Knowledge Base

Tracking URLs can be created within a Marketing Campaign to work in tandem with our Web Insights Module. Tracking URLs provide you with greater insight into the effectiveness of your Marketing Campaign. You are able

Records can be synchronised between Workbooks and MailChimp automatically which enables you to report on how many emails were delivered, opened, bounced etc

When working through your list of Campaign Members you can schedule a Meeting, a Phone Call, a To-Do or even send an Email by clicking on the relevant icon at the end of the row.

Campaign Memberships can be used to track the Members of a Campaign and their statuses, helping you track the success of your Campaign

Campaign Memberships can be used to track the Members of a Campaign and their statuses, helping you track the success of your Campaign

Displaying Campaigns Clicking on Start > Marketing > Campaigns displays the Campaigns Landing Page. The Campaigns Landing Page displays a choice of views: My Active Campaigns – a subset of the All Active Campaigns view