User Guide

Small Business Bulk Email Marketing User Guide

User guide for consent-safe newsletters and manual campaigns using CRM contacts, lists, tags and contactability fields.

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5 chapters125 wordsPublic guide
Complete online manual

This guide covers implementation, configuration, daily use and troubleshooting for Small Business Management – Bulk Email.

Small Business Management – Bulk Email User Guide

Product: Small Business Bulk Email Marketing / Small Business Management – Bulk Email
Version covered: 1.0.2

This guide explains consent-safe newsletters and manual campaigns using CRM contacts, lists, tags and contactability fields.

Purpose

Bulk Email is for newsletters and campaigns, not invoices, quotes or support notifications. It uses CRM as the source of truth for contacts and consent.

Audience safety

  • Skip missing emails.
  • Skip do-not-contact records.
  • Skip unsubscribed or bounced contacts.
  • Skip pending-consent contacts.
  • Review duplicate email counts before queueing.

Campaign workflow

  1. Create a campaign.
  2. Select CRM list/tag audience.
  3. Preview contactable and skipped counts.
  4. Send a test.
  5. Queue the campaign.
  6. Review opens, clicks, bounces and unsubscribes.

CRM handoff

Marketing events should be visible in CRM so the customer timeline remains complete.