Hi all,
Could someone please confirm the correct procedure for email people within a campaign and attaching sales literature?
My understanding is that we should:
- Create sales literature.
- Create a Marketing list (made up of accounts that we would like to send marketing emails too)
- Create the campaign
Now it is at this point that I am assuming that you can add Sales literature to the campaign and then just send it but I cannot work out where you attach this sales literature.
I have sales literature in the appropriate area but I do not appear to be able to attach it other than if I were to go into my Outlook and create an email to a specific person.
Surely the idea is that you create a campaign and then click a button, which triggers the email to the marketing list and sends them the attachment?
Any able to help, I don't believe this is very intuitive but I may be wrong.
Thanks all