How to create

Newsletter on CRM
TO DO:

1. Create a Campaign for your activity

2. Create a Marketing list to whom send the newsletters and link it to the
campaign
3. Choose the type of communication you want to use, and ask HQ for
graphics template, and approve it
4. Create the CAMPAIGN ACTIVITY, inserting the graphic and the date of
the distribution of the newsletter
5. Test e-mail: Use «Send E-Mail» button to send a test email
6. Distribute to send the Email based on the setup
7. Do statistics based on KPIs.
 Create the Campaign
Create the Marketing Campaign
• Name
• Campaign Type (Direct Marketing: Newsletter| Event: Webinar| Exhibitions: shows)
• Actual Start / End

You can build a marketing list, connected to the

campaign activity, based on any field or group of
fields in the database. This makes you
exponentially more effective and efficient in
your marketing activities and allows you to send
better-promotional marketing campaigns.
TO DO:

1. Create a Campaign for your activity

2. Create a Marketing list from the Campaign, to whom send the
newsletters
3. Choose the type of communication you want to use, and ask HQ for
graphics template, and approve it
4. Create the CAMPAIGN ACTIVITY, inserting the graphic and the date of
the distribution of the newsletter
5. Test e-mail: Use «Send E-Mail» button to send a test email
6. Distribute to send the Email based on the setup
7. Do statistics based on KPIs.
 Create a Marketing List
Create Marketing list
Click the three dots next to the Marketing List and select” Add Existing marketing List “
 Create a Marketing List
1) You can use an existing marketing list selecting “ Select record”
2) You can create new Marketing List selecting – “New Record”
 Create a Marketing List
Fill the mandatory field:
• Name
• List Type ( Static or Dynamic)
• Target At ( Account/ Leads/ Contacts)

You can move in the “ Members “ sections only after filling in the mandatory field and saving the page
 Create a Marketing List
To Add the Members there are two options:

1) You can add the members of your marketing list clicking on “ Add or Add existing Lead”
 Create a Marketing List
2)You can select the members of the marketing list directly from the leads. You can select them in the main view or you can use a filter to make a specific
segmentation.
 Create the Marketing List

Here an example of a marketing list based

on the field "main market segment" in the
database.
But another example can be the one with the
leads related to an exhibition: we remind you
that a lead can be part of different marketing
lists.
 Create the Marketing List

The marketing list is fundamental

because it permits to send promotional
campaigns to a specific segment of your
mailing list and deliver special offers
which bring value to subscribers.

The more your MARKETING LIST is

specific the more your communication
is efficient

Filter your Leads for different

categories and features. Remind you
that a lead can be part of different
marketing lists.
TO DO:

1. Create a Campaign for your activity

2. Create a Marketing list from the Campaign, to whom send the
newsletters
3. Create the email template: Choose the type of communication you want
to use, and ask HQ for graphics template, and approve it
4. Create the CAMPAIGN ACTIVITY, inserting the graphic and the date of
the distribution of the newsletter
5. Test e-mail: Use «Send E-Mail» button to send a test email
6. Distribute to send the Email based on the setup
7. Do statistics based on KPIs.
 Create the Email Template
Yo u can create the email Template click on the left “ Email Include “ . You can do this activity just in the “ marketing “ Configuration . You have to create new template
before going into Campaign Activity.
 Create the Email Template
-You can select one of the approved templates
-Or you can create a new one
 Create the Email Template
Use the Editor to create your template . You can add pictures, text , icons.
 Create the Email Template
Clicking on the “Prepare to Parse” button, it will open a pop-up window in which it will be possible to see the list of URL inside the Email Include
and save them as Link in CRM.
Click “ Confirm” and Then, the email include must be sent for approval. After this is done, then send it out to the users’ marketing list. To use the
template is necessary that is approved.
 Create the Email Template
You can check your template in the list of « Approved»

You can edit again your template just if you click « edit « and this make it your template in « unapproved « status so after the changes you have o
approve it another time.
TO DO:

1. Create a Campaign for your activity

2. Create a Marketing list from the Campaign, to whom send the
newsletters
3. Create he email template: Choose the type of communication you want to
use, and ask HQ for graphics template, and approve it
4. Create the CAMPAIGN ACTIVITY, inserting the graphic and the date of
the distribution of the newsletter
5. Test e-mail: Use «Send E-Mail» button to send a test email
6. Distribute to send the Email based on the setup
7. Do statistics based on KPIs.
 Create a Campaign Activity

Click the three dots next to “ Campaign activities “ and select “ New campaign Activity “.
 Create a Campaign Activity
Check if you are in the right form “ CAMPAIGN ACTIVITY “ – MARP EMAIL MARKETING
Fill the mandatory fields:
• Name
• Distribution Type
• Distribution Start Date is the date from which the system will start to create the emails
• Send Start Date is the date from which the system will start send the emails
• Sender (must be noreply marposs email)
• Subject
 Create the Email Template
Click “Chose Template”:
-Select a template that you already approved with the procedure “ Email template “ – And click “ Add”
-Create new Template to add to your campaign activity-
TO DO:

1. Create a Campaign for your activity

2. Create a Marketing list from the Campaign, to whom send the
newsletters
3. Create he email template: Choose the type of communication you want to
use, and ask HQ for graphics template, and approve it
4. Create the CAMPAIGN ACTIVITY, inserting the graphic and the date of
the distribution of the newsletter
5. Test e-mail: Use «Send E-Mail» button to send a test email
6. Distribute to send the Email based on the setup
7. Do statistics based on KPIs.
 Test Email
TEST EMAIL
-Select a template that you already approved with the procedure “ Email template “ – And click “ Add”
-Create new Template to add to your campaign activity
To send a test and check the email click “ Send Email”
TO DO:

1. Create a Campaign for your activity

2. Create a Marketing list from the Campaign, to whom send the
newsletters
3. Create he email template: Choose the type of communication you want to
use, and ask HQ for graphics template, and approve it
4. Create the CAMPAIGN ACTIVITY, inserting the graphic and the date of
the distribution of the newsletter
5. Test e-mail: Use «Send E-Mail» button to send a test email
6. Distribute to send the Email based on the setup
7. Do statistics based on KPIs.
 Distribute and Send Email

1)Request Approval
This will allow the enabled persons to Approve the Campaign Activity

2)Approve
The Campaign Activity is now ready to be sent

3)Distribute
The Campaign Activity will be Distributed
The system will generate the email based on the
Distribution Start Date and will send them based on
the Send Start Date.
TO DO:

1. Create a Campaign for your activity

2. Create a Marketing list from the Campaign, to whom send the
newsletters
3. Create he email template: Choose the type of communication you want to
use, and ask HQ for graphics template, and approve it
4. Create the CAMPAIGN ACTIVITY, inserting the graphic and the date of
the distribution of the newsletter
5. Test e-mail: Use «Send E-Mail» button to send a test email
6. Distribute to send the Email based on the setup
7. Do statistics based on KPIs.
 Email Marketing – Statistics

KPI related to the

Email Marketing Campaigns

The C R M allows to customize dedicated dashboards to display a real-time summary of reports about the
opportunities generated by the campaigns.
Please find below the important KPI related to email marketing campaigns.

1. E-mail sent 2. Opened E-mail 3. Clicked links

 Email Marketing – Activities, Failures and Link track

1.Access the Campaign used to perform the Email Marketing activity.

2.Open the Campaign activity related to the Campaign .

 Email Marketing – Activities, Failures and Link track

Activities – Email sent by

C RM Failures – Email failures
Link track – Open and click
(who opened and how many
links)

Activities - the amount of emails successfully sent by the system.

Failures - the list of failed emails and reasons of failing.
Link track - information about the person that clicked on a link and the n° of clicks.
 Email Marketing – Link track

How many times the email was open (if no link is

tracked)

Total readers
Thank you