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How do I create a marketing campaign?


A marketing campaign makes it extremely easy for you to provide a great number of your contacts with information of interest to them in just one go.

In metasfresh, there are two types of marketing campaigns: email campaigns and serial letter campaigns.

In the email campaigns, newsletters are sent out to the selected contacts via email. In the serial letter campaigns, serial letters are created and labelled automatically with the respective contacts’ default address stored in the system, where they can then be sent by post.


The following components are required for a marketing campaign:


  1. Open “Marketing Campaign” from the menu.
  2. Create a new marketing campaign.
  3. Give the marketing campaign a Name.
  4. In the field Marketing Platform, enter a part of the marketing platform and click on one of the results.

    Note 1: Hit SPACE to see all available marketing platforms.

    Note 2: Select one of the shown options with the mouse or .

  5. Select a Boiler Plate.
  6. metasfresh saves the progress automatically.

Next Steps


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