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Displaying & Adding Campaigns
... Displaying & Adding Campaigns Displaying Campaigns Clicking on Start > Marketing > Campaigns displays the Campaigns ...
Using the Upload Library
... Using the Upload Library Clicking on Start > Marketing > Upload Library displays your Upload Library . Images and files are separat ...
Creating Mailing Lists
... Creating Mailing Lists To create a Mailing List click Start > Marketing > Mailing List to open th ...
Working With Emails
... Working With Emails This page provides information on: Creating your Email ; Email recipients ; Writing your message ; ...
Upload Library
... Introduction to Upload Library The Workbooks Service can be used to store your marketing artefacts. These artefacts can include documents, images and media ...
Sending Bulk Email
... Sending Bulk Email You can use the Mailing List functionality to send the same email to all the people on that list. (If you want to send personalised ema ...
Email Mailing Lists
... Email Mailing Lists Workbooks enables you to identify People and/or Leads on your database and group them together in a Mailing List so they ca ...
Grouping Customers for Email Lists etc
I don't quite know where to post this request, but I am hoping someone will be able to advise on a suitable approach for us. We use Workbooks to manage our clients. One of the services we offer is web hosting. Their hosting could be on mutiple s ...
How do I control access to the Mailing List functionality?
I only want some users to be able to access Marketing > Mailing Lists. There are two Mailing List There are two Mailing List capabilities - "View mailing lists" & "Modify mailing lists". To control access ...
Can I exclude people from mailing list who have opted out of being emailed?
I've created a report of people I want to email in bulk, using a mailing list, but don't want the email to go to anyone who's already told us that they don't want to be mailed. How can I do this? Workbooks Sales Leads and Workbooks Sal ...