FlairSuite video tutorial

Add the contacts you will email

2 minutesUpdated CRM, customers and support

Add the people your email campaign goes to, each with an email address and a contact category.

Transcript

Select a time to play the video from that moment.

  1. In the last video, we created our contact categories. Now we add the people a campaign will email, because a campaign only goes to contacts that have an email address and belong to a category.

  2. First, sign in with your username and password.

  3. Go to Customers and open Persons. This is where you keep the people you deal with. We have hidden the details of the existing contacts.

  4. Click Add New Contact. Type the name, a mobile number, and the email address, because that is where the campaign will deliver its email. Then choose the Newsletter Subscribers category, which is how the campaign finds this person, and click Save.

  5. Let's add a second person the same way, with an email address, in the same category.

  6. To check a contact, search for the name and click it. The details on the right show the email address the campaign will use.

  7. Your newsletter group now has two people with email addresses. Next, we prepare the email itself. The next video is: Write a reusable email template.

Ready to run this in your company?

FlairSuite brings accounting, VAT, HR and payroll, inventory, POS and CRM into one ERP. Book a free demo with our local team.

See FlairSuite with your own dataFree demo · local team in Bahrain Book a free demo