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Displaying & Adding Campaigns
... Displaying & Adding Campaigns Displaying Campaigns Clicking on Start > Marketing > Campaigns displays the Campaigns ...
Working With Emails
... Working With Emails This page provides information on: Creating your Email ; Email recipients ; Writing your message ; ...
Using the Upload Library
... Using the Upload Library Clicking on Start > Marketing > Upload Library displays your Upload Library . Images and files are separat ...
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 ...
Creating Mailing Lists
... Creating Mailing Lists To create a Mailing List click Start > Marketing > Mailing List to open th ...
Upload Library
... Introduction to Upload Library The Workbooks Service can be used to store your marketing artefacts. These artefacts can include documents, images and ...
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 ...
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 ...