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Overview

The Marketing section helps you communicate with customers through email campaigns and templates.

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Key Features

  • Email Templates: Create reusable email templates
  • Campaign Management: Send targeted emails to contacts
  • Template Variables: Personalize emails with customer data
  • Gmail Integration: Send emails directly through your connected Gmail account

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Email Templates

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Creating a Template

  1. Navigate to CRM > Marketing
  2. Click New Template
  3. Enter template details:
    • Name (for internal reference)
    • Subject line
    • Email body
  4. Use variables for personalization (see below)
  5. Click Save

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Template Variables

Personalize your emails with these variables:
VariableDescription
{{contact.first_name}}Contact’s first name
{{contact.last_name}}Contact’s last name
{{contact.email}}Contact’s email
{{company.name}}Company name
{{event.date}}Event date
{{event.location}}Event location

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Example Template

Subject: Your upcoming event on {{event.date}}

Hi {{contact.first_name}},

We're looking forward to your event on {{event.date}} at {{event.location}}.

Please let us know if you have any questions.

Best regards,
Your Team

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Sending Emails

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Individual Emails

Send emails to individual contacts:
  1. Open a contact’s profile
  2. Click Send Email
  3. Choose a template or compose a new message
  4. Click Send

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Bulk Emails

Send emails to multiple contacts:
  1. Go to Contacts
  2. Select multiple contacts using checkboxes
  3. Click Send Email
  4. Choose a template
  5. Review and click Send

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Best Practices

  1. Test templates before sending to customers
  2. Personalize emails with variables for better engagement
  3. Keep it concise - shorter emails get better responses
  4. Follow up on sent emails using tasks

Contacts

Learn how to manage your contact database.