Training

Prospecting & Email Campaigns Course Description and Agenda

Course Description

This session will provide an in-depth look on how to use the prospecting and mass email tools. Some of the topics we’re covering are using the managing contacts, changing contact fields, mass emailing your prospects and more. The session will run for approx. 1 hour and will include time for questions.  Please visit our training calendar for a list of dates and times.

Agenda

  • How to login
  • Help Options
  • Create a New Contact
  • Static & Dynamic Groups
  • Adding fields to Contacts
  • Importing an existing database
  • Editing a Contact profile
  • Create Labels
  • Email Templates
  • Email Header & Footer
  • Send Immediate Email
  • Schedule Email Campaign
  • Email History
  • Q / A



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