What's in Email Marketing Management
Introduction
Administrators and partners use the the platform Email Marketing Management application to create, send, and track co-branded email campaigns for lead generation.
Outgoing Emails
Administrators and partners use Outgoing Emails to centralize, track, and manage all UPM emails, ensuring compliance and optimizing campaign performance.
Creating an Email Copy
Admins and partners can duplicate existing email campaigns to streamline new marketing initiatives, ensuring brand consistency and reducing effort.
Launch an Email
Administrators and partners use the Email Marketing Management feature to launch email campaigns by customizing templates, selecting recipients, and scheduling sends after configuring campaign details.
Email Templates
Administrators and partners use Email Templates to manage, view, and configure email content for marketing campaigns, ensuring brand consistency and compliance.
Add/Edit a New Email Template
Administrators and partners use this feature to create and manage email templates for marketing activities, always selecting a 'Record Type' before configuration.
Creating and Managing Your Template Content
Admins use the Email Templates feature to create, edit, and localize email marketing templates for partners, ensuring brand consistency and message compliance.
Email Template Translation
Administrators and partners use Email Template Translation to manage and translate email templates into multiple languages, ensuring marketing communications are localized for different regions.
Lead Scoring Rules
Administrators define and manage lead scoring rules at the email template level to automatically qualify and prioritize leads based on email interactions.
Visibility Configuration
Administrators configure email template visibility for partners based on country, language, user roles, and groups, ensuring partners access only relevant, localized marketing assets.
Mailing Lists
Admins and partners use Mailing Lists to create, manage, and import email recipient lists for targeted campaigns, ensuring accurate and compliant recipient data.
Test Mailing List
Administrators use this feature to create and manage test recipient lists for email campaigns, ensuring content, formatting, and delivery are verified before live deployment.
Senders
Administrators manage and verify email addresses for marketing communications to ensure all platform emails originate from authorized sender identities.