How to send out a marketing Template as Campaign

Marketing Templates can be sent out to your Accounts and contact list as shown below.

When a marketing template is created it shows up under Marketing Template as a list.

The list gives details such as Name, Category, Subject etc. Notice the Name and the Category.

Step 2

Now the created marketing template can be used as Broadcast or Touch campaign. For this article we have used Broadcast campaign.

  1. Open Broadcast campaign.
  2. Click on the plus sign to create a new broadcast campaign.
  3. Select the Category From the dropdown list.
  4. Then select the Template, from the dropdown list of the template name.
  5. Click on Select button

6.  Now you can fill in all the required fields and send out the campaign.

Click the link to how to Create a Broadcast Campaign