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Setup and Deploy Email Quick Campaigns

Quick Campaigns are part of the marketing section and are run from Marketing Lists. Click for more information on creating a Marketing List.

The Campaign can use an existing email template or you can generate an email within the Campaign wizard. If you plan to use an Email Template, you must create one before starting the Quick Campaign wizard. If you are going to create one for the campaign you can start the wizard and you will be prompted where to generate your email message.

1. From the Marketing List, click the ellipsis to get to Create Quick Campaign

2. The wizard will prompt you to name your Campaign.

3. Select your Activity Type (Email) and assign an Owner.

4. If using a Template, check Use Template and select the template in the lookup field. If creating an email you can enter your text and subject here.

5. Confirm summary details and click Create

Because the functionality of the application does not give you the option to preview and/or test the email messaging blast prior to dissemination, you may want to test the email prior starting the Create Quick Campaign Wizard.

Once the emails have been sent to their respective parties, you can view real time data associated with the email messaging blast including how many emails were sent, which emails were rejected, and more. For more information, go to the Quick Campaigns entity, double click on the quick Campaign in question, and view the results for your quick campaign.