- Mail Shots
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Workbooks includes the functionality to set up Mail Shots, which enable you to send personalised emails in bulk. Emails sent this way are linked to the Person or Lead record so you can easily see the history of the communication with your sales prospects.
An easy-to-use Wizard guides you through the Mail Shot process, prompting you to link the Mail Shot to a Marketing Campaign. This enables you to see the information within the Marketing Campaign such data about the number of emails sent, the number of members who have unsubscribed and so on.
Mail Shots are based on a Template. The Template can include placeholders which are then populated with values from the recipients' Workbooks records, thus allowing you to send professional communications. The Templates can be set up to include attachments if required.
You can specify the 'from' and 'reply to' email addresses to use for the Mail Shot thus allowing better management of the email marketing process and you can opt to send the Mail Shot straight away or schedule it to be sent at a specified date and time.