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Marketing

• 1. Emailing functionality
  • 1.1. Default settings
• 2. Templates
  • 2.1. Overview
  • 2.2. Creating a template
  • 2.3. Editing templates
  • 2.4. Activating/deactivating templates
  • 2.5. Accounting templates
  • 2.6. Uploading Word document to a template
  • 2.7. Template attachments
  • 2.8. Using MailChimp templates
• 3. Bulk contact
  • 3.1. Overview
  • 3.2. Creating a new bulk contact
  • 3.3. Sending bulk contacts
  • 3.4. Bulk contacting renewals
  • 3.5. Logging interactions
• 4. Scheduled emails page
  • 4.1. Overview
  • 4.2. Adding a scheduled email
  • 4.3. Editing a scheduled email
  • 4.4. Removing a scheduled email
  • 4.5. Cloning scheduled emails
• 5. Membership comms
  • 5.1. Overview
  • 5.2. Creating a membership comm
  • 5.3. Viewing communication history
• 6. Mailchimp
  • 6.1. Overview
  • 6.2. Connect Mailchimp with RubiCRM
  • 6.3. Setup
  • 6.4. The integration process
  • 6.5. The integration functionality
  • 6.6. Contacts failing to export to Mailchimp
  • 6.7. Conclusion
  • 6.8. Our step-by-step guide

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