Question
- How can I send a marketing email through CRM (fka Luxor)?
Answer
Settings
In order to access and use the Marketing Module in CRM (fka Luxor), you will first need to ensure that your Email Settings are configured - see this article for more information DNS / Email Client settings in CRM (fka Luxor)
Note
The Marketing module should not be used by someone who is not utilizing your company's domain inside of Admin > User Management.
If you want to send a mass marketing email and/or create multiple marketing campaign issues, you may want to check out this article instead - Creating Marketing Campaigns & Issues. Campaigns allow you to track the success of a campaign by monitoring its statistics.
You can send emails out of LuxorCRM without creating a campaign by using the "Send Email" button located under the Marketing module in CRM (fka Luxor).
- Log into your CRM (fka Luxor) system
- Click on the Marketing module from the left-hand navigation menu
- Click "Send Email" from the actions menu on the left-hand side
- Enter the email address you would like the "From"/sender to be
- You can then search for specific contacts to send the email to OR select an existing target list
- Then choose the desired email template
Questions? Contact Us
This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our bi-weekly Marketing webinar + Q&A sessions hosted by our CRM experts.
- Marketing Module Basics - must be deployed to attend
- Marketing Automation - must have completed Marketing Stage 1 training (within CLC) and attended Marketing Module Basics to qualify