SI Lead Manager v7

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Campaigns – How to Create a Campaign Template

Version of SILM

7.0 and higher

About

Before you can create a mailing campaign you must create a Campaign Template.  All mailing campaigns are based off of a template.  You can create as many Campaign Templates as you like from single mailings to multiple mailings.  There is no limit on the number of mailings you can have per campaign either.

To create a Campaign Template you must have the following…

  • At least 1 Envelope Template already created
  • At least 1 Letter Template already created

This video will walk you through the process of creating a Campaign Template that has 3 Mailings.  Each mailing will use a different letter template.

How To Video

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