from Sage Sales Management.

Understand campaign metrics and analytics

Analyse your email campaign results and segment Accounts and Contacts based on recipient behaviour.

Email Campaigns Analytics and Follow-up

Goal Management

Goal Manager: Types of Goal Assignments

Goal Manager: Configuring Goals

Goal Manager

News Manager: Effective Internal Communication in Sage Sales Management

News Manager

Sales Campaigns allows you to organise, launch and track sales campaigns directly from Sage Sales Management.

Sales Campaigns in Sage Sales Management

Sales Campaigns configuration allows you to define permissions, manage campaigns and control which actions users can perform depending on the status of each campaign

Configure Sales Campaigns

This article gathers the most common questions related to Sales Campaigns in Sage Sales Management.

Sales Campaigns: FAQ and troubleshooting

Sales Campaigns

SignatureManager

This article provides information compiled by the service provider Signaturit.

The Legality of Digital Signatures by Country

Signature Manager allows you to manage the signing of PDF or DOC documents directly from Sage Sales Management.

Signature Manager: How to Use Signature Manager on the Web and Mobile Devices

Signature Manager

Sage Copilot: Personalised Assistant

AI-powered voice activity reporting with Sage Copilot

Sage Copilot: Intelligent Voice Reporting

Sage Copilot: Intelligent Voice Reporting. Fill in forms with Sage Copilot

Sage Copilot

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.