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Articles and advise for setting up and managing marketing and customer feedback through Zurmo.
Getting Started with Campaigns
Below are the General Steps for setting up and sending out an email Campaign. Create a Marketing List Read more about Marketing Lists. If you plan to add contacts/leads from a report, you w...
Marketing Administrator Settings
In order for Email Campaigns to be sent from the system, the following must be set up by the administrator of the system: Outbound Email SMTP: This can be set under Administration-->Email Con...
Campaign emails can be sent to Leads and Contacts of the system. In order to send out a campaign, you will need to create the list of people who will receive it. There are a number of ways to add s...
Use a template to ensure that consistent, effective emails are sent both in campaigns that you are currently working on and in future campaigns. Templates are not for the sole use of campaigns thou...
Campaigns are a very effective marketing tool. They are a way to send an email blast out to a list of your choosing, be it clients, prospects or all contacts in CRM.me. This article explains how to...
Merge Tag Guide - Marketing
Merge tags allow you to enter module variables into an email template. All merge tags begin and end with double brackets: [[ and ]] Merge tags must reference the Field Name (not the display nam...
Adding video to a campaign
As with audio files, most email clients can't display video content and will strip that code from your campaign. Therefore CRM.me recommends that you display a video player image and link it to the...
A bounce message is an automated message generated to inform the sender that the message wasn't delivered for some reason. Typically this message is generated by the destination mail server. There...