metafresh logo and link to homepage

How do I create a marketing platform?

Overview

By means of the marketing platform, you can determine which address type shall be used when adding contacts to a marketing campaign. You may choose between the business partner’s default address (Requires Location) and the user’s email address (Requires Mail Address). Of course, you may also combine the two address types.

If you choose Requires Location, the subsequent campaign will be a serial letter campaign where only those contacts will be included that are stored in the system with a default address (business partners).

If you choose Requires Mail Address, the subsequent campaign will be an email campaign where only those contacts will be included that are stored in the system with an email address (users).

Steps

  1. Open “Marketing Platform” from the menu.
  2. Create a new marketing platform.
  3. Select a Marketing Platform Gateway ID, e.g., CleverReach.
  4. Give the marketing platform a Name.
  5. Check either Requires Location, Requires Mail Address or both boxes, depending on your requirements.
  6. metasfresh saves the progress automatically.

Example


Zur Quelldatei auf github.com