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Product Demonstration
   Create a new MS CRM campaign and
    click on V206 Mail
   Add one or more marketing lists
   Open up V206 Mail and specify
    campaign parameters
   Core features include:
    ◦ Preconfigured email profiles and email
      servers
    ◦ From/Reply name and email address
      based on permissions assigned in MS
      CRM
    ◦ Subject customization and personalization
    ◦ Email body customization and
      personalization
    ◦ Up to three email attachments
   Email attachments can easily be
    added simply by browsing to the file
    and appending it.
   Attachments are stored against the
    respective campaign entity in MS
    CRM for quick access.
   Advanced Features include:
    ◦   Schedules delivery date and time
    ◦   Email throttling for deadline campaigns
    ◦   Alternate email support
    ◦   Send during work hours
    ◦   Prioritising campaigns
   Before sending know…
    ◦ How many recipients you will contact
    ◦ How large your email will be
    ◦ When your campaign emails will
      complete
   Built in HTML editor allows for quick
    and easy HTML content editing
   Rich content merging includes entities
    related to a contact/lead or
    account, custom html tags or image
    lookups

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Version206 Mail

  • 2. Create a new MS CRM campaign and click on V206 Mail
  • 3. Add one or more marketing lists
  • 4. Open up V206 Mail and specify campaign parameters
  • 5. Core features include: ◦ Preconfigured email profiles and email servers ◦ From/Reply name and email address based on permissions assigned in MS CRM ◦ Subject customization and personalization ◦ Email body customization and personalization ◦ Up to three email attachments
  • 6. Email attachments can easily be added simply by browsing to the file and appending it.
  • 7. Attachments are stored against the respective campaign entity in MS CRM for quick access.
  • 8. Advanced Features include: ◦ Schedules delivery date and time ◦ Email throttling for deadline campaigns ◦ Alternate email support ◦ Send during work hours ◦ Prioritising campaigns
  • 9. Before sending know… ◦ How many recipients you will contact ◦ How large your email will be ◦ When your campaign emails will complete
  • 10. Built in HTML editor allows for quick and easy HTML content editing
  • 11. Rich content merging includes entities related to a contact/lead or account, custom html tags or image lookups