Youtube link: https://youtu.be/jBhDUfxCRzQ (forward to 1.30 min)



  1. Click on the ‘CRM > Marketing’ tab
  2. Click on ‘Create Campaign’ 
  3. Type in the subject (e.g. You can trust us!). This subject appears in the subject line of the email you send
  4. The Signature always defaults to your Primary signature
  5. Select the ‘Blank Template (Header and Footer Only’ template 
  6. If applicable, schedule the date and time you want the email to be sent
  7. Click ‘Next’

 

 

 

  1. On the ‘Contact’ screen, select the contact/s or group/s 
  2. Click the ‘Next’ button

 

Note: Highlighted email addresses need to be checked for authenticity or whether they have been blocked. You will not be able to send out any emails to the contact while the email address is marked in red.

 

 

 

  1. Click on the Image icon that is indicated below to upload your personalized Item of Value
  2. Click on ‘Drop the file or click to upload’ to select your IOV as saved on your computer (jpg files only)
  3. Double click on the file or select the image and click ‘Open’ to add the image to your marketing campaign

 

Note: The name of the file should not include any special characters e.g. &*%$#

 

 

 

4. Allow the image to Load as below and click ‘Add’

 

 

  • Your image will be embedded in the Message box

 

 

  • After clicking the Next button, the below page appears, now click Next again

 

 

 

The Preview page allows you to check the info and if necessary, go back by clicking on the ‘Back’ button to make changes.

Click Send if you are happy with the Preview.