crm3

Now that the Campaign has been created, it's time to send the associated Campaign Email which will allow you to judge the effectiveness of the Campaign through the use of CRM3®'s Email Reporting function, based whether or not the recipients of the newsletter you’ve just designed react to this Email message; i.e., whether or not they open it, click on any links contained within it, etc. Follow the steps below to send a Campaign Email.

1. Click the Campaign Name on the Campaign Templates list, and select Send, as shown here.
2. Enter a relevant Email Addresses in the Confirmation Address text field if you would like to make sure that a Confirmation Email is sent to the appropriate individual(s) and click Add.
3. Once you add the first Email Address, additional Confirmation Address text fields will be displayed, allowing you to add as many as you need to add or delete those you don’t want to include, as shown here.
4. Click Test Send on the screen above to preview the Email in your Inbox before it is sent to the Recipient list. This allows you to check the message for format and content errors before proceeding. A Confirmation box is displayed to indicate a successful test, as shown here.
5. To select the recipients for the Email message click Edit Recipient List on the Campaign Creator screen, as shown in the following illustration.
6. The Edit Recipient List window, illustrated below, is displayed so that you can locate the Contacts that you want to include.
7. Select one of the available links, as shown in the illustration here, to select the Contacts that you want to include as Recipients. Choose either the Tab that brought me here (Search), Contact Groups, Contact Search Results or Favorites links.
8. Selecting one of the links described above displays the Edit Recipient List window, shown here, that allows you to edit your Recipient List by selecting the checkboxes for the Contacts you want to include from the Contacts list that is displayed, based on the link you’ve selected.
9. Select Campaign Creator from the Bulk Contact Operations list, as shown here, to include those Contacts as Recipients of the Campaign Email.